In this episode of the Ready, Set, Grow podcast, Drew and Chris dive into why year-end policy reviews are a must for financial advisors. They focus on the importance of engaging with clients, especially when it comes to older life insurance policies that might no longer fit their needs.

With surprising stats on client retention and lapses in life insurance benefits, they share practical tips on how advisors can tap into existing resources to strengthen client relationships and make sure policies are still on track with today’s goals.

In this episode of the Ready, Set, Grow podcast, Drew and Chris dive into why year-end policy reviews are a must for financial advisors. They focus on the importance of engaging with clients, especially when it comes to older life insurance policies that might no longer fit their needs.
With surprising stats on client retention and lapses in life insurance benefits, they share practical tips on how advisors can tap into existing resources to strengthen client relationships and make sure policies are still on track with today’s goals.

Welcome to “Ready, Set, Grow,” a podcast powered by Impact Partnership. Each week, members of the Impact team will share their experiences and insight into how the company works to elevate our financial advisor partners as they achieve milestones for their practices they never dreamt possible. Experienced professionals from all areas of Impact will spread their knowledge of how the company fits every need of a growing financial practice under one roof. 



Learn more about how Impact can help your practice grow! Contact us here 👉 https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=readysetgrow



We’re Not Your Standard Insurance Marketing Organization We offer creative marketing services for financial advisors to help build their brand, generate leads, and manage their practice. We’ll help you transition from salesperson to CEO and business owner through coaching, strategic marketing, and a true partnership.



Impact Partnership – IMO for Financial Advisors Our website: https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=readysetgrow

Welcome to “Ready, Set, Grow,” a podcast powered by Impact Partnership. Each week, members of the Impact team will share their experiences and insight into how the company works to elevate our financial advisor partners as they achieve milestones for their practices they never dreamt possible. Experienced professionals from all areas of Impact will spread their knowledge of how the company fits every need of a growing financial practice under one roof. 
 
<hr>
Learn more about how Impact can help your practice grow! Contact us here 👉 <a href="https://impactpartner.com/?utm_medium=social&amp;utm_source=youtube&amp;utm_campaign=readysetgrow">https://impactpartner.com/?utm_medium=social&amp;utm_source=youtube&amp;utm_campaign=readysetgrow</a>
<hr>
 
We’re Not Your Standard Insurance Marketing Organization We offer creative marketing services for financial advisors to help build their brand, generate leads, and manage their practice. We’ll help you transition from salesperson to CEO and business owner through coaching, strategic marketing, and a true partnership.
 
Impact Partnership – IMO for Financial Advisors Our website: <a href="https://impactpartner.com/?utm_medium=social&amp;utm_source=youtube&amp;utm_campaign=readysetgrow">https://impactpartner.com/?utm_medium=social&amp;utm_source=youtube&amp;utm_campaign=readysetgrow</a>

Ready, Set, Grow: Strategies for Financial Advisors

Welcome to our video podcast series where industry experts in marketing, media, and sales share their top tools and solutions to help grow your financial practice. Each episode dives deep into strategies to help you grow your practice.  We cover creating a practice blueprint,  expanding your media presence, enhancing your seminars, and developing marketing initiatives that drive ROI. Join us weekly for actionable insights and tips that are just the tip of the spear for your success!

Ready to grow your practice? Connect with The Impact Partnership today: https://bit.ly/4cAXbhv

Follow us on social:

https://www.youtube.com/@impactpartnership

https://www.facebook.com/ImpactPartnership

https://www.instagram.com/theimpactpartnership/

https://www.linkedin.com/company/the-impact-partnership/

https://twitter.com/Impact_Partner/

Welcome to our video podcast series where industry experts in marketing, media, and sales share their top tools and solutions to help grow your financial practice. Each episode dives deep into strategies to help you grow your practice.  We cover creating a practice blueprint,  expanding your media presence, enhancing your seminars, and developing marketing initiatives that drive ROI. Join us weekly for actionable insights and tips that are just the tip of the spear for your success!
<hr>
Ready to grow your practice? Connect with The Impact Partnership today: <a href="https://bit.ly/4cAXbhv">https://bit.ly/4cAXbhv</a>
Follow us on social:
<a href="https://www.youtube.com/@impactpartnership">https://www.youtube.com/@impactpartnership</a>
<a href="https://www.facebook.com/ImpactPartnership">https://www.facebook.com/ImpactPartnership</a>
<a href="https://www.instagram.com/theimpactpartnership/">https://www.instagram.com/theimpactpartnership/</a>
<a href="https://www.linkedin.com/company/the-impact-partnership/">https://www.linkedin.com/company/the-impact-partnership/</a>
<a href="https://twitter.com/Impact_Partner/">https://twitter.com/Impact_Partner/</a>

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