some get stuck on the ladder
others enjoy the view from the top

save the date
Nov 12-14 Miami, Fl

Days
Hours
MINS
Secs

the game is about to change
forever


First 75 to register make the cut!
It’s the elite event of financial services, and your name could be on the list. Join Advisors Excel and four of the top advisors in the country for the Game Changer.
We’ve quickly become the fastest growing IMO in the league – a position that might lead some to sit back and relax. However, while others might rest on yesterday’s results, we continue to set our sights on reaching what others may consider unattainable.
» Learn More About Advisors Excel
we’ve partnered with some of the most successful names in the business to bring you a training opportunity unlike any other
take a quick look
Take a look at how a few of our elite producers finished 2013...
Founder of Hobart Financial Group and “media magnet” responsible for over $12 million in annuity production and $48 million in new AUM last year alone.
» Learn More About Chris Hobart
chris
hobart

$115 million in total assets last year
Founder and President of Grace Advisory Group in Fort Meyers, Fla., Bob Grace has been Advisors Excel’s No. 1 producer two years in a row, and is responsible for writing over $81.5 million in annuity
premium in 2013.
» Learn More About Bob Grace
bob
grace

$81.5 Million in annuity sales
in 2013
Co-founder of Russell & Company and “innovator” behind a practice netting $16 million in annuity sales and $41 million in securities business in 2013.
» Learn More About Rob Russell
rob
russell

$57 MILLION IN TOTAL ASSETS LAST YEAR
Seasoned industry vet, Founder of Connecticut's Johnson Brunetti and "rainmaker" in a multi-advisor firm responsible for over $250 million in assets under management and $44 million in annuity production in 2013.
» Learn More About Joel Johnson
Joel
Johnson

$250 million
in assets under management
A former White House chef who served the first family from 1994 to 2005, serving up tremendous dishes for many dignitaries.
» Learn More About Walter Scheib
Walter
Scheib

Guest Speaker
Publisher and founder of SUCCESS Magazine, and a nationally recognized keynote speaker.
» Learn More About Darren Hardy
Darren
HardY

Guest Speaker
Licensed insurance producers will be able to take away a number of valuable concepts and useful strategies from The Game Changer. However, only those licensed to conduct securities transactions and offer investment advice will be able to use ALL of the sales and marketing strategies with consumers. Discussion of securities and securities transactions by those lacking the appropriate registration places their insurance license at risk. Producers are ultimately responsible for the use or implementation of these concepts and agree to comply with the compliance requirements of any broker-dealer or Registered Investment Adviser with which they may be affiliated, the insurance carriers they represent, federal regulations, and state insurance regulations. Results from the use of the concepts and strategies presented at The Game Changer are no guarantee of future success. Your results may vary.

For financial professional use only - not intended for use by the general public.








Bob Grace

RECENT BOB GRACE STATS:
YEAR ANNUITY PREMIUM
2011 $42 Million
2012 $61 Million
2013 $81.5 Million

Robert Grace is the founder and president of Grace Advisory Group in Fort Meyers, Fla., with over 40 years experience in the financial services industry. He is a Chartered Life Underwriter, Chartered Financial Consultant, Registered Financial Consultant, Certified Financial Educator, attorney, television and radio personality and author.

Bob joined Advisors Excel in 2008. Hovering around $16 million in annual annuity business and struggling to grow any further given his existing systems and practices, he really wanted to build a franchise model with associate producers. With Advisors Excel’s help, he has developed an enhanced business model with sub advisors — completely skyrocketing his production. In fact, he became Advisors Excel’s No. 1 producer for two years in a row, writing over $42 million in 2011. He finished 2013 with $81.5 million in annuity premium. Bob now has seven offices and 12 associate producers within his franchise, and he is on pace for another record breaking year in 2014.


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Chris Hobart

Chris Hobart is the CEO and founder of Hobart Financial Group in Charlotte, N.C. and has worked extensively in the field of financial management since 2002.

Chris is a Registered Financial Consultant (RFC®), Investment Advisor Representative (IAR), and Chartered Senior Financial Planner (CSFP). He was acknowledged as one of the nation’s top independent financial advisors by leading industry publication, Senior Market Advisor magazine, in 2008.

