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
An exclusive experience for the top 1% of financial advisors, set against the backdrop of one of Miami’s most refined oceanfront resorts. This summit blends advanced business strategy, powerful peer insights, and world-class hospitality to help elite advisors scale with precision and purpose.
Sunday, March 30, 2025
4:00PM - 6:00PM | Attract & Grow Summit Hospitality Desk
THE LIBRARY
Come visit us at the Hospitality Desk to pick up your name badge and event brochure.
Come visit us at the Hospitality Desk to pick up your name badge and event brochure.
6:30PM | Sunset Cocktail Reception and Dinner
SEASCAPE TERRACE AND BALLROOM
Reconnect and unwind with fellow top advisors during a relaxed welcome reception and dinner while gazing at the Atlantic.
Reconnect and unwind with fellow top advisors during a relaxed welcome reception and dinner while gazing at the Atlantic.
DAY ONE – Building an Unstoppable Business
Monday, March 31, 2025
8:00AM | Breakfast & Morning Networking
VOYAGER TERRACE
Start your day with fresh, coastal cuisine and engaging conversations overlooking Haulover Inlet.
Start your day with fresh, coastal cuisine and engaging conversations overlooking Haulover Inlet.
9:00AM | The Transformation from Advisor to CEO
VOYAGER
Darren Varano – Director of Business Development, Sound Income Group
Explore how to move from high-performing advisor to strategic business leader. Learn how to structure, delegate, and lead your firm with scale and vision in mind.
Darren Varano – Director of Business Development, Sound Income Group
Explore how to move from high-performing advisor to strategic business leader. Learn how to structure, delegate, and lead your firm with scale and vision in mind.
9:45AM | Building a Next-Level Practice
Jeffrey Small – President, Arbor Financial Services
Discover how to create a practice that runs on proven systems, brand equity, and efficient client acquisition — shared by one of Florida’s most visible and successful advisors.
Discover how to create a practice that runs on proven systems, brand equity, and efficient client acquisition — shared by one of Florida’s most visible and successful advisors.
10:45AM | Break
11:00AM | Advisor Power Panel
David McAdams & David Stearns, moderated by Darren Varano
Gain practical insights on how top advisors are leveraging the “Attract & Grow” framework to consistently expand, differentiate, and optimize their practices.
Gain practical insights on how top advisors are leveraging the “Attract & Grow” framework to consistently expand, differentiate, and optimize their practices.
12:00PM | Networking Lunch
VOYAGER TERRACE
Enjoy elevated coastal cuisine while building valuable peer-to-peer connections.
Enjoy elevated coastal cuisine while building valuable peer-to-peer connections.
1:00PM | Marketing Mastery: 3 Strategies Making an Impact in 2025
VOYAGER
Erika Wilson – Chief Marketing Officer, Sound Income Group
Explore the most effective marketing strategies elite advisors are using right now to increase visibility, generate leads, and convert prospects in a digital-first world.
Erika Wilson – Chief Marketing Officer, Sound Income Group
Explore the most effective marketing strategies elite advisors are using right now to increase visibility, generate leads, and convert prospects in a digital-first world.
2:00PM | AI & The Future of Digital Marketing
Richard Hanna – Digital Marketing Manager, Sound Income Group
Uncover how artificial intelligence is reshaping the advisor marketing landscape — from dynamic content and automation to next-level personalization.
Uncover how artificial intelligence is reshaping the advisor marketing landscape — from dynamic content and automation to next-level personalization.
2:45PM | Break
3:00PM | Building & Developing Your $50 Million Team
Teresa Mariconda – Director of Coaching, Sound Income Group
Learn how Scranton Financial Group built a thriving practice on the Connecticut shoreline by implementing data-driven coaching, strategic hiring, and team development practices that drive results. Discover how to apply the same framework to build your ideal team.
Learn how Scranton Financial Group built a thriving practice on the Connecticut shoreline by implementing data-driven coaching, strategic hiring, and team development practices that drive results. Discover how to apply the same framework to build your ideal team.
