The Impact Partnership

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The Impact Partnership 📈 A leading FMO helping financial advisors grow through media, marketing, & lead generation. We help independent financial advisors grow their practices.
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The Impact Partnership is the fastest-growing Independent Marketing Organization (IMO) in the insurance and annuities industry. Whatever your needs, Impact has the perfect team, already in-house, committed to turning you into your area’s leading financial services authority.

10/16/2026

🦖 One year later, and this one is still a fan favorite.

While the dinosaurs got the attention, the message remains the same: growth is easier when you have the right team behind you.

At Impact, we help advisors grow their businesses through marketing, media, events, coaching, and a community committed to helping each other succeed.

If you're ready to take your practice to the next level, let's talk 👉 https://impactpartner.com/contact/?utm_medium=social&utm_source=facebookfeed

10/14/2026

The latest advisor marketing data reveals a surprising trend: firms are setting more meetings, attracting larger prospects, and still feeling pressure on close rates and ROI. Track That Advisor founder, Erica Pauly, breaks down what $5.6 billion in tracked business reveals about referrals, average case size, marketing strategy, and why making big decisions from a single metric can lead advisors in the wrong direction.

Watch the full episode of Impactful Conversations on our YouTube channel 👉 https://youtu.be/pZKRGXtOrP4

👏 Please join us in congratulating Sara Hall, our new Rockstar of the Month! 🥳Thank you for your hard work, dedication, ...
10/14/2026

👏 Please join us in congratulating Sara Hall, our new Rockstar of the Month! 🥳

Thank you for your hard work, dedication, and the positive impact you make on our team every day. This recognition is well deserved!

10/13/2026

Why do some retirees feel confident while others stay worried, even with a solid financial plan? Financial advisors can use one simple mindset shift to help clients recognize their resilience, strengthen retirement income conversations, and build lasting confidence.

Watch more Selling With Stories on our YouTube channel 👉 https://www.youtube.com/playlist?list=PLFBdHoHsCOFycmwdZCq7wJtp7lhXQbZuT

10/12/2026

Many advisors can explain every step of their onboarding and client-service process, but their approach to the next generation is often far less defined. Kohlberg Kravis Roberts' Head of Consulting, Jeannie Underwood, offers a practical exercise for identifying gaps within key client families and building those relationships more intentionally.

Watch the latest episode of Impactful Conversations on our YouTube channel 👉 https://youtu.be/82Gmwi0ZvoI

October is Financial Planning Month, but the most important part of financial planning isn't the numbers, it's the conve...
10/09/2026

October is Financial Planning Month, but the most important part of financial planning isn't the numbers, it's the conversations.

Year-end is the perfect time to discuss topics that can have a lasting impact on your financial future, including:

✅ Tax planning strategies
✅ Beneficiary reviews
✅ Estate planning updates
✅ Charitable giving goals
✅ Business-owner planning considerations

Taking a proactive approach now may help reduce uncertainty and uncover opportunities before the year comes to a close. Financial Planning Month is a great reminder that meaningful conversations today can help set the stage for a stronger tomorrow.

Read our latest blog to learn more about the five important financial planning conversations to have before year-end 👉 https://impactpartner.com/blog/?utm_medium=social&utm_source=facebookfeed

🎄 Think everyone checks out during the holidays? Think again.The final months of the year are often when people start pa...
10/08/2026

🎄 Think everyone checks out during the holidays? Think again.

The final months of the year are often when people start paying closer attention to taxes, retirement planning, and important financial decisions. That makes the holiday season a great opportunity to host educational events that provide value and start meaningful conversations.

Swipe through for a few simple tips that can help you maximize your next event.

What's the biggest challenge you face when hosting seminars or workshops this time of year?

10/06/2026

Growth isn't about doing more marketing. It's understanding what's working, tracking the right metrics, and making smarter business decisions. Having the right team, measurable marketing, and a business-growth roadmap helped this firm move forward with confidence and build a stronger financial advisory practice.

Ready to see what a true partnership looks like? Let's connect 👉 https://impactpartner.com/contact/?utm_medium=social&utm_source=facebookfeed

🗓️ Mark your calendars! The dates for Total Impact Kickoff 2027 are here and we can't wait to see you in Atlanta. 🥳
10/05/2026

🗓️ Mark your calendars! The dates for Total Impact Kickoff 2027 are here and we can't wait to see you in Atlanta. 🥳

🌴 Just in case you need some inspiration to finish the year off strong...This is where we'll be gathering for Connect & ...
10/02/2026

🌴 Just in case you need some inspiration to finish the year off strong...

This is where we'll be gathering for Connect & Celebrate 2027.

Next June, our advisors and their guests will head to beautiful Cabo San Lucas for a one-of-a-kind experience at Paradisus Los Cabos. And this year, we're taking things to another level: we've reserved the entire resort exclusively for Impact attendees and their families.

Keep pushing. Cabo will be here before you know it.

Address

1688 White Circle NW
Marietta, GA
30066

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

Telephone

+18003805040

Website

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