Our Success Story
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our success story

We know what it takes to start and build a business – we’re entrepreneurs just like you. We started Advisors Excel with every penny to our name - $135,000. Everyone in the industry told us we were crazy
"Joining Advisors Excel has been the best thing that has happened to my family and me. Without everyone's help at Advisor's Excel, we aren't where we are today. You guys are the best!"

New Jersey

john

and that we’d never make it. Even with our background and more than 26 years of combined experience, no company would give us a national contract.

This just made us work harder and smarter. We were determined to succeed, and we believed in what we were trying to build.

Today, we’ve brought together the most successful advisors in the country and have transformed the way marketing organizations do business and how the industry as a whole is viewed. It’s a win-win for both of us. The more business you do, the more business we do.



Paid Production By Year:
2005: $45 Million (64 advisors)
2006: $143 Million (159 advisors)
2007: $353 Million (423 advisors)
2008: $964 Million (837 advisors)
2009: $1.47 Billion (904 advisors)
2010: $2.06 Billion (1,229 advisors)

By the Numbers in 2010:
Top Agent Production: $43.1 million
Top 10 Agents Average: $24.2 million (individually)
Top 20 Agents Average: $19.8 million (individually)
Top 25 Agents Average: $18 million (individually)
Top 50 Agents Average: $13.1 million (individually)
Top 100 Agents Average: $9.6 million (individually)

Read a recent email from one of our advisors:
"I just wanted to drop you guys a quick note of appreciation. I’ve only been working with Advisors Excel since April, but you already are making a very positive impact on my business. I’ve lost count of how many FMO’s that I have used during my career, but I know that none of them ever created any value for me. I worked with them simply because it was the only way I could write fixed business. Your company is the first FMO to actually give me new ideas that I am able to use with my clients. 

The SIPS strategy has totally transformed by business. With Brad Lindstrom’s help, I used SIPS with three clients in the last month for a total of about $1,000,000 in submitted annuity premium. I know this business would not have gotten written without SIPS. Brad and I are currently working on two more SIPS cases for another $1,000,000 of premium.

Luke Waller has helped me get excited about a topic that I never really considered before; life insurance. Luke is teaching me how to attach a LTC rider to life insurance. Like SIPS, I believe this idea will change my business in a very positive way. I’ve talked to a handful of clients in theory about this subject, and they all were very interested in it. I plan on rolling this strategy out to my whole client base soon, and I anticipate it will result in a great deal of life insurance sales.

I’ve also been working with Courtney Cook who has done a great job in designing marketing material for me that is head and shoulders above what I have been using in the past.

You guys have a first class organization and you should be very proud of what you have created.  Everybody that I have  dealt with at your company has always treated me with the upmost respect and courtesy.  I look forward to a long and mutually beneficial relationship together."
Chris, Pennsylvania


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Our Success Story
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