About Impact Learning

Two men having a conversation. They are discussing the benefits of using Impact Learning, located in Atlanta, Georgia.

Who We Are

Impact Learning specializes in providing highly interactive Practice Management Collaboration Forums for the most successful Advisors in the Financial Services Industry. Our unique forums provide the opportunity to personally interact, share best practices, solve common challenges, and establish professional relationships with the industry’s Top Advisors.

About Impact’s Approach

Our Practice Management Forums are fast-paced, structured over one day, and review in detail all aspects of the 4 main divisions within a successful financial services practice. Our format provides all attendees with unique opportunities to gain insight into the specific workings of each other’s practice as well as opportunities to continue to learn by providing the opportunity to form relationships with their premier peers.

A women sitting in a meeting smiling. She is happy because she learned about the benefits of using Impact Learning, located in Atlanta, Georgia

Dialogue is structured around best practices and unique challenges faced within the 4 main divisions of a financial services practice: Asset Management, Client Service &
Retention, Marketing & Client Acquisition, and Human Resources & Technology.

Peer group size is limited to 16 Advisors for maximum interaction. Each Advisor or Advisor Team is pre-qualified to ensure that all attendees share similar business mixes, overall practice revenues, and assets, as well as specific client focus or niche dynamics. You’ll be with comparable peers who are motivated to learn and grow!


As you may imagine, a great number of new ideas, processes, and practice management innovations and solutions are surfaced within each of these forums.

Following the forum, Impact Learning engages with each Advisor attendee in a series of individual coaching calls designed to focus on their specific practice management challenges and to help them implement specific solutions presented during the forum.