AE Headquarters
Topeka, Kansas

Sign Up. Stand Out.

AE’s premier instructional training event for your marketing and operations staff is specifically designed for new business and service processors, marketing managers and coordinators, directors of first impressions and team leads who have been with the advisor’s office a minimum of six months. Help your team take their skills to the next level with this one-of-a-kind training opportunity.


  • Breakouts specifically targeting the marketing and operations tracks
  • Strategies for working more effectively with teammates and advisors
  • A DiSC profile assessment to help channel individual strengths and work better as a team
  • Strategies to increase processing efficiency and enhance the client experience
  • Small, round-robin sessions to provide a deep dive into AE resources

Here’s what past attendees are saying about their experience at Elite Team Training:


“We’ve been trying to grow and it’s all kind of clicking now.


“The tools and the resources alone — I mean, if we just came down here and learned about the resources that Advisors Excel has, that alone is magical.”


“I’m going back with a lot of tools that I can implement right off the bat.”

Can’t-miss opportunity!

Don't pass up this opportunity to level up your team's marketing and operations skills by attending one of our Elite Team Training events.


Register Now

Ready to Sign Up Your Staff? Contact your marketing team today for more information!

We look forward to seeing you in Topeka!


Elite Team Training is designed to provide general information only on the topics covered. Producers are ultimately responsible for the use or implementation of these concepts. Results from the use of the concepts and strategies shared at this event are no guarantee of your future success.