Impactful Conversations | Stories and Lessons for Financial Advisors
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.Social links:
How He Doubled His Business Without Doubling His Hours
This is a conversation about what really happens when you stop building a business around expectation and start building one that actually feels good to live inside of. Jim Fox opens up about the moments that shaped him, the choices that cost him, and the values that never wavered as he created a f…
38:48Clean
The Future of Fixed Index Annuities: What Advisors Must Know
Tom Haines, EVP of Capital Markets and Index Solutions at Annexus, breaks down the evolution of fixed index annuities, why they’re dominating retirement planning, and what advisors need to know about risk, longevity, and legacy. From Peak 65 to medical inflation and AI’s role in financial strategie…
26:03Clean
How to Execute at 51% Confidence and Win Big
Discover proven strategies to elevate your performance as a financial advisor. Learn how to master mindset shifts, leverage after-action reviews, and stay in your optimal zone to drive consistent growth and success. For more content from Taylor Johnson: https://www.taylorjohnsonperformance.com/ …
31:58Clean
NIL Deals: A New Frontier for Financial Advisors
The NIL era has transformed college sports into a billion-dollar business and athletes into entrepreneurs overnight. This episode breaks down the history, the money trail, and why financial literacy and fiduciary advice are critical for student athletes navigating NIL deals.
25:09Clean
AI, Inflation, and Retirement Planning: What You Need to Know
AI is rewriting the rules of investing, but what does that mean for your clients’ retirement plans? In this episode, we break down the S&P 500’s historic concentration, the real impact of AI beyond the hype, and why chasing headlines can sabotage long-term wealth. Get practical strategies for balan…
24:39Clean
The Advisor’s Guide to Purpose-Driven Growth
Integrating philanthropy into your financial advisory practice can strengthen community ties, build brand equity, and create lasting client relationships. Get actionable strategies from a seasoned advisor on choosing causes that resonate, engaging clients effectively, and leveraging events for auth…
18:16Clean
TikTok vs Reality: The IUL Debate Explained
Indexed Universal Life (IUL) policies are either praised as genius or slammed as scams—but the truth lies in the details. This episode breaks down the myths, explores proper structuring and funding, and gives financial advisors the clarity they need to confidently guide clients through the IUL conv…
25:06Clean
How Financial Advisors Can Win Lifelong Clients in 100 Days
Discover actionable strategies to keep clients for life and boost profits by up to 100%. Learn why the first 100 days matter most, how to create emotional connections, and why human-to-human interactions beat automation every time.
34:42Clean
Shohei Ohtani’s Contract: A Masterclass in Financial Planning
Shohei Ohtani’s $700M contract isn’t just a sports headline—it’s a blueprint for deferred income, long-term planning, and creative compensation. Financial advisors will walk away with fresh ways to explain annuities, pensions, and strategic wealth-building using real-world sports examples.
20:53Clean
Seminar Fatigue? Try This Movie-Based Marketing Strategy
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 C…
27:38Clean