Who We Are

The mission for Impact Advisor Coaching at its core is very simple – to help advisors gain more control over their business and their lives.

We do this by providing Dynamic Group Coaching Programs and Mastermind Programs tailored specifically for financial professionals, combining experienced advice with actionable tactics to drive advisors to where they want to be professionally. Our team is committed to offering solutions that enhance both business performance and personal enrichment, because the end goal is for our clients to be able to focus on what they do best—serving their clients effectively and growing their business.

We are not just another coaching service.

Our approach integrates deep industry knowledge with a personalized touch – we focus on making sure every advisor receives the guidance they need to overcome their unique challenges. As our clients often share, our track record of helping advisors streamline their processes, improve client interactions, and achieve significant business growth stands out as a leader in the field.

“Scott has been a transformative force for our team of advisors at Winthrop Wealth. His ability to elevate each team member-both professionally and personally-has been nothing short of a game changer.
 
Through his strategic guidance, we’ve refined our processes, improved our communication, and, most importantly, delivered superior results for our clients. Scott’s focus on building client advocacy and executing our service model has driven meaningful impact, fostering stronger client relationships and improving overall firm performance. His approach has helped us contrast the typical advisor-client dynamic with one that is centered on building advocacy through trust, service, and proactive engagement. We couldn’t be more grateful for the growth and success his coaching has inspired.”
Lucas Winthrop, Winthrop Wealth
“I’ve had a desire for many years to implement client focused strategies in my practice.  I just did not know or have a clear understanding of what was needed to do so. That implementation and accountability is what Scott Hamilton was able to bring to life and thus elevate my practice to a new level.
 
His guidance and commitment to witness my success in the program was the piece that was missing.  His suggestions and ideas came only after he had obtained an understanding of what my practice currently involves and how I wanted to elevate my practice. From where my business was in 2021 to where it is now – the difference is incredible.”
 
Joe Catanzaro, CFP®, Oak & Stone Capital Advisors
“Scott has been instrumental in transforming our practice from an overwhelming operation into a well-oiled machine with a clear, actionable 10-year plan. His insightful questions and strategic guidance have empowered us to navigate challenges and fall back in love with the business we’ve built. His deep understanding of our industry and ability to guide us through its complexities has been truly priceless.”
Kyle D. Findlay, CFP®, Keel Point
“Scott is a true pleasure to work with. We greatly appreciated how he was able to work seamlessly with a group of people to help balance the group dynamic and provide individual attention and meaningful results.”
Blake Whitten, Whitten Retirement Solutions

Our Story

Impact Advisor Coaching was born from a genuine desire to make a difference in the lives of the advisors we work with.

With over 30 years spent in the financial sector, we’ve witnessed firsthand the common struggles advisors encounter: lack of time, ineffective processes, and stagnant business growth.

Frustrated by these issues and driven by a passion to help, we create programs that go beyond traditional methods. Our goal is to transform the way advisors operate, making their work more impactful and their lives more fulfilling.

Join Our Waiting List

Join our waiting list to secure your spot in our exclusive group coaching and mastermind programs—unlock your potential with us!