
Meet Advisors Excel
We work with the best advisors, the best companies and have the best employees. We’re committed to leading the industry in education, training and cutting edge planning strategies.
FASTEST GROWING MARKETING
ORGANIZATION EVER.
2005 – $45 million
2006 – $143 million
2007 – $353 million
2008 - $964 million
THE FINEST COLLECTION OF
ADVISORS IN THE COUNTRY.
2008 Production:
Top Individual Advisor - $33 million
Top 10 Advisor Averaged - $16.8 million
Top 25 Advisor Averaged - $10.6 million
OUR VISION:
To create a marketing organization unlike any other.
OUR MISSION:
To truly help our advisors grow their production every year.
OUR FOCUS:
Our advisors – they are the true “SUPER HEROES” of our company. They are the key success drivers in our business. We know that our success is based on your success.
OUR PROMISE:
Make our advisors our #1 priority. We provide the resources, tips and tools to our advisors so they can grow their businesses.
• Proven prospecting systems and training
• Personal coaches and mentors
• Unmatched profit sharing
• Marketing reimbursements
• Impressive business and incentive trips
FOR THE SECOND YEAR IN A ROW, ADVISORS EXCEL WON ALL THREE SENIOR
MARKET ADVISOR READERS’ CHOICE AWARDS!
Best Direct Mail Program
Best Selling System
Best Seminar Program
What started as a simple mission, to create a marketing organization unlike any other, has come to fruition in under four years. By an
unrelenting focus on our clients, our advisors, we have become the fastest growing marketing
organization ever. But the best is yet to come!
One of the ways our advisors have significantly grown their production is by focusing on unique IRA strategies. Nobody can teach advisors unique IRA strategies better than Mike Reese, a platform speaker at our IRA College and a million
dollar producer.
Visit Advisors Excel: www.advisorsexcel.com