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Feb. 2-4, 2025 | Inn on Fifth | Naples, Florida

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We Want You

Your mission?

Attend this exclusive mastermind event that offers you the chance to learn from Hall of Fame advisor Rob Russell and take part in a unique experience with the U.S. Navy SEALs. The best part?

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AE Mastermind is completely FREE!

We’ll cover your flight and hotel for the duration of your stay.

Just how exclusive is it? This retreat is earmarked for about a dozen top-level professionals, as each of our marketing teams had only one invitation to give. And you received the nod!

Learn from a

Hall of Fame Producer

Rob Russell joined Advisors Excel in 2008 as an $8 million producer, and he now helps manage over $100 million in assets. Take advantage of some incredible opportunities to:

  • Glean 10 to 20 actionable ideas to help grow your business and give you a boost of energy for the new year.
  • Connect with fellow A-list advisors who understand your challenges and are open to sharing what works for them.
  • Sit side by side with Navy SEAL members during a fireside chat and experience tactical training directly from these heroes with VIP access to their training facility.

Experience the unrivaled partnership and a path to help build the business you want and deserve. Whether you’re looking to elevate your brand, sales process, operations or more during your stay, you’ll want to tap into this group’s knowledge and experience.

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You won’t get another opportunity like this!

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Feb. 2-4, 2025 | Inn on Fifth | Naples, Florida

AE Mastermind is designed to provide general information only on the topics covered. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of 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. Investment advisors are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Adviser with which they may be affiliated prior to implementing new marketing materials and programs. The unique experiences and relative success of the presenters may not be representative of the experience of all financial professionals. Results from the use of the concepts and strategies shared at AE Mastermind are no guarantee of your future success.

11/24- 3861913 For financial professional use only.