Feb. 15-17, 2026
Fairmont Sonoma Mission Inn & Spa | Sonoma, California
Uncork Your
Best Year Yet
Pour into your business’s potential at AE Mastermind!
We’re bringing the best in the business to wine country for an unforgettable experience.
Hear from peers who have faced the same challenges as you. Through candid discussions and interactive panels, they will share their proven systems and winning mindsets that have allowed them to build some of the most successful practices in the country.
Join just 20-25 other highly successful advisors such as yourself, and experience the proven path to build the business you want and deserve.
The best part?
AE Mastermind is completely
FREE!
We’ll cover your flight and hotel for the duration of your stay.
A Taste of
What Awaits You
Surrounded by the natural beauty of Northern California, you’ll have access to loads of fun activities in wine country, including wine-tasting, thermal mineral pools, and a world-class spa, perfect for unwinding.
Learn from a
Hall of Fame producer
Bill Smith joined Advisors Excel in 2008 as a $20 million producer. In 2025, he finished with over $80 million in annuity production and now manages over $1.25 billion in assets. Join Bill as he shares insights on ways to:
- Build and train a leadership team to take ownership of key aspects of your business
- Identify key business metrics and properly track them to ensure maximum profitability
- Launch a systematized marketing platform to attract and convert leads
- Enhance your client experience to foster retention and grow referrals
Your Advisor Panel
Tom Mosley
Founder
Mosley Wealth Management
AE Hall of Fame
Ted Thatcher
Founder
Bright Lake Wealth Management
AE Hall of Fame
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.
You won’t get another opportunity like this!
Feb. 15-17, 2026
Fairmont Sonoma Mission Inn & Spa | Sonoma, California
AE Mastermind is provided for informational purposes only. Producers are ultimately responsible for the use or implementation of the concepts, strategies and materials shared at the AE Â Mastermind 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 must obtain pre-approval from the broker-dealer and/or Registered Investment Adviser with which they may be affiliated prior to implementing new advertising and marketing strategies or platforms. Results from the use of these concepts and strategies are no guarantee of your future success.
12/25-5017519