Wednesday Jan. 17


    Friday Jan. 19


Timeless. Legendary.


What is an icon?

It’s something or someone bold, revered and unrivaled.

Advisors Excel and The World Series of Success are iconic in our industry, breaking barriers and building bridges as we bring advisors together to share and learn from one another. And we couldn’t do any of it without YOU.

You are iconic, continually raising the standard in providing the ultimate client experience as you help countless clients achieve their financial goals and live the life and retirement of their dreams. Following an unprecedented year of success, it only makes sense to celebrate you and all you’ve achieved in the biggest way possible.

The World Series of Success wouldn’t be iconic without

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


$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.


$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:

Finding cures. Saving children.®


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.

Sweepstakes Prizes

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


Iconic Golf History

Pebble Beach



Pastime Paradise


Iconic State
of Mind

Costa Rica


Iconic Northeastern Charm

Vermont Fall Foliage/Ski Trip


Iconic Island Culture

Cozumel & Mayan Experience


Iconic Snow
and Skiing


Live Auction Items



Escape to the Tuscan countryside.



Danny Thomas Celebrity-Am



The Pro-Am Experience



VIP Access & Enhanced Launch Viewing

Iconic Leadership Expert


A best-selling author, coach and speaker who has sold more than 33 million books in 50 languages, John has spent 40 years challenging and motivating audiences with real-life stories and timeless principles paired with actionable steps.

John has been called the No. 1 leader in business and the most influential leadership expert in the world. His organizations — the John Maxwell Company, the John Maxwell Team, EQUIP and the John Maxwell Leadership Foundation — have translated his teachings into 70 languages and used them to train millions of leaders from every country in the world. A recipient of the Horatio Alger Award and the Mother Teresa Prize for Global Peace and Leadership from the Luminary Leadership Network, John influences Fortune 500 CEOs, the presidents of nations and entrepreneurs worldwide.

For more information, visit JohnMaxwell.com.


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.



Iconic Entrepreneurial Strategist


The author of “Profit First,” “Clockwork,” “Fix This Next and other books devoted to helping grow stronger, healthier companies, Mike is a popular keynote speaker on innovative entrepreneurial topics. After founding and selling two multimillion-dollar companies only to lose his entire fortune, Mike has devoted his life to researching and delivering innovative, impactful entrepreneurial strategies.

Mike is a former small-business columnist for The Wall Street Journal and business makeover specialist on MSNBC. His latest book, “All In,” will be released in January 2024.

For more information, visit mikemichalowicz.com.



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

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 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.

Relive Past WSOS Events


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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.

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