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Impactful Conversations | Stories and Lessons for Financial Advisors

Impactful Conversations | Stories and Lessons for Financial Advisors

Written by: Impact Partnership
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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
  • S1E29: How to Execute at 51% Confidence and Win Big

    S1E29: How to Execute at 51% Confidence and Win Big
    Jan 7 2026

    Discover proven strategies to elevate your performance as a financial advisor. Learn how to master mindset shifts, leverage after-action reviews, and stay in your optimal zone to drive consistent growth and success.

    For more content from Taylor Johnson:

    https://www.taylorjohnsonperformance.com/

    https://www.linkedin.com/in/taylorjohnsonperformance/

    See omnystudio.com/listener for privacy information.
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    32 mins
  • S1E28: NIL Deals: A New Frontier for Financial Advisors

    S1E28: NIL Deals: A New Frontier for Financial Advisors
    Dec 24 2025

    The NIL era has transformed college sports into a billion-dollar business and athletes into entrepreneurs overnight. This episode breaks down the history, the money trail, and why financial literacy and fiduciary advice are critical for student athletes navigating NIL deals.

    See omnystudio.com/listener for privacy information.
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    25 mins
  • S1E27: AI, Inflation, and Retirement Planning: What You Need to Know

    S1E27: AI, Inflation, and Retirement Planning: What You Need to Know
    Dec 10 2025

    AI is rewriting the rules of investing, but what does that mean for your clients’ retirement plans? In this episode, we break down the S&P 500’s historic concentration, the real impact of AI beyond the hype, and why chasing headlines can sabotage long-term wealth. Get practical strategies for balancing growth with protection, insights from leading academics, and how index annuities fit into a diversified plan.

    See omnystudio.com/listener for privacy information.
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    25 mins
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