Advisors Excel

We help financial advisors find more freedom, more growth & more fun. We’re your Unrivaled Partner: Your IMO+.

[Advisors Excel @advisorsexcel]

We help transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun.

We’re not your typical IMO. We’re your IMO+.

[TrueShares ETFs @TrueShares]

New Episode: Off the Charts! In this episode, CEO Mike Loukas is joined by Kevin Thornton, Head of Sales at @AdvisorsExcel for a discussion on the dynamic world of financial advising and insights on market trends.
Watch here: https://t.co/V3584vrfIp

[cody foster @codygfoster]

This was a conversation I had been looking forward to for a long time & it didn’t disappoint. @SahilBloom book “5 types of wealth” is one of best I’ve read in years. We dive into principles during this podcast https://t.co/AFmfqhvM6b

[Topeka Public Schools @TPS_501]

Today, students from our four high schools joined seven other area schools at the @advisorsexcel "Real World" event, where they gained hands-on experience preparing for life after graduation. 💼

Students were able to sharpen their interviewing skills, practice resume building, and connect with AE staff who introduced them to career opportunities in the financial services industry, giving them practical tools and real insight into their future paths. #WeAreTPS #RealWorld #AdvisorsExcel

[Advisors Excel @advisorsexcel]

Full video: https://t.co/LSb0IpkjVo

[Advisors Excel @advisorsexcel]

Industry jargon and vague explanations create distance 👉 not decisions.

Keep 👏 It 👏 Simple 👏

Walk a teenager through what you do and how you do it.

If at any point they seem lost or confused this is a good opportunity to double back and simplify the explanation.

[cody foster @codygfoster]

Tomorrow is going to be an awesome day for @wusports with both basketball teams being part of a live broadcast on @wibw
Would be awesome to see Lee Arena sold out for the live broadcast. Go support them! Both teams are a ton of fun to watch!
https://t.co/Bj2SS0qInD

[Advisors Excel @advisorsexcel]

A few of our favorite moments from the CEO Track 💼✨

Big thanks to Mauro, Fabian & Sebastian for challenging our advisors to think like owners, lead with clarity & build businesses designed for exponential growth.

[Advisors Excel @advisorsexcel]

A few of our favorite moments from the Scale Track 🚀

Big thanks to Carrie, Kendall & Phil for showing our advisors how to build stronger leaders, empowered teams & businesses that last.

[Advisors Excel @advisorsexcel]

A few of our favorite moments from the Optimize Track ✨

Big thanks to Ted + team for helping our advisors cut the noise, find clarity, and streamline their practices.

[Advisors Excel @advisorsexcel]

Our newest 🌟 Rock Star of the Month 🌟 is Lauren!

From her very first week on the events team, she brought energy, fresh ideas, and a passion for giving back. Her enthusiasm and dedication are already making a big impact. You rock, Lauren! 👏

[Advisors Excel @advisorsexcel]

90% believe in momentum.
Less than 25% talk about it.
Lose it… and 75% of your people might leave.

@DonYaeger and Gen. Bernie Banks explain to @codygfoster on the @bizofadvice podcast how to keep momentum alive → https://t.co/6JEVZcI5At

[Advisors Excel @advisorsexcel]

Our rock star of the month is… HALEY! 🌟 She’s transformed AE Wealth’s new hire process, making complex logistics look effortless while leveling up training through feedback, coaching & collaboration. You rock, Haley! 👏

[Advisors Excel @advisorsexcel]

What you do from 4 to 5 on a Friday could be game-changing for your business 📈

[cody foster @codygfoster]

Such an awesome addition to our annual Advisor Summit at @advisorsexcel that Matt came up with. Holding a session for our advisors kids to share what it takes to be successful! #AERisingStars

[cody foster @codygfoster]

After 100 episodes of @bizofadvice we took a little break to think through some new ideas that I hope add more value to all. But we will be coming back strong on July 4th & you won’t want to miss it! 🇺🇸

[Damon Parker @JonesProjectKS]

Woke up today full of gratitude. The 3rd Annual AE/TJP Golf Tournament reminded me how powerful community can be. HUGE thanks to @advisorsexcel, our committee (Blake, Jenny, Nate, Leslie, Dawson, Tim), all the volunteers, sponsors, & bidders. TJP could not exist without you!

[Advisors Excel @advisorsexcel]

This Memorial Day, we honor those who gave all.

We’re grateful to have worked with groups like Folds of Honor, the USO, and Camp Southern Ground—each reminding us of the deep sacrifice military families endure.

We remember. We honor.

[Matt Neuman @mattyneu]

Wed lunchtime reading @nvidia @advisorsexcel

[cody foster @codygfoster]

Being a small business owner is hard. 83% of small biz owners live paycheck to paycheck

It doesn’t have to be that way. Every biz owner should read Profit First by @MikeMichalowicz

He’s a great resource for our advisors. Growth should lead to more money, freedom or time!

[Advisors Excel @advisorsexcel]

Our newest product for financial advisors... Advisors Excelerate!

The best green drink to enter the market, providing:

⭐ Stress reduction
⭐ Endless energy
⭐ and Market mastery
& 100s of other benefits!

Purchase at this link 👉 https://t.co/w5CTmiVj2r