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Learn the systems that turn an owner-dependent practice into a compounding business. In the third and final episode of our three-part Advisory Practice Blueprint series, guest host Cory Swain, president of AE Labs, interviews Cody Foster, co-founder of Advisors Excel, to bring everything together. The business leader behind one of the most influential organizations serving […]

Most advisory practices don’t have a growth problem — they have a sales and marketing problem. In the second episode of our three-part “Advisory Practice Blueprint” series, guest host Cory Swain, president of AE Labs, interviews Cody Foster, co-founder of Advisors Excel, to pull back the curtain on what drives practice growth. After two decades

A $50 trillion wealth transfer is underway — the largest in history — and it’s about to reshape financial services. In the first episode of our three-part Advisory Practice Blueprint series, Cory Swain, president of AE Labs, flips the script and interviews Cody Foster, co-founder of Advisors Excel, on why the next decade may create

Dr. Benjamin Hardy, organizational psychologist and author of “10x Is Easier Than 2x,” explains the science behind scaling a business. In this episode of The Business of Advice with Cody Foster podcast, Benjamin breaks down the mindset shifts, business frameworks and leadership decisions that help owners scale faster. You’ll learn: If you want to grow

Market swings aren’t a sign of a failing plan — they’re your greatest opportunity to prove your value and grow your firm. In this episode of The Business of Advice with Cody Foster podcast, AE Wealth Management Chief Investment Officer Ben Sullivan reveals how top advisors use market uncertainty as an advantage. If you want

Are you unknowingly putting a ceiling on your business growth? It turns out that leadership development might be your greatest form of insurance against the unknown. In this episode of the Business of Advice with Cody Foster podcast, author and leadership development coach Mac Lake reveals the strategies advisors can use to unleash their team’s

The sales landscape has moved from “buyer beware” to “seller beware.” In this must-watch episode of the Business of Advice with Cody Foster podcast, bestselling author and human behavior professional Daniel Pink examines the new ABCs of selling — attunement, buoyancy and clarity. He explains how these qualities are changing the game for financial advisors

How do you build a business that truly thrives? You start by finding people who care deeply about your mission. In our latest episode, Dave Ramsey shares his hard-earned wisdom on how to build a culture of passionate, growth-oriented leaders. If you want to scale your business, you need a team that refuses to settle.

Is your definition of wealth limiting your potential? In this episode, Cody Foster welcomes Sahil Bloom, author of “The 5 Types of Wealth,” to challenge the misconception that happiness lies in your next achievement. Sahil shares how true prosperity requires a portfolio that includes time, social, mental and physical well-being — alongside financial success. In

How do you keep the fire alive after decades of success, especially when comfort starts to feel like the easier option? In this episode, Advisors Excel Founders Cody Foster and David Callanan pull back the curtain on the six most critical lessons they learned during 2025. If you are looking to break through a plateau,