Advisors Excel

Advisors Excel

Financial Services

Topeka, KS 10,433 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

    10,433 followers

    The more you know 💫 Our media buying team is the behind the scenes team ensuring you have the best possible placement at the best possible time for your radio and TV shows. They know your business and help ensure that the campaigns you are running are effective and boost your brand awareness and help find you leads SO you can focus on your business and serving your clients. #mediabuying #mediabuyer #financialadvisor

  • View organization page for Advisors Excel, graphic

    10,433 followers

    WOAH! Those are some big numbers. 🤯 Take a look at what a year in the life of our AE Media team is like. We love helping advisors expand their marketing footprint and our team works tirelessly to provide top-notch services. We are proud to share some impressive statistics that truly showcase the hard work and commitment of our team to help advisors become great business owners.

  • View organization page for Advisors Excel, graphic

    10,433 followers

    The tonight show with AE Media 🎙️ Our radio production team consists of radio producers and radio hosts who ensure you have polished and professional radio shows. Our team has spent a decade serving financial advisors! So, we not only know all the ins and outs of radio production, but we also know the content that connects best with your target audience. Check out the other reasons why working with our team is the best (and helps make you a better business owner!) ✨

  • View organization page for Advisors Excel, graphic

    10,433 followers

    The AE Media team is taking over AE's social channels this week in celebration of our 10th anniversary! It's been such an incredible decade of working with the best advisors in the business. What started as a 5 person team helping with radio shows has grown into a 60+ person team helping from everything from Radio, TV, PR, Books, Media Buying, and Digital Marketing. Take a quick look at the last decade of AE Media 👇

  • View organization page for Advisors Excel, graphic

    10,433 followers

    Congratulations to our May rock star of the month… CAMDEN 🤘 Camden is a Video Producer on our team and he recently went the extra mile in adding an extra touch to create a heartwarming video for an advisor’s charity event. He quickly organized and thought on his feet so he could meet the deadline but not compromise on exceptional quality. And the end result was an impactful video that left a lasting impression! Thank you Camden for creating the ultimate advisor experience. 🎸

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  • View organization page for Advisors Excel, graphic

    10,433 followers

    For the third year in a row, members of our team and advisors we work with across the country are taking on 29029 to raise money for The Jones Project. The Jones Project provides free motivational keynote presentations to Kansas secondary students. They offer actionable steps to students who are struggling, while emphasizing the importance of specific mental health interventions already in place at schools. We have over 30 hikers who will take on the incredible challenge of repeatedly summiting mountains across the Northern Hemisphere, with 36 hours to cover the vertical gain of Mt. Everest. Their goal is to raise $25,000 for The Jones Project. The first group of hikers is taking on the Sun Valley ski mountain in a little over one week! Help support them in their goal by donating here: https://lnkd.in/gfGyR-Zd

  • View organization page for Advisors Excel, graphic

    10,433 followers

    We have been busy wrapping up the school year with some of our Topeka community partners! 📸✨ ⭐️ Our AE mentors and mentees at Ross Elementary and Highland Park High School enjoyed lunch and games together. ⭐️ We hosted our annual AE Barnyard event with 275 Pre-K students from Sheldon Head Start and Pine Ridge Prep ⭐️ Adult Day Services clients from Capper Foundation toured our AE Media Studio Capper Foundation Topeka Public Schools Highland Park High School Sheldon Child Development Center Head Start

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  • View organization page for Advisors Excel, graphic

    10,433 followers

    We have been busy wrapping up the school early with some of our Topeka community partners! 📸✨ ⭐️ Our AE mentors and mentees at Ross Elementary and Highland Park High School enjoyed lunch and games together. ⭐️ We hosted our annual AE Barnyard event with 275 Pre-K students from Sheldon Head Start and Pine Ridge Prep ⭐️ Adult Day Services clients from Capper Foundation toured our AE Media Studio

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  • View organization page for Advisors Excel, graphic

    10,433 followers

    We’re taught in sales to never discuss two things: religion or politics. But, if you’re a financial advisor, failing to cover the implications of the latter with your clients could prove perilous. Jeff Bush, principal of nonpartisan group The Washington Update and a former 30-plus-year financial professional, joins our Co-Founder, Cody Foster, on his Business of Advice podcast to discuss how the upcoming presidential election might affect retirements and the world of financial planning. #presidentialelection2024 #taxes #retirementplanning

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