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
Impact Destinations: Spain
From the beaches of San Sebastian to the Running of the Bulls in Pamplona, indulge in regal Spanish vistas and cuisine while expanding your reach within Impact’s executive community. Adventure awaits in 2024!
Impact Destinations: Dominican Republic
Unwind at the historic Casa de Campo, the country’s premier resort, as we bring executives together in exotic and engaging locales to celebrate the year’s performance. Don’t miss your chance to join us in 2024!
Training Events
Practice Builder
Experience proven practice growth strategies. Our largest annual training event, Practice Builder, gives current Impact advisors an inside look into how other successful industry professionals run their practices, from appointment process to client engagement.
Marketing Summit
Create a full action plan you can implement into your practice. We’ll help you sharpen your brand’s messaging, discover fresh strategies, and refine your current efforts. Bring your own office staff so they can network and learn from top advisors’ in-house marketing managers on what’s working looking to level up their marketing.
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 bootcamp. You’ll discover the processes, procedures, and customer service techniques you need to refine your office, nurture clients, and welcome prospects.
Impact Destinations
Let’s celebrate your success. Our exclusive and top-notch destination events are the perfect blend of honoring what you’ve achieved so far and motivation for what’s next in your practice’s growth.
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.
Schedule a Visit and See How We Can Grow Your Practice™. It's On Us!
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