Dave Scranton opens SGOS by urging advisors to embrace income-first planning, challenge 60/40 and Monte Carlo norms, and use “The Edge” to improve practice growth.

David Stearns and Derek Illston share how they built a $118M multi-advisor practice through smart location strategy, hiring, culture, training, marketing, and operational support.

Steve Archer urges advisors to use annuities more confidently to solve income needs, boost guarantees, improve legacy outcomes, and strengthen advisor revenue.

Lindsey Cotter previews Income Engine, a connected growth system to help advisors own data, automate follow-up, track behavior, and improve marketing from first touch to client.

Scott Clarke shares SIG marketing updates, including faster support, webinar testing, award-winning branding and video, book and Mimeo tools, and the “Mr. Retirement” ad campaign.

Dave Scranton shares how detail orientation, process discipline, income planning, technology, coaching, and fast decisions help advisors grow while changing clients’ lives.