In this episode, Certified Financial Planner Mike Douglas delves into the importance for financial advisors to develop a robust annual strategy that integrates team dynamics and innovative marketing approaches. Douglas offers valuable insights on the pivotal role of analyzing past events to inform future strategies, emphasizing the importance of setting achievable goals and recognizing team milestones. Douglas further explores the dynamic evolution of the financial advisory landscape, highlighting the need to adapt to the preferences of younger generations. He discusses leveraging content creation as a powerful tool for sustained growth and long-term client engagement.

On this episode of the Ready, Set, Grow podcast, Drew and Chris dive into the crucial role of tax planning for financial advisors and their clients. With upcoming tax changes on the horizon and the impact of the Connolly decision, they break down what advisors need to know to stay ahead. From tackling estate tax increases to maximizing the benefits of Roth conversions, they share proactive strategies to help you navigate the shifting tax landscape. Plus, they explore how teaming up with partners like Stonewood Financial can elevate your tax planning services and benefit your clients. 

In this episode, we dive into the essential steps for turning seminar attendees into booked appointments. We’ll break down how to effectively follow up by gathering the right data at your event and personalizing your approach for each attendee. Whether they booked an appointment, showed up but didn’t commit, or were no-shows, we’ll share strategies to engage each group. We also talk about why being easy to work with and offering multiple communication options can make all the difference. Plus, hear how a conversion coach can help refine your follow-up game and boost your success!

In this episode of Ready, Set, Grow Podcast, we dive into proven strategies for hosting a successful dinner seminar. From the moment guests arrive, we'll show you how to engage them with pre-seminar videos, custom playlists, and an immersive atmosphere. Learn how to make your presentation interactive with audience polling and participation incentives. We'll also share the power of storytelling and real client examples to build credibility and connect with your audience. Plus, get expert tips on handling questions, delivering a strong call to action, and mastering the follow-up process to secure appointments. Whether you're a seasoned pro or new to dinner seminars, this episode is packed with actionable insights to elevate your next event!

In this episode of Ready, Set, Grow, Advisor CMO Michael Poirot and co-host Chris Swan break down how to effectively generate business through dinner seminars while avoiding common pitfalls. Learn why a fine-tuned direct mail list is crucial for reaching your ideal audience and how the right venue and mailer design can make all the difference in attracting high-quality attendees. They also share practical advice on engaging with potential clients, perfecting your timing, and adding a personal touch to build lasting relationships. Plus, discover how Impact's Conversion Coach resources can elevate your appointment setting and client conversion efforts. 

In this episode of Ready, Set, Grow Podcast, financial advisor Abe Ashton shares his insights on navigating politics in the office and with clients. Abe highlights the need to be authentic and sincere, while also being mindful not to offend or distance clients. He shares how to steer conversations toward common ground, like the importance of better social policies or lowering taxes. His advice? Stay neutral, create a welcoming space, and assure clients that their financial plans are secure no matter the political climate.

In this episode of Ready, Set, Grow Podcast, we dive into the critical role of Social Security planning in retirement. Our guest and PlanGap CEO David Duley, shares valuable insights on how advisors can use the Social Security Risk Score Analyzer to evaluate clients' risk exposure and prepare for possible reforms. We discuss the importance of having informed, proactive conversations about Social Security with clients, emphasizing its value as a key retirement asset. David also addresses concerns about political uncertainty and its impact on retirement planning. Tune in to gain essential tools and strategies for navigating the complexities of Social Security and ensuring your clients' financial security.

In this episode of Ready, Set, Grow Podcast, we talk about the recent market volatility and how financial advisors should communicate with their clients during times of volatility. We’ll dive into the VIX, what that index indicates, and how advisors can position that with clients. We’ll discuss how to communicate with newer clients and educate them on the long-term nature of their investment plan and address their concerns. Lastly, we’ll discuss how proper planning and setting expectations on the front end can help mitigate difficult conversations during market downturns.

Having a television show or commercial that jumps off the screen is a good start, but real success when buying TV spots comes from running the numbers off camera. Impact Partnership media director Robert Bacik joins Ready, Set, Grow and talks about the importance of spending dollars in the right places. When advertising your business on TV, the real goal is lead generation. Whether it’s shopping around media markets to maximize a buy or constantly tracking ratings and response after airing, Robert shows how being smart and vigilant about on-screen advertising drives new business.  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/

Randy Cook serves as Director of Radio Programming for Impact Partnership and has decades of experience on the microphone. In this episode of “Ready, Set, Grow,” he coaches financial advisors on ways to make themselves relatable to an audience that they may have never met. Knowing the numbers and trends is important, but setting a meeting or closing a contract is easier when clients are familiar with the advisor selling to them. Painting the right picture of yourself and your business over the airwaves will make first-time visitors to your practice think they’re meeting a familiar friend. 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/

Many practices struggle with creating a company culture that truly engages its employees. At Impact Partnership, we've mastered creating a company culture our employees are proud of and CEO Stephen Odom stars in this episode of Ready, Set, Grow to speak about his experiences starting and operating a company, chasing success and continued growth while also committing to an overall culture he wants Impact to project. Everyone is in business to make money, and sustaining success is easier when everyone involved feels like a winner. Is the boss happy with production? Do the employees feel valued and encouraged to do their best? Do customers feel like what they’re getting is worth their time and money? See how Impact has geared its business objectives through a specific culture funnel to further strengthen itself. 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/

Financial advisors see their practice succeed when appointments are set and deals are closed. Marketing is a great way to promote services and gain attention, but spending hours setting up a website or figuring out how to host an event takes away from the profitable aspects of the job. Impact Partnership’s Director of Client Marketing Brett Laney joins Ready, Set, Grow to educate financial advisors how looking outside their own walls for help with marketing can bring experts into the fold while freeing up their schedule to focus on the core aspect of their practice.  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/

Join Impact Partnership VPs of Life Sales Chris Lawler and Drew Newell on this episode of “Ready, Set, Grow” as they discuss a new method in planning for long-term care that will greatly aid financial advisors. Chris and Drew explain how approaching clients with a prepared plan on how to fund future healthcare costs will start conversations that many advisors neglect. The 10 for 100 concept is designed to preemptively fund long-term care costs and avoid draining retirement funds if or when care is needed.  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/

Even the best players can benefit from some coaching, which is exactly what Impact Partnership provides for financial advisors. In this episode of “Ready, Set, Grow,” Impact’s Senior VP of Sales Kim Skouras covers the many ways advisors benefit from a relationship with an elite marketing company. From young advisors looking to learn the ropes of the industry, to established pros seeking new ideas and ways to elevate their practice to the next level, Impact offers a wide range of services with subject matter experts that bring experience and solutions to your questions while sharing your passion for success. 

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.  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/