Impactful Conversations | Stories and Lessons for Financial Advisors

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.

  1. 8H AGO

    High Performance Habits from a Navy SEAL and Gold Medalist

    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 solutionsLearn 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 Insightshttps://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.

    57 min

  2. FEB 4

    How He Doubled His Business Without Doubling His Hours

    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.

    39 min

  3. JAN 21

    The Future of Fixed Index Annuities: What Advisors Must Know

    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.

    26 min

  4. JAN 7

    How to Execute at 51% Confidence and Win Big

    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.

    32 min

  5. 12/24/2025

    NIL Deals: A New Frontier for Financial Advisors

    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.

    25 min

  6. 12/10/2025

    AI, Inflation, and Retirement Planning: What You Need to Know

    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.

    25 min

  7. 11/26/2025

    The Advisor’s Guide to Purpose-Driven Growth

    Integrating philanthropy into your financial advisory practice can strengthen community ties, build brand equity, and create lasting client relationships. Get actionable strategies from a seasoned advisor on choosing causes that resonate, engaging clients effectively, and leveraging events for authentic marketing impact. See omnystudio.com/listener for privacy information.

    18 min

  8. 11/12/2025

    TikTok vs Reality: The IUL Debate Explained

    Indexed Universal Life (IUL) policies are either praised as genius or slammed as scams—but the truth lies in the details. This episode breaks down the myths, explores proper structuring and funding, and gives financial advisors the clarity they need to confidently guide clients through the IUL conversation. See omnystudio.com/listener for privacy information.

    25 min
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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.

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