SOUND INCOME ACADEMY
UPCOMING EVENTS
Virtual AI Academy
Join Richard Hanna for an engaging webinar where he dives into the latest AI advancements, share practical tips, and explore innovative tricks to help you leverage AI in your practice.
With Richard’s expertise and guidance, you'll gain the tools you need to navigate the dynamic AI landscape confidently. Don’t miss this opportunity to stay informed, inspired, and empowered in the age of AI!
With Richard’s expertise and guidance, you'll gain the tools you need to navigate the dynamic AI landscape confidently. Don’t miss this opportunity to stay informed, inspired, and empowered in the age of AI!
Thursday, April 3
Thursday, April 10
Wednesday, April 16
Thursday, April 24
- Via Zoom
- Event for: Advisors & Practice Staff
Practice Management Series: Four-Part Virtual Event
Running an efficient and scalable practice requires more than just great client relationships—it demands strong workflows, smart tracking, and effective engagement strategies. Join us for our Practice Management Series, a four-part virtual event designed to help you optimize your firm. Each session will focus on a core area of practice management: Workflow Management Client Engagement & Retention Strategies, Utilizing AI for SOPs and Tracking Opportunities & Metrics.
Sales Academy: SSP A to Z
Join Rick Bates as he covers the Simplified Sales Process from A-Z, beginning to end. If you're new to the process or are looking to brush up on your skills, this one-day event is a must!
Virtual AI Academy
1st Wednesday of Every Month
- Via Zoom
- Event for: Advisors & Practice Staff
Join Richard Hanna for an engaging webinar where he dives into the latest AI advancements, share practical tips, and explore innovative tricks to help you leverage AI in your practice.
With Richard’s expertise and guidance, you’ll gain the tools you need to navigate the dynamic AI landscape confidently. Don’t miss this opportunity to stay informed, inspired, and empowered in the age of AI!
With Richard’s expertise and guidance, you’ll gain the tools you need to navigate the dynamic AI landscape confidently. Don’t miss this opportunity to stay informed, inspired, and empowered in the age of AI!
Practice Management Series: Four-Part Virtual Event
Thursday, April 3
Thursday, April 10
Wednesday, April 16
Thursday, April 24
- Via Zoom
- Event for: Advisors & Practice Staff
Running an efficient and scalable practice requires more than just great client relationships—it demands strong workflows, smart tracking, and effective engagement strategies. Join us for our Practice Management Series, a four-part virtual event designed to help you optimize your firm. Each session will focus on a core area of practice management: Workflow Management Client Engagement & Retention Strategies, Utilizing AI for SOPs and Tracking Opportunities & Metrics.
Sales Academy: SSP A to Z
Monday, April 21 2025
- Via Zoom
- Event for: Advisors
Join Rick Bates as he covers the Simplified Sales Process from A-Z, beginning to end. If you’re new to the process or are looking to brush up on your skills, this one-day event is a must!
