InvestmentNews has recognized WealthShield Co-Founder and Sound Financial Strategies Group’s Outside Chief Investment Officer Clint Sorenson as a 2018 40 Under 40 Honoree. Sorenson was chosen from a pool of almost 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals.
What makes the best firms? Is it sales, marketing, and great story telling? Or is it something deeper? At Sound, we think it’s something more. It’s being excellent in all areas, looking forward while solving for today, being client focused, solving their needs, and not “counting your commissions at the table.”
Change is coming to the financial services industry, in a way unimaginable a decade ago. The Department of Labor rattled stalwarts of the industry with their Fiduciary Rule. Now, the SEC plans to enact their own version. The reaction of many baby-boomer advisors was simple, retire and get out of the way.