Advisors Excel

posing with the BEST resources for financial advisors, like men pose with fish. 🐠🐟 we could fill a boat with all the fin-tastic resources we have to help financial advisors be better business owners.⛵️ these resources are filled the tried-and-true strategies used by some of the nation’s top financial advisors to help take your business to the next level. learn more 👉 www.advisorsexcel.com

Employees using AI had a 40% increase in quality of work, they got the work done 25% more quickly, and completed 12.2% more tasks on average according to a Harvard study. As AI technology advances, business leaders are contemplating how to integrate it effectively into their operations. 🤔 We are so glad Cody Foster brought Geoff Woods back on his Business of Advice podcast to talk about out how your business can harness AI to maintain a competitive edge. In the episode, Geoff also shares with Cody: • The future of AI in business • The dangers and risks of AI to keep in mind • The core “ingredients” to proper AI prompt writing This episode is a must listen for leaders! (full episode 🔗 in comments)

At AE Life, we can simplify life insurance for you. Our goal is to help your clients achieve great retirements by improving their finances AND boost your revenue. Life insurance offers tax-free death benefits, cash accumulation potential, legacy planning potential and tax diversification. It can also help address long-term care needs often overlooked in retirement planning. We can show you how to seamlessly incorporate the life insurance conversation into your planning process. Let our dedicated team help you get the most out of life! *It's important to keep in mind that policy loans and withdrawals will reduce policy cash values and death benefits and could cause the policy to lapse or require additional premium payments to keep the policy in force. This assumes the policy is not a modified endowment contract.* #LifeInsuranceAwarenessMonth

We had another unforgettable Journey in Scottsdale, Arizona at The Westin Kierland Resort & Spa! A few highlights: ✨ Brett, Clifton, & Chad sharing tons of takeaways as they took a DEEP dive into their practices during our Thursday breakout sessions. 🎤 Joey Coleman sharing with us, not one, but TWO keynotes on how to retain clients AND employees. 🏈 Thursday night at DraftKings Inc. Scottsdale watching the Chiefs beat the Ravens We know we say this every year, but we think this was the best Journey yet!

Are you providing enough context for your team to truly understand your core values? 🤔 Chris Ronzio, founder of Trainual, joined Cody Foster on his Business of Advice podcast and shared the three key steps his team used to build and develop their core values. This clip shares step 2️⃣ During the episode they also dive into scaling challenges, updating processes, delegation, and more. Full episode link can be found in the comments! 🔗

We are beyond thrilled to share that our Chief Compliance Officer, Shawn Scholz, CSCP, has been named to the Financial Services Institute (FSI) Circle of Excellence. The FSI Advocacy Circle of Excellence recognizes FSI members who are top advocates for the independent financial services industry, demonstrating outstanding commitment to advancing the advocacy priorities. While we have known Shawn is a rock star when it comes to advocating for the financial advisors we get to work with, we are so proud and excited to see him recognized by the FSI. Join us in congratulating Shawn for this recognition and all of his incredible work for our industry!

when Cody Foster let's GenZ design our social media graphics. comment ur fav. 💅 But for real, go read the latest issue of the AE Insider that is centered on Operations. You’ll learn how to transform client experiences, harness the power of rebranding, optimize metrics for growth AND SO MUCH MORE! Prepare to have your flabbers fully gasted by this issue of the AE WINsider.

9.11.2001 a day we will #NeverForget. Today we remember the nearly 3,000 people who lost their lives in the 9/11 attacks 23 years ago. We pay tribute to the fallen heroes, and we thank those who served and who continue to serve our nation.

Attn: Washburn University Students! Blythe Landon & Taylor Breese are currently at the Washburn University career fair! They are excited to meet you and share information on the variety of career opportunities we have at Advisors Excel. Swing by, say hi, grab some swag, and learn about AE!

You better not decline this call. Registration is officially open for our most epic WSOS yet. For 20 years, we’ve been at the forefront of the financial advisory world, pioneering change and setting new standards- and we couldn’t have done any of it without you. This event is a tribute to the moments that have defined our community, a celebration of all we have accomplished together and a rallying cry to continue pushing excellence and innovation. We are thrilled to bring this monumental event to our own backyard this year, Kansas City! 🏙️