Marketing Strategy

AIM and Advisors Excel Announce Strategic Partnership

Strategic Partnership
Advisors Internet Marketing, the first fully digital-based financial marketing organization, specializing in helping independent financial advisors grow highly profitable location-independent businesses, entered into a strategic relationship with Advisors Excel. Advisors Excel is an industry leader that has redefined the role of a marketing organization in supporting independent financial advisors.

AIM is the first to provide digital client acquisition services in the industry with just an internet connection and a cell phone. This effectively enables advisors to operate "virtual" businesses. AIM helps advisors bypass all traditional client acquisition methods, which eliminates their need to have a brick-and-mortar office, large staff, or any kind of in-person meeting with clients and prospects.

The pandemic has forever changed the way advisors attract, serve, and retain clients, and our industry will never be the same."

Jovan Will, Co-Founder of AIM

AIM's comprehensively integrated value offering ensures that advisors aren't burdened with the typically time-consuming and outdated traditional marketing efforts. Some of their features include:

Done-for-you digital marketing – A feature that generates qualified annuity leads and scheduled appointments, 100% turnkey and entirely automated by leveraging Artificial Intelligence (AI) and other advanced predictive targeting.

Virtual client acquisition training – This feature is curated to effectively enable advisors to close new business while also delivering massive value to clients without having the need for in-person meetings.

Advanced annuity strategy – Focuses on ensuring that advisors gain an edge over their competition. This is done by providing the advisors with insider access to income planning and case design strategies. 

Best-in-business annuity contracting – Provides advisors access to the best-in-class annuity contracts that range across top-rated carriers and proprietary product offers which otherwise unavailable to most advisors.

Advisors Excel Co-Founder, Cody Foster shared, "We chose to support AIM because they have a similar business philosophy and value system as Advisors Excel. Like us, they do everything they can to help grow their independent financial advisor's business and take it to the next level."

With this partnership, AIM will efficiently continue to redefine the rules of success for the modern  independent advisor.

Spotlight

Sage’s X3 solution is designed to simplify the enterprise business management processes of companies across myriad industries, and the following guide outlines this system’s modules, capabilities, and how they can benefit organizations in a digitized world. Read on to learn more about Sage X3’s capabilities and how it can stream

Spotlight

Sage’s X3 solution is designed to simplify the enterprise business management processes of companies across myriad industries, and the following guide outlines this system’s modules, capabilities, and how they can benefit organizations in a digitized world. Read on to learn more about Sage X3’s capabilities and how it can stream

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