Helping Clients Achieve Their Goals
At Sound Income Strategies, we are dedicated to equipping advisors with the products and services needed to help them make financial wellness a reality for everyone.
Our extensive data, best-in-class technology, and wealth management solutions, available in a single-integrated-platform, empower advisors to build goal-based strategies to address the full life cycle of advice.
Advisors don’t have the time to do it all themselves
The wealth management industry is undergoing rapid change. Whether it be the SEC’s new best interest rule or a fast approaching generational transfer of wealth, an advisor’s life is becoming increasingly complex. This is taking a toll on the performance advisors are able to deliver in client portfolios.
We have found that 67% of APM advisors return +/- 1% of their benchmark over a 3-year period and 58% end up underperforming. Those that are able to significantly outperform do so at the expense of their business, averaging just 26 client accounts and $13mm AUM.*
Sound Income Strategies Provides Innovative Solutions To Streamline Investment Management
By taking advantage of solutions that boost and streamline their investment management capabilities, advisors can spend more time strengthening client relationships and providing them additional services.
To support advisors in acting as fiduciaries, Sound Income Strategies offers a full range of cutting edge investment management solutions and access to offerings from the industry’s top asset managers integrated within the Sound Income Strategies platform.
If you are a wealth manager and are ready to learn more about how we can help you expand your business, contact us today.
Let Us Help You Grow
Whether you need an RIA or Money Management, we have the knowledge, experience, and the tools to help you grow and differentiate yourself from the competition in your area.