{"id":2226,"date":"2021-03-31T11:14:56","date_gmt":"2021-03-31T16:14:56","guid":{"rendered":"http:\/\/awesome-verse.flywheelsites.com\/join\/?page_id=2226"},"modified":"2026-01-29T15:42:33","modified_gmt":"2026-01-29T21:42:33","slug":"team-ignite","status":"publish","type":"page","link":"https:\/\/aewealthmanagement.com\/join\/team-ignite\/","title":{"rendered":"VP Landing Page \u2013 Team Ignite"},"content":{"rendered":"\n\n\t\t<h2>\n\t\t\tYou keep your CEO hat on.\n\t\t\t\t\t\t\t\t\t\t\tWe&#8217;ll wear the rest.\n\t\t<\/h2>\n\t\t\t<p>Your dedicated AE Wealth Management team helps you focus on what&#8217;s most important: scaling and growing your business, your way.<\/p>\t\t\n\t\t<h2>\n\t\t\tYou Don&#8217;t Have to Do It All\n\t\t<\/h2>\n\t\t\t<p>Many advisors are wearing all the hats: Marketer. Team leader. Operations guru. The go-to for all client questions. But if you&#8217;re juggling everything, when do you have time to work on scaling your business? \u00a0<strong>The truth is that you can&#8217;t &#8211; and don&#8217;t have to &#8211; do it all.<\/strong> That&#8217;s where we come in. Our team of knowledgeable professionals can help take things off your list so you can focus on running your company. Even better, we can serve as a sounding board as you make critical decisions for the future of your firm.<\/p>\t\t\n<figure itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/aewealthmanagement.com\/join\/wp-content\/uploads\/sites\/2\/2020\/07\/header-bg.png\" alt=\"header-bg\" height=\"985\" width=\"1104\" title=\"header-bg\" onerror=\"this.style.display='none'\" loading=\"lazy\" \/>\n\t<\/figure>\n\t\t<h2>\n\t\t\tTake a hat off and give it to us!\n\t\t<\/h2>\n\t\t\t<p>Let us take on some of your responsibilities so you can spend more time on you, your firm and your clients. Less looks good on you!<\/p>\t\t\n\t<a href=\"#\" target=\"_self\"  aria-label=\"Go to #\"><\/a>\n\t\t<h3>Holistic Financial Planning Strategies<\/h3>\t\t\t\n\t\t<h4>\n\t\t\tModal Box\n\t\t\t\t\t<\/h4>\n\t\t<h5>modal-<\/h5>\n\t\tClick here to edit the &#8220;modal-box&#8221; settings. This text is only for editing and will not appear after you publish the changes.\t\n\t\t\t\t\t\tPreview\n\t\t\tmodal-\n\t\t<h2>\n\t\t\tHolistic Financial Planning\n\t\t<\/h2>\n\t\t\t<p>Backed by industry-leading technology, our platform makes it easy for you to make informed decisions in line with your clients&#8217; risk tolerance and overall financial goals. You get:<\/p>\t\t\n\t<ul>\n\t\t<li>\t\t\t\t\n\t\t<h4>Greater Visibility<\/h4><p><ul><li>AE Wealth Management&#8217;s <strong>integrated technology platform<\/strong> includes investment management, financial planning and retirement planning, giving clients a 360\u00b0 view of their finances.<\/li><li><strong>Innovative<\/strong><strong> software <\/strong>helps you align your clients&#8217; portfolios with their risk profile, providing a customized retirement plan with daily account recalibration.<\/li><li>Integrated advisor dashboards and <strong>single-source login<\/strong> simplify client acquisition, account opening, trading, rebalancing and more.<\/li><\/ul><\/p><\/li><li>\t\t\t\t\n\t\t<h4>One-Stop Solution<\/h4><p><ul><li>Joining AEWM integrates your wealth management team with the Advisors Excel <strong>annuity and life teams you already trust <\/strong>to help you make holistic recommendations to clients.<\/li><li>Learn about our all-encompassing platform and holistic approach toward financial planning with a variety of AEWM&#8217;s <strong>technology trainings and small groups<\/strong>.<\/li><\/ul><\/p><\/li><li>\t\t\t\t\n\t\t<h4>Full Transparency<\/h4><p><ul><li>Our <strong>Client Welcome Kit <\/strong>helps you explain the transition process and benefits of joining a new RIA to your clients. The <strong>InvestmentHQ mobile app <\/strong>helps your clients monitor their portfolio performance while staying connected with you.