Build a Lifestyle Business With Us.
We are a boutique FMO who has worked with hundreds of elite independent insurance agents and financial advisors, helping them grow their businesses while enjoying more time for themselves and their families.
We were built by an advisor for advisors.
Our CEO
Bill Coutts
CEO/ Managing Member
Bill has over 25 years of experience in the financial services arena in the areas of product design, product distribution, financial marketing, and agent/advisor training and mentoring.
He is also a licensed advisor, and a life qualifying member of the Million Dollar Roundtable.
Why does this matter? Because experience matters.
Since 2013 Bill has been helping advisors build lifestyle businesses by teaching them how to work virtually. When Covid struck, many advisors and FMO’s were ill prepared....but not advisors working with Advisor Mentors.
Advisor Mentors is a boutique FMO that works with a select group of independent insurance agents and financial advisors. We focus on working virtually.
As seen in
Our Leadership
Garrett Cundiff
VP Advanced Annuity Sales
Erica Schneider
VP Advanced Life Insurance Sales
Jennifer Park
Manager of Operations - New Business / Licensing
Kat Wong
Manager of Marketing and Communications
The Advisor Mentors Advantage
Coaching and mentoring
We have field experience. We understand the challenges of being an agent/advisor. We can help with marketing, case design, case presentation, and more.
Field tested marketing
We only offer marketing that has been field tested by us and proven. We stay involved to make sure any program you choose is successful. We offer complete training and support.
Product strategies and solutions
We have over 50 life and annuity carrier relationships. We offer full case design and competitive analysis. You focus on the client relationship, we do the rest.
Full practice support
We are your service partner. From licensing to case issue, and post issue service, we cover everything. Our back office team is highly responsive and understands timeliness.
Bill Coutts - CEO/Managing Member
What Our Clients Say About Us
Bill is one of the brightest minds and hardest workers in our industry. Bill is always available to lend a helping hand. I would highly recommend Bill and his services. He holds himself to the highest ethical standards and has helped my business grow substaintially.
-- Don B.
Bill has an excellent ability to share with a producer exactly what will work with the client and how to position solutions that make sense for a client's overall financial plan. His experience as a successful advisor in the field and his straight forward approach resonate with with advisors and help him to help those advisors to raise their game to the next level. If you need to help advisors move forward and to really see what is critical for a client's plan, Bill can help you do just that.
-- Cory A.
Bill is a strong presenter and skilled motivator. His is a true "student of the game" and thrives on knowing not only his business but his competitors as well. He has helped my company bring in more sales. We are fortunate to have him as as a resource.
-- Cam D.
Copyright © 2022 Advisor Mentors. All Rights Reserved.