On this episode of Ready, Set, Grow, host Dave Edgecomb teams up with financial advisor Mike Canet to break down the post-election tax implications you need to prepare for. From potential Social Security reforms to SALT deductions and Trump’s tax policies, we’re covering everything that could impact your clients—and your strategies—in 2024.

We’re not your average IMO. At Impact Partnership, we specialize in helping financial advisors like you build a thriving practice through: 
🔹 Innovative marketing 
🔹 Lead generation 
🔹 Strategic coaching 

 Learn How Impact Can Help Your Practice Grow 
✉️ Contact us today: https://impactpartner.com/contact/
🌐 Website: https://impactpartner.com/?utm_medium...
🔍 Learn More: https://impactpartner.com/our-story/?...
📊 Case Studies: https://impactpartner.com/results/?ut...

On this episode of Ready, Set, Grow, host Dave Edgecomb teams up with financial advisor Mike Canet to break down the post-election tax implications you need to prepare for. From potential Social Security reforms to SALT deductions and Trump’s tax policies, we’re covering everything that could impact your clients—and your strategies—in 2024. We’re not your average IMO. At Impact Partnership, we specialize in helping financial advisors like you build a thriving practice through: 🔹 Innovative marketing 🔹 Lead generation 🔹 Strategic coaching  Learn How Impact Can Help Your Practice Grow ✉️ Contact us today: <a href="https://impactpartner.com/contact/">https://impactpartner.com/contact/</a> 🌐 Website: <a href="https://impactpartner.com/?utm_medium..">https://impactpartner.com/?utm_medium..</a><a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbWNXc0hNUUtkaVMybEJEWVVINWc2OEh2OG82Z3xBQ3Jtc0ttb1BKWGtlU0hqZXNMU0doOXZHaEhqczhqZ0M5UmtqY1pKbXVFXzZrQnBvaDl4ZF93STVfQzBmMU1SS1dMbUI1N2RlMEhYU2FoVXBDNHM3SjBsajJsYlhlRktwaGFoZlRjS2NDUFR0c2RRMFo2ZEl0QQ&amp;q=https%3A%2F%2Fimpactpartner.com%2F%3Futm_medium%3Dsocial%26utm_source%3Dyoutube%26utm_campaign%3Dreadysetgrow&amp;v=hJerac8bhYg">.</a> 🔍 Learn More: <a href="https://impactpartner.com/our-story/?..">https://impactpartner.com/our-story/?..</a><a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbXRMNUlObkxOZm5oUkhVVHJmRXRaQlp2TWF6d3xBQ3Jtc0ttUlZzOFo3UzlMa0t1U016bzF1UVRmSHl1TjI4U0otNTQ5MEpxZnRwYWVUUm1mWnpQUzc4QUJIU1BlWFVMa2t5UVE2ZGdFUjRfSVY5RGM2X3lrelNYSjh6YjF5clhwMzl0Z3VEb0NTbkJRYTRTbkZzZw&amp;q=https%3A%2F%2Fimpactpartner.com%2Four-story%2F%3Futm_medium%3Dsocial%26utm_source%3Dyoutube%26utm_campaign%3Dreadysetgrow&amp;v=hJerac8bhYg">.</a> 📊 Case Studies: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqa2Z2ZVNqeWViOFFCcFE3cHBwZGdOdHJzM253UXxBQ3Jtc0trOWdERlBPVGI1Zm5xdXA4MDVBWkU4cXB0Q1FDS2xTYXpuTjNCUHpkekNPSDBKZ2s1TDFwX2FLVlM3OUNuRHBYY0NydHludlJpTFhsc2lvVV93bWl1Zkdza1FqSms0bDBWd2lNOTBEUFY5YWNkbU9BTQ&amp;q=https%3A%2F%2Fimpactpartner.com%2Fresults%2F%3Futm_medium%3Dsocial%26utm_source%3Dyoutube%26utm_campaign%3Dreadysetgrow&amp;v=hJerac8bhYg">https://impactpartner.com/results/?ut...</a>

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>

Trump’s Tax Plan: What Advisors Need to Know

Understanding Investor Perceptions of Costs

 Language in Financial Communication

Study on Effective Communication

Language Complexity on Client Engagement

 Psychology Behind Word Choices

Creating a Path to the Buying Zone

Three Key Communication Principles

Green Light Words for Financial Advisors

Words That Resonate

The Power of Protection Over Guarantees

Cost vs. Fee: A Critical Distinction

Questions in Building Client Relationships

Reframing Annuities: Focus on Benefits

Summarizing Key Takeaways for Advisors

In this episode of Ready, Set, Grow, Jeannie Underwood reveals how the right language can transform investor engagement. Discover the secrets of effective communication for financial advisors—simple, positive, and impactful strategies that truly connect. Learn the psychology behind word choices, practical tips to elevate client interactions, and the phrases that resonate, like "cost" instead of "fee" and "comfortable retirement" over "dream retirement." Tune in for game-changing insights that could redefine how you communicate with clients!

In this episode of Ready, Set, Grow, Jeannie Underwood reveals how the right language can transform investor engagement. Discover the secrets of effective communication for financial advisors&mdash;simple, positive, and impactful strategies that truly connect. Learn the psychology behind word choices, practical tips to elevate client interactions, and the phrases that resonate, like "cost" instead of "fee" and "comfortable retirement" over "dream retirement." Tune in for game-changing insights that could redefine how you communicate with clients!

