Impact Partnership

The fastest-growing Independent Marketing Organization in the financial services industry. We help independent financial advisors grow their practices.

[Impact Partnership @Impact_Partner]

IPW MADE THE TOP 10 🎉

Named one of Financial Planning’s Top 20 Fastest-Growing RIAs—and on track to surpass $3.5B AUM (up from $2B last year).

Built by incredible advisors, partners, and clients 👏

Read the full list: https://t.co/oICeIGgR38

[Impact Partnership @Impact_Partner]

Want your website to work harder for you?

Our latest blog covers how to optimize for AI-driven search—including what’s changing and what actually matters now.

Simple shifts can make a big difference in how you show up online.

Read the full blog 👉 https://t.co/FaBiIOerA8

[Impact Partnership @Impact_Partner]

June Trend Report 📓
This month:
✅ Relatable storytelling builds trust
✅ Simple habits drive long-term growth
✅ Clear communication makes it stick

[Impact Partnership @Impact_Partner]

Great stories are everywhere—even in TV shows or gas stations. Tie financial ideas to what people already get, and the convo feels easier (and less salesy).

Watch more Selling With Stories 👉 https://t.co/V6eYwsoaA0

[Impact Partnership @Impact_Partner]

Talking about finances without getting political? It’s more doable than you think.
✔️ Keep language neutral
✔️ Share facts (not opinions)
✔️ Focus on long-term goals

There’s a difference—and this blog breaks it down 👉 https://t.co/FaBiIOerA8

[Impact Partnership @Impact_Partner]

TV and radio still drive trust, credibility, and real return on investment when paired with the right strategy and partnership.

Discover how radio and TV can work for your practice 👉 https://t.co/VdgrIZrQ1F

[Impact Partnership @Impact_Partner]

🚨 Practice Builder is back in July.
For advisors ready to build a scalable, intentional practice—without added complexity.

Limited seats available for serious growth-minded advisors. Reach out to your Impact team to secure your spot!

[Impact Partnership @Impact_Partner]

Most advisors miss this—until it costs them.

Thea Marasa‑Scafidi shares where advisors get caught off guard + one question that can strengthen client relationships across generations.

Watch the full episode of Impactful Conversations 👉 https://t.co/ezFexXT77i

[Impact Partnership @Impact_Partner]

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.

We’re grateful for their sacrifice and the freedom it represents. Our office will be closed on Monday in observance of the holiday.

[Impact Partnership @Impact_Partner]

🚨 New Impactful Conversations episode coming soon.

Thea Marasa‑Scafidi breaks down where advisors get blindsided—trusts, beneficiaries, and Secure Act rules—plus one simple question that can strengthen client relationships across generations.

🎥 Full episode drops Wednesday!

[Impact Partnership @Impact_Partner]

Better conversion isn’t about more marketing—it’s about the right marketing.
Cathy shares how Impact helped her build trust, attract the right prospects, and turn conversations into real relationships.

👉 Want marketing that actually converts? Let’s talk.

[Impact Partnership @Impact_Partner]

Most people don’t want a complex retirement plan—they want clarity. A trusted roadmap. Someone watching the road ahead.

If you’ve struggled to move DIY clients from explanation to action, this story helps.

Watch more Selling With Stories on YouTube 👉 https://t.co/V6eYwsoaA0

[Impact Partnership @Impact_Partner]

Practice Builder is back this July 🎉

Built for advisors who want to strengthen how their practice runs—without adding more noise.

Registration is open through June 19. Connect with your Impact team to secure your spot.

[Impact Partnership @Impact_Partner]

Better service isn’t about more touchpoints — it’s about better moments. The Peak‑End Rule shows why intentional moments drive stronger client follow‑through.

🎥 Watch more House Rules on YouTube: https://t.co/KqStfcJN9q

[Impact Partnership @Impact_Partner]

Your email list isn’t just a list—it’s one of your most valuable marketing tools.

How you build it + who you’re targeting can make a big difference in results.

Want to improve opens & engagement? Start here 👉 https://t.co/FaBiIOerA8

What’s worked well in your emails?

[Impact Partnership @Impact_Partner]

Advisors: “I just want insight that helps me grow my practice.”
Us: "We've got you covered."

That’s the mindset behind every post on the Impact blog—practical thinking for serious advisors.

Go ahead and subscribe today 👉 https://t.co/FaBiIOerA8

[Impact Partnership @Impact_Partner]

Cathy DeWitt shares why building a secure retirement starts with having the right plan in place on this segment of Creating Wealth With Cathy.

📺 Tune in this weekend:
FOX: Sunday, May 17 at 10:30 AM CST

[Impact Partnership @Impact_Partner]

A day in the life of a TV advisor 📷
Showing up on camera, sharing real conversations, and staying visible week after week.

If TV isn’t on your to‑do list yet… it probably should be. Consistency is what turns viewers into real conversations.

[Impact Partnership @Impact_Partner]

Hug shoutout to Justin Emerson, our Rockstar of the Month! ⭐Thanks for everything you do and the impact you make every day.

[Impact Partnership @Impact_Partner]

This conversation with TJ Yates connects coaching, money management, and trust in ways financial advisors and business owners deal with every day.

Watch the full interview of Impactful Conversation on our YouTube channel 👉 https://t.co/bUIirDBSJE