Discover how financial advisors are using film events to attract new prospects and spark meaningful conversations about retirement income planning. In this episode, Jonathan Musgrave, founder of Steep Digital and a veteran in advisor marketing, and Evan Ward, a practicing advisor and Impact Sales Coach, share how The Psychology of Retirement is transforming traditional seminar strategies. Learn how this film—featuring experts like Morgan Housel, David Walker, and Becky Swansberg—helps advisors build trust, educate audiences, and convert leads in a fresh, scalable way.

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We sit down with Impact's Director of Advanced Resources, Spencer Lloyd, to unpack the Fed’s recent quarter-point rate cut and explore its ripple effects on inflation, unemployment, housing, and fixed income. From AI’s growing influence on jobs to refinancing opportunities and the potential for more rate moves before year-end, this episode offers timely insights for financial advisors navigating a shifting economic landscape.

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What if the key to explosive growth wasn’t better investing, but rethinking the entire advisory model? In this episode, Impact Partnership Wealth's President, Thomas Zebley, breaks down how Impact reshaped the rules and why it’s changing everything for growth-minded advisors.

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Many advisors steer clear of annuities due to outdated perceptions around commissions or product complexity. In this episode, we break down why that hesitation could be costing clients long-term income protection, and how fee-based options and better education can shift the narrative.

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Think a podcast can’t grow your firm? This episode shows how one advisor turned casual chats into top clients.

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Dinner seminars are slipping, referrals are surging, and automation might be quietly wrecking your close rates. Erica Pauly from Track That Advisor breaks down the midyear numbers and shows why it might not be your funnel that's broken, but your process.

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We're diving deep into the Trump tax bill and uncover the real opportunities it presents for financial advisors. From Roth conversions to SALT workarounds and multi-generational planning, this is your roadmap to turning policy into practice.

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We're breaking down the sweeping legislative changes from the "One Big Beautiful Bill" and what they mean for independent financial advisors. From Roth conversion windows to strategic Social Security conversations, we're unpacking the key takeaways and hidden opportunities to help you get ahead.

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