RECENT HOBART FINANCIAL GROUP STATS:
YEAR ANNUITY PREMIUM TOTAL ASSETS
2011 $17.9 Million $29.4 Million
2012 $20.1 Million $48.8 Million
2013 $12 Million $115 Million
Chris will take you inside a practice that has skyrocketed from $9 million to over $48 million in annual assets gathered. A sole producer supported only by a few key staff, Chris spent the early portion of his career doing what many do: working harder and harder, grinding out additional hours each year to achieve results. Then, in 2009, he began employing a number of powerful systems, doubling his annuity production in under 12 months and tacking on over $200,000 in target premium life insurance in one month alone. He absolutely crushed it in 2013 employing a new strategy that saw him bring in $12 million in annuity premium, $48 million in new AUM and $55 million in strategically aquired assets.

Chris brings in-depth knowledge of how to effectively harness local and national media to reinforce your position as the go-to advisor in your given market. He has been a featured guest on CNBC, Fox Business and CBS and is a regular guest on WCNC’s “Charlotte Today.” He has been quoted in The Wall Street Journal, Reuters, The Associated Press, MSN Money, The Charlotte Observer, Men’s Health, Kiplinger, Market Watch, The Street, USA Today, The New York Times and Forbes magazine among others, and he brings a wealth of experience in putting these outlets to work for you.

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Rob Russell

Rob Russell began his career with a Fortune 500 company by building and developing some of the most cutting-edge, multi-million dollar financial systems in use today.

RECENT RUSSELL & COMPANY STATS:
YEAR ANNUITY PREMIUM TOTAL ASSETS
2011 $18.8 Million $37.5 Million
2012 $21.5 Million $62.1 Million
2013 $16 Million $57 Million
If you’ve ever used the Web to search for the lowest gas prices at your local convenience store or used some form of loyalty reward card, chances are Rob had a hand in that technology. However, Rob wanted to focus his career on making a positive difference in others’ lives, and in 2003, he co-founded Russell & Company with his father, Ron Russell. The results ever since have been astounding. Russell & Company wrapped up 2013 with over $57 million in combined annuity and securities business and has cemented their position as one of the most elite financial services firms throughout the Great Lakes region.

Rob is a frequent contributor to FOX Business, CNBC and The Wall Street Journal. His TV appearances have also been broadcasted internationally in over 60 different countries. Locally, he co-hosts a live weekly radio show with Curv Miller on News Talk Radio WHIO 1290AM and 95.7FM. His much anticipated book, "Retirement Rescue", was released to rave reviews in late 2012.

Skilled in many facets of the game, Rob’s greatest talent may be his knack for quickly establishing and deepening relationships with ideal clients. Russell & Company’s attention to detail in this regard is second to none, and the proof is in the fact that the vast majority of the new business they generate is from existing clients – by way of cross-selling opportunities and personal introductions. ×

Joel Johnson

RECENT JOHNSON BRUNETTI STATS:
YEAR ANNUITY PREMIUM TOTAL ASSETS
2011 $25 Million $50 Million
2012 $38 Million $73 Million
2013 $144 Million $90 Million
Joel Johnson is the founder of Johnson Brunetti – an elite retirement planning firm serving retirees, families and small business owners throughout Connecticut.

Joel entered the financial services industry as a stock broker in 1989 with a regional Wall Street firm located in Florida. By 1993, he had added comprehensive insurance planning to his practice, and in 2002, he earned his Certified Financial Planner designation. Joel has worked in both the Wall Street brokerage sales model as well as the insurance agency sales model, and in 2003, he began training for a large Met Life agency, teaching estate, tax and business planning. In 2004, seeking the freedom that comes with true independence, Joel founded an independent practice, marketing primarily through seminars. Joel has a comprehensive and well-rounded approach to understanding and meeting client needs. He is a Certified Financial Planner® and Investment Advisor Representative holding Series 6, 7,63 and 65 licenses and is a constant student of financial markets, products and strategies. His knowledge is diverse, deep and greatly appreciated by his clients and the media throughout his region. ×

Advisors Excel

We’ve had the pleasure of speaking with you on many occasions – likely sharing various pieces of our story – but here are a few quick “stats” we think are worthy of listing in the program. Founded in 2005 in an effort to redefine the role of IMOs in our industry, Advisors Excel wrapped up 2013 with over $4.3 BILLION in annual production.

