OCT. 14-16, 2026 | TOPEKA, KANSAS
hoW top advisor wes wood grew from $55M to $250m in 3 years
Burnout and stagnant growth aren’t solved by harder work. Clear Path gives you the tools to scale your business for greater profit and freedom in your practice.
Learn from AE Hall of Fame advisor Wes Wood
Real playbooks for your sales process, tracking systems, and hiring protocols
Free limited access to a select few advisors
Clear Path isn't about working harder.
It's about building systems that replace heroics with leadership.
Here's what that transformation looks like:
step 1:
From Chaos to Clarity
You'll learn exactly where you are—and why you're stuck. Start with your numbers, your capacity, and the honest gap between where you are and where you want to be.
What you'll gain: A diagnostic framework for identifying your ceiling (team gaps, sales process, tracking, marketing ROI) and a clear path for what comes next. But you first need clear visibility into what's holding you back.
step 2:
From Producer to Leader
You'll see how Wes transitioned from running every meeting to coaching a team that runs without him. He'll walk through his sales process (ROUTE), hiring protocols that work, and how to create accountability without micromanaging.
What you'll gain: A teachable system for your team, frameworks for coaching associate advisors on their gaps, and confidence that you can scale without sacrificing quality.
step 3:
From Tactics to Strategy
You'll leave with a clear sequence for your next 12-24 months. Not a wishlist—a clear path. We'll show you how to sequence hiring, marketing investment, and team development so you're building capability, not just activity.
What you'll gain: A personalized action plan and peer connections with advisors on the same journey.
Your speaker:
wes wood
President | Wood Financial Group
Before:
Wes was running 25-30 client meetings every single week. He managed marketing, servicing, compliance, operations—everything. He was stuck as a sales advisor, not a business owner. He was burned out, and his capacity was tapped out.
The Turning Point:
Wes realized the ceiling wasn't his work ethic—it was his lack of vision. Wes is a trailblazer redefining what’s possible in our industry. From scaling his business to $250 million to building a high-performing team that generates 95% of the firm’s production, Wes has done it all. Now, he’s ready to share his path to success with you.
The System:
1. Know your numbers – Wes started tracking everything: appointment conversion, marketing ROI, advisor productivity
2. Build a teachable sales process – Implemented the ROUTE framework so every sub-advisor could replicate success
3. Hire with discipline – Developed a rigorous vetting process (resume, U4, personality profiles, references, multi-stage interviews)
4. Create a vision – He leveraged Matt Dicken's (Strategic Wealth Designers) keynote at an AE event and realized enterprise building was possible for him too
The result:
2022: $55M in assets under management, 80%+ of production was Wes
2025: $250M in assets under management, only 5% of production is Wes
Team Success: One associate advisor who joined 2 years ago recently earned $70,000 in a single month—more than he made in a full year before joining
Time Freedom: Wes now focuses on vision, coaching, and leadership while his team scales revenue
step Onto hallowed Hardwood
step Onto
hallowed
Hardwood
Before we open Wes’ Clear Path playbook, we’ll warm up on Day 1 with a shootaround in one of the country’s most iconic gyms.
Before we open Wes’ Clear Path playbook, we’ll warm up on Day 1 with a shootaround in one of the country’s most iconic gyms.
Nobody does “work hard, play hard” quite like we do. That’s why we’re tipping off Clear Path with a once-in-a-lifetime opportunity.
On Wednesday, Oct. 14, you and your fellow attendees will enjoy an exclusive tour of a legendary fieldhouse plus the chance to compete on the court for a VIP experience with former All-American and NBA champion Wayne Simien.
Tour one of the game’s most storied venues
Compete in an on-court shooting challenge
Win a private VIP meeting with Wayne Simien
Receive an autographed gift from Advisors Excel
Tour one of the game’s most storied venues
Compete in an on-court shooting challenge
Win a private VIP meeting with Wayne Simien
Receive an autographed gift from Advisors Excel
how it works
how it works
During the tour, attendees will take part in an on-court shooting competition. The top scorer will earn the VIP experience — and bragging rights as Clear Path’s Shootout Champ!
