Sound Income Strategies
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1 Step 1

What is your advisor style?

Select the answer that best matches.

1. I became a financial advisor because:
2. I believe that, for the most part, stocks:
3. When meeting with a prospect for the first time:
4. I don’t shoot for a particular product outcome before speaking with a client. I’m comfortable switching gears quickly, based on my prospect’s circumstances.
5. When looking to reduce my clients’ exposure to stock market risk, I tend to:
6. When it comes to researching the investments best suited for my clients, I usually:
7. When looking to invest client money in fixed-income securities, I:
8. When it comes to managing my clients’ assets:
9. When it comes to clients who are retired, or within 5-10 years of retirement, I feel that it’s best for them to:
10. When determining the best make-up of client holdings, my overriding goal is to:
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Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm.