Impact Partnership
Impact Partnership
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Selling with Stories: Marketing Timing
If it were easy enough to time the markets for a big gain, wouldn’t more people do it? Randy Cook shares another episode of Selling With Stories focused on how financial advisors can talk to clients about how to best manage unpredictable markets. Whether jumping at a perceived opportunity or running from danger, it’s easy to be fast and rash with financial decisions. There will always be surges and dips, but many studies have shown that the ability to remain invested over time with a sensible strategy is more likely to produce gains than attempting to pick and choose specific spots to get in and out of investments.
Selling with Stories Playlist: th-cam.com/play/PLFBdHoHsCOFycmwdZCq7wJtp7lhXQbZuT.html
Impact Partnership - IMO for Financial Advisors
We’re Not Your Standard Insurance Marketing Organization
We offer creative marketing services for financial advisors to help build their brand, generate leads, and manage their practice. We’ll help you transition from salesperson to CEO and business owner through coaching, strategic marketing, and a true partnership.
Our website: impactpartner.com/?
Hear More of Our Story: impactpartner.com/our-story/?
Schedule a Visit & Experience the Impact Difference: impactpartner.com/contact/?
Financial Advisor Case Studies: impactpartner.com/results/?
Marketing Services We Offer:
Branding for Financial Advisors: impactpartner.com/brand-strategy/?
Radio for Financial Advisors: impactpartner.com/radio/?
TV for Financial Advisors: impactpartner.com/television/?
Lead Generation for Financial Advisors: impactpartner.com/lead-generation/?
Digital Marketing for Financial Advisors: impactpartner.com/digital-marketing/?
Don’t forget to subscribe for more financial advisor marketing resources and exclusive content.
SUBSCRIBE HERE: th-cam.com/channels/5_anD5eWOIYJhGpz-se5XQ.html?subconfirmation=1
Grow Your Practiceâ„Ē. Change Your Life.
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#financialadvisorcoaching #financialadvisors #storytelling #salestips #independentinsuranceagent #financecoach #subscribe
āļĄāļļāļĄāļĄāļ­āļ‡: 3

