Advisors Excel

Last week, at our Medicare Sales Summit event, we took a deep dive into how to market Medicare solutions as we approach the AEP season. It was an incredible week filled with valuable takeaways for our advisors, equipping them to better assist their clients in navigating the Medicare maze. But don't just take our word for it—hear what they had to say about the event.

We loved having Rachel DeAlto, CSP, JD join us in Topeka to talk about connecting, communicating, and inspiring others. She shared practical advice on building trust, enhancing workplace dynamics, and fostering genuine connections. Make sure you are following Cody Foster's podcast: Business of Advice, so you will be the first to know when her episode drops! It's going to be a must-listen.

Empowered women empower women. This week, our CFO, Amy Klotz, and VP of Advisor Development, Jammie Serrano, had the pleasure of joining a remarkable group of female business owners & financial advisors at the New York Stock Exchange. The AE community is truly special. These women embrace the power of our network, continually lifting each other up to become better business owners, financial advisors, and role models. We are so thankful to get to work with them each day.

You need to invest in your virtual events the same way you would invest in your in-person events. Jonathan Musgrave, owner of Steep Digital Marketing, joined Cody Foster on his recent Business of Advice podcast and shares valuable insights into the critical role of digital marketing in today’s competitive landscape. In the episode he outlines the best practices for digital marketing and shares: 🌟 Why paid digital marketing is important 🌟 Converting leads from digital marketing efforts 🌟 How to improve online response rates/conversions Link to the full episode in the comments! 🔗

Are you missing out on Medicare opportunities or unsure how to help your clients and prospects navigate the Medicare maze? AE Medicare Solutions can help you stand out from the competition by addressing retirees’ most common health concerns as they approach age 65 and beyond. We’ll help you master Medicare (supplements and Advantage plans) so you can help ease your clients’ health care concerns and elevate your business. Adding Medicare solutions to your practice can help you generate new leads, create residual income and find opportunities to cross-sell other financial products.

ChatGPT didn’t hold back.

It's the first day of schoo.. Medicare Sales Summit! This week we have a full house of advisors in Topeka eager to learn more about how they can help their clients and prospects through the Medicare maze. So, this week we will be shining a light on our Medicare Solutions team and the resources, coaching and support they provide to help you be a better business owner. Up first, get to know more about our small but mighty Medicare team 👇

Harness the power of your people, sales skills and systems to amplify your success. In the latest AE Insider magazine our co-founder, Cody Foster, shares how when you apply leverage to the right activities, you can accelerate your growth exponentially. Comment ⭐ LEVERAGE ⭐ to get the full article.

AE Wealth Management, LLC is on fire! 🔥 For the sixth year running, we’ve made it onto Financial Advisor Magazine’s Top RIA Ranking list, moving up to the #19 spot out of 400+ firms. Plus, we’ve been named the 32nd Fastest Growing RIA of 2024 by Financial Advisor magazine. We want to give a HUGE thanks to all the incredible financial advisors that we partner with! Your dedication to serving your clients is what makes these achievements possible.

more from Advisor Summit, because the Toga Party of 2024 is our new Roman Empire.🏛