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
History Makers Gala
Attire: Formal/Black Tie (Men: dark suits or tuxedos, Women: formal or cocktail dresses)
Day 2
Thursday, Jan. 16
General Session 8 a.m. - 4 p.m.
Attire: Business Casual
Homegrown Party with
Zac Brown Band
Attire: Concert Casual
Day 3
Friday, Jan. 17
General Session 8 a.m. - Noon
Attire: Business Casual
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 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 (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.
Mystery Guest!
Prepare yourself for the pinnacle of excitement at WSOS when you meet our surprise keynote speaker! Our enigmatic guest is renowned for groundbreaking insights and transformative ideas that promise to inspire and energize all in attendance — but you have to be there on Friday, Jan. 17, to find out who it is!
We have a reputation for bringing some of the most unforgettable speakers to the WSOS stage. You know we’re serious when we say you’ll want to be front and center to experience the innovation and inspiration only WSOS can deliver.
A History of Giving
More Ways to Make an Impact
During the World Series of Success 2025, we’re giving you even more opportunities to make a difference. With four charity partners, your donation will have four times the impact. Together, we can make history for those who need it most.
The V Foundation holds a special place in AE’s heart ...
The V Foundation holds a special place in AE’s heart as our first-ever charity partner AND the first where we raised $1 million in donations during WSOS. This remarkable organization funds cutting-edge research to help declare victory over cancer, with 100% of direct donations going toward research.
Our newest charity partner, Camp Southern Ground ...
Our newest charity partner, Camp Southern Ground, was founded by GRAMMY award-winning artist Zac Brown to provide programs for underserved children and those from military families. The camp also supports post-9/11 veterans as they transition to civilian life after service.
In the past, we’ve raised over $2 million ...
In the past, we’ve raised over $2 million (an AE record) for Folds of Honor, an organization that provides scholarships to the loved ones of those who made the ultimate sacrifice. The foundation is committed to meeting sacrifice with hope and empowering those from every walk of life through education.
Founded in memory of AE’s own Josh Jones, The Jones Project ...
Founded in memory of AE’s own Josh Jones, The Jones Project seeks to bring a message of hope and healing to combat the teen mental health crisis across Kansas. Providing free motivational keynote presentations to Kansas secondary students, The Jones Project provides actionable steps to those struggling with mental illness.
raffle prizes
For every donation of $250, you will get one ticket for a chance to win one of nine experiences valued at $5,000.
$10,000 Golden Ticket!
For a $10,000 donation, we’re doing something larger than ever! This year, for your $10,000 donation, you’ll receive a Golden Ticket which will get you 1 ticket to an exclusive raffle prize to be announced at the event. You’ll also receive your 40 regular raffle tickets for the items listed above.
Only 100 golden tickets will be sold! Along with this Golden Ticket you’ll receive a one-of-a-kind package that includes three items — a signed basketball from Coach K, a Luminox watch developed by Navy SEAL Nick North and a bottle of Delicato wine signed by Zac Brown.
There are only 100 of these gift packages available.
Live Auction Items
Zac Brown Winery VIP Experience
Two-night stay at Delicato Family Wines in Napa for 8 people! Get unrestricted access to the fully stocked wine in each cottage, plus lunch and wine tasting at the winery with Zac Brown, musician and co-creator of Z. Alexander Brown wines. Learn how Zac and Delicato crafted the profiles of each wine to appeal to their target consumers. Delicato would also help arrange other wine tastings. Date is July 19-21, 2025.
trip includes:
- 2 nights, 3 days at Delicato Winery Cottages
- 4 rooms (8 people)
- Full lunch/wine experience with Zac Brown + Delicato winemaker
- Additional day at leisure
- Flights (ground transportation not included)
Zac Brown Winery
VIP Experience
Zac Brown Winery VIP Experience
Two-night stay at Delicato Family Wines in Napa for 8 people! Get unrestricted access to the fully stocked wine in each cottage, plus lunch and wine tasting at the winery with Zac Brown, musician and co-creator of Z. Alexander Brown wines. Learn how Zac and Delicato crafted the profiles of each wine to appeal to their target consumers. Delicato would also help arrange other wine tastings. Date is July 19-21, 2025.
trip includes:
- 2 nights, 3 days at Delicato Winery Cottages
- 4 rooms (8 people)
- Full lunch/wine experience with Zac Brown + Delicato winemaker
- Additional day at leisure
- Flights (ground transportation not included)
The Ultimate Golf/Poker Foursome and The ESPYS for Eight
Join the V Foundation for ESPYS Week! You and three friends will participate in the Celebrity Pairings & Poker Tournament at California’s luxurious Westlake Village Inn. The next day, your foursome will play in the ESPYS Celebrity Golf Classic at the ultra-exclusive Sherwood Country Club followed by a 19th Hole Awards Reception.
