Conversion Coach Logo

Tired of no-shows?

Increase your lead conversion rate
with our free guide.

As the only insurance and financial marketing organization with a Conversion Coach, Impact can change the way you generate leads, nurture them, and convert them to long-term clients. Paired with our lead generation and nurturing programs, this is how Impact advisors are breaking production records, converting highly qualified leads to high-net-worth clients, and re-engaging lost leads. Partner with a coach dedicated to converting all your leads across your whole financial practice.


Conversion Coach logo

While working for one of our $100M advisors, Beth Paige conceptualized practice-changing processes, templates, and tracking systems. She is the architect of the Conversion Coach program and is now Impact’s Director of Lead Conversion – a professional resource you won’t find at any other IMO! Beth understands how important saving time and money is for advisors who want a calendar FULL of appointments and know that nurturing them to a client is just as important.

What You Get:

  • Appointment Setting Scripts
  • Discovery Sheets
  • Process Documents
  • Spreadsheet Examples
  • Recorded Calls
  • Podcasts
  • How to Pay Your Appointment Setter
  • Flowchart Guides
  • Email Templates
Conversion Coach Preview


Stay on top of all your dinner seminar and educational workshop leads with email templates and call scripts that can pre-qualify attendees before the event, and follow up after they’ve attended, or even if they didn’t show up. Convert no-shows and overcome common objections without taking time away from what you do best – being at the conference table.

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Financial radio and television can be a HUGE revenue generator that brings in highly qualified leads, and if they’re not properly nurtured, they might not convert into high-net-worth clients.

Harness the power of this marketing funnel with highly detailed flowcharts for qualified, not qualified, and future-qualified media leads, including various sample calls and email templates. Know exactly what to say as soon as a lead calls in and which emails to send to ensure they make it to each appointment.

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Nurture Clients & Prospects

Infuse Logo

Captivate all of your lost or disengaged leads with valuable and timely email, video, and social content in our INFUSE program. Plus, get access to educational monthly webinars to help you maximize the content with your current email and prospect list.

Convert Lost Leads

LeadMatch Logo

Reengage website visitors with physical mail, emails, and tracking through our LeadMatch program. We’ll maximize your main call-to-action and make it easy for prospects to say yes across multiple channels.

LeadMatch Mailer
Damon Robert

“In every aspect, we have grown and done it with the partnership at Impact. You guys are leading the way.”

— Damon R.

Helping your future clients find you.

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