David Bach, the firm’s co-founder and director of investor education, has been named a finalist for Thought Leader of the Year in the 2018 WealthManagement.com Industry Awards. He coordinates the education efforts.
“Thought leadership enables us and our advisor partners to consistently demonstrate added value for clients and prospects,” Bach says.
Radford adds, “We work with advisors on everything from writing books, to creating videos in our studio that we have on site, to reviewing their websites.”
AE Wealth is a sister company of Advisors Excel, which provides peer-to-peer coaching and collaboration that teach other advisors how to attract new business. Between the two entities, AE Wealth and Advisors Excel have more than 550 employees at the headquarters in Topeka.