<\/li><\/ul><\/p><\/li>\t<\/ul>\n\t<a href=\"#\" target=\"_self\"  aria-label=\"Go to #\"><\/a>\n\t\t<h3>Custom Money Management<\/h3>\t\t\t\n\t\t<h4>\n\t\t\tModal Box\n\t\t\t\t\t<\/h4>\n\t\t<h5>modal-<\/h5>\n\t\tClick here to edit the &#8220;modal-box&#8221; settings. This text is only for editing and will not appear after you publish the changes.\t\n\t\t\t\t\t\tPreview\n\t\t\tmodal-\n\t\t<h2>\n\t\t\tCustom Money Management\n\t\t<\/h2>\n\t\t\tWhether you want us to provide complete investment model management or you simply need a little help on the back end, we can provide every level of support to manage your clients&#8217; money. Our services include:\t\t\n\t<ul>\n\t\t<li>\t\t\t\t\n\t\t<h4>Trustworthiness<\/h4><ul>\n<li>You&#8217;ll be supported by a team of CFAs, providing best-in-class investment solutions and ensuring you fulfill your fiduciary responsibilities.<\/li>\n<li>Our rigorously vetted, heavily monitored and well-respected money management platform helps your clients feel confident about retirement<\/li>\n<\/ul>\n<\/li><li>\t\t\t\t\n\t\t<h4>Time-Tested Principles<\/h4><p><ul><li>Our investment platform employs historically proven principles of successful investing: including active, passive and tactical investing as well as diversification and rebalancing.<\/li><\/ul><\/p><\/li><li>\t\t\t\t\n\t\t<h4>Constant Due Diligence<\/h4><p><ul><li>We do the heavy lifting for you, conducting extensive and exhaustive due diligence on all investment managers to identify those with a disciplined, transparent and repeatable process.<\/li><\/ul><\/p><\/li>\t<\/ul>\n\t<a href=\"#\" target=\"_self\"  aria-label=\"Go to #\"><\/a>\n\t\t<h3>Cutting-Edge Technology Tools<\/h3>\t\t\t\n\t\t<h4>\n\t\t\tModal Box\n\t\t\t\t\t<\/h4>\n\t\t<h5>modal-<\/h5>\n\t\tClick here to edit the &#8220;modal-box&#8221; settings. This text is only for editing and will not appear after you publish the changes.\t\n\t\t\t\t\t\tPreview\n\t\t\tmodal-\n\t\t<h2>\n\t\t\tTechnology &#038; Software\n\t\t<\/h2>\n\t\t\tWe are focused on helping you offer an outstanding client experience, with <b>real-time reporting, tools and resources <\/b>to inform and engage your audience. You&#8217;ll enjoy:\t\t\n\t<ul>\n\t\t<li>\t\t\t\t\n\t\t<h4>Portable, Reliable Technology<\/h4><p><ul><li>Give your clients <b>easy access to all their accounts<\/b> with web-based tools designed to provide the information they need &#8211; whenever and wherever they need it.<\/li><\/ul><\/p><\/li><li>\t\t\t\t\n\t\t<h4>Goal-Focused Planning<\/h4><p><ul><li>Offer a <b>360-degree view of each client&#8217;s financial picture<\/b> with integrated investment management, financial planning and retirement planning services.<\/li><li>Help clients make informed decisions aligned with their financial goals and risk tolerance with some of the industry&#8217;s most recognizable <b>Financial Planning Software.<\/b><\/li><\/ul><\/p><\/li><li>\t\t\t\t\n\t\t<h4>Strong Industry Partners<\/h4><p><ul><li>Capitalize on our <b>partnership with some of the top companies and leaders<\/b> in the wealth management industry.<\/li><\/ul><\/p><\/li>\t<\/ul>\n\t<a href=\"#\" target=\"_self\"  aria-label=\"Go to #\"><\/a>\n\t\t<h3>Dedicated &#038; Strategic Support<\/h3>\t\t\t\n\t\t<h4>\n\t\t\tModal Box\n\t\t\t\t\t<\/h4>\n\t\t<h5>modal-<\/h5>\n\t\tClick here to edit the &#8220;modal-box&#8221; settings. This text is only for editing and will not appear after you publish the changes.\t\n\t\t\t\t\t\tPreview\n\t\t\tmodal-\n\t\t<h2>\n\t\t\tStrategic Support\n\t\t<\/h2>\n\t\t\tAE Wealth Management takes the complexity out of moving to a new RIA or changing custodians. Our turnkey transition process includes:\t\t\n\t<ul>\n\t\t<li>\t\t\t\t\n\t\t<h4>Dedicated Account Team<\/h4><ul>\n<li>A highly knowledgeable and integrated transition team &#8211; spanning AUM, annuity and life &#8211; will develop a <b>customized transition plan<\/b>.