David Scranton

In this discussion, David Scranton, CEO of Sound Income Group, shares insights from his journey in the world of income-focused investing. He explains how predictable cash flow is key for retirees, leading to stronger client trust, especially in downturns. David reveals his 'four keys' to attracting clients and the importance of individual securities over mutual funds. He critiques traditional Monte Carlo planning, promotes a structured approach to asset buckets, and emphasizes mentorship's role in his transformative growth—aiming to help a million families along the way.