Results
Case Studies
Each financial advisor is different and their path to growth will be unique to their financial practice and market. These are some of their stories.
Virginia Advisor (Abe A.)
Joined Impact in 2014
From $2.5M FIA to $91.3M in total assets
Goal: Becoming the CEO of his practice
Needs: Branding, marketing strategies, credibility
Marketing Growth Plan
- Brand promotion
- Custom radio show
- Expanded website
- Improved seminars/workshops
Results
- Expanded office/event space
- New book release
- Generated more prospects and leads
Ohio Advisor (Greg A.)
Joined Impact in 2022
From $115M to $270.7M in total assets
Goal: Start TV and radio programs
Needs: Quality production and media buying
Marketing Growth Plan
- Book Tour
- YouTube lead generation program
- Multi-market TV and radio promotion
Results
- Amazon Best-Seller
- Facebook campaigns
- 8 major media markets served
Florida Advisor (Charisse R.)
Joined Impact in 2013
From $1.6M FIA to $63.3M in total assets
Goal: Overall practice growth
Needs: Increased brand awareness
Marketing Growth Plan
- Radio and podcast presence
- Educational events
- Community presence
- Charitable organization involvement
Results
- 37.5% increase in FIA in 2024
- Immensely positive event feedback
- Lead generation growth via media
Pennsylvania Advisor (Jim C.)
Joined Impact in 2020
From $40.1M FIA to $74.8M in total assets
Goal: Overall growth
Needs: Credibility, marketing system to write business
Marketing Growth Plan
- Increased media presence
- Email marketing campaigns
- Identifying qualified clients
Results
- Increased staff size
- Implemented CRM system
- $28.6M in new AUM
