The online marketing consultant enters into a strategic relationship with the Excel consultants to help the independent consultants grow their practice with only an internet and mobile connection

The online marketing consultant enters into a strategic relationship with the Excel consultants to help the independent consultants grow their practice with only an internet and mobile connection

“The pandemic has forever changed the way consultants attract, serve and retain clients, and our industry will never be the same,” he said. Jovan WillCo-founder of AIM. “Partnering with Advisors Excel will provide our advisors with unparalleled back office support, case design services and access to proprietary product offerings.”

“We chose AIM Support because they have a business philosophy and value system similar to Advisors Excel,” said Co-Founder of Advisors Excel. Cody Foster. “Like us, they are doing everything they can to help grow their independent financial advisor business and take it to the next level.”

AIM enables consultants to run a “virtual” business that completely bypasses traditional client acquisition methods, thus eliminating the need for a physical office, large staff, or in-person meetings with potential clients and clients.

The integrated value of AIM offers consultants who do not bear the burden of traditional, time-consuming and outdated marketing efforts. It enables counselors to advance their practice with only internet and cell phone connectivity, with features that include:

  • Digital Marketing Made for You Which leverages artificial intelligence (AI) and advanced predictive targeting to generate qualified leads and scheduled appointments, 100% turnkey and fully automated.
  • Virtual customer acquisition training To enable advisors to close new business with confidence, while delivering tremendous value to clients without in-person meetings.
  • Advanced Installment Strategy Masterminds that help consultants gain an edge over their competitors by providing internal access to income planning and case design strategies.
  • Best annual contract in the field of business To give advisors access to the best annual contracts from top-rated carriers and proprietary product offerings not available to most advisors.

This partnership will help AIM continue to redefine the rules of success for the modern, independent consultant. To learn more about how AIM is revolutionizing the premium distribution industry with digital marketing and technology, visit AdvisorInternetMarketing.com.

About AIM:
AIM empowers independent financial advisors to succeed in the digital age. AIM helps advisors grow their practice through cutting-edge digital marketing, virtual customer acquisition methods, and advanced premium strategies. Learn more through AdvisorInternetMarketing.com.

About Excel Advisors:
Founded in 2005, Advisors Excel has redefined the role a marketing organization can play in supporting independent financial advisors. Their growth has been unparalleled in the industry and has been done by working with a smaller group of handpicked consultants.

In 2020, Advisors Excel is finished $8.2 billion In the production of premiums, Medicare, and life insurance. Its registered investment advisory firm, AE Wealth Management, currently manages more than that 17 billion dollars It has been named as one of the fastest growing regional institutions in the country.

Media connection
Diana Zamprano
VP Business Development
[email protected]
888-979-2701

SOURCE Advisors Excel

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