Helping financial advisors take their business from good to great is what we’re about.
Have the information you need, the systems in place, and the right community to help you grow your business to new heights.
See results from your hard work.
Attain the lifestyle you want.
Gain the respect you’ve earned.
Not finding the high-quality prospects you need to grow your business can be frustrating.
Even though today our retail practice is one of the most successful in the nation, we didn’t start that way. We know what it’s like to work hard and not get the results you want. Spending money on marketing that doesn’t work. Struggling day after day, trying to find the high-quality prospects you need.
We know you work hard, and it’s why we believe you deserve to have marketing that works and a community of support to help you achieve your goals.
Since 2017, we’ve helped dozens of financial advisors take their businesses from good to great, and we can help you too. So you can stop worrying and feeling frustrated and finally build the business that will provide you with the life and lifestyle you want.
Our process is simple: 1- Apply Now, 2-Come to St. Louis and attend a Kickstart Training Day, and 3- Start building the business you’ve wanted from the start.
If you’re ready for a steady pipeline of high-quality prospects, Apply Now with AdvisorMax. We’ll help you attain success and gain the respect you not only deserve but have earned.
Meet our founders.
Scott Brooks
Chief Executive Officer
Scott Brooks understands what it takes to be successful as a financial advisor. Using the lessons learned during his three+ decades of experience, Scott has become one of the most successful producers in the industry and helped multiple producers build successful practices and scale their businesses to new heights. He can help you too. With the help of Scott and the AdvisorMax community, you’ll learn how to build the business you have always wanted.
Gordon Haave
Sales & Marketing Expert/Chief Investment Officer
Soon after graduating from Columbia University, Gordon excelled as the Chief Investment Officer for a four-billion-dollar investment consulting firm. Today Gordon serves the AdvisorMax team as our sales and marketing expert and the Chief Investment Officer for our private financial practice, Financial & Tax Architects. Gordon is also a co-host with Scott Brooks on “Your Retirement Professors,” a weekly radio program where they share insight and advice with the retired community making them a trusted voice.
Gordon Haave
Sales & Marketing Expert/Chief Investment Officer
Soon after graduating from Columbia University, Gordon excelled as the Chief Investment Officer for a four-billion-dollar investment consulting firm. Today Gordon serves the AdvisorMax team as our sales and marketing expert and the Chief Investment Officer for our private financial practice, Financial & Tax Architects. Gordon is also a co-host with Scott Brooks on “Your Retirement Professors,” a weekly radio program where they share insight and advice with the retired community making them a trusted voice.
Meet our team.
Tony Hammock
Marketing
Sales Consultant
Andy Dodge
Vice President of Sales
Erion Kafazi
Research Analyst
Clayton Forsman
Marketing
Sales Consultant
Andy Claus
VP of Technology & Administration
Matt Dorman
Director of Marketing
Brandon Aumiller
Director of Training & Development
Mark Herman
Manager of Planning Operations
Mark Kukielski
Advisory Trainer
Clark Smith
Coaching Specialist
Janet Karez
Director of Operations
Don’t just take our word for it.
See what other financial advisors are saying.
Getting the qualified leads I needed before was always a struggle. But now I’m happy to say, the Marketing systems from AdvisorMax are paying off! I had my largest event yet and set more appointments with qualified prospects than I have ever done previously. It works, and I see it only getting better!
Clark from Missouri
#1 reason to work with AdvisorMax is they teach you how to build a successful practice and scale your business to new heights! They don’t just stop at showing you how to sell more… they show you step by step what to do so that you have a business that makes money even when you’re not there!
Doug from Michigan
Three Steps to Building the Business of Your Dreams
Step 1: Apply Now
Act fast as there are limited seats available.
Step 2: Attend Kickstart Training Day
Get one-on-one training with company founder Scott Brooks and the AdvisorMax community during this full day of intensive training and learn the secret to success, how to run your office, and how to find and close on the high-quality prospects you need.
Step 3: Build the Business You've Always Wanted
With a clear plan and community at your back you can confidently grow your business and have the life and lifestyle you’ve dreamed about.
Watch this FREE video to unravel the mystery of success.
Like you, we tried everything, but nothing worked until we solved the secret to finding success as a financial advisor. Now you can know it too.
You name it, we tried it. Dinners, seminars, giving out free steaks, until finally we realized it wasn’t our marketing that was the problem. We were the problem.
Until we unraveled the mystery for ourselves, we were just one of many financial advisors in the crowd trying to make a sale. But once this discovery was made, our marketing finally started to work. It really started to work.
And in just a few short years, our once-struggling office became one of the country’s most successful financial advisor agencies.
We want to help you have this success too.