The Impact Partnership

Since 2011, Impact Partnership has been helping independent financial professionals and insurance agents from across the nation grow their practices.

The Impact Partnership is the fastest-growing marketing organization in the insurance and annuities industry. We help independent financial advisors grow their practices. Whatever your needs, Impact has the perfect team, already in-house, committed to turning you into your area’s leading financial services authority.

We've been back in the office for two whole weeks! Working from home seems so long ago, but here are a few photos of our experience. How was your time working from home?

Trying to stay afloat during this current crisis can be difficult. Luckily, we've reached out to our own Kyle McClung, a senior VP of annuity sales, for steps to keep your business on top. Read the full blog at

Thank you for calling Impact Partnership. This is Megan. How can I direct your call? If you've called Impact, you've spoken with our Director of First Impressions, Megan Burke! She ensures that every phone call, guest, and employee is treated with the best care and attention, while delivering a smiling face. When Megan isn't at work, she is jamming with her band, going camping, and enjoying time with her friends. Check out her band!

Your Virtual Advisor Resources | Impact Partnership

Now is the time! Become a virtual advisor! May 5, 2020: CEO, Stephen Odom and Chief Marketing Officer, Alexandra House share what Impact Partnership believes the next couple months will bring from a prospecting perspective and how Impact is and has been preparing for them. They’ll also discuss the future of dinner seminars and what’s wor...

A safe and clean office is a happy office. The Impact Team is beyond impressed with the safety protocols that have been placed in the office. Our very own, Marc Lehmuth, Director of Engineering, installed these protective shields for our marketing team. Thanks Marc!

We are back in the office!

We thank all of the brave men and women who have served our great country. Even though we may not all be able to celebrate together, we hope you and your families enjoy your weekend. Happy Memorial Day!

Managing a Newly Remote Team | Impact Partnership

Have you been thrown into managing a remote team in your financial practice? Our COO, Kim Skouras, has some best practices to share on our Impact blog. Read more here! Like many others, you may have suddenly transitioned to managing people remotely. I am sure you’ve found it is quite different from managing people inRead More

Leading the Virtual Discussion: Frank Guida

Our CMO, Alex House, sat down with advisor partner, Frank Guida and discussed all of the major wins he's had with switching to virtual educational workshops and appointments. Check out our Virtual Advisor Portal for more videos and guides:


As we navigate the impact COVID-19 is having on the world, we're committed to serving our communities as always, but also to serving people who can’t weather this crisis alone. Join us in supporting the Tim Tebow Foundation as – We Press On! Funds raised will reach some of the world’s most vulnerable people who are now in need more than ever. Join the fight with us #GivingTuesdayNow #WePressOn I've joined the mission to bring Faith, Hope and Love to those needing a brighter day in their darkest hour of need. #GivingTuesdayNow

Best Practices for Building & Nurturing Successful Email Lists | Impact Partnership

Here are some valuable tips for creating a successful email list from our marketing automation manager! A huge part of finding prospective clients in today’s age is digital marketing. You have to get creative and meet them where they are —Read More

4 Best Practices from Top Producers | Impact Partnership

What are the best financial planning practices doing right now during the current crisis? Find out here on our blog! What are the best financial practices in the country doing right now? 1. They are calling their clients. The best financial practices are reaching outRead More

Happy Monday from Impact: Home Office Edition! Risa Hayet, one of our wonderful Event Planners, just welcomed a brand new addition to her family and he's hard at work already :). We appreciate you both! Stay tuned for more new teammates.

Happy Monday! We're excited to share how our team has gotten creative with their home offices this month. First up is Heather Branch from the radio team. She has successfully setup a makeshift radio studio in her house, complete with a soundproofed wall! Awesome job, Heather! We appreciate you 👏

Marketing Your Financial Practice During COVID-19 | Impact Partnership

Looking for how you can engage prospective clients and push your practice forward during this time of uncertainty? Our CMO, Alex House, shares how you can do that on the Impact blog. You’ve seen the world change rapidly in the last month, and you’ve been forced to change the way you run your practice without much warning.Read More

Your Virtual Advisor Resources | Impact Partnership

Over the last month, we have successfully gone 100% virtual! From our whole office working remotely to helping our advisors take their seminars and appointments online. Visit our Virtual Advisor Portal below for weekly videos and tons of other resources! In the coming weeks, we can't wait to share even more of what we've learned from our advisors and our team. April 10, 2020: Chuck Bartman shares with Stephen that he’s all-in on the virtual appointment process. Until this event came along Chuck had never done a virtual appointment, now he says he’s not going to stop. He’s seeing efficiencies in the process that just make sense moving forward. Chuck ...