Then it’s off to Hollywood to kick off your red-carpet experience! You and 7 guests will be invited to a coveted V Foundation event, where you’ll experience incredible wine, food and live music! Then get ready for your VIP ESPYS experience as a guest of the V Foundation! Attend our ultra-exclusive event showcasing the best in the sports community, then walk the ESPYS red carpet prior to attending the ESPY Awards and the prestigious ESPYS after-party.
ESPYS Week 2025 | July 13-July 16, 2025 in Los Angeles, California
- 4 Spots to play and 4 guest spots in the Texas Hold ’Em Celebrity Poker Tournament, in memory of Norm Macdonald, on July 13, 2025, at Westlake Village Inn
- 8 Spots at the Pairings Party at Westlake Village Inn on July 13, 2025
- 4 Spots to play with a celebrity (fivesome total) in the ESPYS Celebrity Golf Classic Foursome at Sherwood Country Club on July 14, 2025
- 8 Spots at the 19th Hole Reception at Sherwood Country Club on July 14, 2025
- 8 Tickets to the ESPYS Red Carpet on July 16, 2025
- 8 Tickets to the ESPY Awards on July 16, 2025
- 8 Tickets to the ESPYS After-Party on July 16, 2025
- 8 Tickets to the V Foundation Special Event on July 15, 2024
- 4 Rooms for 2 Nights at hotel at Westlake Village Inn, Sunday and Monday night, July 13-14, 2025
- 4 Rooms for 2 Nights at hotel at Sunset Marquis (or another West Hollywood hotel), Tuesday and Wednesday night, July 15-16, 2025
- 1 case of wine from the producers pouring that week (total)
RESTRICTIONS: Air and ground transportation not included. Date of ESPY Awards Show is Wednesday, July 16, 2025. Cannot be transferred or altered without permission of the V Foundation.
The Ultimate Golf/Poker Foursome
& The ESPYS for Eight
The Ultimate Golf/Poker Foursome and The ESPYS for Eight
Join the V Foundation for ESPYS Week! You and three friends will participate in the Celebrity Pairings & Poker Tournament at California’s luxurious Westlake Village Inn. The next day, your foursome will play in the ESPYS Celebrity Golf Classic at the ultra-exclusive Sherwood Country Club followed by a 19th Hole Awards Reception.
Then it’s off to Hollywood to kick off your red-carpet experience! You and 7 guests will be invited to a coveted V Foundation event, where you’ll experience incredible wine, food and live music! Then get ready for your VIP ESPYS experience as a guest of the V Foundation! Attend our ultra-exclusive event showcasing the best in the sports community, then walk the ESPYS red carpet prior to attending the ESPY Awards and the prestigious ESPYS after-party.
ESPYS Week 2025 | July 13-July 16, 2025 in Los Angeles, California
- 4 Spots to play and 4 guest spots in the Texas Hold ’Em Celebrity Poker Tournament, in memory of Norm Macdonald, on July 13, 2025, at Westlake Village Inn
- 8 Spots at the Pairings Party at Westlake Village Inn on July 13, 2025
- 4 Spots to play with a celebrity (fivesome total) in the ESPYS Celebrity Golf Classic Foursome at Sherwood Country Club on July 14, 2025
- 8 Spots at the 19th Hole Reception at Sherwood Country Club on July 14, 2025
- 8 Tickets to the ESPYS Red Carpet on July 16, 2025
- 8 Tickets to the ESPY Awards on July 16, 2025
- 8 Tickets to the ESPYS After-Party on July 16, 2025
- 8 Tickets to the V Foundation Special Event on July 15, 2024
- 4 Rooms for 2 Nights at hotel at Westlake Village Inn, Sunday and Monday night, July 13-14, 2025
- 4 Rooms for 2 Nights at hotel at Sunset Marquis (or another West Hollywood hotel), Tuesday and Wednesday night, July 15-16, 2025
- 1 case of wine from the producers pouring that week (total)
RESTRICTIONS: Air and ground transportation not included. Date of ESPY Awards Show is Wednesday, July 16, 2025. Cannot be transferred or altered without permission of the V Foundation.
Grove XXIII Golf Package
Enjoy an exclusive day of golf and lunch at the incredible Grove XXIII!
The Grove XXIII is a private golf course opened in 2019 by Michael Jordan. This 18-hole course is located in Hobe Sound, Florida. The 6,963-yard, par-72 course was named one of the top courses in America almost immediately after its opening.
Package includes:
- Golf and lunch for 4
- Hotel for 4 for 1 night, 2 days
- Dates to be mutually agreed upon and redeemed within 1 year
Grove XXIII Golf
Package
Grove XXIII Golf Package
Enjoy an exclusive day of golf and lunch at the incredible Grove XXIII!
The Grove XXIII is a private golf course opened in 2019 by Michael Jordan. This 18-hole course is located in Hobe Sound, Florida. The 6,963-yard, par-72 course was named one of the top courses in America almost immediately after its opening.
Package includes:
- Golf and lunch for 4
- Hotel for 4 for 1 night, 2 days
- Dates to be mutually agreed upon and redeemed within 1 year
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.