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From Hustle to Happiness Discover how George and Stacia W. Doubled their business and found work-life balance
The Point
George and Stacia W. significantly improved their business and found work-life balance by partnering with Advisors Excel.
Feel like you’re constantly grinding but not getting results? It’s time for a change. George and Stacia W. found a new way with Advisors Excel.
THE CHALLENGE:
Overwhelmed and Directionless
Before joining Advisors Excel in 2020, George and Stacia W. were caught in an exhausting cycle of 80-90 events per year, leaving little time for themselves or their five children. They needed a new approach, one that offered clear direction and a better work-life balance.
“We didn’t have a business; we had a hustle,” said Stacia W. “Advisors Excel planted the seed of, ‘You don’t have to live your lives like this.’”
“ We didn't have a business; we had a hustle. Advisors Excel planted the seed of, ‘You don't have to live your lives like this.'
THE SOLUTION:
Comprehensive Guidance and Proven Strategies
To break free from their grueling routine of seminars and workshops, AE provided a comprehensive blueprint for success designed to guide them to the production goals they desired. This included:
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Business Coaching: Monthly coaching calls and tailored strategies to streamline their business operations and revamp their sales process.
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Efficient Team Building: Elevated Marketing: Strategies and a timeline to implement PR, digital marketing, radio, TV and their first book.
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Transition Support: Guidance through their shift to a dually licensed firm.
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Ideas from elite AE advisors: Advice and insights from other like-minded advisors through AE events and one-on-one coaching.
Most importantly, they had a full team ready to find custom solutions when the going got tough.
“The AE team allowed for input when we called. If it wasn’t for that, I feel like it would have been a lot longer process,” George W. said.
“ The AE plan is a constant reminder of how far we've come and how much further we have to go. And honestly, the sky's the limit.
THE RESULTS:
Doubling Production and Enjoying Life
Today, George and Stacia W. have a business that is producing twice as much as 2020. They have time to enjoy their kids and all sorts of weekend family activities. And their client and prospect events are now enjoyable, not exhausting — events like Wine & Wisdom and a women’s-only Social Sisterhood experience.
In short, they have a proven path toward their dreams.
“To know where you’re going, you’ve got to know where you’ve been. The AE plan is a constant reminder of how far we’ve come and how much further we have to go. And honestly, the sky’s the limit,” Stacia W. said.
Transform Your Practice Today
Are you ready to elevate your financial practice and enjoy a better work-life balance? Don’t wait. Join the Advisors Excel community today and start your journey to success.