In The Media

For financial advisors, the subtle art of attracting prospective clients in many ways parallels the meticulous process of landing a trophy fish, like a marlin or sailfish. Just as success in fishing relies on creating the right environment, your ability to attract ideal clients depends on how you present yourself and engage with them at […]

As a successful financial advisor, bestselling author, and CEO of Sound Income Group, I have dedicated my career to helping investors achieve their financial goals and set fellow advisors on a path to reach their full potential. Decades of experience in the financial planning industry have armed me with a wealth of invaluable knowledge and

As a successful financial advisor, bestselling author, and CEO of Sound Income Group, I have dedicated my career to helping investors achieve their financial goals and set fellow advisors on a path to reach their full potential. Decades of experience in the financial planning industry have armed me with a wealth of invaluable knowledge and

The financial advising landscape is evolving at lightning speed, and one thing is clear: traditional marketing alone won’t cut it anymore. Clients are turning to the internet for answers, and advisors who embrace digital marketing are gaining a competitive edge by building credibility, generating leads, and fostering stronger client relationships. So, how can you, as

The financial advising landscape is evolving at lightning speed, and one thing is clear: traditional marketing alone won’t cut it anymore. Clients are turning to the internet for answers, and advisors who embrace digital marketing are gaining a competitive edge by building credibility, generating leads, and fostering stronger client relationships. So, how can you, as

The financial services landscape is shifting, and so are the expectations of today’s clients. With retirement looming larger than ever for millions of Americans, the demand for stability and predictability in financial planning is at an all-time high. Advisors who adapt to this new reality by embracing the Income Model are positioning themselves as the

WSR Completes Third Year Of Pathfinder Awards By Recognizing Excellence And Achievement In Honor Of National Hispanic Heritage Month By Janeesa Hollingshead October 8, 2024 https://wealthsolutionsreport.com/2024/10/08/wsr-pathfinder-awards-top-hispanic-industry-leaders-of-2024/  WSR is excited to again call out excellence and distinction among wealth management leaders and professionals with the Pathfinder Awards – Top Hispanic Industry Leaders of 2024. The Pathfinder

By Christopher Robbins September 30, 2024 https://dwealth.news/2024/09/advisor-tech-talk-week-of-10-1-24/ This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows suit.  The biggest news, perhaps, was that plans to take Envestnet private were finalized over the past week, but there was plenty more to talk about.  One notable piece

By Ben Mattlin September 26, 2024 https://www.fa-mag.com/news/rates-are-down–time-to-redeploy-your-cash-79695.html Before the Federal Reserve slashed the benchmark interest rate by 50 basis points in early September, many banks were rewarding clients with yields of more than 4% or even 5% in high-yield savings accounts, money market accounts and certificates of deposit (CDs). According to the Investment Company Institute,

By John Kimelman September 20, 2024 https://www.advisorhub.com/resources/denounce-4-percent/ “The problem with these withdrawal rules is that the number is always changing,” says Scranton. “Traditionally, the withdrawal rate that became popular was 4% of principal per year, but at some point, in a low interest-rate environment, Morningstar said you can only safely take about 2.7% of principal