Advisors Excel

09/03/2026

The best way to start The Journey: A night at Daikin Park with all of our friends ⚾️✨

09/02/2026

Let The Journey begin! ✨

09/02/2026

Everyone has a why ❤️

09/01/2026

Our latest rock star of the month is… Hannah! ✨
 
When a major project needed extra support, Hannah stepped far outside her normal responsibilities and took ownership from start to finish.
 
She tackled thousands of lines of data, helped keep critical pieces of the project moving, learned an entirely new system, and stepped in to support advisors after launch. All while continuing to handle her regular responsibilities without missing a beat.
 
Hannah didn’t look at what was or wasn’t “her job.” She saw what needed to be done, stepped up, and followed it through.
 
That’s Take Ownership. And it’s a great example of how the work happening behind the scenes can create a better experience for the advisors we serve.
 
Hannah, you’re a rockstar. 👏

08/31/2026

In the latest Business of Advice podcast, Cody Foster was in the hot seat on his own podcast.

Comment “Blueprint” for the full episode.

In Episode 1 of The Advisory Practice Blueprint series, Cory Swain turns the questions on Cody to unpack what he’s seen from some of the fastest-growing independent advisors in the country.

The conversation starts with the foundation: why the next 5–10 years could be one of the biggest opportunities financial advisors have seen, what separates strong businesses from businesses simply benefiting from industry tailwinds, and why who you surround yourself with may be one of the most underrated growth strategies there is.

Episode 1 is out now, comment “Blueprint” for the full episode.

08/28/2026

Consider this your next clue. 🔵🍩

Our team got a little taste of what’s coming earlier this week… literally.

We donut want to give too much away just yet, but you won’t have to wait much longer.

September 14. 👀

08/27/2026

We’re looking for our next Executive VP of Life Insurance Sales.

It’s not a role you step into just to maintain what’s already been built. It’s an opportunity to help shape what’s next for a $62M+ life insurance business.

Know the right person? Send this their way.

Learn more at the link in comments!

08/27/2026

Stop chasing the next marketing idea.

The 90/10 rule is simple: spend 90% of your time improving what already works and 10% testing something new.

Protect the proven. Improve the process. Then experiment.
Because the biggest opportunity isn’t always what’s next. It’s getting more out of what’s already working.

Comment “90/10” and we’ll send you the full video.

08/26/2026

The next big marketing idea isn’t always the answer.

For financial advisors, consistency with what already works often beats constantly chasing something new.

Cory’s 90/10 Rule: Test with 10%. Protect the 90%.
Before trying the next tool, strategy, or vendor, ask: Am I really doing 90% of what I already know works?

🎥 Watch the video to learn more.

Are you constantly searching for the next marketing strategy, socia...