Your World Series of Success
Home Base
With expansive views of the San Diego Bay and the city skyline — and just steps from the lively Gaslamp Quarter and the San Diego Padres’ Petco Park home — the Hilton San Diego Bayfront is a resort-style retreat with SoCal flair nestled right on the waterfront in the bustling city center.
Whether you’re craving coastal cuisine or a sweet treat, six dining venues cater to every taste. For those seeking some extra relaxation and pampering, the eforea Spa offers an onsite oasis. And if you’re looking for more heart-pumping pursuits, enjoy the fitness center and jogging track or cruise San Diego on two wheels with complimentary bike stations, lockers and links to favorite scenic routes.
A Night to Remember
WSOS 2022 - Buckle Up
Day 1 - Thursday, Jan. 5
Your Time
to Shine
We’re putting the spotlight on YOU – on the first night this year! Once you’re settled in San Diego, dress to impress for this evening of glitz and glamour to honor YOU and all your achievements — and don’t miss the rockin’ after party.
Day 2 - Friday, Jan. 6
Party at
Rady Shell
Locals call it simply The Shell, and this spectacular outdoor amphitheater on the edge of the San Diego Bay will play host to an amazing night of dining and entertainment. Enjoy an evening under the stars with your fellow luminaries. We promise it's a night you won't want to miss!
Rady Shell
222 Marina Park Way
San Diego, CA 92101
Qualification Levels
Greatness Awaits
Platinum Qualification
$10 million
in combined OneAE production as of Dec. 31, 2022
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. 5 and 6) and for a third night (Jan. 7) if the qualifier and guest elect to stay. The advisor is only responsible for his/her travel expenses.
Gold Qualification
$3 million
in combined OneAE production as of Dec. 31, 2022
AE pays for the qualifier’s two program nights (Jan. 5 and 6), 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.
Business leader, peak performance expert, author
Powerhouse performance coach Ed Mylett will help you use “The Power of One More” to solve problems and achieve new levels of success. Tap into your inner power to break through mental roadblocks and uncover just how close you really are to realizing your goals and dreams.
Entrepreneur, author, former sports agent
Hailed as the “female Jerry Maguire,” Molly Fletcher negotiated over $500M in contracts and represented some of sports’ biggest names in her nearly two decades as an agent. She now uses her expertise to energize high achievers and arm you with powerful skills for success.
Customer experience expert, author
Personalization, differentiation and emotion — these components will help you build the ultimate customer experience®. Scott McKain will share his cutting-edge strategies on setting your business apart and producing undying loyalty and endless referrals.
We are proud to again partner with Folds of Honor to make a difference for family members of fallen or disabled service members or first responders.
In 2021, you helped raise nearly $1 million and funded nearly 200 scholarships for family members of these heroes. Let’s see if we can beat that record in 2023!
Founded by F-16 fighter pilot Lt. Col. Dan Rooney in 2007, Folds of Honor has provided more than 44,000 life-changing, educational scholarships to the spouses and children of America’s fallen or disabled military members and first responders.
of scholarships awarded represent minority recipients
of funds go directly to scholarships
Local chapters across the U.S. raise money and support the mission
Together we can make a difference for the families of our heroes.
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 successful 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 business. Each year, the event has featured a stirring theme (All In, Stronger Together, Dream Big, Buckle Up), exciting location (Houston, Washington, D.C.) 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
Jan. 5-7, 2023
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.
7/22-2291651 For financial professional use only.