Teams at Sound Income Group, LLC

Support accurate calculation, processing, reconciliation, collection, and distribution of advisory fees across client accounts. Coordinate with custodians and third-party vendors, maintain fee schedules and documentation, resolve billing discrepancies, execute adjustments and reimbursements, prepare client-level statements, and support process improvements and training within Operations.

Drive appointment generation and client engagement through outbound phone outreach, convert warm leads into qualified advisor appointments, support event planning and execution, maintain CRM and accurate client records, and contribute to advisor growth through coordinated outreach and onboarding support.

Lead operational strategy and execution for an RIA, oversee operations team and billing, own RIA technology platforms, drive process improvements, data analytics, and operational controls to ensure accuracy, scalability, and advisor-focused service.