Advisors Excel

Overview

Advisors Excel is an independent marketing organization based in Topeka, Kansas, founded in 2005. The company supports top-tier independent financial advisors, insurance agents, and professionals by offering comprehensive business development services in annuities, life insurance, and wealth management. Co-founded by Cody Foster, David Callanan, and Derek Thompson, the organization focuses on advisor-centric innovation and growth strategies to help advisors enhance their practices.

It provides a full suite of services, including business coaching, marketing and creative support, operational and IT assistance, and sales and compliance guidance. Advisors Excel acts as a partner to its clients, offering tools for product analysis, strategic planning, and networking opportunities. Serving a select group of elite advisors, the firm ensures high-impact support and has been recognized for its rapid growth and workplace excellence. Its mission is to empower advisors and redefine the role of independent marketing organizations in the financial services industry.

Basic Information

Contact Details

• Phone: +1 866-363-9595
• Website: advisorsexcel.com
• LinkedIn: linkedin.com/company/advisorsexcel

Key Focus Areas & Initiatives

• marketing planning
• sales techniques
• fixed indexed annuities
• creative services
• lead generation
• case design
• business processing
• product knowledge
• life insurance
• operational support
• coaching
• marketing & advertising
• sales

Technologies Used

• AWS SDK for JavaScript
• Atlassian Cloud
• DNS Made Easy
• Drupal
• Gmail
• Google Apps
• Microsoft Office 365
• Mimecast
• Outlook
• Zapier

Affiliated Organizations & Regional Branches