āļ§āļĩāļ”āļĩāđ‚āļ­

Our Favorite Holiday Tradition is Back
āļĄāļļāļĄāļĄāļ­āļ‡ 5912 āļŠāļąāđˆāļ§āđ‚āļĄāļ‡āļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē
Whether you’re celebrating big life events or the small traditions you’re grateful for, Impact Partnership wishes you a very happy holiday season! Impact Culture Playlist: th-cam.com/play/PLFBdHoHsCOFxfyw01xhierTHJ473Y6JoJ.html #FinancialAdvisorMarketing #IMO #FinancialAdvisor #Radio #Television #Marketing We’re Not Your Standard Insurance Marketing Organization We offer creative marketing serv...
Mastering Client Conversations: The Psychology of Your Language
āļĄāļļāļĄāļĄāļ­āļ‡ 24212 āļŠāļąāđˆāļ§āđ‚āļĄāļ‡āļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē
In this episode of Ready, Set, Grow, Head of Consulting at Global Atlantic, Jeannie Underwood, joins host Dave Edgecomb to discuss the importance of language in financial communication, emphasizing how specific words can significantly impact investor perceptions and decisions. Jeannie highlights the need for financial advisors to simplify their language, focus on positive messaging, and utilize...
Why Staff Meetings Matter | Financial Advisor Marketing
āļĄāļļāļĄāļĄāļ­āļ‡ 3014 āļŠāļąāđˆāļ§āđ‚āļĄāļ‡āļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē
Impact’s Chief Marketing Officer, Alex House, is delivering her House Rules for hosting better, more engaging staff meetings. Since the goal of every meeting is to effectively get everyone on the same page, it’s important to make sure everyone is involved and invested. Start with good news, stay transparent with your business’ progress, and provide your employees with a sense of responsibility ...
Selling with Stories: Avoiding Jargon
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On Impact Partnership’s latest episode of Selling With Stories, host Randy Cook tackles the challenge of communicating the wide-ranging and often-complex world of financial terminology to clients without confusing or overwhelming them. While people want to feel secure in their finances, its also common for them not to ask questions - or leave an advisor altogether - if they don’t have a firm gr...
Play the Long Game with a Stronger Network| Financial Advisor Testimonial
āļĄāļļāļĄāļĄāļ­āļ‡ 50āļ§āļąāļ™āļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē
As a financial advisor, it’s as much about who you know as what you know. John Blanchard is bringing us up to speed on how business has been for the last few years, and the results are in - business is booming. With an open mind and an eagerness to learn, John has found the common denominator to his practice growth has been the connections, friendships, and mentorships he has found through Impa...
Developing and Coaching Your Business for the Next Level | Financial Advisor Testimonial
āļĄāļļāļĄāļĄāļ­āļ‡ 37āļ§āļąāļ™āļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē
With Impact’s thorough business development processes, you and your practice can get the coaching you need to take your business to the next level. Working with Impact’s experienced teams can show where you’re working well, where your practice can improve its processes, and can help outline the best paths forward. Click here to learn about our training events and Impact Destinations 👉 impactpar...
4 Things Your Homepage Needs BEFORE ANYONE SCROLLS | Financial Advisor Marketing
āļĄāļļāļĄāļĄāļ­āļ‡ 1514 āļ§āļąāļ™āļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē
Impact’s Chief Marketing Officer, Alex House, is delivering her House Rules for fixing your practice’s homepage. An outdated homepage can make you look out of touch - and send potential clients back out the door. Dynamic header videos, personal and local touches, and obvious ways to book a meeting keep visitors engaged and interested, whether this is their first time seeing your site or their h...
Market Movers: What the Experts Predict
āļĄāļļāļĄāļĄāļ­āļ‡ 16014 āļ§āļąāļ™āļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē
In this special episode of Ready, Set, Grow, financial heavyweights Jeremy Siegel (Wharton School of Business), Robert Shiller (Yale University), and Thomas Haines (Annexus) join host Randy Cook to dive into the most pressing financial topics of 2024. From the Federal Reserve’s decisions and interest rates to the hidden risks in today’s market, these industry legends share insights you can’t af...
Selling with Stories: Finding Motivation from Paul McCartney to Connect with Clients and Prospects
āļĄāļļāļĄāļĄāļ­āļ‡ 6521 āļ§āļąāļ™āļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē
Selling with Stories: Finding Motivation from Paul McCartney to Connect with Clients and Prospects
Host a Valentine’s Day Event | Financial Advisor Marketing
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Host a Valentine’s Day Event | Financial Advisor Marketing
Trump’s Tax Plan: What Advisors Need to Know
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Trump’s Tax Plan: What Advisors Need to Know
Not Your Average Media Operation | Financial Advisor Testimonial
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Not Your Average Media Operation | Financial Advisor Testimonial
TV Production for Financial Advisors | Impact Media Program
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TV Production for Financial Advisors | Impact Media Program
Radio that Rules the Soundwaves | Impact Media Program
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Radio that Rules the Soundwaves | Impact Media Program
Selling with Stories: Fight the Scare Tactics
āļĄāļļāļĄāļĄāļ­āļ‡ 78āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™
Selling with Stories: Fight the Scare Tactics
Selling with Stories: Use Market History to YOUR Advantage as a Financial Advisor
āļĄāļļāļĄāļĄāļ­āļ‡ 62āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™
Selling with Stories: Use Market History to YOUR Advantage as a Financial Advisor
Generate Client Evolvement with a Toy Drive | Financial Advisor Marketing
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Generate Client Evolvement with a Toy Drive | Financial Advisor Marketing
Boost Your Credibility with These 3rd Party Branding Opportunities | Financial Advisor Marketing
āļĄāļļāļĄāļĄāļ­āļ‡ 15āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™
Boost Your Credibility with These 3rd Party Branding Opportunities | Financial Advisor Marketing
Want More Time Freedom? Here’s How Financial Advisors Can Scale Successfully
āļĄāļļāļĄāļĄāļ­āļ‡ 136āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™
Want More Time Freedom? Here’s How Financial Advisors Can Scale Successfully
Get a Team that Gets YOU | Financial Advisor Testimonial
āļĄāļļāļĄāļĄāļ­āļ‡ 30āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™
Get a Team that Gets YOU | Financial Advisor Testimonial
Selling with Stories: Explaining the Nature of Portfolio Construction as a Financial Advisor
āļĄāļļāļĄāļĄāļ­āļ‡ 82āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™
Selling with Stories: Explaining the Nature of Portfolio Construction as a Financial Advisor
Selling with Stories: How a Financial Advisor Should Talk about Fees
āļĄāļļāļĄāļĄāļ­āļ‡ 92āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™
Selling with Stories: How a Financial Advisor Should Talk about Fees
Get the Media You Need | Financial Advisor Testimonial
āļĄāļļāļĄāļĄāļ­āļ‡ 392 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™
Get the Media You Need | Financial Advisor Testimonial
How to Repurpose Your Media | Financial Advisor Marketing
āļĄāļļāļĄāļĄāļ­āļ‡ 2652 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™
How to Repurpose Your Media | Financial Advisor Marketing
Q1 Marketing Strategies for Financial Advisors: How to Start the Year Strong
āļĄāļļāļĄāļĄāļ­āļ‡ 1832 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™
Q1 Marketing Strategies for Financial Advisors: How to Start the Year Strong
Selling with Stories: Different Risk Tolerances and Financial Advisors
āļĄāļļāļĄāļĄāļ­āļ‡ 552 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™
Selling with Stories: Different Risk Tolerances and Financial Advisors
Planning for 2024? Maintain Momentum with Data-Driven Decisions #financialadvisormarketing
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Planning for 2024? Maintain Momentum with Data-Driven Decisions #financialadvisormarketing
Selling with Stories: Ditch the "Ums" and "Sos"
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Selling with Stories: Ditch the "Ums" and "Sos"
Hosting a Golf Event | Financial Advisor Marketing
āļĄāļļāļĄāļĄāļ­āļ‡ 1652 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™
Hosting a Golf Event | Financial Advisor Marketing

