The Impact Partnership

Are you attracting the right prospects, or just more prospects?

One of the biggest challenges in marketing is casting a wide net and not knowing what comes back. That’s where better qualifiers come in. From using the right language to setting expectations around who you serve, small shifts can help you attract clients who are actually a fit for your process. If your marketing is bringing in the wrong conversations, it might be time to rethink your approach.

🔗 Read the blog: https://impactpartner.com/blog/?utm_medium=social&utm_source=facebookfeed

From our first office to where we are now, from climbing literal mountains to making a difference in our community, it’s always been about the people behind it all.

Here’s to 15 years of Impact 👏

🎉 Ops Summit is officially underway!

Advisors and operations teams are here and ready to dig into the systems and strategies that keep practices running efficiently. Shoutout to our Operations team who’s ready to make this an incredible event. 👏

📸 If you’re joining us, comment below and tag us in your Ops Summit pics!

Happy Father’s Day to all the dads and father figures who show up every day. 💙
Today, we celebrate the impact you make in more ways than one.

Retirement wasn’t always what it is today. In fact, the idea of “retirement” has evolved over centuries—from government pensions to Social Security to today’s more complex planning landscape.

And with that evolution, new challenges have come with it. If you’re helping clients navigate retirement today, understanding where we came from can change how you approach where they’re going.

Read the full blog for more details: https://impactpartner.com/blog/?utm_medium=social&utm_source=facebookfeed

Today, we recognize and reflect on Juneteenth, a day that commemorates freedom, history, and continued progress.

As we take time to honor the significance of this day, please note that our office will be closing at 1:00 PM today.

Our Rockstar of the Month is... Jenya Perry! 👏🎊

We’re incredibly thankful to have her on the team. Her hard work and consistency are a big part of what makes this team so strong!

We're thrilled to have been named one of the Top 20 Fastest-Growing RIAs by Financial Planning! 🎊

This recognition highlights IPW’s strong momentum heading into the rest of 2026. Read the blog for more details: https://impactpartner.com/blog/?utm_medium=social&utm_source=facebookfeed

If you’ve been trying to keep up with marketing trends for advisors, you’re not alone.

On the Impact blog, we break down what we’re seeing across advisors — what’s working, what’s changing, and what’s worth paying attention to next.

Subscribe once, stay informed moving forward.

👉 Join the list: https://impactpartner.com/blog/?utm_medium=social&utm_source=facebookfeed