We help financial advisors find more freedom, more growth & more fun. We’re your Unrivaled Partner: Your IMO+.
Topeka, Kansas
Joined October 2019
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We help transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun.
We’re not your typical IMO. We’re your IMO+.
Advisors Excel retweeted
Heartbroken to lose a great guy who was such a big part of @advisorsexcel in our early days
Never lose sight of the fact that there will come a day when you do something for the last time
RIP brother
Advisors Excel retweeted
so excited for today’s - Investment News’ Women Advisor Summit in NYC to start - with @advisorsexcel Wealth Management President Shannon Larson - closing out ‘26 and starting 2027 with focus & determination! #womeninfinance
Advisors Excel retweeted
This week, our preschool scholars from Sheldon & Pine Ridge Prep picked out new winter coats, shoes, gloves & hats during Advisors Excel’s annual shopping day! 😊💙
Thank you, @advisorsexcel, for your continued support of TPS students & families! #WeAreTPS
📸 flickr.com/gp/topekapublicsc…
Advisors Excel retweeted
Such a fun day partnering w/ @KStateFB to create an incredible experience for the kids at @advisorsexcel
So many great young men that made it a day these kids will never forget!
And as a Dad, was proud to see @Dylan_Foster30 leading the camp & doing what he loves
Advisors Excel retweeted
New Episode: Off the Charts! In this episode, CEO Mike Loukas is joined by Kevin Thornton, Head of Sales at @AdvisorsExcel for a discussion on the dynamic world of financial advising and insights on market trends.
Watch here: hubs.li/Q04gxkTF0
Advisors Excel retweeted
This was a conversation I had been looking forward to for a long time & it didn’t disappoint. @SahilBloom book “5 types of wealth” is one of best I’ve read in years. We dive into principles during this podcast podcasts.apple.com/us/podcas…
Advisors Excel retweeted
Today, students from our four high schools joined seven other area schools at the @advisorsexcel "Real World" event, where they gained hands-on experience preparing for life after graduation. 💼
Students were able to sharpen their interviewing skills, practice resume building, and connect with AE staff who introduced them to career opportunities in the financial services industry, giving them practical tools and real insight into their future paths. #WeAreTPS #RealWorld #AdvisorsExcel
Advisors Excel retweeted
Tomorrow is going to be an awesome day for @wusports with both basketball teams being part of a live broadcast on @wibw
Would be awesome to see Lee Arena sold out for the live broadcast. Go support them! Both teams are a ton of fun to watch!
wibw.com/2026/02/11/washburn…
A few of our favorite moments from the CEO Track 💼✨
Big thanks to Mauro, Fabian & Sebastian for challenging our advisors to think like owners, lead with clarity & build businesses designed for exponential growth.
A few of our favorite moments from the Scale Track 🚀
Big thanks to Carrie, Kendall & Phil for showing our advisors how to build stronger leaders, empowered teams & businesses that last.
A few of our favorite moments from the Optimize Track ✨
Big thanks to Ted + team for helping our advisors cut the noise, find clarity, and streamline their practices.
Our newest 🌟 Rock Star of the Month 🌟 is Lauren!
From her very first week on the events team, she brought energy, fresh ideas, and a passion for giving back. Her enthusiasm and dedication are already making a big impact. You rock, Lauren! 👏
90% believe in momentum.
Less than 25% talk about it.
Lose it… and 75% of your people might leave.
@DonYaeger and Gen. Bernie Banks explain to @codygfoster on the @bizofadvice podcast how to keep momentum alive → businessofadvicepodcast.com/…
Our rock star of the month is… HALEY! 🌟 She’s transformed AE Wealth’s new hire process, making complex logistics look effortless while leveling up training through feedback, coaching & collaboration. You rock, Haley! 👏
Advisors Excel retweeted
Such an awesome addition to our annual Advisor Summit at @advisorsexcel that Matt came up with. Holding a session for our advisors kids to share what it takes to be successful! #AERisingStars
Advisors Excel retweeted
After 100 episodes of @bizofadvice we took a little break to think through some new ideas that I hope add more value to all. But we will be coming back strong on July 4th & you won’t want to miss it! 🇺🇸
Advisors Excel retweeted
Woke up today full of gratitude. The 3rd Annual AE/TJP Golf Tournament reminded me how powerful community can be. HUGE thanks to @advisorsexcel, our committee (Blake, Jenny, Nate, Leslie, Dawson, Tim), all the volunteers, sponsors, & bidders. TJP could not exist without you!
