Benchmark – Sound Income Group, LLC

Building Your Business with Sound Income Group

Take your business to the next level with insights tailored to your success. Sound Income Group is dedicated to helping financial advisors like you grow and strengthen their practices through innovative solutions and strategic partnerships.

After you complete our survey, we'll provide you with valuable insights that can help support your goals, enhance your client relationships, and streamline your business.

Take the first step to building your future together!

Step 1 of 8

First Name(Required)

Last Name(Required)

Email(Required)

Phone(Required)

How do you find new clients? (Rank: 1=most used, 4=least used)

Clients’ Referrals:(Required)

Professional referrals (another advisor, attorney, CPA, etc.):(Required)

Seminars/Workshops:(Required)

Digital Marketing:(Required)

How do you prioritize your growth metrics? (Rank: 1=most important, 4=least important)

Assets under management (AUM)(Required)

Number of clients(Required)

Average assets per client(Required)

Net profit margin(Required)

What are your growth expectations for your assets under management (AUM) for the next six months?

Choose One(Required)

Expect my firm to grow significantly

Expect my firm to grow slightly

Expect my firm to stay the same

Expect my firm to shrink slightly

What are your growth expectations for your number of clients for the next six months?

Choose One(Required)

Expect my firm to grow significantly

Expect my firm to grow slightly

Expect my firm to stay the same

Expect my firm to shrink slightly

How are you currently performing in these areas? (Rank each as: excellent, very good, good, poor, or very poor)

Building my business (external):

New client acquisition(Required)

Building multi-generational client relationships(Required)

Differentiating and defining my value proposition to clients(Required)

Providing financial planning services to clients(Required)

Client retention(Required)

Please rank how are you currently performing in these areas?

Building my business (internal):

Hiring and managing staff(Required)

Managing advisor capacity(Required)

Optimizing my portfolio construction process(Required)

Incorporating/managing technology needs(Required)

Please rank how are you currently performing in these areas?

Rules and regulations:

Compliance and regulatory responsibilities(Required)

Conducting ongoing investment due diligence(Required)

Executing inorganic growth strategies (e.g., mergers & acquisitions, teaming)(Required)

Developing a practice succession plan(Required)

Based on your average work week, how many hours per week do you spend in each of these areas?

Business development:(Required)

Investment management:(Required)

Administrative duties(Required)

Professional development:(Required)

Management and other:(Required)

Direct client activity (meeting prep, meeting with clients, planning analysis, etc.):(Required)

Phone

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