Ready, Set, Grow | Strategies for Financial Advisors

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 th...

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 shifti...

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 mu...

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 cred...

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 po...

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 spac...

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 i...

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,...

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 b...

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. Pa...

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 b...

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 ...

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-ter...

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 wal...

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 pra...