Sound Income Group
Attract & Grow:
An Elite Advisor Summit
Attract & Grow:
An Elite Advisor Summit
Location: The Ritz-Carlton
Bal Harbour, Miami
Bal Harbour, Miami
Dates: March 30 – April 2, 2025
Join an exclusive gathering of the industry's top 1% of financial advisors at the prestigious Ritz-Carlton, Bal Harbour — a stunning oceanfront retreat offering world-class service, unparalleled networking, and transformative insights from industry leaders.
Sunday, March 30, 2025
5:00PM | Elite Advisor Check-in
Meet and greet with our concierge to collect your name badge, event materials, and answer any questions.
6:00PM | Sunset Cocktail Reception and Dinner
Join us to open the Summit as you take in breathtaking ocean views at The Ritz-Carlton Bal Harbour.
DAY ONE – Building an Unstoppable Business
Monday, March 31, 2025
8:00AM | Breakfast & Morning Networking
Recharge with a premium breakfast selection and engaging conversations.
9:00AM | Welcome & Vision for Success (Darren Varano, Head of Business Development)
Kick off the event with an exclusive overview of what’s ahead and how to maximize your growth.
10:00AM | The Growth Playbook of an Elite Advisor (Jeffrey Small, President, Arbor Financial)
How Jeffrey leveraged the “Attract and Grow” principles to scale his advisory business.
10:45AM | Mastering the "Attract and Grow" Formula (David McAdams, Founder and President of McAdams Group)
Discover the proven strategies that transformed David’s business into a high-performing practice.
11:30AM | Power Panel – Elite Growth Strategies
Moderated Q&A with David McAdams & Jeffrey Small – Learn from industry leaders in an interactive session.
12:00PM | Networking Lunch
Group lunch.
1:00PM | Marketing Mastery – 3 Strategies Making an Impact in 2025 (Erika Wilson, Chief Marketing Officer)
Get an inside look at the most impactful marketing strategies driving success at the nation’s most successful advisory practices.
2:00PM | AI & The Future of Digital Marketing (Richard Hanna, Digital Marketing Manager)
Explore the role of artificial intelligence in reshaping how advisors attract, engage, and convert clients.
3:00PM | The Coaching Advantage – Unlocking Your Full Potential (Teresa Mariconda, Head of Coaching)
Discover how tailored training and coaching strategies can elevate your practice and empower your team as you scale.
4:00 – 5:30PM | From Advisor to CEO – The Dave Scranton Success Story (David Scranton, Founder of Sound Income Group & Author of “Attract and Grow”)
A powerful session revealing the roadmap from financial advisor to successful business owner and CEO.
6:00PM | Dinner
Group dinner.
DAY TWO – Investing in Excellence
Tuesday, April 1, 2025
8:00AM | Breakfast & Morning Networking
Recharge with a premium breakfast selection and engaging conversations.
9:00AM | The Universe of Income Investing (Eric Lutton, CFA®, CIO)
An exclusive market update on income-generating investments and strategies to optimize client portfolios in the 55+ market.
10:00AM | The Power of Independence – Growing Your Practice with the Right RIA (Rana Chander, Chief Operating Officer, Sound Income Strategies)
How aligning with an advisor-centric RIA can drive business growth while preserving your autonomy.
11:00AM | The Blueprint for a Thriving Retirement Planning Business (David Scranton, Founder of Sound Income Group & Author of “Attract and Grow”)
Not to miss! A deep dive into the key principles of building a sustainable, high-growth advisory business.
12:30PM | Networking Lunch
Group lunch.
1:30PM | Unwind & Connect – Leisure Activities
Choose your experience: Golf, spa retreat, fishing, or a relaxing afternoon by the pool.
Wednesday, April 2, 2025
8:00AM | Breakfast
Premium breakfast selections to kick-start your day.
11:00AM | Room checkout
Private transfers to the airport to meet your flight.
Sound Income Group - Attract & Grow: An Elite Advisor Summit
Ritz-Carlton, Bal Harbour, Miami, Florida
March 30 – April 2, 2025
We look forward to hosting you for an extraordinary experience filled with insight, luxury, and invaluable connections.
Sound Income Group - Attract & Grow: An Elite Advisor Summit
Location: The Ritz-Carlton Bal Harbour, Miami
Dates: March 30 – April 2, 2025
Join an exclusive gathering of the industry's top 1% of financial advisors at the prestigious Ritz-Carlton, Bal Harbour — a stunning oceanfront retreat offering world-class service, unparalleled networking, and transformative insights from industry leaders.
Sunday, March 30, 2025
5:00PM | Elite Advisor Check-in
Meet and greet with our concierge to collect your name badge, event materials, and answer any questions.
Meet and greet with our concierge to collect your name badge, event materials, and answer any questions.
6:00PM | Sunset Cocktail Reception and Dinner
Join us to open the Summit as you take in breathtaking ocean views at The Ritz-Carlton Bal Harbour.
