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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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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Many advisors steer clear of annuities due to outdated perceptions around commissions or product complexity.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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Think a podcast can’t grow your firm? This episode shows how one advisor turned casual chats into top clients.

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Dinner seminars are slipping, referrals are surging, and automation might be quietly wrecking your close rates. Erica Pauly from Track That Advisor breaks down the midyear numbers and shows why it might not be your funnel that's broken, but your process.

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We're diving deep into the Trump tax bill and uncover the real opportunities it presents for financial advisors. From Roth conversions to SALT workarounds and multi-generational planning, this is your roadmap to turning policy into practice.

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We're breaking down the sweeping legislative changes from the "One Big Beautiful Bill" and what they mean for independent financial advisors. From Roth conversion windows to strategic Social Security conversations, we're unpacking the key takeaways and hidden opportunities to help you get ahead.

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Charisse Rivers shares how she built a $100M+ practice from scratch—starting with Medicare, conquering radio silence, and mastering the Series 65 shift. For advisors ready to scale, listen to this blueprint.

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Impact’s former #1 advisor, reveals the mindset and strategies that took his firm from $6M to $100M—without sacrificing client trust or burning out. Dive into his “Columbo Close,” why authority matters, and how to keep your process sharp in a high-volume world.

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Social Security might not sound sexy, but in this episode, we break down why it could be the secret weapon in your tax-efficient retirement strategy and a huge driver of referrals. Tune in for sharp insights, scalable practice tips, and one surprisingly emotional take on spreadsheets.

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