Build a Lifestyle Business With a Team That Has Actually Done It.
Advisor Mentors is a boutique FMO specializing in training independent insurance agents and financial advisors to master virtual selling, scale predictable revenue, and create true lifestyle freedom.
For more than a decade, we have helped advisors run high-profit, low-overhead virtual practices using proven marketing, repeatable sales systems, and hands-on mentorship backed by 27+ years of industry experience.
You deserve a business that supports your life—not one that consumes it.
We show you how to build it.
With over 27 years in insurance and financial services, Bill has worked in nearly every seat: product design, distribution, recruiting, case design, marketing strategy, and advanced advisor training.
As a licensed advisor, he is also a Lifetime Qualifying Member of the Million Dollar Round Table, giving him a deep understanding of what it takes to perform at the highest level.
Since 2013, Bill has helped advisors build virtual lifestyle businesses by teaching them exactly how to sell, present, and scale in a world where clients prefer online engagement.
When the industry struggled in 2020, Bill’s advisors didn’t miss a beat—they were already trained, equipped, and supported.
Advisor Mentors was built on a simple belief:
Experience matters. Systems matter. And straight talk always wins.
Bill Coutts
CEO & Managing Member
“We specialize in helping insurance agents and financial advisors master virtual selling so they can gain more time, earn more income, and build businesses that don’t depend on being in the office. Time is the one thing you can’t replace.”
- Bill Coutts, CEO & Managing Member
What We Do
Coaching and Mentoring
Most advisors have never been properly trained in virtual selling, modern marketing, or lifestyle business design. They were trained in outdated models built around cold calling, seminars, door-knocking, and chasing leads—methods that no longer align with how consumers prefer to communicate.
Advisor Mentors was built to solve this problem.
We provide real coaching and hands-on mentorship based on decades of experience, proven systems, and thousands of advisor interactions.
Our coaching focuses on four core pillars:
Pillar 1: Virtual Selling Mastery
Pillar 2: High Impact Communication
Pillar 3: Personalized Mentorship
Pillar 4: Systems to Scale
Proven Field Tested Marketing
Most FMOs talk about marketing.
We actually build it, launch it, optimize it, and run it in the real world for real advisors every single day.
Our systems are not theory, guesswork, or “templates” that have been passed around the industry for years.
Advisor Mentors’ marketing frameworks are field-tested, meaning:
• We’ve spent years running campaigns in multiple markets
• We’ve tested dozens of funnels, messaging angles, and appointment frameworks
• We actively refine our systems based on real advisor performance and real consumer response
• We know what actually fills calendars—and what wastes your budget
You don’t just get marketing ideas. You get operationalized, done-with-you marketing systems designed to produce measurable results.
Full Practice Support
With decades of product experience, we help advisors design clear and compelling client solutions across life and annuity lines, including advanced strategies that strengthen retention and referrals.
Most FMOs say they “support advisors,” but when you look behind the curtain, advisors are left navigating licensing issues, product confusion, incomplete illustrations, and case delays on their own.
Advisor Mentors was built to solve this problem.
We provide true full-practice support—the kind that removes operational friction, strengthens client deliverables, and allows advisors to scale without drowning in administrative work.
Our goal is simple:
Make it easier for you to run a modern, efficient virtual practice—so you can focus on appointments, strategy, and revenue.
“We are a boutique FMO built on relationships and personal attention. When you need help, you won’t get a ticket number—you’ll get a real partner.”
- Bill Coutts, CEO & Managing Member
What Our Advisors Say
★★★★★ “One of the biggest wins in my business.”
Bill understands the advisor’s world and knows exactly how to help you grow using virtual selling. Our business has scaled dramatically since partnering.
★★★★★ “Bill’s guidance is unmatched.”
From marketing to product expertise, Bill’s systems helped us streamline virtual processes, improve closing ratios, and create a more predictable business.
★★★★★ “A true partner in every sense.”
Bill doesn’t just give advice—he works with you, reviews your cases, and shows you how to win more premium through modern strategies.
Would You Like to Explore a Partnership?
Let's set up a strategy call.