About Advisors First Academy
Advisors First Academy is a Kansas City-based Field Marketing Organization that helps insurance and annuity salespeople increase production and grow their businesses. Whether you are a seasoned agent or just kicking off your career, we offer unique, valuable lessons and services that you won’t get anywhere else. When you join Advisors First Academy, you will receive personal mentoring from some of the industry’s top producers. Through small-group training sessions and one-on-one sessions, you’ll learn a proven, repeatable system for selling annuities that we have used successfully over and over again. Our training sessions are available in person or online; agents from all over the country are increasing their production using our methods. We also provide discounted marketing supplies, proprietary sales software, and other tools to help fuel your success. Are you ready to start selling more annuities than ever before? Contact us today and find out how you can join Advisors First Academy.
Jeff has a talent for guiding agents, advisors and agencies. He is skilled in learning about their needs and being able to utilize a unique approach to helping them build their business. Jeff has successfully mentored agents and advisors regardless of their years of experience; from their rookie year to becoming a seasoned veteran. He excels in developing a successful career path for agents and advisors through the Advisors First Academy tools and strategies.
Originally from Boise, Idaho, Matt attended Brigham Young University, where he obtained his Bachelor of Business Administration in Economics with an emphasis in Finance. Matt is the Chief Executive Officer of Advisors First Academy. During his time as CEO, Matt has built an Agency with multiple producing agents, a successful Medicare supplement company that provides Medicare supplement insurance for thousands of customers across the United States, a unique client management software created for the financial service industry, and a Field Marketing Organization that supports agents across the country.
Ryan’s specialty is understanding individual, team and organizational needs. He has a proven track record in helping them develop a roadmap to realize their goals. Ryan brings 30+ years of experience in development of individuals and businesses, with mentoring and training areas of business development, sales, recruiting, hiring, and process creation for the Financial and Insurance industry. He has been with Advisors First Academy from inception and has built systems and processes to provide the ultimate client and agent experience.
Gina joined our company in 2012 and has held many roles throughout the past years. She currently serves as our Director of Operations. With almost a decade of industry experience, she strives to uphold our standard to make sure our clients come first and makes them her number one priority. As our company continues to grow, Gina oversees the operations of our office, ensuring that our processes flow smoothly not only for our clients, but also for our employees.
Bailee is the Marketing Coordinator for Advisors First Academy. Within this role she focuses on the planning and implementation of events and seminars. Building relationships with clients and assisting in client services is also an enjoyable part of her position. Bailee graduated from Iowa State University with a Bachelor of Science degree in Marketing and Management. Prior to working at Advisors First Academy she worked in both event management and marketing, where she was able to gain knowledge and experience in many aspects of business.
Neither Advisor First LLC, Advisor First nor Advisors First Academy are Registered Investment Advisers (RIAs), nor do we offer or provide securities or investment advisory services. All financial and insurance professionals must follow applicable laws and regulations, and only the appropriately registered RIA affiliates may hold themselves out as an advisor.
For financial professional use only