4:00PM | Attract & Grow: A Blueprint for Success
David Scranton – Founder & CEO, Sound Income Group
David shares the growth principles behind one of the industry’s fastest-growing RIAs — and how advisors can use the same system to create scalable, sustainable firms with real enterprise value.
David shares the growth principles behind one of the industry’s fastest-growing RIAs — and how advisors can use the same system to create scalable, sustainable firms with real enterprise value.
6:00PM | Group Dinner
WATER’S EDGE LAWN
Dine together with sweeping views of the Atlantic and Biscayne Bay, where modern coastal cuisine and a warm ambiance create the perfect ending to a transformative day.
Dine together with sweeping views of the Atlantic and Biscayne Bay, where modern coastal cuisine and a warm ambiance create the perfect ending to a transformative day.
DAY TWO – Investing in Excellence
Tuesday, April 1, 2025
8:00AM | Breakfast & Morning Networking
VOYAGER TERRACE
Enjoy a fresh start to the day with breakfast and informal discussions with peers and speakers.
Enjoy a fresh start to the day with breakfast and informal discussions with peers and speakers.
9:00AM | The Power of Independence – Growing Your Practice with the Right RIA
VOYAGER
Rana Chander – Chief Operating Officer, Sound Income Strategies Learn how the right advisor-centric RIA partnership can fuel your growth while protecting your independence, simplifying operations, and amplifying your brand.
Rana Chander – Chief Operating Officer, Sound Income Strategies Learn how the right advisor-centric RIA partnership can fuel your growth while protecting your independence, simplifying operations, and amplifying your brand.
10:00AM | The Universe of Income Investing
Eric Lutton, CFA® – Chief Investment Officer, Sound Income Strategies
Get a timely, practical market update on today’s income-generating investment opportunities and how to position portfolios for long-term income in the 55+ space.
Get a timely, practical market update on today’s income-generating investment opportunities and how to position portfolios for long-term income in the 55+ space.
10:45AM | Break
11:00AM | Turbocharging Your Business to Build Real Enterprise Value
David Scranton – Founder, Sound Income Group
Learn how to take your advisory business from high-income to high equity with systems, succession planning, and a mindset built for scaling your firm into a legacy asset.
Learn how to take your advisory business from high-income to high equity with systems, succession planning, and a mindset built for scaling your firm into a legacy asset.
12:30PM | Networking Lunch
VOYAGER TERRACE
Enjoy elevated coastal cuisine while building valuable peer-to-peer connections.
Enjoy elevated coastal cuisine while building valuable peer-to-peer connections.
1:30PM | Biscayne Bay Yacht Excursion
BILL BIRD MARINA
Depart from nearby Bill Bird Marina for a luxury yacht cruise along Biscayne Bay. Unwind, connect, and enjoy an unforgettable afternoon of leisure and networking. Return by 6:00 PM.
Depart from nearby Bill Bird Marina for a luxury yacht cruise along Biscayne Bay. Unwind, connect, and enjoy an unforgettable afternoon of leisure and networking. Return by 6:00 PM.
7:00PM | Dinner at Your Leisure
Explore the best of Bal Harbour’s dining scene or enjoy a relaxed evening at the resort. No formal agenda.
Wednesday, April 2, 2025 – Investing in Excellence
8:00AM | Breakfast
VOYAGER TERRACE
9:00AM | Informal Discussions, Networking & Wrap-up
Final reflections, follow-up connections, and conversations with peers, coaches, and the Sound Income Group team.
11:00AM | Room Checkout & Private Transfers to MIA or FLL
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
An exclusive experience for the top 1% of financial advisors, set against the backdrop of one of Miami’s most refined oceanfront resorts. This summit blends advanced business strategy, powerful peer insights, and world-class hospitality to help elite advisors scale with precision and purpose.
Sunday, March 30, 2025
4:00PM - 6:00PM | Attract & Grow Summit Hospitality Desk
THE LIBRARY
Come visit us at the Hospitality Desk to pick up your name badge and event brochure.
