Seminars and Socials

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It’s a brand new year, and your marketing planning should be in full swing to help set you up for a successful year. A lot of advisors ask what types of marketing activities yield the best results for practices. Hands down, it’s seminars and social events — so, book your events now!


Seminars are the best way to get in front of a large group of prospects in an efficient manner. With a number of turnkey seminars at your disposal, setting up a seminar with Impact is easy! We’ll assist with everything from setting up your reservation line to ordering your mail list. Are you new to our seminar program? We’ll set up a call with you, your marketing manager, and our in-house direct mail experts to answer all of your questions and get you acquainted with the process. Ordering a seminar requires a 5-week lead time — call your marketing manager today to start booking your spring seminars.


Everyone loves a good time. Hosting a Client Appreciation Event (CAE) is a great way to treat your clients and show them your appreciation for their business and friendship. A social event provides an informal, fun environment for existing clients to bring their friends and family to meet you and your team — the people responsible for helping to create a more secure retirement.

As with all events, the first and most important goal of a CAE should be to demonstrate sincere gratitude for the friendship and trust shared between you, your practice, and your clients. While generating referrals is a big aspect of client appreciation events, it is important to remember that referrals should be a byproduct of treating your clients right.

Consider holding 3–4 client events throughout the year to continue to build strong relationships with your clients and assist in building a consistent referral program.

Need some ideas on events or are unsure about your state’s gifting guidelines? Impact’s marketing team has built out a library of ideas that are sure to fit any audience and budget.

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Stephen Odom, CEO of The Impact Partnership


Chief Executive Officer

Stephen started in the insurance marketing business in 2001 as a new business consultant. In 2002 he was promoted to Director of Sales and built a 200 million book of business from scratch. By 2005, he was one of the top wholesalers in the country, working with some of the top financial advisors and insurance agents across the USA. In 2008, Stephen was promoted to Co-President of one of the largest IMOs in the country.

In 2011, Stephen continued his entrepreneurship path and co-founded The Impact Partnership, an INC 5000 company. Stephen is responsible for the strategic vision of Impact and is laser-focused on creating a culture of growth for both internal teammates and our amazing customers.

Stephen lives in Kennesaw, GA, with his wife of more than 20 years, Kendra. They are blessed with three beautiful children Katie, Tyler, Anna Brooke, and Laya, their German Shepherd and Luna, their BernieDoodle.