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Sound Income Group Expands Leadership Team, Further Enhances Advisor Experience

22.04.25 14:42 Uhr

Scott Clarke and Daniel Sheehan fuel the company's next phase of advisor-focused growth

FORT LAUDERDALE, Fla., April 22, 2025 /PRNewswire/ -- Sound Income Group announces the hiring of Scott Clarke as Chief Experience Officer and Daniel Sheehan as Director of Life Insurance and Primary Advisor Coach. These strategic appointments reflect Sound Income Group's ongoing commitment to delivering exceptional value and support to its network of affiliated financial advisors.

Drawing on more than 16 years of experience driving meaningful organizational change — most recently as Executive Creative Director at Advisors Excel — Clarke will lead efforts to enhance and innovate the overall experience for both advisors and clients across all Sound Income Group entities, including Sound Income Academy, Sound Income Strategies, LLC, and Retirement Income Source®, LLC. His leadership will be instrumental in elevating engagement, streamlining interactions, and reinforcing the firm's commitment to delivering value at every touchpoint.

Sheehan, who brings more than 20 years of executive leadership experience — most recently as Vice President of Sales at Simplicity Group — will lead Sound Income Group's newly formed life insurance division while also serving as a primary coach to affiliated advisors. He will oversee life insurance strategy and execution, including product selection and carrier relationships, ensuring alignment with the firm's income-based philosophy. In his coaching role, Sheehan will work closely with advisors to enhance practice management capabilities, sales processes, and business development. His responsibilities will be central to helping advisors effectively integrate life insurance into retirement planning for their clients.

"Our continued success and expansion as an organization are best reflected in the caliber of talent we are bringing on board," said Patrick Farrell, President and Chief Operating Officer of Sound Income Group. "Scott Clarke and Daniel Sheehan bring deep industry knowledge and leadership experience that will directly benefit the advisors we serve. These hires signal the next chapter in our growth and reinforce our commitment to providing best-in-class practice management, marketing, and business development services to our advisors."

The appointment of Clarke and Sheehan reflects the continued momentum of Sound Income Group, which achieved record-setting growth across its integrated network of companies in 2024.

Sound Income Group's success over the past year includes:

  • A 32% increase in total assets under management, reaching more than $3.5 billion through its affiliated RIA, Sound Income Strategies
  • A 25% expansion of its home office team to further enhance advisor support and operational scale
  • A 22% increase in client accounts, now exceeding 23,000 across its network

These milestones underscore Sound Income Group's unique value proposition in the marketplace and its commitment to helping advisors grow sustainable, income-focused practices while ensuring clients receive personalized strategies built to generate reliable retirement income.

About Sound Income Group

Sound Income Group comprises three full-service firms offering investment services, marketing, coaching, practice management, and franchise opportunities for the financial community. It operates Sound Income Strategies, LLC, an SEC-registered investment advisory firm with more than $3.5 billion of total assets under management; Sound Income Academy, a coaching and marketing firm; and Retirement Income Source®, LLC, a national network of Income Specialists who help clients establish steady streams of income. Learn more at www.soundincomegroup.com.

Media Contact:
Cole Purvis
393748@email4pr.com
(954) 516-0826

Investment advisory services are offered through Sound Income Strategies LLC, an SEC-registered investment advisory firm. Sound Income Group, Sound Income Strategies LLC, Sound Income Academy, and Retirement Income Source®, LLC are associated entities.

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/sound-income-group-expands-leadership-team-further-enhances-advisor-experience-302434134.html

SOURCE Sound Income Group