the game changer

Some play the game - others dominate it.

The game is about to change forever.

Advisors Excel Game Changer
what you'll take away
  • How to develop a fascinating brand to appeal to affluent prospects in your market
  • How to quickly attract and fully leverage local and national media coverage
  • How to leverage a powerful appointment process that resonates with million-dollar prospects time and time again
It’s the all-star game of financial services, and your name could be in the starting lineup. Join Advisors Excel, legendary Hall of Famer Don Yaeger, Publisher and Editor of SUCCESS magazine Darren Hardy, and four of the top advisors in the country for the Game Changer.

Visit for more information.

This Advisors Excel exclusive features four of our top producers – a group responsible for gathering over $244 million in total assets last year alone including Chris Hobart, Bob Grace, Rob Russell and Joel Johnson.

In the months and years to come, some will struggle to compete in the industry – while others absolutely dominate it.

At the Game Changer, we plan to show you why the game is about to change – FOREVER. Seating for this exclusive event is limited.

In this power-packed two-day event, these industry-leading producers will show you:

  • How to create a multi-producer practice generating millions in annual revenue without relying solely on one producer
  • How to design an unrivaled client experience – making it difficult for clients NOT to refer others to you
  • How to generate new business while having fun with non-invasive marketing opportunities
  • How to maximize your support staff to ensure your time is spent helping address your ideal clients' financial concerns

Learn more about our speakers

Chris Hobart

Chris Hobart is the CEO and founder of Hobart Financial Group in Charlotte, North Carolina and has worked extensively in the field of financial management since 2002.

Chris is a Registered Financial Consultant (RFC®), Investment Advisor Representative (IAR), and Chartered Senior Financial Planner (CSFP). He was acknowledged as one of the nation’s top independent financial advisors by leading industry publication, Senior Market Advisor Magazine, in 2008.

Chris will take you inside a practice that has skyrocketed from $9 million to over $48 million in annual assets gathered. A sole producer supported only by a few key staff, Chris spent the early portion of his career doing what many do: working harder and harder, grinding out additional hours each year to achieve results. Then, in 2009, he began employing a number of powerful systems, doubling his annuity production in under 12 months and tacking on over $200,000 in target premium life insurance in one month alone. He absolutely crushed it in 2012 with over $20.1M in annuity premium and $28.7M in new AUM, and he’s poised to make 2014 his best year yet.

Chris brings in-depth knowledge of how to effectively harness local and national media to reinforce your position as the go-to advisor in your given market. He has been a featured guest on CNBC, Fox Business and CBS and is a regular guest on WCNC’s “Charlotte Today.” He has been quoted in The Wall Street Journal, Reuters, The Associated Press, MSN Money, The Charlotte Observer, Men’s Health, Kiplinger, Market Watch, The Street, USA Today, The New York Times and Forbes Magazine among others, and he brings a wealth of experience in putting these outlets to work for you.

Bob Grace

Robert Grace is the founder and president of Grace Advisory Group in Fort Meyers, Florida, with over 40 years experience in the financial services industry. He is a Chartered Life Underwriter, Chartered Financial Consultant, Registered Financial Consultant, Certified Financial Educator, attorney, television and radio personality and author.

Bob joined Advisors Excel in 2008. Hovering around $16 million in annual annuity business and struggling to grow any further given his existing systems and practices, he really wanted to build a franchise model with associate producers. With Advisors Excel’s help, he has developed an enhanced business model with associate producers—completely skyrocketing his production. In fact, he became Advisors Excel’s #1 producer for two years in a row, writing over $42 million in 2011. In 2012, he advanced even further to $61 million in annuity premium. Bob now has six offices and eight associate producers within his franchise and wrote over $63 million in annuity premium business in 2013!

Rob Russell

Rob Russell began his career with a Fortune 500 company by building and developing some of the most cutting–edge, multi-million dollar financial systems in use today.

If you’ve ever used the web to search for the lowest gas prices at your local convenience store or used some form of loyalty reward card, chances are Rob had a hand in that technology. However, Rob wanted to focus his career on making a positive difference in others’ lives, and in 2003, he co-founded Russell & Company with his father, Ron Russell. The results ever since have been astounding. Russell & Company wrapped up 2013 with over $57 million in combined annuity and securities business and has cemented their position as one of the most elite financial services firms throughout the Great Lakes region.

Rob is a frequent contributor to FOX Business, CNBC and The Wall Street Journal. His TV appearances have also been broadcasted internationally in over 60 different countries. Locally, he co-hosts a live weekly radio show with Curv Miller on News Talk Radio WHIO 1290AM and 95.7FM.His much anticipated book, Retirement Rescue, was released with rave reviews in late 2012.

Skilled in many facets of the game, Rob’s greatest talent may be his knack for quickly establishing and deepening relationships with ideal clients. Russell & Company’s attention to detail in this regard is second to none, and the proof is in the fact that the vast majority of the new business they generate is from existing clients – by way of cross-selling opportunities and personal introductions.

Joel Johnson

Joel Johnson is the founder of Johnson Brunetti – an elite retirement planning firm serving retirees, families and small business owners throughout Connecticut.

Joel entered the financial services industry as a stock broker in 1989 with a regional Wall Street firm located in Florida. By 1993, he had added comprehensive insurance planning to his practice, and in 2002, he earned his Certified Financial Planner designation. Joel has worked in the both the Wall Street brokerage sales model as well as the Insurance Agency sales model, and in 2003, he began training for a large Met Life agency, teaching estate, tax and business planning. In 2004, seeking the freedom that comes with true independence, Joel founded an independent practice, marketing primarily through seminars. Joel has a comprehensive and well-rounded approach to understanding and meeting client needs. He is a Certified Financial Planner® and Investment Advisor Representative holding Series 6, 7, 63 and 65 licenses and is a constant student of financial markets, products and strategies. His knowledge is both diverse and deep and greatly appreciated by his clients and the media throughout his region.

the game changer
It's the All-Star Game of Financial Services

For financial professional use only – not intended for use by the general public.