The Income Watch
Tune in to this 6-minute video where Dave discusses market volatility based on geopolitical upheaval, a focus on interest rates potentially rising, a strong GDP, and the performance of the portfolios in the month of June.
Tune in to this 19-minute video, where Dave gives a detailed summary of the performance of the portfolios (including bonds, preferreds, ETFs, BDCs, and REITs) in the month of June and shares an update about the strength of new Sound Income Strategies team members in their roles. He also encourages viewers on how to address concerns if they lose clients, including emphasizing the income message, actively listening, and making adjustments as needed.
Tune in to this 5-minute video, where Dave presents an introduction to the Simplified Sales Process, then expands on it in a full training video. Click here to watch the full video.