The Finance team runs all of the normal business accounting functions — processing payroll, invoicing clients, depositing payments, tax accounting — but that’s only the tip of the iceberg.

A typical day in Finance consists of gathering, inputting and calculating a lot of data to keep a finger on the pulse of our business. This team takes financial reporting to the next level by measuring our producers’ life insurance and annuities production with their assets under management to define overall profitability. Better understanding our producers’ practices helps us measure how Advisors Excel’s services impact their bottom lines.