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We help financial advisors transition from being solely service providers to becoming effective business owners by enhancing their practice management, increasing revenue, and improving overall efficiency.

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Total Impact Kickoff 2026 – Kennesaw, GA

Total Impact Kickoff 2026 – Kennesaw, GA

In January, Mike Canet presented at Total Impact Kickoff 2026, hosted by The Impact Partnership in Kennesaw, Georgia — a week-long event attended by nearly 300 advisors. The focus: tax strategy.

Feb 20, 2026 1 min read
Q1 PMG Meetup: Atlanta, GA

Q1 PMG Meetup: Atlanta, GA

At the end of January, we held our Q1 Practice Management Group meetup just outside Atlanta in Kennesaw, Georgia. Over two days — January 29th and 30th — nearly three-quarters of our member firms were in the room. About 14–15 advisors attended out of roughly 20 total reps, which is exactly how we wa…

Feb 17, 2026 1 min read
Sometimes the Biggest Obstacle to Growth Is You

Sometimes the Biggest Obstacle to Growth Is You

Recently, we heard from an advisor we work with after a dinner we had together. He wanted to share what had changed once he finally implemented several recommendations we had been discussing for quite some time. The results were immediate.

Jan 26, 2026 2 min read

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