🗓️ AE Leadership Summit 📍 Charlotte, North Carolina We can’t believe we’ve officially wrapped up our last event of 2024! We ended the year on a high note at our AE Leadership Summit. The week began with reconnecting at our Fireside Fest, followed by dinner at the NASCAR Hall of Fame. We then spent a full day on campus at High Point University, one of the nation’s most prestigious private universities, where we heard from their University President, Dr. Nido R. Qubein, and other industry influencers. To close out the week, we were inspired by hospitality expert Will Guidara, author of Unreasonable Hospitality and co-producer of the hit series The Bear. It was the perfect way to end 2024, and we’re SO excited for what’s to come in 2025!
Advisors Excel
Financial Services
Topeka, KS 11,402 followers
We help financial advisors find more freedom, more growth & more fun. An Unrivaled Partner: Your IMO+.
About us
Advisors Excel helps transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun. An Unrivaled Partner, we’re your IMO+. Since our founding around a kitchen table in 2005, we’ve reimagined the Independent Marketing Organization’s role in our industry, providing comprehensive support and services and an unparalleled peer network. We help the country’s most elite financial professionals help their clients have amazing retirements and create financial legacies. Big on Purpose: At Advisors Excel, we’re big on purpose, and that’s a good thing. Why? Because our size allows us to make a significant impact for our advisors, our employees and our community. We offer unparalleled assistance that smaller organizations simply can't match. This level of support ensures your needs are met promptly and thoroughly, allowing you to focus on what you do best — serving your clients. We're big enough to make an impact and support your growth, yet small enough to offer personalized support and celebrate every victory with you. Holistic Partnership: Whether you need a business coach, marketing agency, IT support, operational assistance, case design, product support, or compliance officers, AE provides comprehensive solutions designed to add value to your business. Expect More: At Advisors Excel, we're not just an IMO. We’re an Unrivaled Partner and home to a community of growth-minded advisors. Join us. Experience the difference of an IMO+ and see how we can help you grow, thrive and succeed.
- Website
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http://www.advisorsexcel.com
External link for Advisors Excel
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Topeka, KS
- Type
- Privately Held
- Founded
- 2005
- Specialties
- marketing planning, sales techniques, fixed indexed annuities, creative services, lead generation, case design, business processing, product knowledge, life insurance, operational support, and coaching
Locations
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Primary
Get directions
2950 SW McClure Road
Topeka, KS 66614, US
Employees at Advisors Excel
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Shane Myers
Customer-Centric Marketing Executive • Determined Leader Driving Results & Achieving Strategic Goals & Objectives • Delivering Desired Outcomes…
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Thad Halstead
Chief Of Staff at Advisors Excel
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Rob McLaughlin
Owner/Principal Consultant
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Melissa Carter
Award-Winning Media Professional
Updates
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The rumors are true… Our 2024 Q4 AE Insider is now available! Kickstart your leadership playbook with this issue. You’ll learn team-building strategies, how and why to delegate, hiring best practices, why prioritizing yourself can transform your company and much more! Your personal leadership game plan starts here!
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Counting down the days until January 15th 🙌
We aren’t just a place to visit—KC is a place to thrive. Named a top tourist destination for 2024, the world is seeing what makes Kansas City world-class. Over the next 24 days, we’re sharing 24 ways we grew stronger, reached higher, and came together in 2024.
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Tag a financial advisor who can relate. #financialadvisorhumor #retirementplan #financialadvisor
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accurate or no? 🤔 we don't care how you read it, we just don't want you to miss out on reading our latest AE Insider. In this issue you’ll learn the importance of delegation, ways to make the most of your time and money, best practices for hiring and establishing a positive culture, why prioritizing yourself can help your entire company and how having a Vivid Vision allows you to focus on growth. Your personal leadership game plan starts here!
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Build on your 2024 momentum with these three essential steps for continued growth that our Co-Founder Cody Foster shared in our most recent AE Insider magazine.
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WSOS 2025 Charity Partner #4: Folds of Honor The nonprofit that has been changing the lives of family members of fallen service members and first responders since 2007. We’ve worked with Folds in the past, raising over $2 million (an AE record) with your incredible help. Swipe through to learn more about how they honor the memory of those who made the ultimate sacrifice. AND! In honor of National Day of Giving, we’re excited to announce we’re opening up donations earlier than ever — starting today! Make sure to watch your e-mail inbox for donation information. Remember, this year we’re splitting donations among FOUR charities, which means one donation will have four times the impact.
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Last day to enter!
*GIVEAWAY CLOSED* 50 days until our 2025 World Series of Success in Kansas City calls for a GIVEAWAY! Enter to win all three books by our WSOS keynotes this year: • “Leading with Heart” by Mike ‘Coach K’ Krzyzewski • “You Owe You” by Eric Thomas • “Buy Back Your Time” by Dan Martell Rules to enter: • Like this post • Follow Advisors Excel on LinkedIn • Comment what your most looking forward to at WSOS 2025 EXTRA ENTRIES: • Share this post! (Make sure to tag us ☺️) • Enter our other two giveaways on Instagram and Facebook *Winner chosen on Monday, 12/2 5pm CST. USA entries only. 1 winner will be randomly chosen on each platform (Instagram, Facebook, and LinkedIn). This promotion is in no way sponsored, endorsed, administered by, or associated with LinkedIn.*
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*GIVEAWAY CLOSED* 50 days until our 2025 World Series of Success in Kansas City calls for a GIVEAWAY! Enter to win all three books by our WSOS keynotes this year: • “Leading with Heart” by Mike ‘Coach K’ Krzyzewski • “You Owe You” by Eric Thomas • “Buy Back Your Time” by Dan Martell Rules to enter: • Like this post • Follow Advisors Excel on LinkedIn • Comment what your most looking forward to at WSOS 2025 EXTRA ENTRIES: • Share this post! (Make sure to tag us ☺️) • Enter our other two giveaways on Instagram and Facebook *Winner chosen on Monday, 12/2 5pm CST. USA entries only. 1 winner will be randomly chosen on each platform (Instagram, Facebook, and LinkedIn). This promotion is in no way sponsored, endorsed, administered by, or associated with LinkedIn.*