Why Emotional Connection Makes Clients Stay

H2H: Human-to-Human Business Model Explained

Keeping Clients vs. Closing Sales

Why Retention Is Ignored in Most Firms

Gold Standards in Customer Experience

The Ritz-Carlton Playbook for Advisors

Profit Impact of Retention: Harvard Research 

The Baton Handoff: Onboarding Done Right

Video Marketing Hack: Selfies That Build Trust

Overcoming Self-Doubt in Video Communication

Why Imperfection and Humanity Win Loyalty

AI vs. Human Touch: Striking the Right Balance

Joey Coleman at Total Impact Kickoff

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.

<p>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.</p>

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.

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

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