How to ‘Attract & Grow’ assets through smarter sales techniques
Sound Income Group founder David Scranton offers strategies from his new book to help advisors increase their AUM. By Gregg Greenberg December 10, 2024 https://www.investmentnews.com/life-insurance-and-annuities/how-to-attract-grow-assets-through-smarter-sales-techniques/258552 The key to growing a financial advisory practice is not simply increasing currents assets under management. It’s the ability to consistently attract new AUM. And that’s where David Scranton comes […]
Sound Income Group’s David Scranton talks ‘eternal income’ and retirement planning
Veteran financial advisor and bestselling author David Scranton offers income-generation strategies for those near or in retirement. By Gregg Greenberg December 3, 2024 https://www.investmentnews.com/retirement-planning/sound-income-groups-david-scranton-talks-eternal-income-and-retirement-planning/258447# Ask any financial advisor, and they will tell you: A client with “eternal income” will be eternally grateful. That’s the foundation for Sound Income Group founder David Scranton’s recent bestseller titled […]
WSR Honors The COO 5: Top Wealth Management COOs Of 2024
WSR Names Kris Chester, Patrick Farrell, Dan Tobin, Tarah Williams And Michael Zebrowski To 2024 Group Of Outstanding Operations Executives By Chris Latham December 10, 2024 https://wealthsolutionsreport.com/2024/12/10/wsr-honors-the-coo-5-top-wealth-management-coos-of-2024/ Serving as a successful chief operating officer in the wealth management industry requires thorough immersion in the day-to-day activities of the company for nearly every type of role […]
Inflation Is Up. Is It Time For TIPS?
By Ben Mattlin December 2, 2024 https://www.fa-mag.com/news/inflation-is-up–is-it-time-for-tips-80513.html?section=110 In late November, the Personal Consumption Expenditures (PCE) index—the Federal Reserve’s preferred inflation gauge—jumped 2.3% from a year earlier. That two percentage point increase was enough to fuel fears that inflation might be climbing again. Many of those who are concerned about inflation are snatching up Treasury inflation-protected […]
FINTECH VIEWS: Marketing Beyond CRM
November 20, 2024 https://dwealth.news/2024/11/fintech-views-marketing-beyond-crm/ From their beginnings as a repository and organizer of client information to their current functionality, which includes integration, automation, customization, analytics and more, Customer Relationship Management systems have been an indispensable business-building tool for financial advisors. As wealth management services become increasingly commoditized, today’s CRM capabilities offer financial advisors an efficient […]
Building the $50 Million Team
The core four-person advisor support network. By David Scranton October 31, 2024 https://www.wealthmanagement.com/business-planning/building-50-million-team There was a time when I nearly left the financial services industry to become a doctor. I was five years into my career, and despite my best efforts, I felt I could not grow my business. There was a theory back then […]
Orion adds 3 new SMAs to platforms
Advisors can now access Sound Income Strategies’ flagship SMAs through Orion’s model marketplace and tamp. By Eva Thomas October 17, 2024 https://citywire.com/pro-buyer/news/orion-adds-3-new-smas-to-platforms/a2452363 Three new SMAs from Sound Income Strategies are now available on Orion’s platform. The additions allow advisors to access the $3bn firm’s flagship SMA strategies through Orion Communities, Orion’s open-architecture model marketplace and […]
Sound Income Strategies makes SMA debut on Orion
The $3B RIA is making three of its income-focused strategies available to the fintech’s TAMP users. By Leo Almazora October 17, 2024 https://www.investmentnews.com Sound Income Strategies is widening visibility for its income-focused separately managed account models through a partnership with Orion. As part of its strategy to expand its presence in the advisory space, the […]
Three SMA Models from Sound Income Strategies Now Available on Orion’s Platforms
Income Plus, Dividend River and Total Return strategies now available through Orion Communities and Orion Portfolio Solutions https://www.businesswire.com/news/home/20241017767457/en/Three-SMA-Models-from-Sound-Income-Strategies-Now-Available-on-Orion%E2%80%99s-Platforms FORT LAUDERDALE, Fla.–(BUSINESS WIRE)–Sound Income Strategies, a leader in income-focused investment solutions with approximately $3 billion in assets under management, is excited to announce that three of its Separately Managed Account (SMA) models are now available on […]
Significant Gaps Remain in Hispanic Advancement
Pathfinder Winners Describe Our Industry’s Progress For The Hispanic Community And What We Must Do Next By Janeesa Hollingshead https://wealthsolutionsreport.com Every installment of the Pathfinder Awards serves a dual purpose – not only calling out excellence and achievement in executives, professionals and organizations, but providing a platform for the voices of members of underrepresented communities […]