Your Virtual Advisor Resource

May 5, 2020: CEO, Stephen Odom and Chief Marketing Officer, Alexandra House share what Impact Partnership believes the next couple months will bring from a prospecting perspective and how Impact is and has been preparing for them. They’ll also discuss the future of dinner seminars and what’s working now.

April 28, 2020: We understand transitioning your practice into a virtual setting can feel overwhelming and confusing. Whether you’re taking the first step into the digital world or have held a few virtual appointments, this checklist holds Impact’s top recommendations to set up your office for virtual success. Download the Checklist Here. 

The reason you’re on this page is because you’ve made the decision to be proactive; and while your competitors have decided to just wait this out or have taken the mindset of “this will blow over,” you’re taking action and turning the current environment into an opportunity.

Impact has built out tools and resources for our advisors that will allow them not only to continue to serve their clients in need but also to grow their practices by becoming the go-to advisors in their communities.

We’ll update this page every day with new videos and resources for your practice. Make sure to check back!

CMO Alex House hosted “Become ‘The’ Virtual Advisor: Stand Out or Stand Down” where she shares innovative strategies to keep your clients engaged, revive old prospects and reach new leads during a “digital-only” environment.

March 30, 2020: Right now, many retirees and pre-retirees are concerned about their retirement savings and looking for answers on what they should do in a bear market. To help you reach these prospects, provide answers, and position yourself as the go-to professional in your market, Impact has created a new workshop campaign,“How To Survive a Bear Market,” for you to implement TODAY.

This presentation is exclusive to all Impact advisors and can be presented virtually through the webinar platform of your choice. We’ll use Facebook ads to drive registrants to your online course and have created an email drip campaign to drive attendance.

Use the current environment to provide education in your market and position your company as the solution for their retirement needs. Contact your Impact Marketing Strategist today to discuss adding this to your marketing calendar in the coming weeks.

April 7, 2020: Impact Partnership is proud to announce it has retained an exclusive relationship with one of the premier virtual communication training teams in the country.  Decker Communications works with many of the top executives from the INC 500 and is a well-known source nationally for video conference training.  We’ve worked with Kelly Decker and her team successfully in the past and are now partnering with them again to provide our advisors exclusive access to coaching and resources that will set them apart from other advisors in the virtual space.

This 3-part series will help advisors connect with clients by means of video conferencing techniques that will help them become more competent and confident, connected to their prospects and clients, and clear and on point with their message.

Advisors working with Impact Partnership will receive training geared toward:

• Managing current client relationships via video conference.
• Prospecting through engaging virtual workshops.
• Improving your online appointment process.

Not currently partnered with Impact? Use the form at the bottom of this page to start the discussion on how you can be appointed today.