Advisors Excel Unites Financial Experts to Empower Nonprofits

Advisors Excel's Incredible Fundraising Achievement

Recently, Advisors Excel, a prominent marketing organization for independent financial professionals, showcased an impressive fundraising milestone, amassing $1.7 million to support four vital organizations: Folds of Honor, The V Foundation for Cancer Research, Camp Southern Ground, and The Jones Project. This significant amount was raised during Advisors Excel's annual World Series of Success event, which gathered over 550 top financial advisors from across the nation.

Celebrating Philanthropy and Professional Development

The event, held over two days, synergized professional development with philanthropic contributions. This year’s successful fundraiser highlights Advisors Excel's long-standing commitment to corporate social responsibility and their consistent efforts to give back to the community.

Insights from Advisors Excel's Co-Founder

Cody Foster, Co-Founder of Advisors Excel, remarked on the dual nature of the event's success, stating, "Our annual World Series of Success event is the perfect venue to celebrate not just our advisors' successes but also lift up nonprofits so they can continue their mission of helping people across the country. The dedication and generosity of our advisors are truly inspirational and show the profound impact we can have together." This perspective emphasizes the roots of giving ingrained in the company culture.

Highlighting Beneficial Nonprofit Organizations

Among the pivotal nonprofits benefiting from this fundraising are organizations known for their transformative missions:

Folds of Honor

Folds of Honor ensures that families of fallen and disabled servicemembers receive essential educational support. Significantly, 45% of scholarships are awarded to minorities, promoting the diversity within the community it serves.

The V Foundation for Cancer Research

This foundation, launched in 1993 by ESPN and the iconic coach Jim Valvano, has directed nearly $400 million toward cutting-edge cancer research. Thanks to its endowment, every dollar donated directly supports research and respective programs.

Camp Southern Ground

Founded by GRAMMY-winning artist Zac Brown, this organization offers life-changing experiences to children and veterans through innovative programming at a state-of-the-art facility.

The Jones Project

Under the leadership of Coach Damon Parker, The Jones Project promotes mental health awareness with impactful presentations and strategies tailored for both students and teachers, particularly emphasizing support in educational environments.

"On behalf of Folds of Honor, we sincerely appreciate Advisors Excel's generous donation and continued support in helping us change the lives of military families and first responders," noted Larry Robinson, Chief Impact Officer of Folds of Honor. Since their partnership began in 2021, Advisors Excel has contributed more than $2.3 million, demonstrating a lasting commitment that significantly impacts the communities served.

Building a Legacy of Philanthropy

Since its inception in 2008, Advisors Excel and its extensive network of financial professionals have raised around $9.4 million for various charitable organizations. Last year, they made a remarkable donation of $1.36 million to St. Jude Children's Research Hospital, further underscoring their dedication to philanthropy.

Navigating the Future

Advisors Excel, celebrating two decades of excellence, has transformed the landscape for independent financial advisors. Their unique approach focuses on working closely with a curated group of advisors to enhance their business practices. This results in a profound impact on their professional journeys.

In the recent year, approximately 590 advisors associated with Advisors Excel have reported an impressive production value of $22 billion in annuity sales and life insurance. Their affiliated Registered Investment Advisory Firm, AE Wealth Management, currently oversees more than $34 billion in assets and is recognized as one of the fastest-growing firms in the industry.

Contact Information

For more information, please contact Tracey Stratton, Advisors Excel, at 913.228.3892.

Frequently Asked Questions

What was the main purpose of the event hosted by Advisors Excel?

The event aimed to raise funds for various nonprofit organizations while providing professional development for financial advisors.

How much money did Advisors Excel raise for nonprofits?

Advisors Excel raised an impressive total of $1.7 million for four nonprofit organizations during the event.

Who are some of the beneficiaries of the fundraising?

Beneficiaries include Folds of Honor, The V Foundation for Cancer Research, Camp Southern Ground, and The Jones Project.

What impact has Advisors Excel made over the years?

Since its founding, Advisors Excel has raised approximately $9.4 million for charitable organizations, significantly impacting various communities.

What commitment does Advisors Excel have towards social responsibility?

The company is dedicated to enhancing corporate social responsibility through its fundraising efforts and partnerships with impactful nonprofits.

About The Author

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