The Income Watch

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Client Update Video
September 7, 2023

Tune in to this 6-minute video, which is an end-of-August wrap-up. Dave touches on the Fed and interest-rate hikes, the performance of the portfolio, and the change from TD Ameritrade to Schwab.

SIS Advisor Update Video
September 7, 2023

Tune in to this 5-minute video, where Dave gives a detailed summary of the performance of the portfolio (including Bonds, Preferreds, ETFs, REITs, and BDCs) in the month of August.

AA Update Video
September 7, 2023

Tune in to this 13-minute video where Dave encourages viewers to watch their own videos, connect emotionally with their clients, ask vs. tell, go from the problem to the implication, wedge, and close the door on each step.

The Income Watch Archive

October 2023
November 2023
December 2023
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.
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