David S. | AE Advisor since 2020

A pivotal plus for You and Your Business

From our four core departments to our unmatched support, Advisors Excel helps good financial advisors become great business owners. We’re not your typical IMO. We’re your IMO+.

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Big Impact

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Experience Unrivaled

Founders Cody Foster and David Callanan created Advisors Excel for one purpose: your success. It’s literally our name. In fact, it’s our mission to help you build a better business.

Compounding interest

The Adds Up

We are invested in you. Every piece of our company was purpose-built to meet an advisor need, and we proactively seek ways to add more value to your business.

You deserve the same commitment, transparency, innovative spirit and passion you provide your clients.

You deserve more from your IMO.

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  • High Net Worth Strategies
  • Custom Case Design
  • Business Protection
  • Award-Winning Creative
  • State-of-the-Art TV Studio
  • Life Insurance Expertise
  • Medicare Solutions
  • Top 50 RIA (#32 in FA Mag for 2024)
  • Recurring Revenue Strategies
  • Custom Integrated CRM
  • Back Office Powerhouse
  • Elite Coaching
  • Community of Growth-Minded Advisors
  • Lead Conversion Expertise
  • Marketing Experts
  • Advisor Masterminds
  • Branding and Marketing Gurus
  • Digital Marketing
  • Proven Path designed for you
  • TV+Radio+PR+Books+Digital
  • Lead Generators
  • Exclusive Products
  • Succession Strategies
  • More Freedom
  • Proven ROI
  • Industry-Leading Events
  • All with No Private Equity Strings
  • High Net Worth Strategies
  • Custom Case Design
  • Business Protection
  • Award-Winning Creative
  • State-of-the-Art TV Studio
  • Life Insurance Expertise
  • Medicare Solutions
  • Top 50 RIA (#32 in FA Mag for 2024)
  • Recurring Revenue Strategies
  • Custom Integrated CRM
  • Back Office Powerhouse
  • Elite Coaching
  • Community of Growth-Minded Advisors
  • Lead Conversion Expertise
  • Marketing Experts

What an IMO should be

(+ a little extra)
FEARLESS. ADVENTUROUS. TENACIOUS.
About Us

Our Core divisions

Empower your financial practice with unrivaled partnership and proven strategies. From annuities to IT, our experienced teams deliver comprehensive solutions to elevate your business.

Annuities

Helping your clients build amazing retirements is your No. 1 priority, and annuities are an ideal foundation for many situations. It’s difficult to build, however, without the right tools and blueprints. Our Annuities team partners with a wide range of carriers to help you tailor your recommendations to your clients’ unique needs. Get ready to take advantage of advisor-tested and relentlessly vetted solutions and strategies. Plus, we’ve got an experienced team to coach you every step of the way.

Wealth Management

AE Wealth Management provides Registered Investment Advisers and Investment Adviser Representatives with a full suite of investing solutions and a full-service asset management platform. From individual product offerings to pre-designed models, you’ll gain access to the tools and resources you need to build portfolios that move your clients closer to their goals, while maintaining the flexibility to manage money the way you want. We provide marketing, operations, technology and portfolio management support so you can take your business to the next level.

Life Insurance

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!

Medicare Solutions

Are you missing out on Medicare opportunities or unsure how to help your clients and prospects navigate the Medicare maze? AE Medicare Solutions can help you stand out from the competition by addressing retirees’ most common health concerns as they approach age 65 and beyond. We’ll help you master Medicare (Supplements and Advantage plans) so you can help ease your clients’ health care concerns and elevate your business. Adding Medicare solutions to your practice can help you generate new leads, create residual income and find opportunities to cross-sell other financial products.

Creative Services

This award-winning group of more than 125 professionals includes writers, editors, graphic designers, photographers, videographers, digital specialists, producers, broadcasters, project managers and more. Whether you need to rebrand your business, revamp your website, write a book, produce a radio or TV show, secure digital leads, expand your PR footprint, create an event invitation and more, AE Creative is here to help take your marketing to the next level. It’s like having your own personal creative agency on call.

IT/Advisors Tech

From project management and IT consulting to complete IT outsourcing options, remote device assistance and email hosting services, our skilled professionals serve as a seamless extension of your team. We ensure your technology operations are secure, optimized and predictable — with the utmost in network reliability, service and expertise. Our comprehensive, flexible managed-services solution provides you with the benefits of an internal IT department — for a fraction of the cost to staff one yourself.

Compliance

Navigating the complexities of regulatory compliance can be challenging. From regulatory adherence and risk management to audit support and policy development, our seasoned professionals work hand in hand with your team. We can help ensure that your advertising materials and business operations align with industry standards and compliance requirements — maintaining the highest levels of integrity, accuracy and credibility. Trust our comprehensive, adaptable compliance services to provide you with the advantages of a dedicated compliance department without the overhead costs of maintaining one in-house.

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ANNUITIES

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LIFE
INSURANCE

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WEALTH
MANAGEMENT

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MEDICARE
SOLUTIONS

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CREATIVE
SERVICES

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IT/ADVISORS
TECH

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COMPLIANCE

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Ready to Partner with the Best?

Take our 5-minute quiz to start putting the + on your side and start building the business of your dreams. Or call 866.363.9595 and ask for a VP of Advisor Development to learn more.

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