Founders of Advisors Excel

The three "amigos" that started the fastest growing FMO ever.

Cody Foster
Get to know Cody

David Callanan
Get to know David

Derek Thompson
Get to know Derek

In 2004, after working in the industry for several years (and even doing our own personal production for a period of time) we felt producers deserved more. At dinner one evening, we started thinking out loud about what an ideal IMO would be able to provide.

We came up with four basic criteria that we believe an independent advisor needs and deserves in an IMO:

  1. Incredible service and support for every aspect of the business
  2. The ability to learn from producers who are more successful
  3. The best methods for getting new prospects and closing those prospects
  4. Integrity—delivering on every promise made
AE Founders
We started this business with every penny to our name--$135,000.

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