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3 Days That Will
Change How You
Grow Your Firm

May 8-10, 2019 | Chicago, IL

34

CONFERENCES

44

SPONSORS

10,000+

ATTENDEES IN 17 YEARS

38

SESSIONS

19

INDUSTRY EXECS
Speaking Session at Excell Conference
Audience Listening to Speaker at Excell Conference
Music Concert at Excell Conference
Teri Shepherd Speaking at Excell Conference

The Excell Experience

What started as a small, members-only gathering in the basement of a corporate building in 2001 has grown to a three-day event featuring a mix of powerhouse keynotes, unlimited networking, thought-provoking breakout sessions and live entertainment. Experience the flagship conference for growth-minded advisors across the country. From RIAs to IBDs, solo practices to billion-dollar firms, and planners to investment managers, Excell is one of few conferences that gives attendees the chance to connect with a melting pot of financial professionals who all bring something unique to the conversation.

FEATURED IN

As Featured In

EXCELL SPEAKERS

2019 Excell Speakers

Colonol Athens' Headshot

Col. Athens is the Director of the U.S. Naval Academy’s Vice Admiral James B. Stockdale Center for Ethical Leadership.

Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania.

Ron Carson's Headshot

Ron Carson is Founder & CEO of Carson Group, which serves financial advisors and investors.

Mira Wilczek's Headshot

Mira Wilczek is President and CEO of Cogo Labs and a Senior Partner at Link Ventures.

Founder and CEO - Dollar Shave Club (DSC) Michael Dubin is a passionate, creative entrepreneur, executive and trailblazing brandbuilder with a unique style and an engaging voice that clearly resonates with male consumers.

Avery Johnson's Headshot

Avery Johnson, who led the San Antonio Spurs to the 1999 NBA title as a player and was named the 2006 NBA Coach of the Year, came to the Capstone in 2015.

Chris Davenport's Headshot

Two-time world extreme skiing champion and risk management expert.

Dr. Darshan Shah is a health and wellness specialist, well known surgeon, published author, tech entrepreneur, and founder and CEO of Beautologie and Next|Health.

Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets.

Director of Retirement Research at Carson Group

Jamie Hopkins is the Director of Retirement Research at Carson Group

Alicia is the Founder & CEO of EvolveHer, Chicago's first creative workspace designed for women.

EXCELL SPEAKERS

Past Excell Speakers

Bill Rancic's Headshot
Former Apprentice winner and serial entrepreneur

Former Apprentice winner & serial entrepreneur

Arianna Huffington's Headshot
Founder of The Huffington Post and Thrive Global

Founder of The Huffington Post and Thrive Global

Marc Randolph's Headshot
Co-founder and first CEO of Netflix

Co-founder and first CEO of Netflix

Dr Robert Cialdini
Best-Selling Author and Ethical Persuasion Expert

Best-Selling Author and Ethical Persuasion Expert

Robert Herjavec's Headshot
Shark Tank Star, Best-Selling Author, Investor, and CEO

Shark Tank Star, Best-Selling Author, Investor, and CEO

Kirk Herbstreit's Headshot
ESPN College GameDay Spokesperson

ESPN College GameDay Spokesperson

Dr Daniel Gilbert's Headshot
Harvard Psychologist, Author, and Happiness Researcher

Harvard Psychologist, Author, and Happiness Researcher

Sanjiv Mirchandani's Headshot
President of Fidelity Clearing and Custody Solutions

President of Fidelity Clearing and Custody Solutions

Christine Carter's Headshot
Sociologist, Author, and Senior Fellow at UC Berkeley

Sociologist, Author, and Senior Fellow at UC Berkeley’s Greater Good Science Center

Sugar Ray Leonard's Headshot
Professional Boxing Legend

Professional Boxing Legend

Daniel Pink's Headshot
Best-Selling Author and Speaker on Motivation

Best-Selling Author and Speaker on Motivation, Selling, and Extraversion/ Introversion

