Sound Income Group sharpens brand focus with relaunched coaching division

Sound Income Group sharpens brand focus with relaunched coaching division
The diversified financial services company in Florida is reaffirming its focus on income with a rebrand of its consulting and marketing arm for independent annuity producers.
SEP 04, 2024

Sound Income Group, a diversified financial services company in Florida, is making its support for income-focused advisors loud and clear with a fresh start for one of its major divisions.

The Fort Lauderdale-based company has announced the launch of Sound Income Academy, a rebranded division designed to provide customized coaching and growth strategies for independent financial advisors seeking to specialize in annuity-based income strategies for their clients.

Previously known as Advisors' Academy, the newly rebranded unit was founded by Sound Income Group CEO David Scranton in 2006. Its comprehensive training platform is designed to help advisors improve their sales processes, increase operational efficiency, and drive business growth.

According to the company, the name change is intended to better reflect the firm's dedication to income-generating financial solutions.

“Sound Income Academy was created to help successful, motivated financial advisors grow their business through customized marketing, coaching, and practice management support,” Patrick Farrell, president and chief operating officer of Sound Income Group, said in a statement.

The rebranding highlights Sound Income Group’s commitment to offering solutions centered around income-focused financial strategies. “We want a name and brand that best reflects what differentiates us from other financial advisors and that is a focus on income,” addedErika Wilson, the company's chief marketing officer.

Sound Income Group operates through three primary subsidiaries: Sound Income Academy, Retirement Income Source, and Sound Income Strategies. The latter is an SEC-registered investment advisory firm overseeing more than $3 billion in assets, while Retirement Income Source is a network of advisors specializing in income-generating investment strategies.

"Income is at the center of everything we do, and we want our subsidiaries to reflect that mission," Farrell said.

Latest News

Despite economic pressures, Americans aren't giving up their summer vacation plans
Despite economic pressures, Americans aren't giving up their summer vacation plans

Survey finds vacation confidence at an all-time high, defying budgetary constraints and ongoing inflation in travel costs.

New Jersey court says restitution and disgorgement can both be used in securities fraud cases 
New Jersey court says restitution and disgorgement can both be used in securities fraud cases 

A New Jersey appellate court reinstates regulators' ability to seek both restitution and disgorgement in a securities fraud case involving unregistered investments and diverted investor funds. 

UBS loses Ocean Capital lawsuit 
UBS loses Ocean Capital lawsuit 

A federal appeals court has sided with activist investors in a closely watched proxy battle involving nine Puerto Rico municipal bond funds.

Fidelity National's $250 million investment in F&G Annuities survives Delaware shareholder lawsuit 
Fidelity National's $250 million investment in F&G Annuities survives Delaware shareholder lawsuit 

Judge rejects shareholder lawsuit targeting Fidelity's preferred stock deal.

Fintech bytes: Zocks inks new tie-up, Fireflies enters the scene
Fintech bytes: Zocks inks new tie-up, Fireflies enters the scene

The newest advisor-focused AI notetaker arrives with a low-price pitch for enterprises – but is it too little, too late to gain market share?

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.