From Stalled to Skyrocketing Discover Tony's Path to a New Stratosphere of Success.

Ever been the biggest fish in the pond? That may mean you’ve no longer got anyone to show you the way to the next breakthrough. Tony D. was stalled in this situation, until he found Advisors Excel.

THE CHALLENGE:

---

A Plateau in Progress

In 2019, Tony was one of the top producers within his FMO. The FMO and other advisors were looking to him for new ideas, but Tony was hitting a wall — unsure how to push beyond his current level of success.

“I really believed I would benefit from being around people who were bigger, more efficient and doing better than I was,” Tony said.

“ There's nobody that I've ever run into that has anywhere near the resources and programs for advisors like Advisors Excel has.

THE SOLUTION:

---

A Collaborative Powerhouse of Resources

Advisors Excel gave Tony the breakthrough he needed:

• •
  In-Depth Coaching: Helping Tony restructure his firm, build up his staff, and transition to a true CEO focusing on marketing, culture and strategic leadership.
• •
  Peer-to-Peer Mentoring: Modeling best practices from five top Advisors Excel firms, Tony found additional growth and efficiencies.
• •
  Seminar and Sales Training: Learning sales and storytelling techniques to help hook an audience and increase conversions.

“Having been at some other FMOs and having owned an FMO at one point, there’s nobody that I’ve ever run into that has anywhere near the resources and programs for advisors like Advisors Excel has,” Tony said.

“ I really love my life today, and I only see it getting better and better. And so much of that was from what I've learned from AE.

THE RESULTS:

---

A Transformation Story

Tony’s collaboration with Advisors Excel unlocked new milestones for him:

• •
  Unprecedented Growth: On pace to exceed 6x his 2019 production, Tony now leads a team of more than 30.
• •
  Freedom and Independence: As a single father of three, Tony’s created a schedule that allows him flexibility for travel and more time with his kids.

“I really love my life today, and I only see it getting better and better. And so much of that was from what I’ve learned from the coaching staff at AE and the great advisors in this community.”

Start Now: Your Path to New Levels of Success IS CLEAR

Tony’s story is more than inspirational — it shows what’s possible with the right partnership. Ready to experience your own transformation? Join Advisors Excel today, and start your journey from stalled to skyrocketing.