The fastest-growing Independent Marketing Organization in the financial services industry. We help independent financial advisors grow their practices.
Marietta, Georgia
Joined June 2011
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What does $5.6B in tracked advisor business reveal about marketing? 📊 Erica Pauly breaks down trends in referrals, case size, close rates and ROI on Impactful Conversations.
Watch the full episode of Impactful Conversations on our YouTube channel 👉 youtu.be/pZKRGXtOrP4
👏 Please join us in congratulating Sara Hall, our new Rockstar of the Month! 🥳
Thank you for your hard work, dedication, and the positive impact you make on our team every day. This recognition is well deserved!
Confidence in retirement isn't just about the numbers. Learn a simple mindset shift that can help advisors guide better retirement income conversations and help clients recognize their resilience.
Watch more Selling With Stories on our YouTube channel 👉 youtube.com/playlist?list=PL…
The Blind Spot in Your Client Strategy
Watch the latest episode of Impactful Conversations on our YouTube channel 👉 youtu.be/82Gmwi0ZvoI
October is Financial Planning Month. From tax planning and beneficiary reviews to estate and charitable giving discussions, now is a great time to prepare for year-end.
Read 5 conversations every advisor should be having 👉 impactpartner.com/blog/?utm_…
Growth isn't about doing more. It's about measuring what works, following the right roadmap, and making smarter business decisions. That's how this firm built a stronger practice with confidence.
Let's connect 👉 impactpartner.com/contact/?u…
🗓️ Mark your calendars! The dates for Total Impact Kickoff 2027 are here and we can't wait to see you in Atlanta. 🥳
🌴 A little motivation to finish the year strong...
Connect & Celebrate 2027 is taking us to Cabo, where Impact attendees and their families will enjoy an exclusive, resort-wide experience at Paradisus Los Cabos.
Keep pushing. It'll be here before you know it. ☀️
KKR’s Head of Consulting, Jeannie Underwood, shares two simple AI tools that can help advisors work smarter and spend more time with clients.
Catch the full conversation on an all new episode of Impactful Conversations 👉 youtu.be/W598_xsEGbM
How to Become Your Client's Go-To Retirement Resource
Watch more Selling With Stories on our YouTube channel 👉 youtube.com/playlist?list=PL…
Client events aren't just about retention.
In this episode of Impactful Conversations, Kohlberg Kravis Roberts' Head of Consulting, Jeannie Underwood, shares ways advisors can leverage events to boost engagement and generate new connections.
Watch now 👉 youtu.be/ygLAoX9lOwM
If you're not subscribed to Impact's YouTube channel, you're missing conversations that can help grow your practice. From marketing insights to advisor success stories and growth strategies, there's always something worth learning.
🔔 Subscribe today: youtube.com/@impactpartnersh…
What happens to your practice if the unexpected happens?
A succession plan does more than identify future leadership. It helps protect continuity, preserve enterprise value, and provide clarity for clients and employees.
📖 Read more 👉 impactpartner.com/blog/?utm_…
Advisors: “I just want insight that helps me grow my practice.”
Us: "We've got you covered."
That’s the mindset behind every post on the Impact blog—practical thinking for serious advisors.
Go ahead and subscribe today 👉 impactpartner.com/blog/?utm_…
We treat your business like our own. Our marketing and media experts work alongside your practice to help you grow, innovate, and succeed.
Ready for a partnership that feels like family? Let's connect 👉 impactpartner.com/contact/?u…
KKR’s Head of Consulting, Jeannie Underwood, shares 9 must-haves for a modern advisor website, from clear messaging to mobile optimization and online scheduling.
Watch the full episode of Impactful Conversations on our YouTube channel 👉 youtu.be/s2YV7L23FMc
Our Rockstar of the Month is... Musa Smith! 👏
Musa is an invaluable member of our Sales team, and we're incredibly grateful for the dedication, positivity, and hard work he brings to Impact every day. Thank you for everything you do, Musa. We're lucky to have you on the team!
Why Families Wish They Planned Earlier
Watch more Selling With Stories on our YouTube channel 👉 youtube.com/playlist?list=PL…
Today, we pause to remember the lives lost on September 11, 2001, and honor the courage of the first responders, service members, and everyday heroes who answered the call in the face of unimaginable tragedy.
We will never forget.
