“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
“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
“Start to finish, best Coaching session I have been involved in. New, fresh ideas and things that work.”
David Short, CFS®, ChFC®, RICP®
Lexington, KY
“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
“Training and support to help build successful TEAMS which result in successful businesses!”
Kim Payne
Wausau, WI
“It is a relief to learn from a team that is in the financial planning business. Any question I have, they can honestly say ‘we have been here before.’ We now follow the Impacting Advisors way for managing investments, hiring, compensation, client meetings, and processes. I have hired several coaches before, and no one has been able to transform my business in such a short time”
Jeff Manzella CFP® AIF®
Sterling Heights, MI
“I joined Impacting Advisors Coaching with the goal of offering my clients and prospects a better financial planning experience. Here are a few things that happened:
- More engaged clients
- Increase in referrals
- Larger accounts
- Better time management
- Rise in GDC
Joining the Coaching Program has to be one of the best business decisions I’ve made!”
Nat Carlson, CIS™
Jamestown, NY
“I joined Impacting Advisors Coaching because I wanted to take my practice to the ‘next level’ and I knew that the same mindset that brought me to this level would not take me to the next. Since then, we have restructured most of our processes, changed our culture and redefined team members’ duties. Our revenue has more than doubled and I now take every Friday off – it has been life-changing.”
Brendan Dunleavy, CPA
Southfield, MI
“Impacting Advisors Coaching has sharpened our practice and helped us make quantum leaps. We have substantially improved the client experience by taking our financial planning to the next level by implementing much of their collaborative, state-of-the-art process. Our clients now rave about the clarity that the process brings as they approach their future financially. Finally, our approach to marketing is now focused and more effective. We are far more “fee-worthy” than we were in the past. This has led to a deepening of existing client relationships and substantial growth in new ones.”
Spencer Hall, MBA
Knoxville, TN
“It is obvious that Michael genuinely enjoys coaching other advisors. Great curriculum, 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 their program greatly exceeds all others. 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®
Erie, PA
“As I approach nearly thirty years in the business, I am beginning the preparation to plan for the next generation. With over a dozen paid coaching programs to compare, I have found Impacting Advisors Coaching to be much more insightful and to provide the best value. They’ll take you by the hand and lead by example. If you want a ‘Hands On’ program with copilots by your side, you should consider this investment in your practice. I think some advisors find a calling to give back and share their gifts and talents with their peers. Thank you, Michael Grossman, for your generosity to help others and for your firm-building guidance.”
Michael Wegner, CWS, RFC
Friendswood, TX
“Few coaching efforts have provided our firm with the knowledge, training, discipline and focus as the Impacting Advisors Coaching program. The investment we have made pays off by making each of us on our team better. As CEO, I have a responsibility to identify programs and expend resources on behalf of our advisors and staff to maximize client attraction – and retention. This program stands far and away above any other program we’ve undertaken in the past two decades.”
Kevin J. Hermening, CFP®, CWS®
Wausau, WI