During the tour, attendees will take part in an on-court shooting competition. The top scorer will earn the VIP experience — and bragging rights as Clear Path’s Shootout Champ!
We know you’ve got game when it comes to closing.
Let’s see how much you’ve got when it comes to the court.
We know you’ve got game when it comes to closing.
Let’s see how much you’ve got when it comes to the court.
What You'll Gain
Stop Guessing, Start Building
You'll learn the exact sequence successful advisors followed to scale: numbers → systems → team → leverage. You’re already a successful advisor. But this event is designed to help you become a true business leader of your practice
Replace Heroics with Leadership
Discover how to transition from 80% production to 5%, while your team grows revenue faster than you ever did solo. You'll see real examples of how Wes did this—and learn the hard lessons he wished he’d known earlier.
A Sales Process You Can Teach
Walk away with Wes’ ROUTE sales process, a proven framework you can adapt for your own financial practice. Turn every client meeting into a coaching opportunity and ensure consistency across your team.
Marketing That Actually Works
Learn how top advisors generate 50% of appointments from dinner/educational workshops, leverage past prospects for 20-30% of new business, and track ROI on every dollar spent. There is no silver bullet—just multi-channel discipline.
Hiring Systems That Stick
Get the exact vetting process (resume, U4 review, personality profiling, reference checks) and interview stages that reduce bad hires and build teams that perform.
Patience as a Leadership Skill
Understand how to coach your sub-advisors through their learning curves, when to be patient vs. when to act, and how to create accountability without micromanaging.
Peer Network of Builders
Connect with other elite advisors who are on the same path—no tire-kickers, but serious business owners ready to scale.
FAQ's
Q: Is this free?
A: Clear Path is completely free for those who attend. By registering, you'll receive all-expenses paid travel and lodging, exclusive implementation guides, and direct access to Wes Wood 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.
Q: What happens when I register?
A: 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.
Q: Where will Clear Path be held?
A: Clear Path will take place at Advisors Excel headquarters in Topeka, KS on October 14-16. You'll also stay in the boutique Cyrus Hotel, featuring high-end style and down-home comfort in the heart of downtown.
Q: I don't have a team yet. Is this too advanced?
A: Not at all. Many attendees are solo advisors ready to make their first hire. We'll walk you through how to know when you're ready, who to hire first, and how to build a hiring system that reduces costly mistakes.
Q: What if I've already tried scaling and failed?
A: Then you're exactly who this is for. Most advisors fail at scaling because they lacked a proven sequence, not because they lacked talent. We'll show you what went wrong (hiring too fast, no sales process, unclear ROI tracking) and how to do it differently.
Q: Can I bring my partner or team?
A: Partners are welcome with approval. We want decision-makers in the room. Junior team members may not benefit from business owner-level content.
you're ready for clear path if:
You're running 15+ meetings a week and know you can't keep this pace
You've hit $3M+ in production but growth has stalled
You're wearing every hat—sales, marketing, operations—and you're exhausted
You have ambition to build something bigger but no clear path to get there
What other advisors have said about our events
indpendent does not mean alone. Discover the power of community at our world class events.
"Having the ability to learn from other advisors who have done it right creates an environment where you can share ideas and apply them to your own office."
"You go to one of these AE conferences, you pay nothing and you're around some of the most successful financial advisors in the country. If you're just starting out, you couldn't write a check big enough to get you at a table with the people you could be sitting with at breakfast."
"I was mentored and educated on how to lead a team. The openness and willingness to share has been the most beneficial part of getting from point A to point B."
"We just implemented everything. We took it on like a sponge."
"Some of the speakers I adored reading about – like the John Maxwell's and Dan Martell's of the world – now they're on a stage 25 feet away from me, and I can go up and shake their hand."
"Events like this absolutely help our business. We get to network with people who are doing things differently."
YOUR CLEAR PATH TO BUILDING THE
BUSINESS OF YOUR DREAMS STARTS HERE
866.363.9595 | Copyright 2020 | Advisors Excel, LLC
Clear Path is designed to provide general information only on the topics covered. Producers are ultimately responsible for the use or implementation of any concepts, strategies or technologies discussed 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 Clear Path are no guarantee of your future success.
2/26-5197181