About Us
Advisor Impact takes a data driven approach to helping financial services providers drive client engagement and growth through its industry-leading programs, research and tools, working across North America and the United Kingdom.
The company's flagship program, the Client Audit, is a turnkey client feedback program that helps financial services professionals craft and execute a plan to build deeper client relationships and increase referrals.
For information on the Client Audit, click here.
The Advisor Impact organization is built on a foundation of industry experience and research, and draws on the insights gathered from tens of thousands of investors and advisors every year. The company has helped to shape the way in which financial services providers manage and grow their businesses and was recognized as a key Influencer in practice management by Financial Planning Magazine in 2012. Advisor Impact works with and studies top producing financial advisors, both independently and on behalf of financial services organizations. The firm's Intellectual Property also includes our database of client feedback, which examines the needs, wants and expectations of investor clients. Combined, this 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.