Nov. 12-14, 2025 | Topeka, Kansas
THE FINANCIAL ADVISORS' EVENT TO LEVERAGING AI
At the AI-Driven Advisor, you'll learn exactly how top-producing advisors are using AI to scale beyond $20M, escape burnout, and finally lead their practice like a true business owner.
THE top brands in the financial industry will be here
From overwhelmed advisor to ai-driven leader
While your competitors are leveraging AI to scale their practices, are you still trapped in day-to-day operations? This exclusive event is specifically designed for elite producers ready to implement AI systems that will transform client acquisition, streamline operations and create scalable processes that don't depend solely on your time.
Geoff Woods, author of “The AI-Driven Leader,” will give a keynote presentation focused on how AI can revolutionize leadership and decision-making.
Key themes include:
YOUR SPEAKER LINEUP
Geoff Woods
Founder, AI Leadership
Author, “The AI-Driven Leader”
Geoff Woods
Founder, AI Leadership
Author, “The AI-Driven Leader”
Geoff is the No. 1 bestselling author of “The AI-Driven Leader,” host of “The AI-Driven Leader” podcast, and founder of AI Leadership and The AI-Driven Leadership Collective™, a highly vetted network of executives collaborating to harness AI to build better businesses and better lives.
As the former chief growth officer of Jindal Steel and Power, Geoff’s strategic leadership helped the company grow its market cap from $750 million to over $12 billion in just four years. Prior to that, he co-founded the training and consulting company behind The ONE Thing, advising businesses with annual revenue ranging from $10 million to $60 billion.
Tony Drake, CFP®
Founder & CEO
Drake & Associates | Milwaukee, Wisconsin
AE Hall of Fame
Tony Drake, CFP®
Founder & CEO
Drake & Associates | Milwaukee, Wisconsin
AE Hall of Fame
Since founding his firm in 2002, Tony has implemented strategies that have helped him unlock explosive growth while maintaining a life he loves. Over the past 10 years, he's scaled his business and quadrupled his production — to more than $150 million in 2023. Tony will walk you through his mindset and the steps he's taken to go from a single producer to a high-performing team.
Mike Reese, CFP®, CLU®, ChFC®, CTC®
Founder & CEO
Centennial Advisors | Austin, Texas
AE Hall of Fame
Mike Reese, CFP®, CLU®, ChFC®, CTC®
Founder & CEO
Centennial Advisors | Austin, Texas
AE Hall of Fame
Mike is the master of the sales process, and his Planning R.I.G.H.T. for Retirement step-by-step strategy has not only simplified the planning process for his clients but has been the inspiration for advisors throughout the AE network. He’ll give you the ultimate behind-the-scenes look at what works and what doesn’t — and how he implemented the concepts in Mike Michalowicz’s book “Profit First.” You’ll also have a chance to dig into Mike’s profit & loss and balance sheets to see some of his key drivers of success.
What's in store?
Unparalleled Insights:
Learn tactical ways high-producing financial advisors are adopting AI into their business.
Hands-On Training:
Discover how you can immediately apply AI to help improve decision-making and strategy.
Elite Networking:
Connect with forward-thinking leaders who share your drive for innovation and growth.
Breakout Sessions:
Mastermind in smaller groups for targeted discussions on how you can scale your unique business.
Championship Stadium Experience:
Experience the winning culture behind the 4-time Super Bowl champions at GEHA Field in Arrowhead Stadium.
The Ultimate Kickoff
CHAMPIONSHIP STADIUM EXPERIENCE
Get your game face on. We’ll be heading to Kansas City on opening night to huddle up in one of the most legendary places in sports: GEHA Field at Arrowhead Stadium, home of the four-time champions and football’s latest dynasty.
Our night at GEHA Field at Arrowhead will kick off with an exclusive mastermind experience. You’ll enjoy the comfort of the iconic Signature Suite Lounge as Advisor Excel’s Chief Strategy Officer Matt Neuman and Director of Business Scaling Rodney Kenner co-host an electrifying conversation on maximizing growth.
Take in all the amenities of the stadium’s newly renovated locker room while you and your AE teammates swap strategies and ideas.
Savor a gourmet meal in the opulent Penthouse Suite presented by Tickets for Less, with epic stadium views.
Enjoy an exclusive, behind-the-scenes journey through GEHA Field at Arrowhead Stadium, featuring access to the field, press box, and other legendary spots within the stadium.
AGENDA
Come ready to connect and learn from the best. The agenda is not fully final, but this is a good schedule of what to expect.
3:00 PM | Mastermind Session
5:30 PM | Opening Reception
6:30 PM | Dinner
7:45 AM | Breakfast
8:15 AM | Morning Session
9:00 AM | Tony Drake
10:30 AM | Break
10:45 AM | Mike Reese
12:15 PM | Lunch
1:15 PM | AI Panel
2:00 PM | AE Crash Course
3:45 PM | Afternoon Session
5:30 PM | Dinner
7:45 AM | Breakfast
8:15 AM | Morning Session
8:45 AM | Q&A with Mike and Tony
9:30 AM | Break
9:45 AM | Geoff Woods
11:15 AM | Closing Remarks
12:00 PM | Lunch
what other advisors have said about our events
Independent doesn’t mean alone.
Discover the power of community at our world-class events.
YOUR AI-DRIVEN ADVISOR EXPERIENCE STARTS HERE.
You’re not alone if you’re ready to keep growing but are unsure of your next best step. START LEVERAGING AI BEFORE YOU GET LEFT BEHIND.
Register (Digital) – AI Driven Advisor
FAQs
Find answers to your questions about AI-Driven Advisor below.
AI-Driven Advisor is completely free for those tho attend. By registering, you'll receive all-expenses paid travel and lodging, exclusive AI implementation guides, and direct access to Geoff Woods at the event.
To keep the exclusive and intimate feel of the experience, your spot cannot be fully secured until our team connects with you.
When you fill out the form, you'll be pre-registered. To keep the exclusive and intimate feel of the experience, your spot cannot be fully secured until our team connects with you. So be on the lookout for a call or email from our team on confirming your details.
AI-Driven Advisor will take place at Advisors Excel headquarters in Topeka, KS. You'll also stay in the boutique Cyrus Hotel, featuring high-end style and down-home comfort in the heart of downtown.
See the agenda here.
Nov. 12-14, 2025 | Topeka, Kansas
AI-Driven Advisor is designed to provide general information only on the topics covered. 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. Investment advisors are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Adviser with which they may be affiliated prior to implementing artificial intelligence programs. 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 AI-Driven Advisor are no guarantee of your future success. 8/25-4316838