Rick's Corner

Retirement Risk Report/Simplified Sales Process

Rick describes new additions to the Simplified Sales Process and how advisors can use the main document or its individual parts for Simplified Sales Process meetings with prospects and activities to do between meetings.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm.Sound Income Group LLC, Advisors’ Academy LLC, Sound Income Strategies LLC, and Retirement Income Source LLC, are all associated entities.
Scroll to Top