You got into the business because you truly enjoy helping your clients achieve their financial goals, and you always try to fulfill your fiduciary responsibility to the best of your ability. In meetings with prospects and clients, you take the time to ask probing questions, so you can determine what’s truly best for each client’s situation.

You take pride in doing what’s truly best for your clients and don’t mind putting in the extra time to conduct your own research. When it comes to the stock market, you might feel that it represents a considerable gamble in today’s market—especially when it comes to those who are retired or near retirement age.

You believe that fixed-income securities should be a part of your clients’ portfolios and you generally try to avoid bond mutual funds and ETFs, because you know that a properly managed portfolio of individual fixed-income securities tends to carry much less risk and costs.

When placing orders for clients, you most likely use limit orders to get the best prices. You enjoy taking a proactive approach to managing your clients’ portfolios so that you can identify profitable opportunities.

When it comes to handling the savings of your clients who are retired or close to retirement, your primary goal is capital preservation and providing your clients with income they can count on during retirement.

With your careful and well-thought-out approach to financial planning, you are an ideal candidate to become an Income Specialist, affiliated with Sound Income Strategies. By doing so, you’ll benefit from the national leads coming in from our national lead-generator, The Retirement Income Store.

These prospects are hot, qualified leads that come in as a result of our marketing efforts that include national radio and TV ads—as well as our founder’s national TV show, The Income Generation.

Thank you for participating in our survey, a member of our team will be reaching out to you in the next 48 hours to discuss your results!