• Impactful Conversations | Stories and Lessons for Financial Advisors

  • Auteur(s): Impact Partnership
  • Podcast

Impactful Conversations | Stories and Lessons for Financial Advisors

Auteur(s): Impact Partnership
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  • Résumé

  • Bringing you real, unfiltered stories, battle-tested strategies, and insider insights from top financial advisors who’ve been there and done that. Twice a month, Impactful Conversations skips the jargon and get straight to practical, proven advice—so you can attract more clients, amplify your impact, and build a business that lasts.
    2025 Impact Partnership 2025
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Épisodes
  • S1E4: Guiding Clients Through the Social Security Fairness Act | with Joe Elsasser

    S1E4: Guiding Clients Through the Social Security Fairness Act | with Joe Elsasser
    Feb 20 2025

    The Social Security Fairness Act eliminates WEP & GPO, impacting millions of teachers, firefighters, and public employees - Are your clients prepared? In this episode, we sit down with Joe Elsasser, CFP®, founder of Covisum, and discuss why clients could now be eligible for larger benefits and retroactive checks, but could also face surprise tax bills and unexpected financial shifts without proper planning.

    See omnystudio.com/listener for privacy information.
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    24 min
  • S1E3: You're Losing Clients to Taxes | with Mike Canet

    S1E3: You're Losing Clients to Taxes | with Mike Canet
    Feb 20 2025

    Are you helping your clients save 20% or letting it slip through the cracks? In this episode, Mike Canet dives into the critical role tax planning plays in building trust, loyalty, and long-term success for financial advisors. Discover why “people want this service”.

    See omnystudio.com/listener for privacy information.
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    37 min
  • S1E2: Close Clients Through Great Storytelling! | with Gary Reed

    S1E2: Close Clients Through Great Storytelling! | with Gary Reed
    Feb 20 2025

    Dive deep into the art of storytelling with Gary Reed, a master of crafting narratives that drive results. Have you ever wondered why your seminars or client meetings fall short of conversions? Gary reveals the most common mistakes advisors make and how to turn things around by creating urgency, moving clients off center, and forging genuine connections.

    See omnystudio.com/listener for privacy information.
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    25 min

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