more from Advisor Summit, because the Toga Party of 2024 is our new Roman Empire.🏛
Advisors Excel
Financial Services
Topeka, KS 10,783 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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Pete Johannsen
Training and Development Manager | ATD Master Trainers Certificate
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Thad Halstead
Chief Of Staff at Advisors Excel
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Renee Hultgren
Events and Operations Professional
Updates
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when the social media manager is in charge of graphics... (plz don't tell Cody about this post 🤐) But now that we have your attention, if you haven't read last quarter's AE Insider magazine yet, you need to. Explore proven strategies for iconic sales success and learn how to optimize your sales team, scale your process, master persuasive tactics and leverage strategic questioning. Want a sneak peek into the magazine? Comment ➡️Insider⬅️ and we will send you the cover article on how one advisor shifted from working in his business to working on his business — and saw his revenue triple! 📈
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Congratulations to our July Rock Star of the Month… Avery! Avery stepped up big time for our Contracting & Licensing team recently to help lead the team. She handled training, schedules, carrier communication, and more. And, she did all of this while still handling her existing workload! This was no surprise though as Avery has consistently lived out our AE Core Values. Taking ownership of every opportunity or challenge that comes her way, she always provides the ultimate advisor experience when working with our advisors, and is an all around excellent teammate. Thank you Avery for everything you do to make AE better each day. You ROCK 🤘
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David Callanan is going for gold 🥇
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Independent doesn't have to mean alone. 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. At Advisors Excel, we're not just an IMO. We’re an Unrivaled Partner and home to a community of growth-minded advisors.
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We're not just an IMO. We’ve reimagined the IMO’s role in our industry, providing comprehensive support and services and an unparalleled peer network. We’re your Unrivaled Partner: Your IMO+. ✨ We help the country’s most elite financial professionals help their clients have amazing retirements and create financial legacies. 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. 💻 Experience the difference of an IMO+ and see how we can help you grow, thrive and succeed. Comment 'Unrivaled' to learn more. 💬
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We help transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun. We’re not your typical IMO. We’re your IMO+. We are invested in you. Every piece of our company was purpose-built to meet an advisor need, and we proactively seek ways to add more value to your business. You deserve the same commitment, transparency, innovative spirit and passion you provide to your clients. You deserve more from your IMO. Learn more: www.advisorsexcel.com