THE LIBRARY
Come visit us at the Hospitality Desk to pick up your name badge and event brochure.
6:30PM | Sunset Cocktail Reception & Dinner
SEASCAPE TERRACE AND BALLROOM
Reconnect and unwind with fellow top advisors during a relaxed welcome reception and dinner while gazing at the Atlantic.
SEASCAPE TERRACE AND BALLROOM
Reconnect and unwind with fellow top advisors during a relaxed welcome reception and dinner while gazing at the Atlantic.
DAY ONE – Building Unstoppable Business
Monday, March 31, 2025
8:00AM | Breakfast & Morning Networking
VOYAGER TERRACE
Start your day with fresh, coastal cuisine and engaging conversations overlooking Haulover Inlet.
VOYAGER TERRACE
Start your day with fresh, coastal cuisine and engaging conversations overlooking Haulover Inlet.
9:00AM | The Transformation from Advisor to CEO
VOYAGER
Darren Varano – Director of Business Development, Sound Income Group Explore how to move from high-performing advisor to strategic business leader. Learn how to structure, delegate, and lead your firm with scale and vision in mind.
VOYAGER
Darren Varano – Director of Business Development, Sound Income Group Explore how to move from high-performing advisor to strategic business leader. Learn how to structure, delegate, and lead your firm with scale and vision in mind.
9:45AM | Building a Next-Level Practice
Jeffrey Small – President, Arbor Financial Services
Discover how to create a practice that runs on proven systems, brand equity, and efficient client acquisition — shared by one of Florida’s most visible and successful advisors.
Jeffrey Small – President, Arbor Financial Services
Discover how to create a practice that runs on proven systems, brand equity, and efficient client acquisition — shared by one of Florida’s most visible and successful advisors.
10:45AM | Break
11:00AM | Advisor Power Panel
David McAdams & David Stearns, moderated by Darren Varano
Gain practical insights on how top advisors are leveraging the “Attract & Grow” framework to consistently expand, differentiate, and optimize their practices.
David McAdams & David Stearns, moderated by Darren Varano
Gain practical insights on how top advisors are leveraging the “Attract & Grow” framework to consistently expand, differentiate, and optimize their practices.
12:00PM | Networking Lunch
VOYAGER TERRACE
Enjoy elevated coastal cuisine while building valuable peer-to-peer connections.
VOYAGER TERRACE
Enjoy elevated coastal cuisine while building valuable peer-to-peer connections.
1:00PM | Marketing Mastery: 3 Strategies Making an Impact in 2025
VOYAGER
Erika Wilson – Chief Marketing Officer, Sound Income Group
Explore the most effective marketing strategies elite advisors are using right now to increase visibility, generate leads, and convert prospects in a digital-first world.
VOYAGER
Erika Wilson – Chief Marketing Officer, Sound Income Group
Explore the most effective marketing strategies elite advisors are using right now to increase visibility, generate leads, and convert prospects in a digital-first world.
2:00PM | AI & The Future of Digital Marketing
Richard Hanna – Digital Marketing Manager, Sound Income Group
Uncover how artificial intelligence is reshaping the advisor marketing landscape — from dynamic content and automation to next-level personalization.
Richard Hanna – Digital Marketing Manager, Sound Income Group
Uncover how artificial intelligence is reshaping the advisor marketing landscape — from dynamic content and automation to next-level personalization.
2:45PM | Break
3:00 PM | Building & Developing Your $50 Million Team
Teresa Mariconda – Director of Coaching, Sound Income Group
Learn how Scranton Financial Group built a thriving practice on the Connecticut shoreline by implementing data-driven coaching, strategic hiring, and team development practices that drive results. Discover how to apply the same framework to build your ideal team.
Teresa Mariconda – Director of Coaching, Sound Income Group
Learn how Scranton Financial Group built a thriving practice on the Connecticut shoreline by implementing data-driven coaching, strategic hiring, and team development practices that drive results. Discover how to apply the same framework to build your ideal team.
