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 to $54M in FIA Premium
Goal: Growth and Media
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
Georgia Advisor (Chris H.)
Joined Impact in 2017
$20M to $150M in FIA Premium
Goal: Media opportunities
Needs: Actionable growth plan
Marketing Growth Plan
- Brand refresh
- Improve seminars
- Custom radio show
Results
- Increased credibility
- Higher conversions
- Added advisors to practice
Florida Advisor (Charisse R.)
Joined Impact in 2013
$2M to $56M in FIA Premium
Goal: Rapid growth
Needs: Office space, true marketing, brand recognition
Marketing Growth Plan
- Brand refresh
- Seminars
- Custom radio show
- Licensing
Results
- 4 offices
- 7 staff members
- 2 additional advisors
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