From Startup IMO to $30 Billion RIA: The Journey of Advisors Excel and AE Wealth

Growth Leaders of Wealth Management
07/10/2024 54 min
From Startup IMO to $30 Billion RIA: The Journey of Advisors Excel and AE Wealth

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Episode Synopsis

How do you go from zero to $30 billion in AUM in less than eight years, and maintain an average 42% YOY organic growth for your advisors? Tune in to find out!Join us as we explore the growth journey of Advisors Excel Wealth Management, an RIA born out of an IMO in Topeka, Kansas. In this episode, we’re joined by AE’s Co-founder Cody Foster, Chief Strategy Officer Matt Neuman, and Head of Sales Kevin Thornton. Connect with us: Meg Carpenter on LinkedInCody Foster on LinkedInMatt Neuman on LinkedInKevin Thornton on LinkedInWant to learn more…Visit ficommpartners.com

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