Build a Lifestyle
Business With Us.
We are a boutique FMO focused on personal
attention, mentoring, proven field tested
marketing, and sustainable growth
strategies.
We have 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 are experts in virtual selling.
Bill has over 26 years of experience in the insurance and
financial services arena in the areas of product design,
distribution, marketing, sales, and agent/advisor training and
mentoring.
As a licensed advisor, he is 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.
We believe in straight talk and personal service.
Bill Coutts
CEO/ Managing Member
Our CEO
As featured in:
Let’s Connect!
“We specialize in helping insurance agents and
financial advisors master virtual selling to give
them more time with their families. One thing you
can’t replace is time.”
Bill Coutts - CEO/Managing Member
We have field experience. We understand the
challenges of being an agent/advisor. We can help
with marketing, case design, case presentation, and
more.
Coaching and mentoring
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.
PROVEN Field tested marketing
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.
Product strategies and solutions
What We Do
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.
Full practice support
Our Carrier Lists
“We are focused on delivering proven field
tested marketing and sustainable growth
strategies to our advisor partners.”
Bill Coutts - CEO/Managing Member
Erica Schneider
VP Advanced Life Insurance
Sales
Jennifer Park
Manager of Operations - New
Business / Licensing
Garrett Cundiff
VP Advanced Annuity Sales
Sherry Moran
Director of New Business - Life and Annuity
Our Sales and
Operations Team
“We are a boutique FMO focused on relationships
and personal attention...when you need help, we
are there.”
Bill Coutts - CEO/Managing Member
What Our Advisors 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.