the journey

Take your practice to new heights

The Journey starts here

Advisors Excel Journey
Our Journey events are among our best attended, most eagerly anticipated events of the year. And why wouldn’t they be? They offer significant a tremendous opportunity to network with other top financial professionals as well as premier training on how to better serve your valued clients!

In March of 2015, we returned to the Lone Star State for the next leg of The Journey in Dallas. Over the course of this three-day event, producers found themselves immersed in time-tested techniques and strategies they can leverage to improve their own practices.

The hosts for The Journey: Dallas were Scott Cramer and Tom Rauchegger of Cramer and Rauchegger, Inc. and Steve Holland of The Holland Group – all of Florida. We got right to the core of two practices whose business have erupted over the past five years, growing over 200 percent and more than 400 percent respectively because of the caliber of support and service they offer their clientele.

Attendees also had the opportunity to participate in two pre-conference trainings from the AE Life Insurance Team and Global Financial Private Capital!

Our next Journey event is slated for October 7-9 in Salt Lake City, so be sure to ask your VP of Marketing how you can take part in this popular event! 

Licensed insurance producers attending The Journey will take away a number of valuable concepts and strategies. However, many of the topics covered may be appropriate only for those producers that are also registered to offer investment advice and/or that possess specific qualifications or designations. The Journey is designed to provide general information only on the topics covered. Producers are ultimately responsible for the implementation and use of this information.

The unique experiences and relative success of The Journey presenters may not be representative of the experience of all financial professionals. Results from the use of the concepts and strategies shared at The Journey are no guarantee of your future success.

AE02158004 For financial professional use only. Not to be used with the general public or in a sales situation.

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the Journey
Learn the techniques advisors have used to achieve incredible success



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