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.

Art Mcpherson Photo

Florida Advisor (Art M.)

Joined Impact in 2013
$4M to $18M
Goal: Double practice in 2 years
Needs: Quality leads, time for himself, referrals

Marketing Growth Plan

  • Brand refresh
  • Lead conversion process
  • Referral development program
  • Custom radio show
  • New office layout
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Results

  • Time back
  • Generated more prospects and leads
  • Team growth
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Chris Hoffman Photo

Georgia Advisor (Chris H.)

Joined Impact in 2017
$20M to $100M
Goal: Media opportunities
Needs: Actionable growth plan

Marketing Growth Plan

  • Brand refresh
  • Improve seminars
  • Custom radio show
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Results

  • Increased credibility
  • Higher conversions
  • Added advisors to practice
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Charisse Rivers Photo

Florida Advisor (Charisse R.)

Joined Impact in 2013
$2M to $35M
Goal: Rapid growth
Needs: Office space, true marketing, brand recognition

Marketing Growth Plan

  • Brand refresh
  • Seminars
  • Custom radio show
  • Licensing
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Results

  • 4 offices
  • 7 staff members
  • 2 additional advisors
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