honoring a legacy
Celebrating What Comes Next
Every year at the World Series of Success, we strive to celebrate you and your accomplishments from the previous year while setting the stage for more groundbreaking achievements. In 2025, we're adding another layer of celebration: honoring a momentous 20-year legacy of empowering advisors like you.
For 20 years, we've been at the forefront of the financial advisory world, pioneering change and setting new standards — and we couldn't have done any of it without you. This event is a tribute to the moments that have defined our community, a celebration of all we have accomplished together and a rallying cry to continue pursuing excellence and innovation.
We're ready, are you?
First-Class Luxury Meets Hometown Hospitality
First-Class Luxury Meets Hometown Hospitality
As we celebrate our 20th anniversary with the 2025 World Series of Success, we’re thrilled to bring this monumental event to our own backyard, where we can share the experience with as many people as possible. Nestled in the heart of downtown Kansas City, the Loews Kansas City Hotel is the perfect setting for such a historic occasion.
Enjoy breathtaking views of the city skyline from the hotel's rooftop bar, classic American cuisine (with a nod toward KC's railroad history and amazing BBQ), vibrant nightlife and key attractions all within walking distance.
Day 1
Wednesday, Jan. 15
Registration
Awards Night
Day 2
Thursday, Jan. 16
General Session 8 a.m. - 4 p.m.
Off-site Experience
Day 3
Friday, Jan. 17
General Session 8 a.m. - Noon
Let's Make History
Together
Platinum
Qualification
$10 Million
in combined OneAE production as of Dec. 31, 2024
The qualifier and a guest attend WSOS for FREE. All expenses— including registration for the qualifier, meals for two and one hotel room — are paid by Advisors Excel for both program nights (Jan. 15 and 16) and a third night (Jan. 17) if the qualifier and guest elect to stay. The advisor is only responsible for their travel expenses.
gold
Qualification
$6 Million
in combined OneAE production as of Dec. 31, 2024
AE pays for the qualifier's two program nights (Jan. 15 and 16), including registration for the qualifier, meals and one hotel room. The advisor is only responsible for their travel expense. If the qualifier would like to bring a guest, the registration fee is $595* and includes meals and entertainment for the program.
*Advisors Excel will collect the guest fee of $595 during online registration for all Gold qualifiers electing to bring a guest.
History of the
World Series of Success
Every year, the World Series of Success brings AE advisors together to celebrate last year's wins, share new ideas and recharge for the year ahead.
The goal: To give financial professionals the tools and encouragement they need to help more clients enjoy a confident retirement.
Formerly known as The World Series of Sales, this annual extravagaanza celebrates the training and marketing success of professionals in insurance and financial services. Launched to help advisors kick off the new year inspired and energized, The World Series of Success gives AE advisors the boost they need to face whatever challenges the year might – and make the coming your their best ever.
WSOS has historically featured big-name speakers (Michael Phelps, George W. Bush, Shaquille O'Neal) to provide leadership insights and ideas that advisors can implement in their businesses. Each year, the event has featured a stirring theme (Stronger Together, Dream Big, Buckle Up, Iconic), an exciting location (Washington, D.C., San Diego, Las Vegas) and a worthy charitable organization to support.
One thing that has never changed: The World Series of Success aims to celebrate our advisors, support them in their quest to become better business owners, and enhance the growth and development of the industry.
Featured Speakers
Eric Thomas, Ph.D.
World-renowned speaker, educator, pastor and NYT best-selling author
Better known as “ET, The Hip Hop Preacher,” Eric has taken the world by storm with his creative, common-sense approach to living a successful, satisfying professional and personal life. As CEO of his consulting firm, ETA LLC, Eric has led his team through the doors of dozens of hugely successful organizations and Fortune 500 companies.
Eric’s best-selling book, "You Owe You," has empowered hundreds of readers to uncover their power and purpose. "You Owe You" is a guide to deeply understanding yourself and the world around you, finding your why, accepting that you may have to give up something good for something great and constantly stretching toward your potential. No matter where you are on your journey toward greatness, you owe it to yourself to become fully, authentically you.
Dan Martell
Award-winning entrepreneur, angel investor and thought leader
Becoming successful is not about grinding harder or finding more time to work. It’s about installing systems and mindset shifts to engage in high-value work that brings you energy and fulfillment.
Dan Martell is the bestselling author of “Buy Back Your Time” and the No. 1 growth coach for business owners in the world. His content, keynotes and coaching programs have helped thousands of clients unlock growth, get fit and develop the mindset to become the best version of themselves. At WSOS, he’ll present the concepts in his book, such as how to discover the activities that light you up, identify the time assassins holding you back, calculate your Buyback rate and more.
Mike Krzyzewski
“Coach K”
One of the world’s most renowned coaches will headline The World Series of Success 2025: Mike Krzyzewski, affectionately known as “Coach K,” head men’s basketball coach of Duke University from 1980 to 2022, will join us Jan. 15 for an interview and stories about his historic career.
As a Naismith Hall of Fame coach, five-time national champion at Duke and three-time Olympic gold medalist as head coach of the U.S. Men’s National Team, Coach K will talk about the leadership lessons he’s gleaned over a lifetime of coaching. He will also share how he instilled discipline, trust and teamwork in his players — and had a profound impact on their lives.
Let the countdown begin!
The WSOS is designed to provide general information only on the topics covered. Portions of this training are designed for those producers who are licensed to both solicit and negotiate the sale of insurance and provide investment advice. 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. 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 The WSOS are no guarantee of your future success.
5/24-3602775 - For financial professional use only.