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The World Series of Success

Jan. 6-8, 2022

Orlando, Florida

Orlando World Center Marriott

YOUR WSOS PIT STOP

Orlando World Center Marriott

Situated in the heart of Orlando and only two miles from Walt Disney World Resort, this sprawling, high-end complex combines all the comforts of home — including mini refrigerators, flat-screen TVs, minibars and coffee makers — with luxury and spectacular views.

Amenities are numerous. Dining options include upscale Japanese and grill restaurants as well as a casual Italian eatery. You also can enjoy a challenging 18-hole golf course, a spa that will leave you refreshed and rejuvenated, a modern workout gym and much more.

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We’re about to reach record speeds!

The anticipation and feverish energy welling up inside you. The impulse to jump on the gas because you know full well that your destiny is closer – much closer – than you think.

That’s what this is all about.

Buckle Up. This is one ride you’ll never forget.

Here’s how you get there

Qualification

Levels

platinum

Platinum

$10 million in combined OneAE production as of Dec. 31, 2021

Platinum

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. 6 and 7) and for a third night (Jan. 8) if the qualifier and guest elect to stay. Advisor is only responsible for his/her travel expenses.
gold

Gold

$3 million in combined OneAE production as of Dec. 31, 2021

Gold

AE pays for the qualifier’s two program nights (Jan. 6 and 7), including registration for the qualifier, meals and one hotel room. The advisor is only responsible for his/her 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.

Your WSOS Pit Crew

Simon T.
Bailey

Speaker, Author, Life Coach and Entrepreneur

SIMON T. BAILEY

Rev Up and Tune Up with Simon on: Client engagement and customer love

Simon’s purpose and passion is to help you discover your brilliance — just as he discovered his own by overcoming early personal setbacks and life struggles.

Over the past 30 years, Simon has worked with more than 2,000 clients from more than 50 countries — including Google, Microsoft, MasterCard and Hilton Hotels. Named by Success Magazine as one of the top 25 people who will help you reach your business and life goals, Simon provides meaningful strategies that impact lives and accelerate results.

Simon is the founder of The Brilliance Institute, and his books include “Shift Your Brilliance,” “Be the Spark” and “Release Your Brilliance.” He spent more than 30 years in the hospitality industry, including as sales director for Disney Institute, and is a summa cum laude master’s degree graduate of Faith Christian University.

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Duncan Macpherson
Speaker, Author and Business Coach

DUNCAN MACPHERSON

Rev Up and Tune Up with Duncan on: Referrals and selling

Duncan is dedicated to helping successful professionals find freedom and order through system-driven practice management. He thrives on introducing proven, real-world processes to those who are struggling or have plateaued and is passionate about seeing their results and lives improve.

As founder and CEO of Pareto Systems, an industry-leading business development firm dedicated to the elite professionals and companies within the fee-for-service sector, Duncan leads a team of consultants who work to create predictable, sustainable and duplicable businesses. The company helps leaders in a wide range of fields, from financial services and insurance to accounting, legal, mortgage and consulting.

Duncan also is a bestselling author of “The Advisor Playbook” and “Breakthrough Business Development: A 90-Day Plan to Build Your Client Base and Take Your Business to the Next Level.”

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Jon
Gordon
Speaker and
Author

JON GORDON

Rev Up and Tune Up with Jon on: Teamwork, leadership and positive mindset

Jon has inspired executives, companies, sports teams, educators and many others worldwide to work with more vision, passion, positivity and purpose through his books and talks.

An author of 24 books — including bestsellers such as “The Energy Bus,” “The Carpenter,” “Training Camp,” “You Win in the Locker Room First,” “The Power of Positive Leadership” and “The Power of a Positive Team” — Jon has been featured on "The Today Show," CNN, ESPN and numerous other networks.

Jon earned his bachelor’s degree from Cornell University, where he played lacrosse, and earned a master’s in teaching from Emory University. The founder of Positive University and the Energy Bus for Schools Initiative counts Wells Fargo, Southwest Airlines, Northwestern Mutual, Publix Super Markets, the Atlanta Falcons and many other professional and college sports teams among his clients.

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Sean
Cannell
YouTube and Online
Video Guru

SEAN CANNELL

Rev Up and Tune Up with Sean on: Leveraging video to build influence and get results

One of the world’s foremost YouTube and online video experts, Sean’s mission is to help purpose-driven people make a difference in the world through video.

Sean grew a six-figure income as a “Tech YouTuber” before founding Think Media, a multimillion-dollar online video company that offers educational tools, tips and online courses. With more than 15 years of experience in online video, social media and online marketing, Sean has become an authority on helping entrepreneurs build real influence and income with video.

A prolific content creator whose videos have been viewed more than 55 million times, Sean knows the secrets to getting noticed and getting results. He is a speaker, coach, author and podcast host who has been featured on Forbes.com, CNBC, Social Media Examiner, Entrepreneur.com and Success.com.

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Our Charity
Partner

About The V Foundation for Cancer Research

We are proud to partner once more with The V Foundation for Cancer Research — the charity we partnered with during our very first WSOS.

Founded by ESPN and the late Jim Valvano, its mission of The V Foundation to “fund game-changing research and all-star scientists to accelerate victory over cancer and save lives.” It’s a mission dear to our hearts because cancer has impacted many advisors and their loved ones.

To date, The V Foundation has awarded more than $260 million in research grants. With your contributions, we can help further their mission to achieve victory over cancer and save lives.

The V Foundation’s special fund, The Dick Vitale Pediatric Fund, supports innovative cancer research. While pediatric treatments have come a long way, there is still much research to be done. Your donations will help with research into:

  • Reducing the long-term side effects of cancer and its treatments
  • Creating therapies specifically designed for children
  • Giving patients a better chance at long and healthy lives

For each donation you make to The V Foundation at the 2022 WSOS, you’ll receive a raffle ticket for one of our fabulous prizes.

Together we can make a difference in the lives of those who have cancer and their families.

About 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
successful retirement.

History

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 brought in big-name speakers (Michael Phelps, George W. Bush) to provide leadership insights and ideas that advisors can implement in their business. Every year the event has featured a different theme (All In, Stronger Together, Dream Big), exciting locations (Houston, Washington, D.C.) and a worthy charitable organization to support.

One thing that has never changed is that 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.