Advisors Excel
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Location
Headquarters: Topeka, Kansas, United States, North America
Region: Kansas
Country: US
Continent: North America
About
Advisors Excel is a marketing and growth network that partners with independent financial advisory firms to help them lead and scale their practices. The company provides leadership coaching, marketing guidance, operational support, and succession planning resources to financial advisors across the United States. It positions itself as an unyielding partnership that enables advisors to transform into CEO-level leaders and build enduring, high-performing firms.
Advisors Excel operates as an Independent Marketing Organization (IMO) that partners with independent financial advisors to help them scale their practices. The company provides comprehensive support services, including leadership coaching, marketing guidance, operational assistance, and compliance resources. Its primary customers are financial professionals seeking to grow their businesses and ac
AE Wealth Management, LLC
2005
for_profit
active
Industries
Primary Industry: Business Services
Categories
Funding & Financials
Private Equity
50m-100m
private
Investors
Founders
Avi Rosenbaum
Cody Foster
David Callanan
Derek Thompson
Leadership
Technology Stack
Products
Advisor Success Tracks: Structured coaching programs guiding financial advisors through stages of business growth and leadership development.
Leadership and Business Coaching: Personalized coaching services focused on leadership development, team building, and operational efficiency for financial advisors.
Marketing and Branding Support: Services providing marketing strategies, branding assistance, and promotional tools to financial advisory firms.
Seminar and Sales Training: Training programs designed to improve seminar effectiveness and sales conversion rates for financial advisors.
Operational Efficiency and Team Building Tools: Resources and strategies to improve office operations, delegate tasks, and build effective advisory teams.
Client Referral and Repeat Business Strategies: Guidance and resources to develop systematic client referral and repeat business processes for financial advisors.