We’ve partnered with roughly 850 of the top producers in the country. Last year’s $3.6 BILLION was an increase of approximately $900 million over the year prior – approximately $500 million of lift coming from our existing producers (with the remaining $400 million in lift coming from those newly recruited in 2012). Translation? We put up unprecedented numbers as an organization by committing to continually helping our best producers get even better.

To that end, we’ve partnered with some of the biggest names in the game. At The Game Changer in Miami, you’ll have the opportunity to: For one reason or another, to date, we’ve been unable to convince you that we can help take your practice to another level. In Miami, we plan to prove otherwise and show you why the game is about to change – forever.

Licensed insurance producers will be able to take away a number of valuable concepts and useful strategies from The Game Changer. However, only those licensed to conduct securities transactions and offer investment advice will be able to use ALL of the sales and marketing strategies with consumers. Discussion of securities and securities transactions by those lacking the appropriate registration places their insurance license at risk. Producers are ultimately responsible for the use or implementation of these concepts and agree to comply with the compliance requirements of any broker-dealer or Registered Investment Adviser with which they may be affiliated, the insurance carriers they represent, federal regulations, and state insurance regulations. Results from the use of the concepts and strategies presented at The Game Changer are no guarantee of future success. Your results may vary. ×

Darren Hardy

—a leader in the personal development industry for seventeen years.

Publisher and Editor of SUCCESS Magazine and Best-Selling Authour of "The Compound Effect"

A product and embodiment of the personal achievement principles he shares, Darren was earning a six-figure income by age 18, over a million dollars a year by age 24, and owned a company producing $50 million a year in revenue by age 27. He has mentored thousands of entrepreneurs, advised many large corporations and sits on the board of several companies and non-profit organizations.

Now as publisher of SUCCESS magazine, Darren sits down with the leading experts on human performance and achievement as well as many of today’s top CEOs, evolutionary entrepreneurs and superstar athletes to uncover and share the success secrets behind their extraordinary success. Get ready as Darren shares some BIG game changers including: The acceleration secrets of super-achievers: Do they have an unfair advantage? Yes, they do, and now you can too! With Darren’s principles made clear and simple, you’ll walk away inspired about what to do to get started immediately!
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Don Yaegery

We’ve told you about several of the all-stars you can look forward to in Topeka, but we’ve also lined up a true Hall of Famer to “throw out the first pitch” on Opening Night! On Wednesday evening, you’ll have the chance to hear from Don Yaeger – an award-winning keynote speaker, business leadership coach, seven-time New York Times best-selling author and longtime Associate Editor for Sports Illustrated.

Don has fashioned a career as one of America’s most provocative thought leaders. Audiences from coast to coast seek him for lessons on achieving greatness – learned from first-hand experiences with some of the greatest sports legends in the world. Additionally, Don has been retained by companies and organizations to coach their leaders, management teams and employees on building a culture of greatness. Throughout his writing career, Don has developed a reputation as a world-class storyteller and has been invited as a guest on virtually every major talk show – from Oprah and Nightline to CNN and Good Morning America.

In Topeka, he will share “16 Characteristics of Greatness” – traits Don has personally uncovered by sitting down with dozens of the greatest sports figures of our time. He will share with you how they think, how they prepare, how they work and how they live – and how each of these common traits relates to the future of your practice.

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Walter Scheib

November 12

Walter Scheib is a former White House chef who served the first family from 1994 to 2005, serving up tremendous dishes for dignitaries such as Tony Blair, Nelson Mandela and Jacque Chirac among many others. He helped shape the White House cuisine as well as events for more than a decade, experiences that he is happy to share with an audience. Scheib is also author of the book, The American Chef, and runs a corporation by the same name. He understands the importance of striking the right tone with an event, while working under intense pressure! From the most intimate vantage points of the White House — the kitchen — he has seen many things, including opposing nations’ leaders break bread with each other. ×

Darren Hardy

November 13

Darren Hardy is publisher and founder of SUCCESS Magazine, and a nationally recognized keynote speaker. He has been a leader in the professional development industry for many years and has had the opportunity to sit down with many of today’s movers and shakers, including CEOs, entrepreneurs, athletes and entertainers to understand the secrets to their success. Some of his interviews have included Steve Jobs, Warren Buffet and Jeff Bezos. Darren is also the author of two books, and has mentored thousands of entrepreneurs through private programs. He brings high-value content presented with style and wit, and a level of engagement that inspires and motivates an audience! ×