Brandon Stuerke Email & Phone Number

Brandon Stuerke entered the financial services industry in 2001 spending the first 5 years of his career as a fee based planner with MetLife before opening his own independent practice in 2006. While serving as President of Golden Financial Group, Brandon pioneered a new approach to forming strategic alliances with CPAs which helped him double his production twice in just 24 months. He went on to write two books on his approach, “Winning With CPAs” and “Integrated Wealth Solutions”. Brandon launched Winning With CPA’s, a consulting practice in 2010 where he coached and mentored advisors wanting to implement their own strategic alliances. In 2012 wanting to help advisors leverage technology and digital marketing Brandon launched, Automated Advisor. He taught advisors how to leverage the power of technology and automation to increase results in every area of their business. How to create more interest, capture more leads, and even how to nurture those leads and create a compelling prospect and client experience. All while reducing the amount of time, money, and effort it takes to run a profitable practice. Brandon later sold Automated Advisor in 2018. As CEO of Next Level Advisors Brandon now works with the most successful advisors in the country, helping them package their experience and insights into on demand training for advisors. The goal is to capture the collective wisdom and experience of the most successful advisors to ensure that the next generation of advisors can learn how to build the business and lives we all want, while avoiding all of the mistakes others have already made along the way. Brandon has been featured on the cover of Life Insurance Selling and Insurance News Net Magazine, was a regular contributor for Senior Market Advisor, and has spoken at a myriad of industry conferences. Over the past 10 years Brandon has personally consulted with over 1,200 advisors, 1-1, on marketing, digital strategy, strategic alliances, automation, and profitable agency growth. Brandon is also a sought after consultant to some of the largest wholesalers, Broker Dealers, and RIAs in the country. Specialties: * Financial Advisor Education & Development * Marketing Strategist * Automation Consultant * Financial Planning * Insurance Sales * CPA Referrals * Annuity Leads * Annuity Selling System * Annuity Prospecting * Retirement Planning

Listed skills include Retirement Planning, Retirement, Fixed Annuities, Strategic Financial Planning, and 46 others.

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  University Of Missouri-Columbia

  Financial Planning