4:00 PM | Attract & Grow: A Blueprint for Success
David Scranton – Founder & CEO, Sound Income Group
David shares the growth principles behind one of the industry’s fastest-growing RIAs — and how advisors can use the same system to create scalable, sustainable firms with real enterprise value.
David Scranton – Founder & CEO, Sound Income Group
David shares the growth principles behind one of the industry’s fastest-growing RIAs — and how advisors can use the same system to create scalable, sustainable firms with real enterprise value.
6:00PM | Group Dinner
WATER’S EDGE LAWN
Dine together with sweeping views of the Atlantic and Biscayne Bay, where modern coastal cuisine and a warm ambiance create the perfect ending to a transformative day.
WATER’S EDGE LAWN
Dine together with sweeping views of the Atlantic and Biscayne Bay, where modern coastal cuisine and a warm ambiance create the perfect ending to a transformative day.
DAY TWO – Investing in Excellence
Tuesday, April 1, 2025
8:00AM | Breakfast & Morning Networking
VOYAGER TERRACE
Enjoy a fresh start to the day with breakfast and informal discussions with peers and speakers.
VOYAGER TERRACE
Enjoy a fresh start to the day with breakfast and informal discussions with peers and speakers.
9:00AM | The Power of Independence – Growing Your Practice with the Right RIA
VOYAGER
Rana Chander – Chief Operating Officer, Sound Income Strategies
Learn how the right advisor-centric RIA partnership can fuel your growth while protecting your independence, simplifying operations, and amplifying your brand.
VOYAGER
Rana Chander – Chief Operating Officer, Sound Income Strategies
Learn how the right advisor-centric RIA partnership can fuel your growth while protecting your independence, simplifying operations, and amplifying your brand.
10:00AM | The Universe of Income Investing
Eric Lutton, CFA® – Chief Investment Officer, Sound Income Strategies
Get a timely, practical market update on today’s income-generating investment opportunities and how to position portfolios for long-term income in the 55+ space.
Eric Lutton, CFA® – Chief Investment Officer, Sound Income Strategies
Get a timely, practical market update on today’s income-generating investment opportunities and how to position portfolios for long-term income in the 55+ space.
10:45AM | Break
11:00AM | Turbocharging Your Business to Build Real Enterprise Value
David Scranton – Founder, Sound Income Group
Learn how to take your advisory business from high-income to high equity with systems, succession planning, and a mindset built for scaling your firm into a legacy asset.
David Scranton – Founder, Sound Income Group
Learn how to take your advisory business from high-income to high equity with systems, succession planning, and a mindset built for scaling your firm into a legacy asset.
12:30PM | Networking Lunch
VOYAGER TERRACE
Enjoy elevated coastal cuisine while building valuable peer-to-peer connections.
VOYAGER TERRACE
Enjoy elevated coastal cuisine while building valuable peer-to-peer connections.
1:30PM | Biscayne Bay Yacht Excursion
BILL BIRD MARINA
Depart from nearby Bill Bird Marina for a luxury yacht cruise along Biscayne Bay. Unwind, connect, and enjoy an unforgettable afternoon of leisure and networking. Return by 6:00 PM.
BILL BIRD MARINA
Depart from nearby Bill Bird Marina for a luxury yacht cruise along Biscayne Bay. Unwind, connect, and enjoy an unforgettable afternoon of leisure and networking. Return by 6:00 PM.
7:00PM | Dinner at Your Leisure
Explore the best of Bal Harbour’s dining scene or enjoy a relaxed evening at the resort. No formal agenda.
Explore the best of Bal Harbour’s dining scene or enjoy a relaxed evening at the resort. No formal agenda.
Wednesday, April 2, 2025 – Investing in Excellence
8:00AM | Breakfast
VOYAGER TERRACE
VOYAGER TERRACE
9:00AM | Informal Discussions, Networking & Wrap-up
Final reflections, follow-up connections, and conversations with peers, coaches, and the Sound Income Group team.
Final reflections, follow-up connections, and conversations with peers, coaches, and the Sound Income Group team.
11:00AM | Room Checkout & Private Transfers to MIA or FLL
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.