Jacinda Patty
Schedule a call with me:
Impaktful Adviser Story
Share Your Success Stories in a Short Video
Let's connect to explore how we can highlight the incredible impact you’ve had by addressing your clients' non-financial needs. We’ll record a short 10-20 minute video where you can share real stories, like how expanding conversations around purpose helped you secure or retain a client, or how your advice led to a life-changing outcome.
This video will be a valuable asset for your social media, website, and more to help attract future clients.
Impaktful Introduction
Elevate Your Client's Retirement Journey
Book a session with us to explore how we're empowering advisers to create exceptional retirement experiences for their clients.
In this brief call, we'll discuss your current approach, understand your needs, and share insights into how our approach can support better retention, more referrals and increased revenue.