<\/li>\n<li>Our compliance team helps <b>manage the paperwork <\/b>required to transition your business and meet your state&#8217;s regulatory requirements.<\/li>\n<li>Case design helps you maximize your time with clients by preparing <b>fee analysis <\/b>and <b>presentations<\/b>.<\/li>\n<\/ul>\n<\/li><li>\t\t\t\t\n\t\t<h4>Hands-On Assistance<\/h4><ul>\n<li>AE Wealth Management works closely with you on <b>every aspect of your transition<\/b>, including research, document processing and training.<\/li>\n<li>Your AEWM transition consultant can help organize a <b>client paperwork-signing event<\/b>, with AEWM staff on hand to ensure your event is a success<\/li>\n<li>Our team provides <b>operations and technology training <\/b>for you and your associates before, during and after your transition.<\/li>\n<\/ul>\n<\/li>\t<\/ul>\n\t<a href=\"#\" target=\"_self\"  aria-label=\"Go to #\"><\/a>\n\t\t<h3>Turnkey Transition Process<\/h3>\t\t\t\n\t\t<h4>\n\t\t\tModal Box\n\t\t\t\t\t<\/h4>\n\t\t<h5>modal-<\/h5>\n\t\tClick here to edit the &#8220;modal-box&#8221; settings. This text is only for editing and will not appear after you publish the changes.\t\n\t\t\t\t\t\tPreview\n\t\t\tmodal-\n\t\t<h2>\n\t\t\tTurnkey Transition Process\n\t\t<\/h2>\n\t\t\tAt AE Wealth Management, we understand that transitioning to a new registered investment adviser can be a massive undertaking. We help make this move as easy and efficient as possible with our turnkey transition process, personalized to suit your needs.\u00a0\t\t\n\t<ul>\n\t\t<li>\t\t\t\t\n\t\t<h4>Fast Transition<\/h4><ul>\n<li>It takes an average of <b>60 to 90 days <\/b>to transition to AE Wealth Management. Our efficiency allows you to focus on running your business.<\/li>\n<li>Once your client applications are signed, we help you and your staff <b>open new accounts, submit transfers and enable cash management<\/b>.<\/li>\n<li>Our service team carefully monitors the feedback we receive from transitioning advisors to help us continually <b>improve turn times <\/b>and handle any ongoing service issues.<\/li>\n<\/ul>\n<\/li>\t<\/ul>\n\t<a href=\"#\" target=\"_self\"  aria-label=\"Go to #\"><\/a>\n\t\t<h3>World-Class Training &#038; Development<\/h3>\t\t\t\n\t\t<h4>\n\t\t\tModal Box\n\t\t\t\t\t<\/h4>\n\t\t<h5>modal-<\/h5>\n\t\tClick here to edit the &#8220;modal-box&#8221; settings. This text is only for editing and will not appear after you publish the changes.\t\n\t\t\t\t\t\tPreview\n\t\t\tmodal-\n\t\t<h2>\n\t\t\tWorld-Class Training &#038; Development\n\t\t<\/h2>\n\t\t\t<p>Our elite coaching and training programs offer advisors the opportunity to hone their skills and learn from the best of the best in the industry. Every year, you&#8217;ll be invited to join us for live and virtual events covering topics like investment management, leadership, marketing, compliance and personal growth.<\/p>\t\t\n\t<ul>\n\t\t<li>\t\t\t\t\n\t\t<h4>Learn from the Best of the Best<\/h4><p><ul><li>Take advantage of <strong>in-person and online training<\/strong> for you and your team.<\/li><li>Learn from <strong>industry peers and leaders<\/strong>, and discover how to replicate their processes and skyrocket your business.<\/li><li>Access our library of <strong>online resources<\/strong> to answer questions and keep your office running smoothly.<\/li><li>Attend our annual <strong>Wealth Elite Symposium<\/strong>, where you&#8217;ll learn how to run an even tighter AUM-focused practice.<\/li><\/ul><\/p><\/li>\t<\/ul>\n\t<a href=\"#\" target=\"_self\"  aria-label=\"Go to #\"><\/a>\n\t\t<h3>Back Office Support<\/h3>\t\t\t\n\t\t<h4>\n\t\t\tModal Box\n\t\t\t\t\t<\/h4>\n\t\t<h5>modal-<\/h5>\n\t\tClick here to edit the &#8220;modal-box&#8221; settings. This text is only for editing and will not appear after you publish the changes.