Solid Yields on Cash are Still Possible, Advisors Say

By Ben Mattlin April 7, 2025 https://www.fa-mag.com/news/solid-yields-on-cash-are-still-possible–advisors-say-82000.html Inflation is edging up, making further interest-rate cuts less likely anytime soon, experts say. In this unsteady, unpredictable market, where should clients be putting their cash? Advisors say there are several good options, each with its own pluses and minuses. For instance, one solution is Treasurys. “T-bills offer […]

Attract, Don’t Chase: David Scranton’s Blueprint for Scaling a Business

By Chad Petie February 19, 2025 https://www.advisorhub.com/resources/david-scranton-on-finding/ Financial industry veteran David Scranton joined a recent episode of The Tony Sirianni Podcast to share his journey from an aspiring medical student to becoming the founder of Sound Income Group. His insights on differentiation, client attraction, and specialization offer valuable lessons for financial advisors looking to build […]

Sound Income Strategies Earns Top Honors with Five-Star Rating from Morningstar

Sound Income Strategies has once again proven itself as the undisputed leader in income-generating investment solutions. The firm’s Core Plus Separately Managed Account (SMA) has achieved the highly coveted five-star rating from Morningstar across one-, three-, and five-year periods, placing it among the elite top 1% of its peers for one-year performance and within the […]

Sound Income Group Announced as Finalist in 2025 Business of the Year Awards

SFBJ reveals its 2025 Business of the Year Awards finalists By Mel Melendez February 13, 2025 https://www.bizjournals.com/southflorida/news/2025/02/13/sfbj-2025-business-of-the-year-awards-reveal.html STORY HIGHLIGHTS Business of the Year is one of SFBJ’s most anticipated events. Winners will be honored in 11 categories on April 17 at Gulfstream Park. Benjamín León Jr. is the Lifetime Achievement Award recipient. The South Florida […]

David Scranton’s Attract & Grow Soars to #1 Bestseller on Amazon!

Financial advisors across the country are taking notice — Attract & Grow: The Financial Advisor’s Blueprint for Attracting $50 Million in Annual Assets by David Scranton has skyrocketed to the top of Amazon’s charts, claiming the title of #1 Bestseller in Financial Services and #1 Bestseller in Customer Relations! This game-changing book is also dominating […]

DI Wire: SIS Reports 32% Increase to AUM 1/29/25

Sound Income Strategies RIA Reports 32% Increase to AUM By Mari Nicholson January 28, 2025 https://thediwire.com/sound-income-strategies-ria-reports-32-increase-to-aum/ Registered investment adviser Sound Income Strategies reported a 32% increase to its assets under management on the previous year, equal to more than $3.5 billion in 2024. The RIA also highlighted its recruiting efforts having achieved a 7% increase […]

The Dos and Don’ts of Adding New Clients

By Jane Wollman Rusoff January 23, 2025 https://www.thinkadvisor.com/2025/01/23/the-dos-and-donts-of-adding-new-clients/ David Scranton, a sales coach who has helped hundreds of financial advisors find success, is also an authority on investing for income. And he’s not afraid to buck conventional wisdom. “The best time to pull all your money out of growth and put it into high-income investments […]

Sound Income Group Founder Shares His Blueprint For Advisor Success

David Scranton Outlines His Approach And Values In His Newly Published Fourth Book ‘Attract & Grow’ By Michael Madden January 10, 2025 https://wealthsolutionsreport.com/2025/01/10/sound-income-group-founder-shares-his-blueprint-for-advisor-success/ David Scranton, Founder and CEO of Florida-based financial services firm Sound Income Group, authored a newly published book: “Attract & Grow: The Financial Advisor’s Blueprint for Attracting $50 Million in Annual Assets.” […]

Value Stocks will make a ‘comeback’ in 2025

By Brian Sozzi and Brad Smith December 23, 2024 https://finance.yahoo.com/video/value-stocks-comeback-2025-portfolio-153855100.html Sound Income Strategies co-chief investment officer Eric Beyrich discusses why value investing could dominate in 2025. “I think the value investor will come back next year,” Beyrich tells Yahoo Finance. He presents “two arguments” supporting value stocks. First, he cites the mathematical duration argument, explaining […]