#USA #Fort Lauderdale #Sound Income #Scott Clarke #Daniel Sheehan

Sound Income Group Strengthens Leadership Team

In a recent strategic move, Sound Income Group has announced key additions to its leadership team; Scott Clarke has been appointed as the Chief Experience Officer while Daniel Sheehan joins as the Director of Life Insurance and Primary Advisor Coach. These appointments signal the company's commitment to enhancing the experience for financial advisors and their clients.

Scott Clarke, who brings over 16 years of experience in driving significant organizational change, will focus on elevating the overall experience for both advisors and clients across Sound Income Group's entities. Previously serving as Executive Creative Director at Advisors Excel, Clarke will be instrumental in refining engagement strategies and streamlining interactions across various platforms, which include Sound Income Academy and Retirement Income Source, LLC. His mission is to foster innovation and deliver value at each customer touchpoint, thus creating a seamless experience for users.

On the other hand, Daniel Sheehan, with 20 years of executive leadership experience, will guide the firm’s new life insurance division while acting as a primary coach for advisors. Formerly the Vice President of Sales at Simplicity Group, Sheehan's expertise will be crucial in shaping the life insurance strategy and supporting affiliated advisors in enhancing their practice management effects. His dual role will allow him to work closely with advisors to ensure that life insurance is effectively integrated into the broader context of retirement planning, an area of growing importance as more clients seek personalized financial solutions.

Patrick Farrell, President and COO of Sound Income Group, highlighted the significance of these strategic hires, stating, "The caliber of talent we are bringing on board reflects our growth and commitment to supporting our advisors. Scott and Daniel will not only bolster our leadership but also enable us to deliver best-in-class practice management and marketing solutions."

The addition of Clarke and Sheehan comes on the heels of Sound Income Group's impressive achievements in the previous year, which included a 32% increase in total assets under management, surpassing $3.5 billion, and a 25% expansion of its home office team to better support advisors. Furthermore, the number of client accounts has risen by 22%, reflecting the growing trust and engagement of clients within its network.

These milestones not only underscore Sound Income Group's commitment to delivering exceptional financial services but also highlight its unique position in the market. The firm aims to assist advisors in cultivating sustainable, income-focused practices while ensuring that clients receive tailored strategies designed to generate reliable retirement income.

About Sound Income Group

Sound Income Group consists of three full-service firms aimed at providing investment services, marketing, coaching, practice management, and franchise opportunities for the financial community. The firm operates through Sound Income Strategies, an SEC-registered investment advisory firm, Sound Income Academy, a coaching and marketing firm, and Retirement Income Source, a national network of Income Specialists dedicated to helping clients establish steady income streams. For more information, visit www.soundincomegroup.com.