W H Y WHAT THE POWER OF INTEGRATION CAN BRING TO YOUR BUSINESS
IT S UNDENIABLE THAT SO MANY OF THE ADVISORS WHO WORK WITH ADVISORS EXCEL ARE AMAZINGLY SUCCESSFUL. A E W E A L T H M A N A G E M E N T. C O M
One of the core reasons for that success is the holistic approach our advisors take to retirement planning. They realize that a strong combination of insurance products and securities can help many clients enjoy a more confident retirement. AE Wealth Management has purposely structured its platform to support you in the same way that you support your clients. No more silos of technology, service, planning, marketing and compliance. Our structure bridges those gaps to create an all-encompassing platform that is customized to support you, the fiduciary advisor who is committed to serving clients as completely as possible. AE WEALTH MANAGEMENT
TECHNOLOGY We believe technology should breed simplicity and efficiency. Using those principles, we ve carefully designed CORE PLATFORM FEATURES our tools to make every aspect of your business client acquisition, account opening, trading, rebalancing and client maintenance even more effective. Our technology suite includes: Take a look at the suite of products and services you ll unlock when you join forces with AE Wealth Management. Customized AE Wealth Management technology platform Integrated advisor dashboards to help run virtually every area of your business Customizable client portal and dashboards Data aggregation with performance reporting E-application process with e-signature that takes paperwork straight to the custodian A E W E A L T H M A N A G E M E N T. C O M
INVESTMENTS Sterling is focused on three main areas to help empower you to work successfully with your prospects and clients: With the investment world becoming more complex and the economic environment 1. allocation and market risk increasingly connected across continents, the responsibility of knowing what s best 2. Asset manager search, due diligence and monitoring for your clients becomes exponentially more difficult. In addition, it s incumbent Determining appropriate asset 3. Simplifying the AE Wealth Management investment process upon every fiduciary advisor to have an appropriate mix and allocation across the financial vehicles you offer, including fixed Our platform integrates time-tested annuities, life insurance and investments, principles of successful investing: active as well as having the documentation and asset allocation, diversification and rationale for why you re doing what you re rebalancing. Working together, these doing. disciplines can create a powerful strategy to help your clients pursue their long-term To support our advisors in meeting this investment goals. standard, we ve hired Sterling Capital Management to be our Chief Investment When applied correctly and consistently, Officer and the leading member of the these principles can help: AE Wealth Management Investment Committee. Create a well-diversified and riskappropriate portfolio with a longer term approach Sterling manages and/or administers more than $50 billion in assets. Their team of 1 forecasts and volatility more than 40 Chartered Financial Analysts is dedicated to supporting our advisors Tune out short-term predications, Remove emotion from the investment decision-making process with: Understand that time in the market is Asset manager due diligence more effective than trying to time the Appropriate asset allocation market Proactive third-party manager research Capital market assumptions In addition to Sterling, we ve built our Market commentary platform with two of the industry s Client communications leading custodians and brand names TD Ameritrade Institutional and Fidelity Institutional Wealth Services. In partnership with them, we ve been able to keep pricing 1 Hilary Burns. Charlotte Business Journal. Aug. 21, 2015. Sterling Capital Management hits milestone, eyes becoming $100 billion firm. http://www.bizjournals.com/ charlotte/blog/bank_notes/2015/08/sterling-capitalae Wealth Management s partnership with management-hits-milestone-eyes.html consistent and transparent for your clients, so you can choose the partner that best fits your practice. A E W E A LT H M A N A G E M E N T
SERVICE Delivering the excellent support services you ve come to expect from Advisors Excel is the foundation of AE Wealth Management. We ve built an internal team to help you with every aspect of your practice, including: New business and operations Sales support and coaching Transition assistance Compliance Billing Financial planning and analysis A E W E A L T H M A N A G E M E N T. C O M
INTEGRATION Perhaps AE Wealth Management s most distinguishing characteristic is our ability to integrate your wealth management services with the annuity and life insurance services of your business. ONE POINT OF CONTACT, BIG RESULTS Once you come on board with AE Wealth Management, you will be assigned a VP of Wealth Management, who will work in conjunction with your annuity and life insurance teams to help you design a single, comprehensive strategy that delivers a complete picture for your clients and prospects. What s more, we ve expanded our Case Design team, which was already completing more than 10,000 income plans for our advisors each month, to help support all your retirement planning services. When you join AE Wealth Management, you ll have one team focused on your client s entire financial strategy. The results are expedited, holistic deliverables, better coaching across your practice and increased opportunities for technological efficiencies for you and your clients. THE NEXT STEPS If you re ready to see the difference AE Wealth Management can make in your business, we d love to guide you through the process of getting on board. CALL YOUR VP OF WEALTH MANAGEMENT AT 866.363.9595 TO GET STARTED! AE WEALTH MANAGEMENT
aewealthmanagement.com 866.363.9595 2950 SW McClure Rd, Topeka, KS 66614 Investment advisory services offered through AE Wealth Management, LLC, an SEC Registered Investment Adviser. For investment professional use only. Not for use with the general public or in a sales situation. Advisors Excel 2016 AW06160064