Wednesday Jan. 17
Friday Jan. 19
Timeless. Legendary.
ICONIC
A Legendary Location
Against a majestic skyline, you’ll find live entertainment, exceptional dining experiences, the most complex water feature ever designed and much more. There’s no end of possibilities to enchant your senses at the timeless Bellagio Hotel.
Looking for an intimate, sophisticated lounge experience? Or maybe you’re in the mood to dance the night away in the resort’s Premier Nightclub before rejuvenating at the four-star spa. Relax poolside in your own private cabana, indulge in a few rounds at the world-famous Shadow Creek Golf Course or explore the natural beauty of the Nevada desert. Regardless of your choice, unforgettable experiences await you in the city that never sleeps.
Bellagio Hotel & Casino
3600 S. Las Vegas Blvd.
Las Vegas, NV 89109
Become Iconic
Qualification
$10 Million
in combined OneAE production as of Dec. 31, 2023
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. 17 and 18) and a third night (Jan. 19) if the qualifier and guest elect to stay. The advisor is only responsible for their travel expenses.
Qualification
$3 Million
in combined OneAE production as of Dec. 31, 2023
The qualifier attends WSOS for FREE. All expenses — including registration for the qualifier, meals and one hotel room — are paid by Advisors Excel for both program nights (Jan. 17 and 18). The qualifier is only responsible for their travel expenses. If the qualifier would like to bring a guest, the registration fee is $595* and includes meals, entertainment and a shared hotel room with the qualifier.
*Advisors Excel will collect the guest fee of $595 during online registration for all Gold qualifiers electing to bring a guest.
Giving Together.
An Iconic Impact.
Every year, the World Series of Success brings the opportunity to express legendary kindness, the power to gather and give in the biggest way possible. Every year it grows, and last year you raised more than $1 million for our charity partner!
Advisors Excel is proud to announce our 2024 World Series of Success charity partner:
ST. JUDE CHILDREN’S RESEARCH HOSPITAL®
THEIR PURPOSE IS CLEAR:
Finding cures. Saving children.®
LET’S GIVE EVEN BIGGER IN 2024!
As we gather on Jan. 17-19 in Las Vegas, watch for your opportunity to help kids and families who have been impacted by childhood cancer. Every child deserves a chance to live their best life. When you support St. Jude, you help give kids with cancer that chance. Together, we can save more lives.
Effective leaders don’t gather things just for themselves; they do it in order to give to others.
- John Maxwell, Leadership expert and WSOS speaker
You’ll have donation opportunities and the chance to participate in a live auction and sweepstakes again this year! Learn more about St. Jude and watch for more information about the once-in-a-lifetime experiences you can bid on at the event as we get closer to WSOS.
A $250 donation = 1 sweepstakes ticket.
All prizes are valued at $4,500; flights and lodging are included.
Iconic American Atmosphere
Yellowstone/Jackson Hole, Wyoming
YELLOWSTONE/JACKSON HOLE, WYOMING
Unleash your adventurous outdoor spirit with an epic journey to Yellowstone and Jackson Hole! You and your guest will spend four nights breathing in nature’s grandeur surrounded by stunning landscapes and large wildlife like moose, elk and the occasional bear. You won’t have to join a ranch — full accommodations await, along with a choice of activities ranging from horseback riding, fly fishing or skiing. Staying in the quaint town of Jackson, you’ll be just an hour from Yellowstone National Park and 10 minutes from Grand Teton National Park. An adventure awaits in the heart and history of the American West!
Iconic Golf History
Pebble Beach
Pebble Beach
The scenic California coastline is one of the ultimate settings for golf. Elevate your passion for the game at this stunning locale and create a lifetime of stories on every hole. Feel the California sunshine as you play on this world-renowned golf course that every pro has dreamed of. Spend three nights in luxury accommodations for two and play the days your way with a range of options, including golf, dining and relaxation for both of you.
Iconic
Ballparks
Pastime Paradise
Pastime Paradise
Your only choice: American League or National League? Step into and onto one of two legendary ballparks: Boston’s Fenway Park or Chicago’s Wrigley Field. Your chosen experience will feature a tour for two at the field of your dreams, followed by a scenic tour of the surrounding city and the best in local dining. You’ll spend three days and four nights at one of the city’s favorite hotels situated just a baseball’s throw away from the historic stadium. And tickets to the game await you at will call. Which one will you pick?
Iconic State
of Mind
Costa Rica
Costa Rica
Find your relaxed and happy place with “pura vida,” the laid-back fulfillment of a “pure-life” mentality often lived by and practiced in this Central American tropical wonder. Beautiful beaches, lush rainforests, jungles, hot springs and even volcanoes — the natural options are unmatched! You and a guest will spend three nights in five-star accommodations as a home base but can easily find yourselves outdoors for activities, including horseback riding, river rafting, ATV tours, a dolphin sail and ziplining. Adventure and tranquility await!
Iconic Northeastern Charm
Vermont Fall Foliage/Ski Trip
Vermont Fall Foliage/Ski Trip
Imagine the brisk feel and smell of crisp, autumn-scented air, the crunch of fallen leaves and the softened tartness of a sip of apple cider. All against a striking palette of crimson, orange and yellow leaves filling your entire field of vision! Or perhaps a day or two of skiing down the slopes of the number one ski and snowboarding destination in the United States! Welcome to Mountainside Lodge. Here, you and a guest will have your choice of activities: take on the ski slopes with lifts, equipment and lessons, or immerse yourself fully in the local fare with cider tours, cheese tastings, maple syrup tastings, pie-baking and the best in farm-to-table dining. Get cozy and indulge in scenic New England!
