Advisors Excel

Advisors Excel is a leading independent marketing organization (IMO) headquartered in Topeka, Kansas. Established in 2005, the company is dedicated to empowering financial professionals by providing a comprehensive suite of services designed to enhance their practices and support their clients' financial well-being.

The firm's offerings encompass a wide range of financial products and services, including annuities, life insurance, Medicare supplements, and investment solutions. By integrating these diverse products onto a single platform, Advisors Excel enables financial advisors to deliver holistic and tailored strategies to their clients.

Services and Support

Beyond product offerings, Advisors Excel provides extensive support to financial professionals through various channels:

• Marketing and Branding: Comprehensive marketing support, including branding, advertising, and lead generation, to help advisors effectively reach and engage their target audiences.
• Coaching and Training: Programs aimed at enhancing advisors' skills in sales techniques, business development, and client relationship management.
• Technology Solutions: Technology platforms that streamline business operations, case design, and business processing, enabling advisors to focus more on client interactions and less on administrative tasks.

Company Size and Growth

The company has experienced significant growth since its inception, with an estimated annual revenue of $213.3 million and a workforce of approximately 1,172 employees. This growth reflects the increasing demand for comprehensive support services among independent financial professionals.

Company Culture

Advisors Excel's commitment to its advisors is evident in its company culture. The firm has been recognized as a Great Place to Work®, with 93% of employees affirming the positive work environment. This culture fosters collaboration, innovation, and a shared commitment to client success.

Locations

Advisors Excel is headquartered in Topeka, KS, USA.

Summary

In summary, Advisors Excel stands out as a pivotal partner for independent financial professionals, offering a robust platform of products, services, and support designed to enhance business growth and client satisfaction.

Its holistic approach and dedication to advisor success have solidified its position as a leader in the financial services industry.