Impactful Conversations | Stories and Lessons for Financial Advisors

E40: What It Really Takes to Expand into a New Market

Breaking into a new city doesn’t mean rebuilding from scratch—this is the playbook for expanding an advisory firm with a proven brand, a portable message, and a smart hiring plan. One of Impact's top 10 advisors explains what he looks for in a market, why broadcast still wins for retirement demographics, and how to stay consistent through the “no calls” months that every growth phase brings. Check out Jon's first episode about overcoming objections👉https://www.youtube.com/watch?v=hAcUz7DGR4Q&list=PLFBdHoHsCOFxIx9F1J0EjaEimJuhtVUoG&index=30&t #financialadvisor #finance #business #businessgrowth We’re not your average IMO. At Impact Partnership, we specialize in helping financial advisors like you build a thriving practice through:  🔹 Innovative marketing 🔹 Lead generation 🔹 Strategic coaching 🔹 Transition from salesperson to CEO with our tailored solutions Learn How Impact Can Help Your Practice Grow ✉️ Contact us today: https://impactpartner.com/contact/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/contact/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🌐 Website: https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🔍 Learn More: https://impactpartner.com/our-story/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/our-story/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 📊 Case Studies: https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🤝 Stay Connected for More Insights https://twitter.com/Impact_Partner/ [https://twitter.com/Impact_Partner/] https://www.facebook.com/ImpactPartnership/ [https://www.facebook.com/ImpactPartnership/] https://www.instagram.com/theimpactpartnership/ [https://www.instagram.com/theimpactpartnership/] https://www.linkedin.com/company/the-impact-partnership/ [https://www.linkedin.com/company/the-impact-partnership/] 🔔 Subscribe for Exclusive Content https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?sub_confirmation=1 [https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?sub_confirmation=1] Grow Your Practice™. Change Your Life.   See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

E39: The Estate Planning Mistakes Families Regret Most

Most families don’t lose wealth because markets fail—they lose it because estate plans fail. This conversation breaks down where advisors get blindsided by trusts, beneficiaries, Secure Act rules, and why one simple question can lock in relationships across generations. #finance #financialadvisor #estateplanning #financialeducation Watch the episode with Global Atlantic's Jeannie Underwood👉https://www.youtube.com/watch?v=8wZBm-ekkEU&list=PLFBdHoHsCOFxm1zjlhO7IS3Uiz13kSrZg&index=3 We’re not your average IMO. At Impact Partnership, we specialize in helping financial advisors like you build a thriving practice through:  🔹 Innovative marketing 🔹 Lead generation 🔹 Strategic coaching 🔹 Transition from salesperson to CEO with our tailored solutions Learn How Impact Can Help Your Practice Grow ✉️ Contact us today: https://impactpartner.com/contact/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/contact/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🌐 Website: https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🔍 Learn More: https://impactpartner.com/our-story/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/our-story/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 📊 Case Studies: https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🤝 Stay Connected for More Insights https://twitter.com/Impact_Partner/ [https://twitter.com/Impact_Partner/] https://www.facebook.com/ImpactPartnership/ [https://www.facebook.com/ImpactPartnership/] https://www.instagram.com/theimpactpartnership/ [https://www.instagram.com/theimpactpartnership/] https://www.linkedin.com/company/the-impact-partnership/ [https://www.linkedin.com/company/the-impact-partnership/] 🔔 Subscribe for Exclusive Content https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?sub_confirmation=1 [https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?sub_confirmation=1] Grow Your Practice™. Change Your Life. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

