About Us
Advisor Impact helps financial advisors and accountants to maximize profitability and productivity in their businesses.
We provide research, training and tools to help firms and individual advisors evaluate and improve client profitability – all in the context of delivering an outstanding client experience.
The company's flagship program, the Client Audit is an outsourced client feedback program. It helps financial advisors and accountants enhance loyalty and increase client revenue, by gathering on-going feedback from clients, turning that into a clear action plan and providing the support and tools to help leverage those results.
For information on the Client Audit, click here.
Our business is built on our experience and on-going research in this industry, combining on-going feedback from both advisors and clients. We study top producing financial advisors on a regular basis, both independently and on behalf of broker/dealers and we have the largest database of feedback from clients on what they need, want and expect in a relationship with a financial advisor. Combined, that research informs all of our programs. See the Industry Insights page for our latest research.
We thank you for your interest in Advisor Impact and hope you find the information on this site of interest.