Impact Partnership’s Conversion Coach program has changed the way financial advisors convert leads into clients with a variety of easy-to-use email templates, phone scripts, and flowcharts. Never miss an opportunity to qualify and nurture your seminar, workshop, and media leads again so you can optimize your follow-up process and increase your earning potential. The results speak for themselves because the program was developed in one of our $100MM+ advisor offices.
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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.