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: Puerto Rico
As the most iconic destination in the Caribbean, El Conquistador Resort is your ticket to experiencing the best of Puerto Rico. With beautiful oceanfront views, an award-winning golf course, great food, and unparalleled amenities to keep you satisfied, a stay at El Conquistador Resort will melt your worries into the Caribbean breeze. And, if you wish to explore white sandy beaches beyond the resort, you’ll have access to the private island of Palomino where a unique adventure awaits.
Come experience Puerto Rico like never before with Impact Destinations!
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.
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. 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.
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.