āļ„āļ§āļēāļĄāļ„āļīāļ”āđ€āļŦāđ‡āļ™

  • @laurenbarron9461
    @laurenbarron9461 5 āļ§āļąāļ™āļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē

    Very cool!

  • @chelsearodriguez6364
    @chelsearodriguez6364 5 āļ§āļąāļ™āļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē

    This is great! 👏🏞

  • @bodinramlochanbongodrumpla3793
    @bodinramlochanbongodrumpla3793 10 āļ§āļąāļ™āļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē

    th-cam.com/video/MxCkt0HH6II/w-d-xo.htmlsi=CXdmVNuRC3nkDFGX

  • @Maniakwithlego
    @Maniakwithlego 19 āļ§āļąāļ™āļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē

    I agree with this.

  • @thehowtostudios1980
    @thehowtostudios1980 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    its such a miniscule amount of income from social security taxing it just seems wrong

  • @EmaanGraphics
    @EmaanGraphics āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    nice videos sr f you need to get better thumbnail's . let me know . i will help you.

  • @displaceyourdespair
    @displaceyourdespair āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    I love it! Using Mach den Meister!

  • @JuliaKnight-nu9sb
    @JuliaKnight-nu9sb 2 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    Do you guys have a program to help our company with this?

  • @charisserivers1246
    @charisserivers1246 2 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    Your amazing!

  • @CodysMama2
    @CodysMama2 3 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    outstanding!

  • @Cancinomedia
    @Cancinomedia 3 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    100% Prospects require a “vision” that they replay in there head like a movieâ€Ķ the more the relatable the more they can picture themselves as the characters/hero who accomplishing and or vanquishing their dragon 🐉! You’re the Wise supporting wizard 🧙‍♀ïļ in their story

  • @charisserivers1246
    @charisserivers1246 3 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    Randy, You are a Rockstar and the best radio coach a gal could ever ask for over the last 10 year.

