Impactful Conversations | Stories and Lessons for Financial Advisors cover art

Impactful Conversations | Stories and Lessons for Financial Advisors

Impactful Conversations | Stories and Lessons for Financial Advisors

Written by: Impact Partnership
Listen for free

About this listen

Bringing you real, unfiltered stories, battle-tested strategies, and insider insights from top financial advisors who’ve been there and done that. Twice a month, Impactful Conversations skips the jargon and get straight to practical, proven advice—so you can attract more clients, amplify your impact, and build a business that lasts.

2026 Impact Partnership 2025
Careers Economics Leadership Management Management & Leadership Marketing Marketing & Sales Personal Finance Personal Success Self-Help Success
Episodes
  • S1E32: High Performance Habits from a Navy SEAL and Gold Medalist
    Feb 18 2026

    Navy SEAL and Paralympic Gold Medalist Dan Cnossen shares hard‑earned lessons on leadership, adversity, and rebuilding purpose after life‑changing trauma. If you lead a team, a family, or a book of clients through uncertainty, this conversation about courage, service, and owning your decisions is for you.

    🌟This episode is brought to you by our friends at Allianz.

    We’re not your average IMO. At Impact Partnership, we specialize in helping financial advisors like you build a thriving practice through:
    🔹 Innovative marketing
    🔹 Lead generation
    🔹 Strategic coaching
    🔹 Transition from salesperson to CEO with our tailored solutions

    Learn How Impact Can Help Your Practice Grow
    ✉️ Contact us today: https://impactpartner.com/contact/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast
    🌐 Website: https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast
    🔍 Learn More: https://impactpartner.com/our-story/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast
    📊 Case Studies: https://impactpartner.com/results/?utm_medium=social&utm_source=youtube&utm_campaign=impactpodcast

    🤝 Stay Connected for More Insights
    https://www.facebook.com/ImpactPartnership/
    https://www.instagram.com/theimpactpartnership/
    https://twitter.com/Impact_Partner/
    https://www.linkedin.com/company/the-impact-partnership/

    Grow Your Practice™. Change Your Life.

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    57 mins
  • S1E31: How He Doubled His Business Without Doubling His Hours
    Feb 4 2026

    This is a conversation about what really happens when you stop building a business around expectation and start building one that actually feels good to live inside of. Jim Fox opens up about the moments that shaped him, the choices that cost him, and the values that never wavered as he created a financial practice that makes room for family, freedom, and curiosity.

    He explains:

    🌅 Redefining success and how it changed his approach to growth

    📅 Systems and calendar discipline that protect his lifestyle

    ❤️ Choosing presence over profit even when it’s tempting

    🚀 Mentors, mistakes, and mindset shifts that moved him forward

    🌍 How travel and storytelling became core to serving his clients

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    39 mins
  • S1E30: The Future of Fixed Index Annuities: What Advisors Must Know
    Jan 21 2026

    Tom Haines, EVP of Capital Markets and Index Solutions at Annexus, breaks down the evolution of fixed index annuities, why they’re dominating retirement planning, and what advisors need to know about risk, longevity, and legacy. From Peak 65 to medical inflation and AI’s role in financial strategies, this episode is packed with actionable insights for today’s advisor.

    Listen to last episode here: AI, Inflation, and Retirement Planning

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    26 mins
No reviews yet