Impact Partnership Events
We host top-notch event experiences for financial advisors and insurance professionals to help them reach the next level in their practice’s growth with smart strategies, business processes, and marketing programs. Ask us about our upcoming events!
FEATURED EVENTS
Connect and Celebrate: Baha Mar
Prepare for a memorable escape to the breathtaking Grand Hyatt Baha Mar in Nassau, Bahamas! Unwind on sun-drenched beaches next to famous clear blue waters and make lifelong memories with your peers and Impact team! This family-friendly resort is perfect for everyone, offering a range of amenities from a world-class casino to the vibrant Baha Bay water park and spa facilities that make relaxation a breeze.
CEO Summit: Napa Valley
Our Top 25 advisors will be invited to an unforgettable experience at the luxurious Four Seasons Napa Valley, where you’ll immerse yourself in the beauty of the California wine country. Get immersed in the heart of Napa’s vibrant harvest season—a captivating time to see the vineyards at their peak and the valley bursting with vibrant colors. Beyond the hotel’s stunning views and renowned service, Napa Valley offers world-class wineries, incredible dining, and endless charm.
TRAINING EVENTS
Practice Builder
Experience field-proven practice growth strategies. Our largest annual training event, Practice Builder gives you an inside look into how successful business owners and financial advisors run their practices, from the appointment process to client engagement.
Marketing Summit
We’ll help you sharpen your brand’s messaging, discover fresh strategies, and refine your current efforts. Send your key players to the Impact headquarters so they can network with others who share the same responsibilities. They’ll learn from our team of in-house marketers who are working with top practices across the country and leveling up the marketing in your practice.
Ops Summit
Shape your practice into a well-oiled machine. Each year, we invite industry professionals and their staff members to come in for a practice management boot camp. You’ll discover the processes, procedures, and customer service techniques you need to refine your office, nurture clients, and welcome prospects.
Life Builder
Immerse yourself in marketing collateral that will get hands in the air and take advantage of an opportunity to strengthen relationships with regional and internal representatives of Impact’s biggest carrier partners. Attendees will also learn how to position life insurance within their business models without disrupting current AUM/FIA processes and hear about field-proven strategies that will diversify streams of revenue.
Tax Builder
Taxes impact every one of your clients and prospects, and during the recent election they became a hot issue. Mike Canet, Founder & Director of Prostatis Financial Advisors Group, will show you how to talk taxes without being a CPA and implement solutions that other advisors in your market are not. Having tax knowledge sets you apart. We’ll send you back to your practice with actionable ideas that will increase your opportunities and help the clients you work with.
Seminar Bootcamp
When was the last time you had a coach take an in-depth look at your seminar presentation? If it’s been a while, it might be time for a change. Our comprehensive program featuring Gary Reed offers you the opportunity to refine your presentations and hone your talking points. Every professional and sports figure has a coach for a reason! It is impossible to coach yourself with a third-party view. Join us on this journey and watch as your presentations evolve into gaining many more clients than ever before.
The Art of the Close
Darrell Bryant is a 36-year industry veteran. At one time, his single advisor practice was responsible for writing almost a 100 million dollars in FIA and AUM in one year. In this half-day training, he will share his system to consistently closing at the conference room table. He will also cover the psychology of the sale, mitigating attrition, tracking new business, and building a team that delivers results.
Medicare Planning Academy
This training session will equip you with the tools to bring even more value to your clients. Approximately 11,000 individuals reach retirement age daily, with 66% expressing concerns about financial security and 77% worried about healthcare. Rick Hughes, a seasoned industry expert with decades of experience, will guide you through discussing Medicare effectively. Incorporating Medicare into retirement planning not only enhances the value provided to your clients but also introduces an additional revenue stream for your business.
The Pinnacle Group
This exclusive group is for top advisors already crushing the traditional model who are looking for the next way to innovate and pave the way for further success. You’ll meet with other like-minded business owners to idea share, spur growth, and create an atmosphere of accountability with those who are in the industry trenches.
