Take your business to the

Next Level

Discover the strategies an elite advisor uses and how you can use them to level up your business.

This event is at no cost to you. AE will cover your flight and hotel costs for the dates of the event.

Feb. 21-23, 2024

Miami, Florida

In the Spotlight:

Matthew Dicken

Since opening the doors of Strategic Wealth Designers in 2002, Matthew and his team have worked with more than 5,000 clients. Today, he uses that experience and knowledge as a national coach and mentor for financial advisors and CPAs.


Matthew Dicken | Strategic Wealth Designers Founder & CEO


Feb. 21-23, 2024

JW Miami Turnberry Resort & Spa is a tropical oasis surrounded by destinations such as South Beach, Miami Beach and Everglades National Park. From the PGA-rated golf course to its 4-star spa, the resort offers first-class experiences for every guest.

This event is limited to 25 elite advisors. AE will cover the flight and hotel for the duration of the event.

Save Your Spot

Discover how you can take your financial practice to the next level.

Register – Matt Dicken

  • Terms and Conditions | Release and Waiver of Liability | Advisors Excel Event and Training Social Contract
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Feb. 21-23, 2024 | Miami, Florida

Level Up is designed to provide general information only on the topics covered. Portions of this training are designed for those producers who are licensed to both solicit and negotiate the sale of insurance and provide investment advice. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of all applicable compliance requirements. Results from the use of the concepts and strategies shared at Level Up are no guarantee of your future success.

3237019For financial professional use only. 

Content produced by Advisors Excel, LLC, 2950 SW McClure Rd., Topeka, KS 66614