Business Details
20 Years
experience
Empowering Financial Advisors to Achieve Exponential Growth
Advisors' Academy was founded in 2006 by David J. Scranton with a mission to empower financial advisors to achieve exponential growth while prioritizing client interests. Our proprietary sales process, developed over decades, has consistently delivered a 33% increase in production for advisors within their first year. We specialize in comprehensive marketing strategies, including digital campaigns, national media exposure, and educational workshops, designed to attract warm leads and enhance brand visibility. Our practice management systems streamline operations, allowing advisors to focus on client acquisition and service excellence.With a team of seasoned professionals, we provide one-on-one coaching, sales training, and cutting-edge technology tools to optimize business efficiency. Our proven methodologies have helped advisors across the U.S. surpass production goals, supported by a satisfaction guarantee. Headquartered in Fort Lauderdale, Florida, we serve as an affiliate of Sound Income Group, offering tailored solutions to financial advisors nationwide.
Services
Marketing for Financial Advisors
Lead Generation
Coaching for Advisors
Practice Management
Sales Training
National Media Exposure
Webinars and Workshops
Social Media Marketing
Technology Tools
Published Author Programs
Details
- Year established: 2006
Highlights and features
- We guarantee a 33% increase in advisor production within the first year.
- Our proprietary Scranton Sales Process boosts closing ratios and client trust.
- We offer comprehensive marketing strategies, including national media exposure.
- Personalized coaching from industry veterans ensures tailored growth solutions.
- Proven track record of helping advisors exceed production goals since 2006.
What people say
Transformed my business
Proven track record
Expert coaching team
Streamlined operations
Increased production
Services
Marketing for Financial Advisors
Our turnkey branding and lead-generation strategies leverage proven and emerging formats to ensure your targeted prospecting events are successful. We help you stand out from the competition and attract new business 24/7 through digital campaigns, social media management, and national media exposure. Our solutions are designed to enhance brand recognition and drive measurable growth for financial advisors.
Coaching for Advisors
Our one-on-one coaching programs focus on setting ambitious goals, creating strategic plans, and driving measurable growth. With a proven track record, our team aligns with advisors to refine sales processes, improve client interactions, and implement efficient practice management systems. Our coaching covers every aspect of your business, from marketing to case design, ensuring sustained success.
Practice Management
Our practice management systems streamline operations, allowing advisors to focus on client acquisition and service excellence. We provide tools and training to improve efficiency in client service, appointment setting, and workflow automation. By implementing our strategies, advisors can work smarter, reduce overhead, and surpass revenue goals without expanding staff.
National Media Exposure
We offer national television, radio, public relations, and published author programs to establish advisors as industry authorities. Our partnerships with networks like Fox Business and CNBC provide visibility, while our press services help advisors publish books and articles. These programs enhance credibility and attract high-quality leads through trusted media platforms.
Webinars and Workshops
Our turnkey educational workshops and webinars provide advisors with scripts, visuals, and data to deliver polished presentations. These events are designed to convert attendees into clients by addressing topics like retirement planning, estate management, and tax strategies. We also offer training on increasing registrations and reducing no-shows for maximum ROI.
People
David J. Scranton
Founder/CEO
David J. Scranton founded Advisors' Academy in 2006 to help financial advisors achieve exponential growth. With decades of industry experience, he developed the proprietary Scranton Sales Process and has coached thousands of advisors to success. He holds CFA, CFP, ChFC, and CLU certifications.
Patrick Farrell
President/COO
Patrick Farrell oversees daily operations as President and Chief Operating Officer. With extensive leadership experience, he ensures the delivery of high-quality services and strategic growth initiatives for Advisors' Academy. He focuses on optimizing processes and enhancing advisor support.
Rana Chander
Chief Technology Officer
Rana Chander leads technology innovation at Advisors' Academy, managing the development of proprietary tools like the Sound Income Hub and SIG Connect Mobile App. He ensures advisors have access to cutting-edge solutions for improved efficiency and client engagement.
Teresa Mariconda
Director of Coaching
Teresa Mariconda directs coaching programs, helping advisors set goals and implement strategic plans. With a focus on measurable growth, she provides expertise in practice management and client acquisition to support long-term success.
Questions
What services does Sound Income Academy offer?
We provide marketing solutions, coaching, practice management tools, national media exposure, webinars, and technology platforms tailored for financial advisors.
How does the advisor coaching program work?
Our coaching includes personalized guidance, sales process training, and strategic planning to help advisors achieve measurable growth and operational efficiency.
Do you guarantee business growth?
Yes, we guarantee a 33% increase in production within the first year or up to 1% additional compensation on business written during that time.
What marketing tools are available?
We offer website design, social media management, email marketing, analytics, and national PR programs to enhance brand visibility and lead generation.
How can I access your services?
Contact us via phone or email to schedule a consultation and begin implementing our solutions tailored to your practice's needs.
Reviews (7)
Brad Williams
Dec 12, 2020
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My experience with Advisor's Academy has been extraordinary. I have never had an FMO that spent more time and effort in coaching me and providing tools I need to grow my business in the right way. They truly care about those they choose to work with.
James Locke Jr
Oct 18, 2020
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Advisors Academy has been a great help in launching my career as an independent advisor. The most important factor is being able to have ongoing coaching calls from experienced professionals. Not having to reinvent the wheel has been a tremendous help! The team provides marketing support from prospecting all the way through closing a deal. Everyone goes out of their way to make sure all your needs as an independent advisor are met. I wish I had met this organization sooner. Management and all staff treat you as if you are their number one priority. I highly recommend anyone seriously looking to
JoAnn Regan
Sep 20, 2020
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I started working with Advisor's Academy a few years ago and they continue to amaze me with their innovation and new techniques. They work tirelessly for their advisors on a daily basis. David Scranton is always available to offer coaching and is so awesome to work with. Thank you to all the Advisor's Academy staff - I am thrilled to be part of such a great and caring team.
Strategic Senior Benefits Group
Sep 20, 2020
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Independent financial advisors want nothing more than to put their clients in the best position possible according to the individual client's needs and objectives. Advisors' Academy and their affiliate companies give an independent advisor all of the tools needed to provide the absolute best guidance and service for their clients. The Advisors' Academy staff is professional, responsive and positive at all times! I value my relationship with this company greatly.
McAdams Group
Sep 16, 2020
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Advisors Academy has been a joy to work with over the years. The support and guidance they have provided me can't be matched. I have learned and continue to learn so many valuable tool to help me and my team succeed. They are an amazingly awesome team!
Rachel Biggerstaff
Sep 14, 2020
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The folks at Advisors Academy are second to none! Their leadership and guidance has made a tremendous positive impact on our business. They have helped us to really transform the way in which we market. Their creativity and genuine desire to want to see our firm succeed is priceless!
Gary Osing
Aug 19, 2020
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Positive:Professionalism
Advisors Academy has made such a huge difference for me in my practice with system, support, coaching and structure.
Advisors Academy has made such a huge difference for me in my practice with system, support, coaching and structure.
