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.

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.

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.

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.

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.

Impactful Conversations | Stories and Lessons for Financial Advisors

How Financial Advisors Can Win Lifelong Clients in 100 Days

Building a Lifestyle‑First Practice

Growing Without Losing Freedom

Mastering the Calendar

Choosing the Right Clients

Team Structure That Scales

Money, Mistakes & Momentum

Mentors, Mindset & Goalposts

How to Build Travel into Your Business Plan

Crazy Travel Stories

Tough Choices & Handling Client Concerns

Team Ownership & Incentives

Gratitude, Grounding & Growth

A Client Experience with a Huge Map

One Last Story: Wildest Meal While Traveling

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 financial practice that makes room for family, freedom, and curiosity.

He explains:

🌅 Redefining success and how it changed his approach to growth

📅 Systems and calendar discipline that protect his lifestyle

❤️ Choosing presence over profit even when it’s tempting

🚀 Mentors, mistakes, and mindset shifts that moved him forward

🌍 How travel and storytelling became core to serving his clients

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 financial practice that makes room for family, freedom, and curiosity.
He explains:
🌅 Redefining success and how it changed his approach to growth
📅 Systems and calendar discipline that protect his lifestyle
❤️ Choosing presence over profit even when it&rsquo;s tempting
🚀 Mentors, mistakes, and mindset shifts that moved him forward
🌍 How travel and storytelling became core to serving his clients

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 financial practice that makes room for family, freedom, and curiosity.

How He Doubled His Business Without Doubling His Hours

From Romans to Modern Annuities

Legitimizing the Industry

The Great Retirement Refinance

Retirement Planning Is Changing

Advisor Education and Client Clarity

Why Academic Partnerships Matter

AI in Finance: Promise vs. Reality

Future Trends in Annuities

Medical Inflation and Legacy Planning

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 strategies, this episode is packed with actionable insights for today’s advisor.

Listen to last episode here: AI, Inflation, and Retirement Planning

Tom Haines, EVP of Capital Markets and Index Solutions at Annexus, breaks down the evolution of fixed index annuities, why they&rsquo;re dominating retirement planning, and what advisors need to know about risk, longevity, and legacy. From Peak 65 to medical inflation and AI&rsquo;s role in financial strategies, this episode is packed with actionable insights for today&rsquo;s advisor.
Listen to last episode here: <a href="https://podcasts.apple.com/us/podcast/ai-inflation-and-retirement-planning-what-you-need-to-know/id1839958397?i=1000740703404">AI, Inflation, and Retirement Planning</a>

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 strategies, this episode is packed with actionable insights for today’s advisor.

The Future of Fixed Index Annuities: What Advisors Must Know

Why Curiosity Drives Performance

The Hero's Journey

Stretching Beyond Comfort Zones

Pregame, Gameday, Postgame Mindset

After Action Reviews Explained

Fixing Fear in Team Debriefs

Respond vs React: The Power of Pause

The Performance Curve Demystified

Optimal vs Peak Performance

Breaking Through Stagnancy

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/

https://www.linkedin.com/in/taylorjohnsonperformance/

 

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:
<a href="https://www.taylorjohnsonperformance.com/">https://www.taylorjohnsonperformance.com/</a>
<a href="https://www.linkedin.com/in/taylorjohnsonperformance/">https://www.linkedin.com/in/taylorjohnsonperformance/</a>
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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.

How Financial Advisors Can Win Lifelong Clients in 100 Days

Impactful Conversations | Stories and Lessons for Financial Advisors

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Impactful Conversations | Stories and Lessons for Financial Advisors

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