E38: Invest in Yourself: The Habit That Extends Careers

NFL quarterback turned coach TJ Yates breaks down leadership under pressure, financial mistakes athletes make early, and why investing in yourself is the difference between longevity and burnout. This conversation connects coaching, money management, and trust in ways financial advisors and business owners deal with every day. #financialadvisor [https://www.youtube.com/hashtag/financialadvisor] #financialplanning [https://www.youtube.com/hashtag/financialplanning] #finance [https://www.youtube.com/hashtag/finance] We’re not your average IMO. At Impact Partnership, we specialize in helping financial advisors like you build a thriving practice through:  🔹 Innovative marketing 🔹 Lead generation 🔹 Strategic coaching 🔹 Transition from salesperson to CEO with our tailored solutions Learn How Impact Can Help Your Practice Grow ✉️ Contact us today: https://impactpartner.com/contact/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/contact/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🌐 Website: https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🔍 Learn More: https://impactpartner.com/our-story/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/our-story/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 📊 Case Studies: https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🤝 Stay Connected for More Insights https://twitter.com/Impact_Partner/ [https://twitter.com/Impact_Partner/] https://www.facebook.com/ImpactPartnership/ [https://www.facebook.com/ImpactPartnership/] https://www.instagram.com/theimpactpartnership/ [https://www.instagram.com/theimpactpartnership/] https://www.linkedin.com/company/the-impact-partnership/ [https://www.linkedin.com/company/the-impact-partnership/] 🔔 Subscribe for Exclusive Content https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?sub_confirmation=1 [https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?sub_confirmation=1] Grow Your Practice™. Change Your Life. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

E37: Hard Truths About Scaling Your Business

This is a playbook for CEOs who don’t want their business to stall—from letting go of control to building real systems, tracking the right numbers, and giving marketing the time it needs to pay off. The conversation digs into the uncomfortable shifts leaders have to make if they want a firm that scales beyond them. Learn more about EOS in this episode👉https://www.youtube.com/watch?v=9jxXQEx_5is&list=PLFBdHoHsCOFxIx9F1J0EjaEimJuhtVUoG&index=28&pp=iAQB We’re not your average IMO. At Impact Partnership, we specialize in helping financial advisors like you build a thriving practice through:  🔹 Innovative marketing 🔹 Lead generation 🔹 Strategic coaching 🔹 Transition from salesperson to CEO with our tailored solutions Learn How Impact Can Help Your Practice Grow ✉️ Contact us today: https://impactpartner.com/contact/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/contact/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🌐 Website: https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🔍 Learn More: https://impactpartner.com/our-story/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/our-story/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 📊 Case Studies: https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🤝 Stay Connected for More Insights https://twitter.com/Impact_Partner/ [https://twitter.com/Impact_Partner/] https://www.facebook.com/ImpactPartnership/ [https://www.facebook.com/ImpactPartnership/] https://www.instagram.com/theimpactpartnership/ [https://www.instagram.com/theimpactpartnership/] https://www.linkedin.com/company/the-impact-partnership/ [https://www.linkedin.com/company/the-impact-partnership/] 🔔 Subscribe for Exclusive Content https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?sub_confirmation=1 [https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?sub_confirmation=1] Grow Your Practice™. Change Your Life. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

E36: Building Trust With Clients Who Fear Financial Institutions

Trust is built slowly, especially with clients shaped by cultural trauma, historical loss, and deep skepticism of financial institutions. Our guest, Dr. Emily Loi switched careers from internal medicine to financial planning. This conversation explores how her bedside manner with patients prepared her for closing business at the conference table. Her experience is a masterclass in serving niche markets and turning fear into confidence. We’re not your average IMO. At Impact Partnership, we specialize in helping financial advisors like you build a thriving practice through: 🔹 Innovative marketing 🔹 Lead generation 🔹 Strategic coaching 🔹 Transition from salesperson to CEO with our tailored solutions Learn How Impact Can Help Your Practice Grow ✉️ Contact us today: https://impactpartner.com/contact/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/contact/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🌐 Website: https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🔍 Learn More: https://impactpartner.com/our-story/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/our-story/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 📊 Case Studies: https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast [https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast] 🤝 Stay Connected for More Insights https://twitter.com/Impact_Partner/ [https://twitter.com/Impact_Partner/] https://www.facebook.com/ImpactPartnership/ [https://www.facebook.com/ImpactPartnership/] https://www.instagram.com/theimpactpartnership/ [https://www.instagram.com/theimpactpartnership/] https://www.linkedin.com/company/the-impact-partnership/ [https://www.linkedin.com/company/the-impact-partnership/] 🔔 Subscribe for Exclusive Content https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?sub_confirmation=1 [https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?sub_confirmation=1] Grow Your Practice™. Change Your Life. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.