『Impactful Conversations | Stories and Lessons for Financial Advisors』のカバーアート

Impactful Conversations | Stories and Lessons for Financial Advisors

Impactful Conversations | Stories and Lessons for Financial Advisors

著者： Impact Partnership
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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.

2026 Impact Partnership 2025 マネジメント マネジメント・リーダーシップ マーケティング マーケティング・セールス リーダーシップ 個人ファイナンス 個人的成功 出世 就職活動 経済学 自己啓発
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  • E42: Why Creating More Content Is The Wrong Goal

    E42: Why Creating More Content Is The Wrong Goal
    2026/07/29

    Most independent financial advisors are sitting on a goldmine of untapped content. A single radio show, seminar, client meeting transcript, or white paper can become blogs, email campaigns, social posts, YouTube videos, lead nurture sequences, and more when paired with the right AI workflow.

    Insurance marketing experts Ron Eastman and Amber Carmichael share practical ways advisors are using AI agents to save time, repurpose content at scale, coach teams, analyze business performance, build SOPs, and develop systems that help growing practices generate more results without creating more work.

    Want access to Impact's Advisor Portal resources talked about on this episode? Reach out and tell us you heard about it on the podcast! 👉 https://impactpartner.com/contact/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast

    #financialadvisor #financialplanning #financialeducation #marketing

    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
    🌐 Website: 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
    📊 Case Studies: https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast

    🤝 Stay Connected for More Insights
    https://twitter.com/Impact_Partner/
    https://www.facebook.com/ImpactPartnership/
    https://www.instagram.com/theimpactpartnership/
    https://www.linkedin.com/company/the-impact-partnership/

    🔔 Subscribe for Exclusive Content
    https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?sub_confirmation=1

    Grow Your Practice™. Change Your Life.

    See omnystudio.com/listener for privacy information.
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    40 分
  • E41: The Smarter Way to Understand Market Behavior

    E41: The Smarter Way to Understand Market Behavior
    2026/06/24

    Markets don’t just react to fundamentals—they react to what people are talking about. This conversation unpacks how narratives across millions of data points can be measured, tracked, and turned into a strategy advisors can actually use. From identifying trends early to building low-correlation portfolios, this gives you a different way to explain markets and position your value.

    Thank you to our friends at @AnnexusGroup for facilitating this brilliant conversation!

    Check out the previous episodes with Tom Haines, Annexus EVP of Capital Markets & Index Solutions.

    👉 How AI and Market Trends Impact Retirement Strategy

    👉 Retirement Risks You Might Be Overlooking

    #financialadvisor #financialplanning #financialeducation

    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
    🌐 Website: 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
    📊 Case Studies: https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast

    🤝 Stay Connected for More Insights
    https://twitter.com/Impact_Partner/
    https://www.facebook.com/ImpactPartnership/
    https://www.instagram.com/theimpactpartnership/
    https://www.linkedin.com/company/the-impact-partnership/

    🔔 Subscribe for Exclusive Content
    https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?sub_confirmation=1

    Grow Your Practice™. Change Your Life.

    See omnystudio.com/listener for privacy information.
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    34 分
  • E40: What It Really Takes to Expand into a New Market

    E40: What It Really Takes to Expand into a New Market
    2026/06/10

    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
    🌐 Website: 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
    📊 Case Studies: https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast

    🤝 Stay Connected for More Insights
    https://twitter.com/Impact_Partner/
    https://www.facebook.com/ImpactPartnership/
    https://www.instagram.com/theimpactpartnership/
    https://www.linkedin.com/company/the-impact-partnership/

    🔔 Subscribe for Exclusive Content
    https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?sub_confirmation=1

    Grow Your Practice™. Change Your Life.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    22 分
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