  • @SandfordSmythe
    @SandfordSmythe 4 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    I frankly don't understand some of the arguments here. Maybe its the syntax being used.SSDI is going to be used to bailout SS. This is lawfull by Congress to do. They do make the laws They have historically been used the help each other out through changing the portions going to each from FICA. The problem is not the payments going to dependents [or illegals ], bu simple demographics.

  • @BF-nq4mx
    @BF-nq4mx 4 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    What about 2033?

  • @brogeorge4039
    @brogeorge4039 4 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    😐

  • @thisguyhere675
    @thisguyhere675 4 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    So how is money running out in social security? Didn't they print 33 trillion dollars?

    • @HerecomestheCalavera
      @HerecomestheCalavera 4 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

      Crazy that we live in a world where we work for worthless paper with numbers on it and it has value just because higher up people say it does.

  • @OrangeDrink
    @OrangeDrink 4 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    Rare to hear facts, thanks. Though the need to society for help in disabilities the use of social security. The plan to use and pay later caused growth in its time. pressures not limited to reduced working pool to dependency ratios and a longer life expectancy will cause change on its own. The extra burden of continuous none contributing dependents will eventually drain the funds and be cause for restructuring. As most individuals and family's would like the program to continue with its intended value restructuring must have a dependable new source of funds to cover the non contributing dependents, that source if written as a tax or dollar inflationary guarantee without the need for floor vote would help us to veiw it as a dependable fund and cause long term growth in private industries. Or we could keep it as a needy fund and talk about it every election 😂

  • @thomasbrueckner609
    @thomasbrueckner609 4 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    Great job, guys! Excellent content, relevant and spot on. There are actually two types of fiduciaries in our profession: captive and independent. A captive fiduciary is the W-2 employee of a major brokerage firm, a firm that requires him or her to sell only their offerings of mutual funds and insurance products, lest they be guilty of “selling away”, a violation potentially resulting in suspension or loss of license. A true fiduciary has to be able to say that they provided you with the best available solutions for the challenges/needs with which you presented-not merely the best solutions that their brokerage firm has to offer. An independent fiduciary works for you, not the mothership of a major brokerage firm. They have access to all of the products in the marketplace and can truly claim to have offered you the best fitting solutions for your unique needs. The former may be able to claim to be fiduciaries based on licensure and how they're paid, but their first obligation is always to their employer, not to the consumer. Any wealth management firm that understands that the most prevalent fear of retirees and pre-retirees polled is one of outliving their money, yet doesn't offer guaranteed lifetime income solutions like annuities-especially in today's higher interest rate environment when those products are performing better than they have in a quarter century-is not acting in your best interest, and is therefore not a true fiduciary.

  • @CapitalWealthSolutions
    @CapitalWealthSolutions 5 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    The Marketing Gods have entered my advisor life on Independence Day 2024. Free me from the burdens of self directed marketing!

    • @impactpartnership
      @impactpartnership 5 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

      Glad you find our video insightful! To learn more about Impact, feel free to visit our website and fill out our contact form: impactpartner.com/lead-generation/?

  • @davidkatz3477
    @davidkatz3477 5 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    Thank You! Great information. Who would I speak with about getting my own website?

    • @impactpartnership
      @impactpartnership 5 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

      To get more information about our web services, you can head over to our website, fill out the form, and someone will be in touch! impactpartner.com/contact/?

  • @ExecutiveFinancialGroup
    @ExecutiveFinancialGroup 6 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    Love it! Can't wait to see what is in store!

    • @impactpartnership
      @impactpartnership 5 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

      Us too!

  • @CodysMama2
    @CodysMama2 6 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    awesome tips and insights!

  • @CodysMama2
    @CodysMama2 7 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    EXCELLENT insight!

  • @CodysMama2
    @CodysMama2 7 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    GREAT insight and useful tips... excellent presentation too!

  • @impactpartnership
    @impactpartnership 10 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

    Learn more here 👉 impactpartner.com/annuities-life-insurance/?

  • @impactpartnership
    @impactpartnership 11 āļŦāļĨāļēāļĒāđ€āļ”āļ·āļ­āļ™āļāđˆāļ­āļ™

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