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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.

Impact case study with advisor Abe Abich

Virginia Advisor (Abe A.)

Joined Impact in 2014

From $2.5M to $72M in FIA Premium

Goal: Becoming the CEO of his practice

Needs: Branding, marketing strategies, credibility

Marketing Growth Plan

  • Brand refresh
  • Custom radio show
  • New website
  • Television
  • Improved seminars/workshops

Results

  • Additional Staff
  • Brand Recognition
  • Generated more prospects and leads
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Impact case study with advisor Greg Aler

Ohio Advisor (Greg A.)

Joined Impact in 2022

From $115M to $177.5M in FIA Premium

Goal: Start TV and radio programs

Needs: Quality production and media buying

Marketing Growth Plan

  • Book Tour
  • Digital lead generation
  • Multi-market TV and radio launch

Results

  • Amazon Best-Seller
  • Facebook and YouTube campaigns
  • 8 major media markets served
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Impact case study with advisor Jim Cipriotti

Pennsylvania Advisor (Jim C.)

Joined Impact in 2020

From $40M to $83.6M in FIA Premium

Goal: Overall growth

Needs: Credibility, marketing, system to write business

Marketing Growth Plan

  • Complete brand overhaul
  • New website
  • Radio
  • TV
  • Digital videos

Results

  • Added four new staff memebers
  • 4x production growth
  • Time off without losing production
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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.