Advisors Excel

Advisors Excel

Financial Services

Topeka, KS 10,535 followers

The behind-the-scenes team that helps independent financial advisors turn their small-business dreams into reality.

About us

Advisors Excel takes a holistic approach to helping independent financial professionals build dynamic practices so they are free to create the businesses and lives they want, while helping their clients create their desired retirement lifestyles as well. Since forming around a kitchen table in 2005, Advisors Excel has maintained a relentless focus on integrity, innovation and independence. We have sought to redefine the role of the independent marketing organization in our industry - helping the most elite financial professionals in the country provide invaluable financial strategies for their valued clientele. As a business, we've been able to make a difference in the lives of our advisors and in those they serve by fostering a culture of community where independent insurance agents and financial advisors are empowered to engage, share and learn from one another. Adhering to our four core principles - the most important being "always do the right thing" - has also been instrumental in our ability to affect the lives of our clients and the people they serve. We've expanded that culture and that principle into our community, working to help address some of the most pressing problems facing the community, and providing opportunities for those who work with us to do the same.

Website
http://www.advisorsexcel.com
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, insurance, lead generation, case design, business processing, and product knowledge

Locations

Employees at Advisors Excel

Updates

  • View organization page for Advisors Excel, graphic

    10,535 followers

    We are thrilled to share that Ben Sullivan, CFA®, CFP®, VP of Wealth Management, has been named one of six Excellence Awardees for 2024 by InvestmentNews.   These awards are only presented to those that excel in areas such as providing exceptional service to advisors, communication, product knowledge, and relationship management. While we already know Ben excels in all these areas, we are so proud to see him receive this well-deserved recognition.   Thank you, Ben, for your unwavering dedication to helping our advisors become better business owners each day.

    • No alternative text description for this image
  • View organization page for Advisors Excel, graphic

    10,535 followers

    We can’t stop listening to Cody’s recent Business of Advice podcast with Jasmine Star 🙌 Before amassing 1M+ followers across social media channels she started with two simple questions: 👉 Who is my dream client? 👉 What do they want to know? Finding those answers helped he grow from a solopreneur to a world-renowned authority on content creation — and it could help you achieve your own messaging mastery in your marketing. Full episode: https://lnkd.in/gmvFpDAN

  • View organization page for Advisors Excel, graphic

    10,535 followers

    Well that’s a wrap on our AE Media takeover of Advisors Excel’s social media! ✨ We hope you had as much fun as we did looking back at the last 10 years with us. Most importantly we hope you know how much we love getting to work with you, our advisors and your teams, each day. We can’t wait to see where the next 10 years take us all!

    • No alternative text description for this image
  • View organization page for Advisors Excel, graphic

    10,535 followers

    When you come to AE Media Studios to shoot your Television Programing you get a ⭐️⭐️⭐️⭐️⭐️ experience. Not only do you get the royal treatment from a red carpet welcome, to the glitz & glam, and a TV studio that features multiple sets and display monitors that allows customization fully to your brand and market. But, we ensure you have highest-quality production with content that connects with your audience and converts into leads for your business!

  • View organization page for Advisors Excel, graphic

    10,535 followers

    today is where your book begins 🎶 Writing a book will boost your credibility and distinguish you from competitors in your market, but writing a book can be incredibly time consuming and/or pricey. That’s where our AE Media Books Program can step in and help you. Our Executive Book provides a platform to add your unique flair to a template containing the basics of retirement planning. Don’t leave your book unwritten. 📚

  • View organization page for Advisors Excel, graphic

    10,535 followers

    If you got (earned media) it - flaunt it! But what if you don't got it? Well, our AE Media PR team can help you with that. We have comprehensive PR programs that are designed to promote you as a reliable source and credible authority in the financial services industry. Now more than ever, consumers value third-party coverage, like articles in national publications, much more than traditional advertisements, and our public relations program offers opportunities for that.

Similar pages

Browse jobs