It all started with a dream and a team: To grow financial professionals’ practices by partnering them with a team of talented marketers and industry veterans.
At Impact Partnership, our mission is to revolutionize the financial services industry.
We transform independent financial advisors into successful, self-sufficient entrepreneurs with practices that can compete against the world’s largest corporations. We also help Americans retire with added confidence by empowering independent financial advisors in their local communities and working with insurance companies to design and distribute innovative products.
The main reason financial advisors and insurance professionals come to work with us? The people and the partnership.
Values define direction, which is why we’ve chosen ours very carefully. Every decision we make is determined by filtering them through the following six core values:
We joke that we’re a 10-year-old startup simply because of the passion and drive that continues to steer our business. We are hands-in-the-pile cheerleaders for our advisors’ practices and simultaneously their business and marketing coaches. Dedicated to constant growth and innovation, you’ll see how we came to be the dynamic team we are today in the timeline below.
July 2011 – Opened for business
April 2012 – First in-house radio studio constructed
November 2014 – Tenth in-house radio studio constructed
2014 – Recipient of American Graphic Design Award
2015 – Passed $1 billion in annuity premium in a calendar year, chosen as one of Inc. 5000’s Fastest Growing Companies
August 2015 – Debuted in-house TV team
November 2015 – Opened $1 million state-of-the-art television studio
January 2016 – Established partnership with Lincoln Financial Group
November 2016 – Launched digital marketing program
December 2017 – Received first Marcom Awards
May 2018 – Debuted Lincoln Impact Advantage proprietary product
January 2019 – Launched American Retirement Institute – our national retirement education course program
March 2019 – Awarded Top 100 Workplace by the Atlanta Journal-Constitution
March 2021 – Awarded Top 100 Workplace by the Atlanta Journal-Constitution
June 2021 – Launched Impact Partnership Wealth, LLC, a Registered Investment Advisory firm and sister company serving AUM advisors
March 2022 – Awarded Top 100 Workplace by the Atlanta Journal-Constitution
— Abe A.
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