Advisors Excel - Team Elite

Advisors Excel - Team Elite Our mission is to help our advisors become not just a sales person, but a successful business owner.

We are very excited (and lucky) to announce that Brian Theis and Zach Willis will be presenting at the conference next...
07/14/2021

We are very excited (and lucky) to announce that Brian Theis and Zach Willis will be presenting at the conference next week in Dallas, TX!

Their topic? An Elite Master Class: How Top Advisors Gather $100M Annually and what sets them apart in the market place.

If you're planning on attending, shoot Zach or Brian a message or leave a comment - can't wait to see everyone in Dallas July 22-25!

Advisors Excel has compiled ideas from several of our top advisors on how to keep clients and prospects engaged. Get the...
10/02/2020

Advisors Excel has compiled ideas from several of our top advisors on how to keep clients and prospects engaged. Get these tips today! Call 866-363-9595 and ask for Team Elite for more information.

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1

As you start to have seminars in person again, make sure your clients know that their health and safety is your top prio...
09/17/2020

As you start to have seminars in person again, make sure your clients know that their health and safety is your top priority! Our team put together a Safe Seminar Checklist to make it easy for you to ensure that you and your team are covering all of your bases! For the Safe Seminar Checklist call 866-363-9595 and ask for Team Elite.

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1

Your clients are your most valuable resource, and you’ve gained their trust by staying in touch and knowing details abou...
09/17/2020

Your clients are your most valuable resource, and you’ve gained their trust by staying in touch and knowing details about their lives and their ambitions. It’s your place to advise them of certain financial strategies related to retirement planning. But clients also find warm interactions incredibly worthwhile too. Those moments can often prompt coveted referrals. That's why AE has created the Second Half Playbook to give you a guide for the rest of 2020.

For more information, call for Team Elite at 866-363-9595.

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1

Clients and prospects are hesitant to make changes right now. That’s why Advisors Excel has created a list of “power st...
08/18/2020

Clients and prospects are hesitant to make changes right now. That’s why Advisors Excel has created a list of “power statements” for you to use in conversations to help others see the importance of taking action now.

Download your list, and highlight and memorize the statements that stand out to you. Or use this list as a starting point to come up with your own power statements. If you want more information on how to handle hesitant clients and prospects call for Team Elite at 866-363-9595

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1

In many places throughout the country, clients and prospects are understandably still hesitant to attend seminars. Make ...
08/12/2020

In many places throughout the country, clients and prospects are understandably still hesitant to attend seminars. Make sure your webinar game is strong with Advisors Excel's webinar resources. Contact Team Elite at 866-363-9595 for more information.

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1

A pandemic can create a sense of uncertainty and fear for many of your clients. As an advisor it is important to make th...
08/12/2020

A pandemic can create a sense of uncertainty and fear for many of your clients. As an advisor it is important to make them feel that they are in control of their retirement, in charge of their life. That's why Advisors Excel has created the Three Ways to Help Take Back Control of Your Financial Future series. The seminar response form is part of that series. Contact us 866-363-9595 to find out more about these invaluable resources.

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1

If you are doing webinars right now (or even if you're not,) a great supplement to that could be BombBomb videos. BombBo...
06/19/2020

If you are doing webinars right now (or even if you're not,) a great supplement to that could be BombBomb videos. BombBomb Messaging is personal and convenient in a time where face to face meetings are limited. Advisors Excel has created a guide to the perfect BombBomb video. For more information, call 866-363-9595 and ask for Team Elite

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1

When your current leads dry up, it's time to get calling! Cold calling, that is. Make sure your phone skills are in tip ...
06/11/2020

When your current leads dry up, it's time to get calling! Cold calling, that is.

Make sure your phone skills are in tip top shape with Advisors Excel's course on how to cold call with success. For more information call 866-363-9595 and ask for Team Elite.

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1

With webinars and zoom meetings on the rise, it's important to keep yourself safe on the internet!This infographic provi...
06/04/2020

With webinars and zoom meetings on the rise, it's important to keep yourself safe on the internet!

This infographic provides the information you need to avert cybercrime while working remotely.

Make sure Windows version is updated. The same goes for your antivirus and antispyware programs. Use of your computer should be restricted to business functions. Measures should also be taken to facilitate secure storage of data.

For more information call 866-363-9595 and ask for Team Elite

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1

Do you know how to Mail Merge? Mail merge is a time saving tool that you may not even know you have. All you need is Mic...
05/28/2020

Do you know how to Mail Merge? Mail merge is a time saving tool that you may not even know you have. All you need is Microsoft Word and Microsoft Excel. That's right! You most likely already have these two applications on your desk top.

Mail merge can be a time saver when doing an email drip campaign. Not only is it hassle free, you can also personalize the emails going out to your prospects. To get a step by step guide on how to Mail Merge, call 866-363-9595 and ask for Team Elite.

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1

As a business owner, you should be asking yourself a vital question: Am I making an offer or making a problem go away? I...
05/27/2020

As a business owner, you should be asking yourself a vital question: Am I making an offer or making a problem go away?

It may seem as if clients are interested in the services you offer, but the reality is, they want you to know you can solve their problems. If you want to know how to take your business to the next level, call 866-363-9595 and ask for Team Elite.

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1

Address

2950 SW Mcclure Road
Topeka, KS
66614

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18663639595

Website

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