CUTTING EDGE TECH TOOLS
FOR FINANCIAL ADVISORS
CUTTING EDGE TECH TOOLS
FOR FINANCIAL ADVISORS
At Sound Income Academy (SIA), we know advisors who embrace emerging technology and maximize its value have a major advantage over competitors who resist technological advancements. That’s why every SIA advisor can access a full range of cutting-edge tech tools collectively designed to improve efficiency, ensure accuracy, and increase productivity. These include proprietary programs available only to our advisors and popular products and applications that are the industry standard. We offer many of these tools at no cost. Others we recommend our advisors purchase. In either case, our personalized coaching ensures you can effectively implement and utilize these valuable resources.
FREE TO SIA ADVISORS
FREE TO SIA ADVISORS
The foundation of our tech platform lies in our own proprietary Sound Income Group web portal, along with the Sound Income Hub, and SIG Connect Mobile App.
Sound Income Group Portal
The SIG portal is your gateway to all the information and resources you need to grow your business, efficiently organized and customizable to suit your specific needs and goals. The portal gives you quick and easy access to all the materials and coaching opportunities available to you through our members-only Sound Income Hub site, and to the proprietary investment solutions and portfolio management services available to you and your clients through the Sound Income Strategies website.
Sound Income Hub
Our Sound Income Hub provides quick, convenient, and secure access to all the proprietary sales, marketing, and practice management resources available to SIA advisors. Here’s where you’ll find the materials and step-by-step guidelines you need to implement processes and execute strategies designed to dramatically improve your business in all areas or precisely those areas that need improvement. From our cutting-edge digital marketing platforms to the industry’s leading sales process, you’ll find it all right here in the Hub!
Sound Income Group Connect Mobile App
Annuity Rate Watch
Annuity Rate Watch is the leading industry resource for real-time annuity rates, quotes, illustrations, and policy information.
Firelight
Firelight is a popular MYGA and Indexed Annuity e-application platform, with over 30 carriers, all in one place.
SIA Metrics
Track your business with Sound Income Academy’s proprietary metrics platform.
Recommended Tools for Purchase
This popular risk analysis tool that uses specific data points to help motivate consumers.
CopyTalk provides the easiest and quickest way to record meeting notes to add to your CRM and files.
Redtail is the industry’s favorite CRM system, designed to help every advisor scale his or her firm efficiently.
GReminders is a public calendar program that offers automated text and email reminders, and which directly integrates with Redtail.
Calendly is the modern scheduling platform designed to improve efficiency and productivity by keeping your team more easily and consistently connected.
Estate Guru is smart, attorney-connected software designed for financial advisors, attorneys, and institutions.
JOIN THE WINNING TEAM
JOIN THE
WINNING TEAM
With the best coaches, an unbeatable game plan, and our ongoing record of consecutive wins, we’re rapidly building the industry’s first and only championship dynasty for financial advisors. Join us!
