Impacting Advisors Client Testimonials

“Our choice to work with Impacting Advisors Coaching has easily been our best decision since starting our business.”

Tom Webbert

Towson, MD

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“I am honored to provide a glowing endorsement of Michael P. Grossman, CFP®. Michael recently delivered a powerful and thought-provoking keynote address as well as performed on-the-spot “live” business coaching during our Broker Dealer’s National Conference to an audience of over 100 Financial Advisors and Leading Industry Professionals. His exceptional storytelling ability combined with his real-world experience running a wildly successful business left our audience inspired, motivated, and eager for more. Michael was truly able to connect with each individual in the audience and deliver as he calls it, a “purple” experience; taking us behind the curtain showing the “WHY” behind everything his firm is doing to continuously improve and innovate. This speaker undoubtedly left a lasting mark on our conference, and I know he would be the same invaluable addition to any conference or event fortunate enough to have him.”

Inman Porter

Vice President, Advisor Relations SFA Partners

SFA Partners 2023 National Conference, Savannah, GA

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“We heartily endorse Michael as a speaker and encourage anyone in this business who desires to serve clients better and is interested in growing his or her business to take advantage of the opportunity to learn from one of the very best in the business.”

Steve S. Hall, CFP®

Founder, Retirement Planning Services

Knoxville TN

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“Michael is probably the best seminar speaker I’ve heard. He is a great teacher and a great presenter. Most of the people who leave his seminars swear Michael is the best speaker they have ever heard! If you are a top producer, go to Michael’s seminar.”

Scott R. Cohen, CFP®, CFS®, CAP®

Founder & CEO,CD Wealth Management

Dallas, TX

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“Two of our advisors and key staff members attended the FSI Conference. Michael Grossman’s speech hit on so many things we’re currently dealing with. After working with Michael, there is an excitement and direction for our group now. I’m scared, but I’m ready and excited. I continue to be wowed in every interaction we have.”

Carrie Sigler

Chief Operating Officer, The Horizon Group

West Henrietta, NY

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“I saw Michael speak at the national conference two years ago and was quite enamored with the principles he discussed and knew that we needed to implement them if we wanted to achieve serious growth. It took us a bit of time to take the plunge, but we signed up for their coaching a couple months ago and so far have been thrilled with the coaching we have received and are confident that it will be key to our success moving forward. I think the vast majority of advisors would benefit significantly from hearing what Michael has to say.”

Holden Fox, CWS®, AIF®

Managing Partner, The Fox Alliance

Austin, TX

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“If you’ve been successful in the business twenty years or so, you rarely see a coach or speaker who truly understands what it took to get there, and the complexity you’ve created along the way. Usually, all you hope is to find a nugget or two that you can take away and make incremental improvement. Michael has the ability to turn your business into a systematized machine and help you accomplish anything you wish – whether it’s time off, clearing up nagging issues with a partner, or cloning a stable of young advisors to drive your practice in the future. One of the luckiest days of my career is the day my staff saw Michael speak at the FSI Conference in Washington, DC and dragged me into his session. Today, you couldn’t drag me away from his coaching and counsel!”

Mark A. Congdon, AIF

Founder, Senior Partner, The Horizon Group

West Henrietta, NY

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“I heard Michael speak at the First Allied National conference three years ago and decided to join his program. He did a fantastic job at the national conference, and I believe that he could fit your vision of a ‘TED talk’ type of program. I have been amazed at the amount of progress that his coaching program has helped our firm in just 1½ years. Prior to Impacting Advisors Coaching, we have had a different coaching relationship for 10 years. We have implemented more with Michael’s group in 1½ years than we did for the last 5 years with our previous program. As an active advisor with over 30 years experience in the business, Michael has a way of cutting through the issues and helping advisors solve problems with their firms.”

Brian Everett

Founder CEO, Everett Financial Group

Dallas, TX

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“I first heard Michael speak at the FSI Conference. It is obvious that he genuinely enjoys coaching other advisors. After joining the Impacting Advisors Coaching Program, I attended my first live meeting. I had been to many conventions, coaching sessions, etc., and I left with more ideas than any other coaching program I had attended in my 25 years in this business….by far. Great curriculum, everything stayed on schedule and Michael certainly has an amazing talent for communicating concepts. I have worked with other coaches in the past, and unquestionably, my return on investment on Impacting Advisors Coaching Program greatly exceeds all others. I certainly have a much better understanding of where I want my practice to go. I consider it a great use of my time, and I am very confident these sessions will have a dramatic effect on my practice in the years to come.”

Dan G. Kress, ChFC®, CFP®

Senior Advisor, Kress Financial Services

Erie, PA

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“I can’t say enough good about Impacting Advisors Coaching and the perspective, insight, and recommendations they share. Everything I have tried, works! We are turning our practice into a business and are exceeding our revenue goals. I attribute it all to Michael Grossman and his team.”

Kathy Gustafson,

Fairfax, VA

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“Working with Impacting Advisors has been a transformative process for our already established financial planning firm. I can’t say enough good things about Michael and their team. They run a professional, first-class Coaching program that is loaded with real value we have taken and implemented in our practice. I’ve had many strategic coaches in the past and by far this is the only one I would recommend.”

Andrew Rosen

Wilmington, DE

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“When you have been in the business for 10 years or longer, you seek out other upper-level producers who you hope can motivate you by sharing an idea. You attend seminar after seminar in the hope that you will find one thought that will improve your practice. Well, I suggest that anyone who has the opportunity should get to a workshop and bring a large notepad and sharp pencil because the ideas come fast and furious! Michael’s viewpoint may startle you. It may even make you a little nervous, but the collection of ideas with which to expand your practice will make this seminar the best use of your time for a very long time to come”

Ciro Longobardi

New Haven, CT

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