Advisors Excel
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We help financial advisors find more freedom, growth & fun. An Unrivaled Partner: Your IMO+. An Unrivaled Partner, we’re your IMO+. Join us.
Advisors Excel helps transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun. Since our founding around a kitchen table in 2005, we’ve reimagined the Independent Marketing Organization’s role in our industry, providing comprehensive support and services and an unparalleled peer network. We help the country’s most elite financial professionals help their clients have amazing retirements and create financial legacies. Whether you need a business coach, marketing agency, IT support, operational assistance, case design, product support, or compliance officers, AE provides comprehensive solutions designed to add value to your business. Expect More
At Advisors Excel, we're not just an IMO. We’re an Unrivaled Partner and home to a community of growth-minded advisors. Experience the difference of an IMO+ and see how we can help you grow, thrive and succeed.
A 10-year goal can feel pretty far removed from what your team is doing on a Monday morning.
At our Surge event, Bob Horne shared how his team connects the two by breaking a (B)ig (H)airy (A)udacious (G)oal down into three-year, annual and quarterly priorities, then checking progress every single week.
In our latest YouTube video, we’re breaking down Bob’s approach to meeting rhythms, accountability and turning long-term goals into action.
Watch now at the link below!
You can help a client build the perfect retirement plan on paper. But have you asked them what they’re actually retiring to?
Morgan Housel makes the case that preparing for retirement shouldn’t stop at getting the numbers right.
For advisors, that means the conversation can’t only be about income, assets and withdrawal rates. Ask about purpose.
What will fill their days?
What are they excited to do?
What will give them something to work toward?
Because funding retirement is only part of preparing someone to live it.
In the latest Business of Advice, bestselling author of The Psychology of Money, Same as Ever and The Art of Spending Money, Morgan Housel shares how advisors can think beyond the math, better understand the behaviors driving clients’ decisions and help them go from a lifetime of saving to actually enjoying what they’ve built.
Click the link for the full episode.
09/28/2026
Our latest rock star of the month is… Brandi! ✨
Brandi creates the ultimate experience for our advisors, even when the circumstances are anything but easy.
While helping an advisor navigate two particularly challenging cases, Brandi remained patient, responsive, and focused on finding a path forward. Her support made such an impact that the advisor reached out specifically to make sure Brandi received the recognition she deserved.
Even better? This wasn’t the first time. The advisor remembered Brandi helping her through another difficult case months earlier, saying, “You were incredibly helpful then and again now.”
Brandi consistently turns frustrating situations into opportunities to build trust, strengthen relationships, and make our advisors feel supported.
Brandi, you’re a rockstar. 👏
09/25/2026
You spend your days helping clients build wealth. Sahil Bloom is going to challenge how you think about the word entirely.
The New York Times bestselling author of The 5 Types of Wealth is bringing his perspective on time, relationships, health, purpose and financial wealth to World Series of Success 2027.
Because success is about more than what shows up on a balance sheet.
Sahil Bloom. Built Different.
09/24/2026
One of the biggest themes we talk about with advisors is building processes BEFORE growth makes you wish you had them.
Your calendar is a great example.
Bob Horne went from taking client meetings whenever they fit to creating designated client-facing days, specific appointment times and protected days to work on the business.
The result wasn't just a cleaner calendar. His time became more intentional. And he had room to actually lead and grow the business.
In our latest YouTube video Bob breaks down how separating client-facing days from non-client-facing days changed the way he runs his practice and, in his words, “gave him his life back.”
Link in comments! 🔗
Your clients don’t care about everything you do. They care about whether you can solve their problem.
Business Educator + Author joined us at The Journey and broke down why financial advisors need to simplify their message and make the client’s problem the focus.
Built Different calls for a different kind of lineup.
Three speakers. Three perspectives. One World Series of Success.
More info coming soon. 🔜
“Don’t just put it in a notebook, stick it in your drawer and forget about it.”
Megan Jones brought a ton of value to The Journey stage. Her challenge for the advisors in the room? Take what you learn and actually put it work.
Want to see more from The Journey? Comment JOURNEY for the full recap.
09/17/2026
📣 Exciting Announcement! 📣
We are excited to welcome Jed Pedersen to our team as VP of Distribution Partnership Network!
With more than 20 years of experience in financial services, Jed brings a strong background in wholesaling, business development, and national accounts in a wide variety of financial services and retirement solutions.
Throughout his career, Jed has focused on helping financial professionals identify the right tools, resources, and technology to better serve their clients and grow their businesses. In his new role, he’ll bring that experience to building strong partnerships across our Broker Dealer and Financial Institutions partnered distribution.
Outside of work, Jed enjoys traveling, spending time outdoors with his family and giving back to his community. He currently serves as Incoming President with Ronald McDonald House Charities of Central Iowa and volunteers with several local organizations.
Please join us in welcoming Jed to Advisors Excel!
09/16/2026
Ready for an exciting journey with a fun, dynamic company that thrives on innovation and collaboration?
We’re looking for top talent to join our award-winning team!
In our operational departments you’ll learn the ins and outs of retirement products, assist our clients with processing new business and following up on pending applications.
Apply today for our New Business Coordinator & Annuity Operations Associate roles.
https://careers.advisorsexcel.com/
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2950 SW McClure Road
Topeka, KS
66614
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| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
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