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 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
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Results

  • Additional staff
  • Brand recognition
  • Generated more prospects and leads
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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
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Results

  • Increased credibility
  • Higher conversions
  • Added advisors to practice
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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
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Results

  • 4 offices
  • 7 staff members
  • 2 additional advisors
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