GIVE US A CALL TODAY – 877-399-1933

OUR 7 STEP PLAN

Transitioning Clients

· Announcement video/email
· Client Review Meetings

Learning and Integrating the Sales Process

· Weekly Sales Process coaching calls
· Quarterly Sales Academy training in FL

Integration of Marketing Systems

· Strategic Marketing Game Plan
· Monthly tactical marketing calls
· Requested implementation/training calls
· Drip marketing campaigns
· Workshops/Webinars

Practice Management/Operations

· Strategic staff analysis
· Weekly coaching calls for staff
· Quarterly Training for staff in FL

Technology Upgrades

· CRM/Workflows
· CopyTalk/voice dictation
· Online business metrics
· Calendly appointment scheduling

Marketing Available

· Logo/Branding Package
· Shockwave Folders
· Branded Reports
· Drip Marketing/iContact
· Firelight e-app Integration
· Online business metrics

UNLEASH YOUR POTENTIAL

Our coaches help set ambitious goals, create strategic plans, and drive measurable growth. With a proven track record, the team aligns with advisors like you to grow your practice successfully.

Sound Income Academy was founded in 2006 by David J. Scranton with a vision to recruit other highly successful, motivated advisors and teach them how to achieve even higher levels of success – while always putting the interests of their clients first! Sound Income Academy is an affiliate of Sound Income Group

Quick Links

500 West Cypress Creek Road
Suite 250
Fort Lauderdale, FL 33309
Phone: 877-399-1933
contact@soundincomegroup.com

We guarantee that any new advisor accepted into Sound Income Academy will increase their business by at least 33% over the first 12 months, or we will pay them up to 1% additional compensation on any business they wrote with us during that time. Certain conditions and restrictions apply.