SEMINARS NOT CONVERTING?

Josh Jones entered the financial services industry in 2004, gaining experience in various sales and leadership roles working for a corporately owned field marketing organization. In 2010, seeking greater opportunity, he left the company — rejoining former colleagues Cody Foster, David Callanan and Derek Thompson at a new company the three founded, Advisors Excel. There, he spent his first several years spearheading the company’s corporate marketing, overseeing training events and forging relationships with many of the company’s top 100 advisors.

In 2016, given an opportunity to lead the organization’s Research and Development, Josh began groundbreaking work in the arena of seminar research. Having already seen hundreds of seminars during his time in the industry, he began traveling the country surveying actual attendees to gather their firsthand feedback on these events. They shared what initially caused them to attend, which topics resonated most and what ultimately drove them to move forward in appointments with advisors or pass on the opportunity. After polling thousands of attendees, Josh distilled volumes of field-gathered data down into the actionable strategies advisors can use to see radically better results.

Josh used the invaluable information he collected to coach several of AE’s top seminar producers personally. He created a weekly seminar e-coaching series and became a frequent keynote presenter at seminar trainings around the country. Advisors employing his techniques have regularly seen 100 to 250 percent increases in their seminar conversion and results within the first 60 days.

Josh served in many executive roles at Advisors Excel before he passed away on March 5, 2021. He was proud to make his home in Topeka, Kansas, alongside his wife, Michelle, and their three children.