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In client happiness

Marianela Collado

Tobias Financial Advisors

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impact 2021

Thanks for attending!

October 19-20, 2021

We met from a distance, but that didn’t slow us down—and that’s because of you. Thank you for helping make this year’s virtual IMPACT such a success. We look forward to hosting you again next year!

Exhibitors

Boost your brand.

Exhibiting at IMPACT gets your brand in front of countless forward-thinking advisors and industry leaders. It’s the ideal venue to elevate awareness of your brand and unveil your latest products and services.

Indicate your interest

2021 HIGHLIGHTS

Valuable topics.

Our free online event brought together an unprecedented number of people from a broader community of RIAs and industry experts. As expected, the discussions covered in detail all of today’s most relevant topics.

Keynotes

Original thinkers.

This year’s speakers educated, entertained, and challenged us to think and see in new ways. All of them inspired us with new motivation to help clients achieve their goals.

Education

Vital knowledge.

The expert-led sessions got everybody talking. We asked the tough questions and made excellent progress—for our clients, our firms, and the industry.

Learn the latest ways to maintain peak firm performance.

For any firm to be successful, the day-to-day operations must first be optimized.

Adopt the latest strategies for delighting clients.

At the end of the day, the investor is everything.

Know how every industry shift affects you.

Amid continuous industry change, the need to differentiate your firm remains constant.

At IMPACT we offer credit for three types of accreditations:

Credit for Certified Financial Planners (CFP)

Credit for Certified Investment Management Analysts (CIMA)

Continuing Professional Education for CPA’s (CPE)

Education

Speak at IMPACT.

We’re already looking for the next lineup of experts to expand our collective knowledge at IMPACT 2022. Interested in speaking?

Indicate your interest

See you at IMPACT 2022.

In the coming months, we’ll be posting details about next year’s gathering, scheduled for November 2022 in Denver. Check back often for updates!