Join us to open the Summit as you take in breathtaking ocean views at The Ritz-Carlton Bal Harbour.
DAY ONE – Building Unstoppable Business
Monday, March 31, 2025
8:00AM | Breakfast & Morning Networking
Recharge with a premium breakfast selection and engaging conversations.
Recharge with a premium breakfast selection and engaging conversations.
9:00AM | Welcome & Vision for Success (Darren Varano, Head of Business Development)
Kick off the event with an exclusive overview of what’s ahead and how to maximize your growth.
Kick off the event with an exclusive overview of what’s ahead and how to maximize your growth.
10:00AM | The Growth Playbook of an Elite Advisor (Jeffrey Small, President, Arbor Financial)
How Jeffrey leveraged the “Attract and Grow” principles to scale his advisory business.
How Jeffrey leveraged the “Attract and Grow” principles to scale his advisory business.
10:45AM | Mastering the "Attract and Grow" Formula (David McAdams, Founder and President of McAdams Group)
Discover the proven strategies that transformed David’s business into a high-performing practice.
Discover the proven strategies that transformed David’s business into a high-performing practice.
11:30AM | Power Panel – Elite Growth Strategies
Moderated Q&A with David McAdams & Jeffrey Small – Learn from industry leaders in an interactive session.
Moderated Q&A with David McAdams & Jeffrey Small – Learn from industry leaders in an interactive session.
12:00PM | Networking Lunch
Group lunch.
Group lunch.
1:00PM | Marketing Mastery – 3 Strategies Making an Impact in 2025 (Erika Wilson, Chief Marketing Officer)
Get an inside look at the most impactful marketing strategies driving success at the nation’s most successful advisory practices.
Get an inside look at the most impactful marketing strategies driving success at the nation’s most successful advisory practices.
2:00PM | AI & The Future of Digital Marketing (Richard Hanna, Digital Marketing Manager)
Explore the role of artificial intelligence in reshaping how advisors attract, engage, and convert clients.
Explore the role of artificial intelligence in reshaping how advisors attract, engage, and convert clients.
3:00PM | The Coaching Advantage – Unlocking Your Full Potential (Teresa Mariconda, Head of Coaching)
Discover how tailored training and coaching strategies can elevate your practice and empower your team as you scale.
Discover how tailored training and coaching strategies can elevate your practice and empower your team as you scale.
4:00 - 5:30PM | From Advisor to CEO – The Dave Scranton Success Story (David Scranton, Founder of Sound Income Group & Author of “Attract and Grow”)
A powerful session revealing the roadmap from financial advisor to successful business owner and CEO.
A powerful session revealing the roadmap from financial advisor to successful business owner and CEO.
6:00PM | Dinner
Group dinner.
Group dinner.
DAY TWO – Investing in Excellence
Tuesday, April 1, 2025
8:00AM | Breakfast & Morning Networking
Recharge with a premium breakfast selection and engaging conversations.
Recharge with a premium breakfast selection and engaging conversations.
9:00AM | The Universe of Income Investing (Eric Lutton, CFA®, CIO)
An exclusive market update on income-generating investments and strategies to optimize client portfolios in the 55+ market.
An exclusive market update on income-generating investments and strategies to optimize client portfolios in the 55+ market.
10:00AM | The Power of Independence – Growing Your Practice with the Right RIA (Rana Chander, Chief Operating Officer, Sound Income Strategies)
How aligning with an advisor-centric RIA can drive business growth while preserving your autonomy.
How aligning with an advisor-centric RIA can drive business growth while preserving your autonomy.
11:00AM | The Blueprint for a Thriving Retirement Planning Business (David Scranton, Founder of Sound Income Group & Author of “Attract and Grow”)
Not to miss! A deep dive into the key principles of building a sustainable, high-growth advisory business.
Not to miss! A deep dive into the key principles of building a sustainable, high-growth advisory business.
12:30PM | Networking Lunch
Group lunch.
Group lunch.
1:30PM | Unwind & Connect – Leisure Activities
Choose your experience: Golf, spa retreat, fishing, or a relaxing afternoon by the pool.
Choose your experience: Golf, spa retreat, fishing, or a relaxing afternoon by the pool.
Wednesday, April 2, 2025
8:00AM | Breakfast
Premium breakfast selections to kick-start your day.
Premium breakfast selections to kick-start your day.
11:00AM | Room checkout
Private transfers to the airport to meet your flight.
Private transfers to the airport to meet your flight.
Sound Income Group - Attract & Grow: An Elite Advisor Summit
The Ritz-Carlton Bal Harbour, Miami, Florida
March 30 – April 2, 2025
We look forward to hosting you for an extraordinary experience filled with insight, luxury, and invaluable connections.
The Ritz-Carlton Bal Harbour, Miami, Florida
March 30 – April 2, 2025
We look forward to hosting you for an extraordinary experience filled with insight, luxury, and invaluable connections.
Copyright © 2025 Sound Income Group. All rights reserved.
Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm.
Sound Income Group and Sound Income Strategies are associated entities.