Matt Neuman has grown and served inside Advisors Excel since its inception in 2005. During the company’s earliest stages, in the basement of a dental office, he gave up his desk to a new hire. Matt worked off a cardboard box for weeks, later assembling his own makeshift cubicle on the weekend. He never thought twice about it.
Since then, the growth of Advisors Excel into the country’s leading financial marketing organization and its commitment to helping advisors build profitable businesses has soared. Playing his part, Matt has directly recruited, coached and built deep relationships with over 200 of the top financial advisors in the AE ecosystem. Those producers have collectively secured retirement assets exceeding $20 billion and counting.
Advisors Excel’s collection of successful independent advisors remains unprecedented. The commitment to facilitate idea-sharing among peers remains as essential now as when the company began. Advisors provide Matt with constant inspiration in his role as chief strategy officer. He loves being an innovator and executor, taking great pride in the teams he has worked alongside.
Matt covets time at home with his family and their many adventures. His wife, Alice, is a former high school English teacher who just graduated with her PhD. from the University of Kansas, where Matt also earned his master’s degree from the School of Business. Matt and Alice’s greatest joys are their three sons, Noah, Evan and Theo.
Phone: 866.363.9595 | Email: connect@advisorsexcel.com | Website: www.advisorsexcel.com
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