Unlock the Power of Words in Finance!

Join Jeannie Underwood in this Ready, Set, Grow episode as we dive into how the right words—like "cost" vs. "fee"—can build trust, win clients, and transform your business. Whether you're a financial advisor or just curious about the psychology of money, this show is packed with insights, stories, and tips to help you master the art of saying what your clients want to hear (and mean it)!

We’re not your average IMO. At Impact Partnership, we specialize in helping financial advisors like you build a thriving practice through:

🔹 Innovative marketing

🔹 Lead generation

🔹 Strategic coaching

🔹 Transition from salesperson to CEO with our tailored solutions

 Learn How Impact Can Help Your Practice Grow ✉️ Contact us today: https://impactpartner.com/contact/

🌐 Website: https://impactpartner.com/?utm_medium...

🔍 Learn More: https://impactpartner.com/our-story/?...

📊 Case Studies: https://impactpartner.com/results/?ut...

Join Jeannie Underwood in this Ready, Set, Grow episode as we dive into how the right words—like "cost" vs. "fee"—can build trust, win clients, and transform your business. Whether you're a financial advisor or just curious about the psychology of money, this show is packed with insights, stories, and tips to help you master the art of saying what your clients want to hear (and mean it)! We’re not your average IMO. At Impact Partnership, we specialize in helping financial advisors like you build a thriving practice through:
🔹 Innovative marketing
🔹 Lead generation
🔹 Strategic coaching
🔹 Transition from salesperson to CEO with our tailored solutions
 Learn How Impact Can Help Your Practice Grow ✉️ Contact us today: <a href="https://impactpartner.com/contact/">https://impactpartner.com/contact/</a>
🌐 Website: <a href="https://impactpartner.com/?utm_medium..">https://impactpartner.com/?utm_medium..</a><a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbDVtVEMwZEhweGxhVlJqdnZrMDl1Nm45ZE1oUXxBQ3Jtc0tsczY2UzBhal9COEdFV0JVYWpEM0xZdDZ0bnoxS09MOE9Va1plWTNIOHhnbUJpc2NRa2RiVjdGeWZ4RUNZLUtuYTVPeXlCbmh0cExaNXNDRkZwclVYZW56aFRzRVV4akJBODhtSW1yd1JmbXdoclMxcw&amp;q=https%3A%2F%2Fimpactpartner.com%2F%3Futm_medium%3Dsocial%26utm_source%3Dyoutube%26utm_campaign%3Dreadysetgrow&amp;v=hJerac8bhYg">.</a>
🔍 Learn More: <a href="https://impactpartner.com/our-story/?..">https://impactpartner.com/our-story/?..</a><a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqa29yYlNpWDEyU3pXZUc4ZTR5ejJvT0R4Zmh4Z3xBQ3Jtc0ttYlNPVW94V2RuQmpUQVRiMlhWSkpDcVRsRG1GOXlSQ3dBRV9KRFplYk0tQ3I5Zk5PaFhnZDluLWxXa1ZaVVBrcmxZbi1GRWJ2RTdmRTBsN2x6UzFlRnZ1S01yTElOQ19rRWpUUmNTcXlJZDFza1hyTQ&amp;q=https%3A%2F%2Fimpactpartner.com%2Four-story%2F%3Futm_medium%3Dsocial%26utm_source%3Dyoutube%26utm_campaign%3Dreadysetgrow&amp;v=hJerac8bhYg">.</a>
📊 Case Studies: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbWxWRHVfTGlPSVN6OUMtamN2MXMwMzdpajlpQXxBQ3Jtc0tuOFhPbmFZRVNzN2xpN1E2RmF6X0Y0ejZ6U1FDSGFFbFNSano1eVdxZVlUTS12UEY3UjVCVWs1b1hYbXBIbEVMRklRaTFGTExxNzJrU2pXWG5MejQzUGdsQXZ3Smd4UFFFLXJEc2pJR1VvUlA5aGMyMA&amp;q=https%3A%2F%2Fimpactpartner.com%2Fresults%2F%3Futm_medium%3Dsocial%26utm_source%3Dyoutube%26utm_campaign%3Dreadysetgrow&amp;v=hJerac8bhYg">https://impactpartner.com/results/?ut...</a>

Words That Work: Decoding Consumer Psychology

In this special episode of Ready, Set, Grow, financial heavyweights Jeremy Siegel (Wharton School of Business), Robert Shiller (Yale University), and Thomas Haynes (Anexis) join host Randy Cook to dive into the most pressing financial topics of 2024. From the Federal Reserve’s decisions and interest rates to the hidden risks in today’s market, these industry legends share insights you can’t afford to miss.

In this special episode of Ready, Set, Grow, financial heavyweights Jeremy Siegel (Wharton School of Business), Robert Shiller (Yale University), and Thomas Haynes (Anexis) join host Randy Cook to dive into the most pressing financial topics of 2024. From the Federal Reserve’s decisions and interest rates to the hidden risks in today’s market, these industry legends share insights you can’t afford to miss.

Trump’s Tax Plan: What Advisors Need to Know

Ready, Set, Grow: Strategies for Financial Advisors

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