Iconic Island Culture
Cozumel & Mayan Experience
Cozumel & Mayan Experience
Walk hand in hand on cobblestone streets with a gentle sea breeze blowing and an island sun setting. The beautiful island of Cozumel is all yours. Stay in a beachfront resort and experience blue waters, dolphin swims, coral reefs and tastes of nectar from local tequila creators for up to four nights. Plus, you’ll have an opportunity to enrich yourself with the Mayan culture and experience, taking in special events and day trips to the ancient ruins at Chichén Itzá.
Iconic Snow
and Skiing
Whistler
Whistler
The ultimate awe-inspiring winter wonderland, and a lot of action to go with it! You and a guest will enjoy four nights at a five-star resort as home base in Whistler Village while you swoosh through the pristine powder of British Columbia, Canada. Whistler has snowshoeing, tobogganing and ski jumping at Olympic Park, a venue for the 2010 Winter Olympics! Plus, two-day ski passes per person and your choice of activities, including helicopter tours, private sightseeing tours, ice-climbing and something for thrill-seekers called “Sasquatch Ziplining!” Don’t like the cold? No worries — there will be a summer option for hikers and mountain bikers! Whatever the season, get ready to embrace Whistler!
UNDER THE TUSCAN SUN
Escape to the Tuscan countryside.
Escape to the Tuscan countryside.
An unforgettable week-long trip for four! Immerse yourself in the beauty of Manciano, Italy, where you’ll have your pick of 11 incredible properties to call home. Embark on a journey filled with world history and discovery!
FEDEX ST. JUDE CHAMPIONSHIP:
Danny Thomas Celebrity-Am
Absolute magic in Memphis.
One golfer and their guest will travel to Tennessee from Aug. 14 to Aug. 17 for the 2024 FedEx St. Jude Championship at TPC Southwind. Watch the pros in action Friday, but first, experience a Thursday golf pairing with a celebrity at Spring Creek Ranch for the Danny Thomas Celebrity-Am! While you golf and get pictures, your guest will be treated to a unique Memphis city experience! During your stay, you’ll also get to tour the St. Jude campus and attend the St. Jude Jam, featuring legendary musicians to kick off the entire experience.
FEDEX ST. JUDE CHAMPIONSHIP:
The Pro-Am Experience
This package is every golfer’s dream!
One golfer and their guest will travel to Memphis, Tennessee, from Aug. 13 to Aug. 16 for the 2024 FedEx St. Jude Championship at TPC Southwind, where a true Pro-Am experience awaits. Attend the VIP Pairings Party hosted by the PGA Tour, where you will be paired with three other amateurs and one PGA Tour Pro for the first nine holes and a second PGA Tour Pro for the back nine holes. You'll also have the opportunity to tour the St. Jude campus and attend the St. Jude Jam, featuring legendary musicians to kick off the entire experience.
POLARIS DAWN:
VIP Access & Enhanced Launch Viewing
A private view of human history.
You and a guest will travel to Cape Canaveral, Florida, in spring 2024 to witness the launch of Polaris Dawn. Using the SpaceX Falcon 9 rocket, the crew of Polaris Dawn will attempt the first-ever commercial spacewalk and travel at the highest Earth orbit ever flown. Access includes full accommodations, transportation, seats at the table for the Welcome Dinner and a private viewing balcony at the launch site.
Iconic Instructor & Keynote Speaker
Chris Voss
A former lead FBI negotiator, Chris is a dynamic speaker who debunks the biggest myths of negotiation. He engages audiences with captivating stories, insights, useful tips for business and everyday life, and interactive audience participation. Chris often speaks on topics such as “Negotiation Secrets From an FBI Hostage Negotiator,” “Why Yes Is the Last Thing You Want to Hear,” “Two Words That Immediately Transform Any Negotiation” and “Guaranteeing Execution: How to Ensure Follow-Through.”
Chris has lectured on negotiation at business schools nationwide and has been seen on ABC, CBS, CNN, Fox News and Forbes. He is the author of “Never Split the Difference: Negotiating as if Your Life Depended on It,” in which he shares counterintuitive tactics and strategies for becoming more persuasive in your personal and professional life.
For more information, visit blackswanltd.com/chris-voss.
INSTRUCTOR
Celebration of greatness
WSOS 2023 - A Time for Greatness
Day 1 – Wednesday, Jan. 17
And The Award Goes To …
Once again, we’re rolling out the red carpet to celebrate you on the very first night! Dress to the nines for an extravagant evening where we celebrate you and your unparalleled achievements. It’s going to be an evening worthy of the location.
Day 2 – Thursday, Jan. 18
An Icon In The Making
Our first day of sessions will feature iconic speakers delivering the kind of industry-leading insights and best practices you’ve come to expect from WSOS. We’ve curated a legendary lineup of industry experts who will share their knowledge and insights on everything from investment strategies to client communication. Big names, big ideas and even bigger opportunities — you won’t want to miss a single moment.
Of course, it wouldn’t be an iconic event without creating a once-in-a-lifetime experience. In true, iconic AE style, you’ll be treated to an evening of unforgettable entertainment and more unforgettable memories.
Bellagio Hotel & Casino
Las Vegas
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 extravaganza 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 bring — and make the coming year 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 (All In, Stronger Together, Dream Big, Buckle Up), an exciting location (Houston, Washington, D.C., San Diego) 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.
2023
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2022
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2021
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2020
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let the
countdown begin!
Wednesday, Jan. 17 – Friday, Jan. 19, 2024
ICONIC
WSOS 2024
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.
5/23-2908999 For financial professional use only.