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.

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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.

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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.

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Indexed Universal Life (IUL) policies are either praised as genius or slammed as scams—but the truth lies in the details. This episode breaks down the myths, explores proper structuring and funding, and gives financial advisors the clarity they need to confidently guide clients through the IUL conversation.

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Discover actionable strategies to keep clients for life and boost profits by up to 100%. Learn why the first 100 days matter most, how to create emotional connections, and why human-to-human interactions beat automation every time.

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Shohei Ohtani’s $700M contract isn’t just a sports headline—it’s a blueprint for deferred income, long-term planning, and creative compensation. Financial advisors will walk away with fresh ways to explain annuities, pensions, and strategic wealth-building using real-world sports examples.

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Discover how financial advisors are using film events to attract new prospects and spark meaningful conversations about retirement income planning. In this episode, Jonathan Musgrave, founder of Steep Digital and a veteran in advisor marketing, and Evan Ward, a practicing advisor and Impact Sales Coach, share how The Psychology of Retirement is transforming traditional seminar strategies. Learn how this film—featuring experts like Morgan Housel, David Walker, and Becky Swansberg—helps advisors build trust, educate audiences, and convert leads in a fresh, scalable way.

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We sit down with Impact's Director of Advanced Resources, Spencer Lloyd, to unpack the Fed’s recent quarter-point rate cut and explore its ripple effects on inflation, unemployment, housing, and fixed income. From AI’s growing influence on jobs to refinancing opportunities and the potential for more rate moves before year-end, this episode offers timely insights for financial advisors navigating a shifting economic landscape.

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