How Financial Advisors Can Become Great Business Owners

Cody Foster is a Co-founder of Advisors Excel, a marketing organization that helps independent insurance agents and financial advisors become great business owners. Since its founding in 2005, Advisors Excel has grown from three founders to over 800 employees, making them one of the largest employers in Topeka, Kansas.

Cody joined the financial services arena as the director of marketing for a corporately owned, national field marketing organization. He has been featured in Success, The Entrepreneur Roller Coaster, and Money Master the Game.

In this episode…

Are you a good financial advisor that wants to have your own practice? To be a good business person, what do you need to know to get started? 

According to Cody Foster, many financial advisors struggle to run a business. They get too focused on their practice that they forget the operational side of their businesses. With this realization, Cody started Advisors Excel to help financial advisors build a great business around their financial advisory practices.

In this episode of The Customer Wins, Richard Walker sits down with Cody Foster, Co-founder of Advisors Excel, to discuss how financial advisors can become great business owners. Cody talks about Advisors Excel and how they operate, how they built the company's culture, the customer success stories of the company, and the impacts of AI on the customer experience.