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Sound Income Group Reveals Academy For Supporting Advisor Growth

By Amit Chowdhry
September 13, 2024
https://pulse2.com/sound-income-group-reveals-academy-for-supporting-advisor-growth/

Sound Income Group (formerly known as Advisors’ Academy), a Fort Lauderdale, Florida-based diversified financial services company, announced it is launching Sound Income Academy to continue enhancing its income-focused wealth management platform for independent financial professionals.

The firm supports independent annuity producers in achieving elevated growth and success as income specialists for their clients. Launched by Sound Income Group CEO David Scranton in 2006, the division provides one comprehensive training platform for advisors by helping them master the sales process, increase office efficiency, and grow their business.

Sound Income Group consists of three collaborative subsidiaries, each focused on enabling advisors to deliver customized income solutions and resources to investors. Along with Sound Income Academy, the firm includes the Retirement Income Source and Sound Income Strategies. Sound Income Strategies is an SEC-registered RIA with $3+ billion in total assets under management. The Retirement Income Source is a network of advisors focused on delivering income-generating investment strategies.

KEY QUOTES:

“Sound Income Academy was created to help successful, motivated financial advisors grow their business through customized marketing, coaching, and practice management support. Income is at the center of everything we do, and we want our subsidiaries to reflect that mission. We’re proud to have helped hundreds of advisors with our turnkey program and we’re excited to better align this division with the vision at Sound Income Group.”

– Patrick Farrell, President and Chief Operating Officer of Sound Income Group

“We want a name and brand that best reflects what differentiates us from other financial advisors and that is a focus on income. We will continue to provide the same support and unique solutions under a stronger brand.”

– Erika Wilson, Sound Income Group’s Chief Marketing Officer

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Carter Financial Group is a full-service financial firm dedicated to helping those in the Texas area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Carter Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Insurance products are offered through our Affiliate Advisors Academy LLC.  Carter Financial Group and Sound Income Strategies, LLC are not associated entities. Carter Financial Group is a franchisee of Retirement Income Source. Retirement Income Source LLC, Sound Income Strategies LLC, and Advisors’ Academy are associated entities. © 2023 Carter Financial
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About Mandee

Mandee Carter Stearns, President of Carter Financial Group, has been working alongside her father, Dee Carter, running the day-to-day business and learning the ropes of their family business since 2017.

Mandee received her BS in Psychology in 2016 and started her career in the financial industry in 2010 when she started helping in the office. After acquiring her degree, she started working full-time in March 2017 as Dee’s business partner and main Associate Advisor helping clients navigate the intricacies of investing for retirement and overall successful financial planning.

In 2021 and 2023, she was named an Elite Producer with American Equity, amongst other accolades.

In Mandee’s spare time, she likes to go to the gym and spend time with her husband, friends, and family. She is an animal lover and rescuer. In fact, Mandee has 3 rescue dogs, a German shepherd and 2 mixed breeds that she adores! She still enjoys almost all things Psychology related and is constantly researching something. Mandee enjoys meeting new client prospects, speaking with her current clients, but most of all she loves helping people.