Welcome to “Ready, Set, Grow,” a podcast powered by Impact Partnership. Each week, members of the Impact team will share their experiences and insight into how the company works to elevate our financial advisor partners as they achieve milestones for their practices they never dreamt possible. Experienced professionals from all areas of Impact will spread their knowledge of how the company fits every need of a growing financial practice under one roof. Learn more about how Impact can help your practice grow! Contact us here 👉 https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=readysetgrowWe’re Not Your Standard Insurance Marketing Organization We offer creative marketing services for financial advisors to help build their brand, generate leads, and manage their practice. We’ll help you transition from salesperson to CEO and business owner through coaching, strategic marketing, and a true partnership.Impact Partnership – IMO for Financial Advisors Our websit
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What is Ready, Set, Grow | Strategies for Financial Advisors?
Ready, Set, Grow | Strategies for Financial Advisors is a business podcast hosted by The Impact Partnership, with 16 episodes on record and a Required Pod Score of 80.
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The Impact Partnership hosts Ready, Set, Grow | Strategies for Financial Advisors, a business show with 16 episodes published.
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Ready, Set, Grow | Strategies for Financial Advisors
Market Movers: What the Experts Predict
Dec 4, 202451 minS0
<p>In this special episode of Ready, Set, Grow, financial heavyweights Jeremy Siegel (Wharton School of Business), Robert Shiller (Yale University), and Thomas Haynes (Anexis) join host Randy Cook to dive into the most pressing financial topics of 2024. From the Federal Reserve’s decisions and interest rates to the hidden risks in today’s market, these industry legends share insights you can’t afford to miss.</p><p>See omnystudio.com/listener for privacy information.</p>
Ready, Set, Grow | Strategies for Financial Advisors
Proactive Planning & Marketing Tips for Financial Advisors
Sep 25, 202430 minS0
<p>In this episode, Certified Financial Planner Mike Douglas delves into the importance for financial advisors to develop a robust annual strategy that integrates team dynamics and innovative marketing approaches. Douglas offers valuable insights on the pivotal role of analyzing past events to inform future strategies, emphasizing the importance of setting achievable goals and recognizing team milestones.</p> <p> </p> <p>Douglas further explores the dynamic evolution of the financial advisory landscape, highlighting the need to adapt to the preferences of younger generations. He discusses leveraging content creation as a powerful tool for sustained growth and long-term client engagement.</p><p...
Ready, Set, Grow | Strategies for Financial Advisors
Tax Changes Are Coming – What Financial Advisors Need to Know
Sep 25, 202422 minS0
<p>On this episode of the Ready, Set, Grow podcast, Drew and Chris dive into the crucial role of tax planning for financial advisors and their clients. With upcoming tax changes on the horizon and the impact of the Connolly decision, they break down what advisors need to know to stay ahead. From tackling estate tax increases to maximizing the benefits of Roth conversions, they share proactive strategies to help you navigate the shifting tax landscape. Plus, they explore how teaming up with partners like Stonewood Financial can elevate your tax planning services and benefit your clients. </p><p>See o...
Ready, Set, Grow | Strategies for Financial Advisors
Level Up Your Follow Up: After the Seminar Tips for Financial Advisors
Sep 12, 202417 minS0
<p>In this episode, we dive into the essential steps for turning seminar attendees into booked appointments. We’ll break down how to effectively follow up by gathering the right data at your event and personalizing your approach for each attendee. Whether they booked an appointment, showed up but didn’t commit, or were no-shows, we’ll share strategies to engage each group. We also talk about why being easy to work with and offering multiple communication options can make all the difference. Plus, hear how a conversion coach can help refine your follow-up game and boost your success!</p><p>See...
Ready, Set, Grow | Strategies for Financial Advisors
Financial Advisors: Elevate Your Next Seminar with These Simple Tips
Sep 5, 202420 minS0
<p>In this episode of Ready, Set, Grow Podcast, we dive into proven strategies for hosting a successful dinner seminar. From the moment guests arrive, we'll show you how to engage them with pre-seminar videos, custom playlists, and an immersive atmosphere. Learn how to make your presentation interactive with audience polling and participation incentives.</p> <p>We'll also share the power of storytelling and real client examples to build credibility and connect with your audience. Plus, get expert tips on handling questions, delivering a strong call to action, and mastering the follow-up process to secure appointments. Whether you're a seasoned...
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