What Advisors Are Saying
Don't just take our word for it.
Check out what our satisfied advisors are saying about how Team Excelerate helped them put their dreams into motion.
Codename: Bolt Fan
What he did:
Implemented Seminar Best Practices
"About 11 years ago I took a call from Advisors Excel that changed my life. At the time I just thought they were another FMO and I was looking to make a change and a buddy of mine had moved there who I trusted so I made the switch. That move changed the trajectory of my practice forever. They have provided not only the tools and products to be a better financial planner, they have also given me all the resources to become a better business owner and leader. When you can be surrounded by advisors that are doing 10 times your production and will draw out how they did for you, that is the secret sauce of this organization. Great people making everyone else great. If you want to grow or become much better than you ever dreamed, join with this organization and absorb all the incredible ways they can help."
Free Resource:
35 Seminar Best Practices & Lessons Learned
Codename: Rooted
What he did:
Wrote a book through AE Creative
"In 2016, I decided to leave the captive insurance & financial arena after being in the industry for about 10 years; and decided to join AE just before the holidays at the end 2016. At the time, I knew what an FIA was, but had never written one. That first year we joined, we did a little over 1M in FIA business at the tail end of that year, it grew too shy of 5M the following with adding AUM to our practice. Those numbers began to grow slowly over the next few years, and we are proud to say that our annual annuity performance is near the 15M figure, our life insurance target premium continues to be in excess of six-figures annually, and our total AUM is just shy of the 100M mark. It would not be without the amazing partnership of Advisors Excel, specifically our teams on the annuity, life, and wealth management side, that we could have had such success! These relationships have grown a business established in rural IL that knew very little of the independent financial space, to a growing & thriving team with four locations. I can't thank you enough!"
Free Resource:
Top 10 Ways to Get Maximum Bang for Your Book
Codename: Checkmate
What she did:
Improved Agency Branding
“I continue to be thankful for AE and the ways that you help me grow. AE is my 3rd FMO and now knowing what I know, I would say that the other FMOs are not only in a lesser league, I am not sure they are even playing the same sport. That’s how I feel about how different my experience has been. The back office support that I got immediately from AE was like adding another set of employees right out the gate. Not only is the support we receive first rate, AE was quickly able to help me grow by making me aware of the “self-imposed limits” I had set for myself. You were quickly able to help show me what was possible which in itself has been invaluable for my growth.”
Codename: Guardians of the Galaxy
What he did:
Established a Drip Program on Leads
Free Resource:
Keeping Your Lead Embers Hot
Codename: Rainmaker
What he did:
Integrated Profitable Marketing
“When I came to AE in 2009, I had a singular focus, haphazard marketing and a business that, frankly, owned me. Since joining, I’ve learned not only how to systemize our processes and layer in predictable, profitable marketing, but how to build a business that truly works for me – the kind I’d always dreamt of owning.”
Where Do you Stand?
See how you stack up with other advisors.