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REBUILD YOUR FOUNDATION TO Refocus on What Really Matters

Tackle techniques from AE Hall of Fame advisors to help unlock your true potential for growth that we’ve seen in you from the beginning.

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Discover Key Information

Overcome Your Pain Points

Achieve Your Potential Faster

This isn’t just for you – bring your office’s key marketing and operations staff!

We’ve coached hundreds of the industry’s top advisors to greatness, so we’ve seen what works and what doesn’t. Time and again, the most common advisor headaches we help cure are based on fundamentals.

That’s why we created The Foundation: To provide you with resources and ideas to build a solid foundation.

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At The Foundation, you will expand your skills in:

  • Office Environment and Client Experience
  • Team Structure and Time Management
  • Marketing and Client Acquisition
  • Sales Skills and Process
    And more!

The goal is to help you structure all of your processes in a way that makes sense and really works — so you’ll have more time to focus on helping clients, rather than dealing with the headaches in the office.

Event Dates

Enrollment is Open! Join us at our next event in Topeka!

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September 16 - 18

Advisors Excel | Topeka, KS

November 18 - 20

Advisors Excel | Topeka, KS

Meet Your Guides

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Megan Jones

Elite Advisor

Megan Jones | Elite Advisor

A corporate accountant in a former life, Megan crossed over into the advisory world and now has Jones Advisory Group gathering over $65 million in total assets each year! After joining AE in 2008, she quickly became one of AE’s top 50 advisors, and she will hand you her time-tested sales process — helping to ensure you put the client first and close the deal.

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Rob Russell

Elite Advisor

Rob Russell | Elite Advisor

Rob gathered over $75 million in total production in 2019 at his firm, Russell Total Wealth and Wellness, with 56% of that business coming from referrals. Rob will share his client experience, welcome kit, office environment, key staff interactions, referral program and client appreciation events — all of which drive his phenomenal level of client referrals and new business!

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Gina Rainey

AE Coach

Gina Rainey | AE Coach

After learning the ins and outs of an advisor’s office as an administrator, Gina has traveled the country working with hundreds of our top advisors’ offices over the last decade, helping them achieve operational efficiency. She will help you assess your time management, stay in sequence, address your team’s structure and tend to your overall processes — radically impacting client retention.

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Josh Jones

Chief Development Officer

Josh Jones | Chief Development Officer

A longtime industry student and avid people watcher, Josh spent 18 months traveling the country, surveying seminar attendees to uncover their real driving motivations. His book, “Real Wins,” has helped hundreds of AE advisors dramatically increase seminar productivity, and at The Foundation, he’ll guide you through some key changes you can make to your events to help increase the results!

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The Location

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Event Location Advisors Excel Headquarters
2950 SW McClure Road, Topeka, KS 66614

Ready to rebuild The Foundation of your business?

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The Foundation is designed to provide general information only on the topics covered. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of the compliance requirements of any broker-dealer or Registered Investment Advisor with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance regulations. Investment advisors are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Adviser with which they may be affiliated prior to implementing new marketing materials and programs. The unique experiences and relative success of the presenters may not be representative of the experience of all financial professionals. Results from the use of the concepts and strategies shared at The Foundation are no guarantee of your future success.

1082971- For financial professional use only.