BRAD JOHNSON
Background:
Directly after college, Brad worked in IT at Payless ShoeSource's corporate office and was instrumental in helping create an advanced reporting system used by the entire Merchandising Department. Looking to pursue something more in line with his interests in the financial industry, Brad joined Advisors Excel in early 2007 and has quickly become one of the company's top marketers.
Educational History:
Brad Graduated Summa Cum Laude from Emporia State University with a degree in Computer Information Systems from the AASCB nationally accredited School of Business. While at ESU, Brad was also selected as a 1st Team Academic All-American and earned 1st Team All-Conference honors at free safety for the Hornets football team. He also holds his Kansas life insurance license and has completed the CFP certification program through Kansas State University.
Family Information:
Brad is married to his high school sweetheart Sarah. She recently decided to take some time away from her career as a teacher to stay at home with the couple's first child, Braun. Sarah stays busy coaching volleyball at Silver Lake High School and also expects to graduate in May with her Master's Degree in Education. Most recently, the couple is excited about the news of a second child on the way!
Message to Clients:
“The benefit of Advisors Excel's business model is that I am only looking to develop a few new relationships every year. While different from the norm in our industry, it has truly driven our business forward as it allows me to focus on the core group of advisors that I work with daily. At the same time I'm able to develop a few new partnerships with other top advisors in the country that fit our high-performance model."
"For those advisors that are the right fit, I strive to simply become an extension to each and every advisor’s office that I work with – to the point that you consider me a part of your TEAM. For each advisor and office this can be something completely different, as I've yet to run across any two that are alike. Whether this includes hunting down that tough-to-find product niche for an advisor in Washington, sharing how one of my top advisors is leveraging his radio show to fill his calendar without seminars, or outlining steps to grow your web presence and referral network by taking advantage of the Facebook and Twitter phenomenon – these are all conversations I've had in the past.”
"The one thing that I have found consistent with every advisor I've had the privilege to work with - they all LOVE how I get paid! I left my corporate salary behind for the upside of 100% commission. I get paid the same way you do, when your cases issue!"
"Please don't let your business settle for mediocrity. Give me a call, I’ll look forward to the conversation!"
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BRADY LAMAR
Background:
Directly after college, Brady worked as an Underwriter for a life insurance company in Lincoln, Nebraska. Learning how to rate cases and price them accordingly provided a valuable introduction to the industry; however, Brady wanted to find a way to make more of a personal impact and saw the opportunity at Advisors Excel. Since joining Brad's team over a year ago, he has quickly become a valuable resource to the group with his always positive attitude and willingness to go the extra mile.
Educational History:
Brady graduated from the University of Nebraska with a degree in Finance. While at Nebraska, Brady earned Dean’s List honors in the College of Business Administration and was also named to the All-Big 12 Commissioner's Honor Roll four consecutive semestes as a part of their Division I wrestling team.
Family Information:
Brady is happy to call Topeka home, while having his childhood home Silver Lake close by. His parents are active in this small community, and he enjoys visiting his brothers and sister whenever he can travel to see them in San Francisco, CA or Las Cruces, NM. He also enjoys running and hanging out with his dog, Cooper.
Message to Clients:
“My goal is to continue the outstanding service model that Brad has created and to help top advisors by giving them access to the best available ideas and opportunities to succeed. I've found it very rewarding to see business relationships turn into personal relationships with each advisor and see how we can better help them meet their goals in the office and, more importantly, in their lives. I work constantly to give our advisors proactive marketing ideas and strategies to get the most out of their business."
"I love working for Advisors Excel because I have the opportunity to learn from the best in the industry. I really enjoy the motivated advisors, competitive environment, and the challenge of helping each advisor to maximize their potential."
ABE FRIEDEN
Background:
After interning at Advisors Excel while attending Washburn University, Abe accepted a full time role in the Case Design department directly after graduation. This valuable experience led to a full-time role in the life insurance department where Abe is instrumental in developing life insurance strategies to help Brad's advisors maximize the benefits their clients are passing to their heirs.
Family Information:
Abe’s father, Mark, has been a farmer his whole life and also owns a hardwood lumber business. His mother, Becky, works as administrative assistant at a nearby hospital. His sister, Alissa, works as a Dental Hygienist about an hour away and his brother, Adam, works at a local power plant as a journeyman mechanic. Abe recently became engaged to his long-time girlfriend, Riley.
Message to Clients:
"My responsibility and duty to you is to always provide top-notch service in a timely manner. I want you to know that I personally care about you and your business and want you to feel like you have an extension of your staff a phone call away to help with ideas, marketing, life quotes, applications, and product recommendations."
"Since joining Advisors Excel’s staff, over three years ago, I’ve had the great pleasure of meeting remarkable advisors all around the country. These relationships have helped build the platform for continued business success and friendships."