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Impactful Conversations | Stories and Lessons for Financial Advisors

Impactful Conversations | Stories and Lessons for Financial Advisors

De: Impact Partnership
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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.

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Episodios
  • S1E28: NIL Deals: A New Frontier for Financial Advisors

    S1E28: NIL Deals: A New Frontier for Financial Advisors
    Dec 24 2025

    The NIL era has transformed college sports into a billion-dollar business and athletes into entrepreneurs overnight. This episode breaks down the history, the money trail, and why financial literacy and fiduciary advice are critical for student athletes navigating NIL deals.

    See omnystudio.com/listener for privacy information.
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    25 m
  • S1E27: AI, Inflation, and Retirement Planning: What You Need to Know

    S1E27: AI, Inflation, and Retirement Planning: What You Need to Know
    Dec 10 2025

    AI is rewriting the rules of investing, but what does that mean for your clients’ retirement plans? In this episode, we break down the S&P 500’s historic concentration, the real impact of AI beyond the hype, and why chasing headlines can sabotage long-term wealth. Get practical strategies for balancing growth with protection, insights from leading academics, and how index annuities fit into a diversified plan.

    See omnystudio.com/listener for privacy information.
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    25 m
  • S1E26: The Advisor’s Guide to Purpose-Driven Growth

    S1E26: The Advisor’s Guide to Purpose-Driven Growth
    Nov 26 2025

    Integrating philanthropy into your financial advisory practice can strengthen community ties, build brand equity, and create lasting client relationships. Get actionable strategies from a seasoned advisor on choosing causes that resonate, engaging clients effectively, and leveraging events for authentic marketing impact.

    See omnystudio.com/listener for privacy information.
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    18 m
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