From Status Quo to Grow, Grow, Grow Discover how Wes W. turned a good business into a powerhouse of growth 

Ever feel like you’ve reached a fork in the road? You can keep doing the same thing – getting good results – or take a risk and potentially create something even better.
 
That’s where Wes W. was before he joined Advisors Excel.

THE CHALLENGE:

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Stuck in a Good Place

By 2021, Wes was facing a dilemma. He’d been running a highly successful solo practice for 15 years and was one of the top producers in his IMO year after year. He had built a business that provided well for himself and his family, but he knew he could do more – he just didn’t know how.

“ Some of the speakers I adored reading about – like the John Maxwell’s and Dan Martel’s of the world – now they’re on a stage 25 feet away from me, and I can go up and shake their hand.

THE SOLUTION:

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From Advisor to Visionary

Advisors Excel provided Wes with a whole new support system:

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  Mentorship: Access to real-world examples of how other top advisors scaled their businesses.
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  Branded, Teachable Sales Process: Empowering his team to replicate his consulting excellence with clients.
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  Robust Marketing Solutions: Guidance on optimizing key marketing channels, especially TV.
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  Team Building: Advice on organizational structure, including optimizing staffing levels and leadership assignments to help maximize efficiency.
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  Operational Efficiency: Insights like cost management assessments to balance aggressive growth with sustainable profitability.

“ The sharing culture just helps iron sharpen iron. We can all become better together.

THE RESULTS:

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From Good to Growth

Since partnering with Advisors Excel, Wes’ business has transformed in ways he hadn’t thought possible:

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  Business Growth: Wes grew his business by 3X within his first year with solid plans to continue growing.
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  Expanded Leadership: Establishing a leadership team allows Wes to work on the business rather than in it, empowering him to be a true CEO.
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  Community Impact: His firm has been able to serve more clients with the same high standard of care.
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  Freedom of Time: With operations continuing seamlessly in his absence, Wes focuses more on his health, spirituality and family.

Take Action: It’s Your Turn to Grow

Are you ready to take your business from good to great? Don’t wait. Join the Advisors Excel community today and start your journey to success.