Advisors Excel
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Advisors Excel helps transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun. Since our founding around a kitchen table in 2005, we’ve reimagined the Independent Marketing Organization’s role in our industry, providing comprehensive support and services and an unparalleled peer network. We help the country’s most elite f
06/09/2026
Our latest rock star of the month is… Jordan! ✨
Jordan creates the ultimate experience for every advisor who sits in her chair. Whether it’s helping someone feel comfortable before stepping in front of the camera or making sure every detail is just right, she has a way of making people feel confident, cared for, and ready to shine.
During a recent shoot, Jordan faced unexpected challenges before the cameras even started rolling. Despite the circumstances, she arrived early, ready to support the team and deliver an exceptional experience for our advisors.
Jordan consistently embodies our ONEAE values through her ownership, commitment to excellence, teamwork, and dedication to creating exceptional experiences.
The advisors were thrilled with their results, and our team was reminded once again why Jordan is such an important part of what we do.
Jordan, you’re a rockstar. 👏
What is your favorite Sean Astin movie or show?
06/03/2026
There’s no silver bullet for growth. Just better systems, stronger ex*****on and a commitment to getting better over time.
Here are 5 takeaways from Mark Falter on scaling an advisory business.
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Address
2950 SW McClure Road
Topeka, KS
66614
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