\t\n\t\t\t\t\t\tPreview\n\t\t\tmodal-\n\t\t<h2>\n\t\t\tBack Office Support\n\t\t<\/h2>\n\t\t\t<p>Whether you need someone to tackle your billing, assist with trading or help build custom models, we&#8217;ve got you covered. Our team of experts goes to work for you, handling the day-to-day tasks that keep your business running.<\/p>\t\t\n\t<ul>\n\t\t<li>\t\t\t\t\n\t\t<h4>Experts that Work for You<\/h4><p><ul><li>Always <strong>talk with a live person<\/strong> who can answer your questions about operations, compliance, marketing or any aspect of your business.<\/li><li>Get access to <strong>pre-approved and ready-to-send<\/strong> commentaries, reports and newsletters designed to keep your audience informed and engaged.<\/li><li><strong>Utilize the operations and accounting team<\/strong> to open and service accounts, submit transfers, assist with billing, prepare reports and more.<\/li><li><strong>Utilize our Trading Team<\/strong> to ensure accurate trade reconciliations.<\/li><li>Lighten your load by working with <strong>Case Design<\/strong> to prepare fee analyses and presentations.<\/li><li><strong>Protect your business<\/strong> with ad review, on-site exam audits and best practices from our experienced compliance experts.<\/li><\/ul><\/p><\/li>\t<\/ul>\n<figure itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/aewealthmanagement.com\/join\/wp-content\/uploads\/sites\/2\/2023\/09\/mature-couple-meeting-with-financial-professional.png\" alt=\"mature-couple-meeting-with-financial-professional\" height=\"952\" width=\"900\" title=\"mature-couple-meeting-with-financial-professional\" onerror=\"this.style.display='none'\" loading=\"lazy\" \/>\n\t<\/figure>\n\t\t<h2>\n\t\t\tIt&#8217;s Your Business. <br \/>We&#8217;re Here to Support It.\n\t\t<\/h2>\n\t\t\t<p>Whether you&#8217;re looking for marketing and operations support, investment ideas for your clients, or opportunities to connect with other advisors, we&#8217;ve got you covered.Every decision we make and piece of advice we give is based on our four core principles:<\/p>\t\t\n\t<ul>\n\t\t<li>\t\t\n\t\t<strong>01.<\/strong>Less means more.<\/li><li>\t\t\n\t\t<strong>02.<\/strong>Surround ourselves with successful people.<\/li><li>\t\t\n\t\t<strong>03.<\/strong>It&#8217;s all about prospecting.<\/li><li>\t\t\n\t\t<strong>04.<\/strong>Always do the right thing.<\/li>\t<\/ul>\n\t<p>You also get advice and support from experienced professionals who understand the challenges of growing and sustaining a financial practice. We work closely with you to build the business <em>you <\/em>want &#8211; which may look totally different than any other financial advising firm out there.<\/p>\n\t\t\t<a href=\"#form\"  target=\"_self\">\n\t\t\t\t\t\t\tLet&#8217;s Go!\n\t\t\t\t\t<\/a>\n\t\t<h2>\n\t\t\tMeet Your AE Wealth Management Team\n\t\t<\/h2>\n<figure itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/aewealthmanagement.com\/join\/wp-content\/uploads\/sites\/2\/2026\/01\/team-ignite-26.png\" alt=\"team-ignite-26\" height=\"1244\" width=\"1741\" title=\"team-ignite-26\" onerror=\"this.style.display='none'\" loading=\"lazy\" \/>\n\t<\/figure>\n\t\t<figure itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/aewealthmanagement.com\/join\/wp-content\/uploads\/sites\/2\/2025\/11\/alexis-b.png\" alt=\"alexis-b\" height=\"250\" width=\"250\" title=\"alexis-b\" onerror=\"this.style.display='none'\" loading=\"lazy\" \/>\n\t<\/figure>\n<h3>Alexis Burchett<\/h3><p>VP of Wealth Management<\/p>\n\t\t<figure itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/aewealthmanagement.com\/join\/wp-content\/uploads\/sites\/2\/2025\/11\/andy-m.png\" alt=\"andy-m\" height=\"250\" width=\"250\" title=\"andy-m\" onerror=\"this.style.display='none'\" loading=\"lazy\" \/>\n\t<\/figure>\n<h3>Andy Maupin<\/h3><p>Director of Wealth<\/p>\n\t\t<figure itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/aewealthmanagement.com\/join\/wp-content\/uploads\/sites\/2\/2025\/11\/emily-b.png\" alt=\"emily-b\" height=\"250\" width=\"250\" title=\"emily-b\" onerror=\"this.style.display='none'\" loading=\"lazy\" \/>\n\t<\/figure>\n<h3>Emily