It’s time to Excelerate
your success.

What I appreciate most about AE is the open architecture with peer-to-peer transparency which has allowed our firm to accelerate our growth by mirroring things that work within other firms and eliminating those that don’t. Between the benefits of the AE culture and the incredibly responsive support from Team Excelerate, our annuity production has increased 400% in the past four years since joining AE.”

Phil and the team have helped take my business from a “mom and pop” shop to an actual growing and thriving business. They focus on not only helping us with our prospecting and closing ratios but assist our business with ideas on improved processes and procedures to help our team become more efficient. As we continued to grow, and my questions and scenarios became more complex if Team Excelerate doesn’t have the answer, they put me in touch with other members within the organization that do and/or advisors who do. If you’re looking for your business to not only grow, but also thrive, rely on Team Excelerate as your trusted business partner because there is no better team out there.”

Phil, Nick, Dave, and their team have been an absolute blessing in our business. Anyone can be reactive to questions and ideas - that's easy. The great thing about our AE team is they are proactive and have helped us generate over $30MM in production YTD. We're exceeding our current year goals with over $73MM YTD and AE has been a huge partner in making this dream a reality. Couldn't imagine running our business without them!“

After working with multiple FMOs over the years, AE is the closest thing to a ‘perfect’ model I’ve seen. What sets them apart is their discipline around one simple principle: putting the client first. Four years in, I like AE more today than when I started, which is rare in this industry. Since partnering with them, our business has fundamentally changed — from record close rates to expanding our office and team. We truly couldn’t have achieved this level of growth without AE, and we’re excited to keep building together."

In our fast-paced and demanding world, it's a rarity to come across professionals who not only deliver consistent results but also go the extra mile to ensure client satisfaction. Phil Blosser and his exemplary team, have consistently proven themselves to be such professionals.​

Their commitment to excellence is evident in the broad range of services they offer and the tangible results they produce. One of the standout attributes of this team is their exceptional responsiveness. In a world where time is often of the essence, their dedication to timely and efficient communication has been nothing short of impressive.​

I wholeheartedly endorse and recommend working with Team Excelerate. Their unparalleled professionalism combined with a personal touch makes them the ideal choice for anyone looking for the best in the business.”​

“Over the years at Advisors Excel, Phil Blosser and his team, have been my lifeline to all things needed to grow my firm. Phil and I have become true friends. I admire him for the way he handles all areas of his life…spiritually, personally and professionally. Phil is a man of his word. When he promises something, he does it. I like dealing with a man of good character. Team Excelerate has been a blessing in my life. My business would be far from where it is today without Phil’s leadership and the fantastic team he employs.” ​

“I joined AE in 2009, since then my annual revenues have grown by more than 12 times. Phil, Dan and the team have been a huge part of that growth. They’ve helped me not only build a business but have showed me how to remove the stressful parts of the business from my day-to-day activities. The magic of AE, Phil, Dan and the team can only be appreciated by being a part of it. I’ve been in this business for over 30 years, heard every promise and seen lots of organizations that when you pull the covers back are doing nothing but pushing product. If you want to be a real business owner, and be surrounded by the best, AE and Team Excelerate are the place to be.” ​