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Impactful Conversations | Stories and Lessons for Financial Advisors

Impactful Conversations | Stories and Lessons for Financial Advisors

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.

2025 Impact Partnership 2025 Career Success Economics Leadership Management Management & Leadership Marketing Marketing & Sales Personal Development Personal Finance Personal Success
Episodes
  • S1E21: Inflation, AI & the Fed: What Advisors Need to Know

    S1E21: Inflation, AI & the Fed: What Advisors Need to Know
    Sep 19 2025

    We sit down with Impact's Director of Advanced Resources, Spencer Lloyd, to unpack the Fed’s recent quarter-point rate cut and explore its ripple effects on inflation, unemployment, housing, and fixed income. From AI’s growing influence on jobs to refinancing opportunities and the potential for more rate moves before year-end, this episode offers timely insights for financial advisors navigating a shifting economic landscape.

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    24 mins
  • S1E20: Reverse-Engineering Success: How IPW Reshaped the RIA Model

    S1E20: Reverse-Engineering Success: How IPW Reshaped the RIA Model
    Sep 17 2025

    What if the key to explosive growth wasn’t better investing, but rethinking the entire advisory model? In this episode, Impact Partnership Wealth's President, Thomas Zebley, breaks down how Impact reshaped the rules and why it’s changing everything for growth-minded advisors.

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    20 mins
  • S1E19: Why Financial Planners Still Avoid Annuities (And Why They Shouldn’t)

    S1E19: Why Financial Planners Still Avoid Annuities (And Why They Shouldn’t)
    Sep 3 2025

    Many advisors steer clear of annuities due to outdated perceptions around commissions or product complexity. In this episode, we break down why that hesitation could be costing clients long-term income protection, and how fee-based options and better education can shift the narrative.

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    32 mins
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