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Lead Generation & Nurturing Programs

Impact's Conversion Coach Program logo

Tired of no-shows?

Increase your lead conversion rate with our free guide.

Get My Guide

As the only insurance and financial marketing organization with a Conversion Coach program, 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.

CONVERT LEADS TO CLIENTS

Impact's Conversion Coach Program 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 Program Preview

Seminar/Workshop Lead Conversion

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.
Conversion Coach Program Table of Contents
Conversion Coach program example

Radio & Television Lead Conversion

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.

Conversion Coach Program for Media Table of Contents
Conversion Coach media example

NURTURE CLIENTS & PROSPECTS

Infuse Lead Support Program 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 webinars to help you maximize the content with your current email and prospect list.

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

Damon R. - $29.8M Total Impact Advisor

GET MORE LEADS AND CONVERT BUSINESS FASTER.

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Stephen Odom, CEO of The Impact Partnership

STEPHEN ODOM

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.