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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.
By Leo Almazora
September 4, 2024
https://www.investmentnews.com/rias/sound-income-group-sharpens-brand-focus-with-relaunched-coaching-division/256992

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,” added Erika 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.

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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.