Impact Announcement

A message to our advisors from our CEO, Stephen Odom.

Inside Impact Partnership’s Branding Process | Impact Partnership

Ever wonder how we help advisors build their brands? Your business needs a strong brand to stand out from the competition. Take an insider’s look at Impact’s branding process for financial advisors.

How Financial Advisors Can Leverage Personalization in Their Marketing | Impact Partnership

Personalization is one of the most effective ways of connecting with clients and prospects. Learn the ins and outs in our blog: Financial advisors can use personalization in a multitude of ways, but implementing it needs a strategy. Learn the tips and pitfalls to be aware of.

Understanding Social Media Metrics | Impact Partnership

Even the best social strategy is meaningless if you can't understand the data. When analyzing your social media performance, the data may be confusing. Learn how to understand the social media metrics that matter most to your business.

Impact's Business Processing Department

Our processing team works directly with advisors and agents to get business issued faster.

Before an advisor can get paid, the paperwork must be completed. Our business processing team ensures that all business is accurate and submitted in good ord...

The Licensing Team at Impact

The licensing department is where it all begins for onboarding advisors.

Licensing is one of the most important parts of what we do at Impact. Learn what new advisors can expect when they join our team.

Inside Impact's Operations Department

Operations is an integral part of the value Impact brings to advisors. Impact COO Kim Skouras gives us a breakdown:

Impact's Operations department issues business like nobody's business. Get an inside look at our well-oiled machine from Impact COO Kim Skouras.

The Financial Advisor’s Guide to Valentine’s Day | Impact Partnership

How are you showing your clients love on Valentine's Day? Valentine's Day gives us extra reason to show love. Follow these tips to build relationships and help increase referrals by showing your clients you care.

Happy World Radio Day to our wonderful Radio team!

The Power of Impact Radio for Financial Advisors | Impact Partnership

Learn more about what you can accomplish with Impact's in-house radio team. Our in-house radio team is one of our strongest assets. Learn how you can leverage the power of Impact Radio to grow your practice.

Thursday is World Radio Day, and to celebrate, we're sharing the power of Impact's radio team.

How to Help Your Clients Break Up with Their Old Financial Advisor | Impact Partnership

Out with the old, in with the new! How can you help a new client break up with their former agent? Helping your clients transition to your practice from their current financial advisor or agent can be tricky, but it’s imperative that you get it right.

Valentine's Day is right around the corner. Do you have your CAE plan locked down?

4 Tips for Creating a Positive Office Culture | Impact Partnership

A positive work culture is key to attracting and retaining employees. A positive office culture has many benefits, like increased productivity. Learn how you can foster a positive work environment as a financial advisor.

How Financial Advisors Can Use the 2020 Election in Their Marketing | Impact Partnership

Presidential elections can have a BIG impact on the nation's financial picture. Here's how you can leverage the election in your marketing this year: Regardless of which party you support, elections are a great opportunity to market your practice. Learn how to leverage the 2020 election in your marketing.

What Type of Workspace is Right for You? | Impact Partnership

As an independent financial advisor, you have many options when it comes to choosing a workspace. But which is right for you? Modern business has given entrepreneurs more workspace options than ever before, but how do you decide which one is right for your practice?

Here are the 3 golden rules of branding, straight from Impact's CMO.

The 3 Golden Rules of Financial Advisor Branding | Impact Partnership

Creating a strong brand is about more than selecting a pretty logo and a catchy tagline. A strong brand is key to a strong practice. Learn how you can stand out from the crowd with our golden rules for branding for financial advisors.

Why Impact Partnership is the Best Fit for Financial Advisors

Getting to know you and the story behind your practice is the first step to developing your brand.

Discover what makes Impact stand out as a financial marketing organization. Impact Partnership is a premier financial marketing organization equipping indepe...

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Videos (show all)

In-House Direct Mail for Financial Advisors & Agents
29029 Challenge
One Month Until Kickoff 2020!
Register today!
An Invitation from Stephen Odom
Impact Lives
Nolan Baker talking with Impact Partnership about small groups during Kick Off 2018
Impact Live




3550 George Busbee Parkway
Kennesaw, GA

Opening Hours

Monday 08:30 - 17:30
Tuesday 08:30 - 17:30
Wednesday 08:30 - 17:30
Thursday 08:30 - 17:30
Friday 08:30 - 17:30
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