Kansikuva näyttelystä Impactful Conversations | Stories and Lessons for Financial Advisors

Impactful Conversations | Stories and Lessons for Financial Advisors

Podcast by Impact Partnership

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Lisää Impactful Conversations | Stories and Lessons for Financial Advisors

Bringing you real, unfiltered stories, battle-tested strategies, and insider insights from top financial advisors who’ve been there and done that. Twice a month, Impactful Conversations skips the jargon and get straight to practical, proven advice—so you can attract more clients, amplify your impact, and build a business that lasts.

Kaikki jaksot

39 jaksot

jakson E38: Invest in Yourself: The Habit That Extends Careers kansikuva

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.

13. touko 2026 - 42 min
jakson E37: Hard Truths About Scaling Your Business kansikuva

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.

29. huhti 2026 - 21 min
jakson E36: Building Trust With Clients Who Fear Financial Institutions kansikuva

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.

15. huhti 2026 - 30 min
jakson S1E35: The Untapped Opportunity in Agribusiness kansikuva

S1E35: The Untapped Opportunity in Agribusiness

Massive generational wealth transfer is about to reshape agribusiness, and financial advisors who understand valuation, succession, retirement income, and tax‑advantaged strategies will own this market. This breakdown shows how to position yourself as the go‑to expert for farm families facing volatility, rising bankruptcies, shifting tariffs, and the growing technology‑driven future of agriculture. 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.

1. huhti 2026 - 31 min
jakson S1E34: Your Business Grew, But Did Your Mindset? kansikuva

S1E34: Your Business Grew, But Did Your Mindset?

Most advisors focus on growth and overlook the small, human moments that create lasting loyalty. This conversation breaks down practical, high-impact ways to elevate the client experience, strengthen relationships, and stand out in a crowded advisory landscape. 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.

18. maalis 2026 - 29 min
Loistava design ja vihdoin on helppo löytää podcasteja, joista oikeasti tykkää
Loistava design ja vihdoin on helppo löytää podcasteja, joista oikeasti tykkää
Kiva sovellus podcastien kuunteluun, ja sisältö on monipuolista ja kiinnostavaa
Todella kiva äppi, helppo käyttää ja paljon podcasteja, joita en tiennyt ennestään.

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