JANUARY 26-28, 2022
Topeka, Kansas
IT'S 2022. TIME TO
Elevate your game!
Build an elite financial services firm by learning how the best in the biz went completely next level.
This event is at no cost to you.
AE will cover your flight and hotel for the duration of your stay.
Advance your business.
REACH NEW HEIGHTS.
CRUSH THE GAME.
Take your practice to
all-new levels
by harnessing the tactics and tools of the industry’s most elite financial advisors.
They can’t wait to share what they’ve learned to help you sharpen your skills — and see the potential in 2022!
Speakers
ROB RUSSELL
Russell Total Wealth
and Wellness
ROB RUSSELL | Russell Total Wealth and Wellness
A bestselling author whose financial acumen has been highlighted by CNBC, FOX, Forbes and in The Wall Street Journal, Rob Russell has 14x'd his production since joining Advisors Excel. At Level Up, Rob will detail:
- An effective sales process that utilizes the
Fiscal House™ concept - Client experience best practices that promote engagement and loyalty
- Staff-building blueprints that help create nimble, streamlined firms
MEGAN JONES
Jones Advisory Group
MEGAN JONES | Jones Advisory Group
Inducted into the Advisors Excel Hall of Fame as part of the Class of 2019, Topeka native Megan Jones is a trailblazer in every sense of the word. At Level Up, Megan will share:
- Strategies for creating sales processes that resonate with potential clients
- Insight on how partnering with AE has transformed her approach to marketing
- Tactics for cross selling life insurance, Medicare Supplements and other products
SCOTT & ANGELA WINSTEAD
Compass Retirement
SCOTT & ANGELA WINSTEAD | Compass Retirement
A husband-and-wife dream duo out of the Dallas-Fort Worth area, Scott and Angela Winstead have integrated hundreds of families into their booming practice across the last 12-plus years. At Level Up, Scott and Angela will go in-depth on how to:
- Successfully leverage webinars and podcasts in a post-COVID landscape
- Implement eye-catching and cost-effective marketing drip campaigns
- Track numbers in a way that provides meaningful, real-time feedback
AUGUST 28-30, 2022 | TOPEKA, KS
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.
1918687 For financial professional use only.
Content produced by Advisors Excel, LLC., 2950 SW McClure Rd., Topeka, KS 66614