With more than 25 years of experience in the financial services industry, Barry C. Wheeles has a unique and diverse background that includes roles in the retail financial advisory side of the business, as well as the business development side, through his work expanding national territories and multi-state branch offices. Barry has held several sales …
Meet Sarah Samuels, a dynamic professional serving as the Marketing Manager at Sound Income Group. Sarah earned her Bachelor of Science in Journalism from the prestigious University of Florida, showcasing her dedication to effective communication and storytelling. With a robust background in digital marketing, Sarah has honed her skills across various facets of the field …
Abby Kladivko has been coaching independent financial advisors on practice management and marketing since 2021. With extensive experience in the financial and insurance industry, including over eight years at a financial advisory firm, she leverages her expertise in building small independent financial firms to assist advisors in growing their companies. Her coaching focuses on marketing …
Originally from New Zealand, Andrew moved to New York with his family to attend middle and high school. In middle school, Andrew became interested in computer science and developed several websites and multimedia programs, one of which was an interactive periodic table of elements he created as a study tool to help other students. Andrew …
As Chief Technology Officer for Sound Income Strategies, LLC and Chief Technology Officer for Advisor Academy Holdings, LLC, Rana Chander is responsible for the corporate strategy, information technology roadmap, operations, trading, eBusiness, risk management, communications, customer care, and cloud platform engineering. Rana joined the firm in 2022 as part of the senior leadership team. His …
Patrick is a 35-year veteran of the financial services industry with over 12 of those years working as CEO for a national Broker-Dealer (BD) and Registered Investment Advisory (RIA) firm. Over this time, Patrick has led firms with a variety of ownership structures, including those that were family-owned, publicly traded, and under private equity control. …
Teresa Mariconda is a seasoned professional with over 30 years of dedicated service in the financial services industry. Currently serving as the Director of Agency Development for Sound Income Group, Teresa has become a driving force in shaping the success of financial advisors through her extensive expertise and commitment to excellence. Throughout her career, Teresa …
Richard Hanna serves as the Digital Marketing Manager for Sound Income Group, where he plays a pivotal role in integrating cutting-edge AI technology into the company’s operations. An innovator in his field, Richard was instrumental in introducing AI solutions to Sound Income Group, significantly enhancing the company’s digital marketing strategies and client engagement processes. With …
David J. Scranton, CFA®, CFP®, ChFC, CLU is an Amazon bestselling author, nationally recognized money manager, and founder of Sound Income Strategies, Retirement Income Source, Advisors’ Academy, and Scranton Financial Group. David is on a mission to reach 7 out of 10 Baby Boomers with the important message: When it comes to planning and saving for …
With over 10 years in the financial industry, Erika Wilson is a driving force of numerous creative and innovative marketing initiatives. With a robust background, she has a wealth of experience and can navigate complex marketing and financial landscapes. Erika is a versatile leader, she has delivered impactful and successful results in online and print …
Advisors’ Academy was founded in 2006 by David J. Scranton with a vision to recruit other highly successful, motivated advisors and teach them how to achieve even higher levels of success – while always putting the interests of their clients first! Advisors’ Academy is an affiliate of Sound Income Group
Contact Us
500 West Cypress Creek Road,
Suite 250
Fort Lauderdale, FL 33309
support@advisorsacademy.com
Phone: 877-399-1933
We guarantee that any advisor accepted into Advisors’ Academy will increase their business by at least 33% over a 12-month period, or we will pay them up to 1% additional compensation on any business they write with us. Certain conditions and restrictions apply.