Brighton<\/h3><p>Relationship Manager<\/p>\n\t\t<figure itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/aewealthmanagement.com\/join\/wp-content\/uploads\/sites\/2\/2025\/11\/dalton-b.png\" alt=\"dalton-b\" height=\"250\" width=\"250\" title=\"dalton-b\" onerror=\"this.style.display='none'\" loading=\"lazy\" \/>\n\t<\/figure>\n<h3>Dalton Minor<\/h3><p>Relationship Manager<\/p>\n\t\t<figure itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/aewealthmanagement.com\/join\/wp-content\/uploads\/sites\/2\/2025\/11\/angel-e.png\" alt=\"angel-e\" height=\"250\" width=\"250\" title=\"angel-e\" onerror=\"this.style.display='none'\" loading=\"lazy\" \/>\n\t<\/figure>\n<h3>Angel Elliott<\/h3><p>Wealth Planner<\/p>\n\t\t<h2>\n\t\t\tWhen you work with our team, you will:\n\t\t<\/h2>\n\t<ul>\n\t\t<li>\t\t\t\t\n\t\tCreate deeper relationships.<\/li><li>\t\t\t\t\n\t\tLearn from the best.<\/li><li>\t\t\t\t\n\t\tBecome an exceptional business owner.<\/li><li>\t\t\t\t\n\t\tGet the use of ready-to-send marketing materials.<\/li><li>\t\t\t\t\n\t\tReceive flexible and nimble support.<\/li><li>\t\t\t\t\n\t\tDiscover how to move accounts seamlessly.<\/li><li>\t\t\t\t\n\t\tGain access to a comprehensive investment suite.<\/li>\t<\/ul>\n\t\t<h2>\n\t\t\tExpect the Best from Our Team\n\t\t<\/h2>\n\t\t\t<p>Want to know more about what we do and how we help? Download our brochure and discover all the things your AE Wealth Management can offer.<\/p>\t\t\n\t\t\t<a href=\"https:\/\/downloads.financial-resources.org\/books\/ppib\/#p=1\"  target=\"_blank\" rel=\"noopener\"    rel=\"noopener\">\n\t\t\t\t\t\t\tDOWNLOAD NOW\n\t\t\t\t\t<\/a>\n\t<p><em>Results from the use of strategies shared are no guarantee of your future success.<\/em><\/p>\n\t\t<h2>\n\t\t\tReady to build the business you&#8217;ve always dreamed about?\n\t\t<\/h2>\n\t\t\t<p>It&#8217;s time to take that next step! Contact us if you&#8217;re someone who:<\/p>\t\t\n\t<ul>\n\t\t\t<li>\n\t\t\t\tWants to nail your marketing and branding &#8211; but you&#8217;re not sure where to start\n\t\t\t<\/li>\n\t\t\t<li>\n\t\t\t\tWishes for more time in your day to focus on the tasks that will take your business to the next level\n\t\t\t<\/li>\n\t\t\t<li>\n\t\t\t\tDesires to become a first-class financial advisor for your clients\n\t\t\t<\/li>\n\t\t<\/ul>\n\t<p>To get started, simply fill out the form! We&#8217;ll take it from there.<\/p>\n<h2  data-animation-delay=\"0\" data-animation-duration=\"1\">\n\t\t\tGet Started:\t<\/h2>\n\t<p>By submitting your information, you consent to be contacted regarding your financial business.<\/p>\n\n","protected":false},"excerpt":{"rendered":"<p>You keep your CEO hat on. We&#8217;ll wear the rest. Your dedicated AE Wealth Management team helps you focus on what&#8217;s most important: scaling and growing your business, your way. You Don&#8217;t Have to Do It All Many advisors are wearing all the hats: Marketer. Team leader. Operations guru. The go-to for all client questions.&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-2226","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>VP Landing Page \u2013 Team Ignite - Join AE Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/aewealthmanagement.com\/join\/team-ignite\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"VP Landing Page \u2013 Team Ignite - Join AE Wealth Management\" \/>\n<meta property=\"og:description\" content=\"You keep your CEO hat on. We&#8217;ll wear the rest. Your dedicated AE Wealth Management team helps you focus on what&#8217;s most important: scaling and growing your business, your way. You Don&#8217;t Have to Do It All Many advisors are wearing all the hats: Marketer. Team leader. Operations guru. 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