Michael Maslansky's Headshot
Communications Expert, Author, and CEO

Communications Expert, Author, and CEO

Chris Johnson's Headshot
Health and Wellness Expert and CEO of On Target Living

Health and Wellness Expert and CEO of On Target Living

Dr James Maas' Headshot
Psychologist and Sleep Expert

Psychologist and Sleep Expert

Shawn Anchor's Headshot
Happiness Researcher, Author, and Founder of GoodThink

Happiness Researcher, Author, and Founder of GoodThink

Sterling Shea's Headshot
Barron’s Global Head of Wealth and Asset Management

Barron’s Global Head of Wealth and Asset Management

Ken Blanchard's Headshot
Leadership Expert and Best-Selling Author

Leadership Expert and Best-Selling Author

Monica Lewinsky's Headshot
Cyber-bullying Activist

Cyber-bullying Activist

Mark Hurley's Headshot
Co-founder of The Fiduciary Network

Co-founder of The Fiduciary Network

Kindra Hall's Headshot
Storytelling Expert

Storytelling Expert

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events
THE CONFERENCE

Advancing our craft

Tentative Agenda (subject to change)

7:00 AM - 6:30 PM
Orion Ascent Pre-Conference Workshop
Orion is bringing their dedicated subject matter experts, in-depth learning opportunities, inspiring keynotes, and Instagram-worthy entertainment, all to you.

This event provides both existing platform users and those looking to leverage new technology—with insight on how to “Innovate on the Fundamentals.” In order to innovate, disrupt and win, you don’t have to flip your business on its head. You just need to simply reimagine how you can provide value and powerful experiences with the help of smart and scalable technology solutions.
8:00 AM - 4:00 PM
Meet the Experts Lounge
The Meet the Experts Lounge is THE destination to get expert advice, counsel, and ideas across a variety of practice management topics. You’ll sit down one-on-one for an impactful 25-minute session with an expert consultant who will listen, problem solve, share ideas, and offer customized guidance to help you reach your growth goals. Check back soon for a full list of the available consultants, and we’ll let you know via email as well. Reservations are required and spots fill quickly!
8:00 AM - 5:00 PM
Partner Summit
Exclusively for firms affiliated with Carson Partners, this is the semiannual gathering of all Carson Partners affiliate firms. This session is by invitation only.
10:30 AM - 12:30 PM
Advisor Transformation Workshop
Join Ron Carson and other members of the Carson team for a complimentary advisor transformation workshop near you. Our team will share valuable tips that will help you grow your business and remain competitive in the industry.

Reserve your spot for:
• Tips and tricks on how you can grow at your pace, on your terms – from advisors who have done it themselves
• The newest marketing and tech trends every advisor should know
• The chance to network with like-minded advisors
• An inside scoop on what it’s like to be a Carson Group Partner

12:00 PM - 4:00 PM
Team Track
Join other team members from the nation’s top advisory firms for networking, idea sharing and speakers devoted to the specific needs of the non-advisor team members who keep the business up and running! Spend time with operations professionals, planners, marketers, team leaders, and other key associates. Our Wednesday session will include the following:

Tested in the Trenches (TNT) Principles This session will focus on implementing Carson Coaching’s core concepts. It will serve as an introduction to many of the best practices Carson Coaching teaches to help with the Finding Your Purpose, enhancing the client experience, team building, fine-tuning systems and operations, and other areas such as productivity and time management.

More Than a Gut Feeling: Recruiting and Selecting Top Talent Hiring is one of the most important decisions that your firm will make. You’ll leave this session understanding the process Carson Group follows to ensure the best-fit candidates are hired and you avoid costly hiring mistakes.
12:00 PM - 4:45 PM
Elite Advisor Summit (for advisors with $100M or more in AUM)
This session is specifically geared towards the needs of advisors with $100M or more in AUM (or the equivalent $1M or more in revenue). You’ll be required to provide your current AUM in order to register. A more detailed agenda is coming soon.
2:00 PM - 5:00 PM
Implementation Quotient (IQ) Sessions
At Carson, we believe IQ stands more than anything for your Implementation Quotient, or as we like to say, your ability to do what you say you’re going to do and implement it. Successful people execute, plain and simple. In these back-to-back, 30-minute or less sessions, our goal is to give you high takeaway value and an action plan so that your IQ goes up exponentially! We’ve arranged to have the following speakers deliver incredible takeaway value to you:

• Dr. Darshan Shah, will deliver the same presentation as he did at Singularity University last fall! By special invitation from Ron Carson (who saw him at SU), he’ll share his wisdom on the secrets to increasing your longevity and provide actionable steps for your life to increase mental clarity, energy, and physical and emotional health—all things you need to keep growing your firm!
• Kelsey Ruwe, Vice President of Talent at Carson, will discuss how to manage performance, from your star performers to your associates who need some extra help to get on the path to success. She’ll share lessons learned as the head of HR/Talent for Carson and how you can apply her expertise and findings in your own firm, regardless of the size.
• Joe Steuter, Head of PR and Communications at Carson, will discuss Building an Influencer Brand: Earning Trust with Earned Media. As the relationship between businesses and consumers grows ever more skeptical, trust and engagement have never been harder to earn – and even easier to lose. Advisors, in particular, find themselves in the middle of this conversation as financial services struggles to convey a trustworthy reputation with the investing public. In this session, Joe will explain how advisors and their teams can follow a few fundamental steps to establish an engaging conversation with their clients while elevating their brand, improving their reputation, and attracting new clients.
• Jim Caldwell and Teresa Milner, both Wealth Advisors at Carson Wealth Management Group, will role play the Prospect to New Client Experience they use to draw in, convert and add value to all prospective clients. They’ll share everything from how they open with “genuine talk” (versus small talk) and fact finding, the process they follow to showcase value, the digital must-have tools, how to authentically “close” the deal without any artificial sales tactics, and the new client onboarding process from there.
5:15 PM - 6:00 PM
First Time Attendee Welcome Reception
If it’s your first time attending Excell, plan on attending this session! We’ll give you a roadmap to the conference, introduce you to our incredible client service and coach teams, and make sure you meet a few new friends and colleagues, too. Led by a Carson executive, you’ll gain a handle on what to expect at Excell and how to make the most of the incredible line-up of sessions.
6:00 PM - 8:00 PM
Opening Night Party
6:30 AM - 8:00 AM
Breakfast/Networking
8:00 AM - 11:45 AM
General Session
Keynote Presenter | Michael Dubin, Founder Dollar Shave Club Keynote Presentation | Industry Powerhouse Panel Five Industry Trends Reshaping Financial Advice Keynote Presenter| Michael Kitces, Partner and the Director of Wealth Management for Pinnacle Advisory Group, co-founder of the XY Planning Network and AdvicePay, and publisher of the financial planning industry blog Nerd’s Eye View Reinventing the Client Experience Keynote Presenter| Ron Carson, Founder and CEO, Carson Group Paul West, Managing Partner, Carson Wealth
11:45 AM - 1:00 PM
Networking Lunches
11:45 AM - 1:30 PM
Women’s Leadership Lunch with Guest Speaker Alicia Driskill
12:00 PM - 3:00 PM
Team Track
Join other team members from the nation’s top advisory firms for networking, idea sharing and speakers devoted to the specific needs of the non-advisor team members who keep the business up and running! Spend time with operations professionals, planners, marketers, team leaders, and other key associates. Our Thursday session will include expert speakers discussing the following topics:

Content Marketing - What Are You Talking About? How to Write Content Your Prospects Will Want to Read
Content marketing has been around for hundreds of years, but it’s never been as prevalent as it is in the digital age. It seems like every advisor with a computer (or smartphone) has a blog and multiple social media profiles. So how can you break through the noise? Join Zach McDonald, Carson’s Editorial Director, for a discussion of not only how to make your voice heard, but how to make your voice matter.

Digital Marketing - If You Build It, They Will Come: How to Build a Digital Marketing Funnel That Brings the Right Prospects to Your Door
Effective marketing is an essential piece of any firm’s growth, but if you don’t have a clearly structured marketing funnel, you might as well be throwing your marketing dollars down the drain. Join Jud Mackrill, Carson’s CMO, and Kim Mackrill, Carson’s Creative Director, as they lay out how you can build a marketing funnel from top to bottom that brings in the right prospects at the right time.

Marketing for the Moment: Turning Events into Experiences
Digital marketing has been all the rage for the past decade, but there’s an even larger trend at play: the need for connection. And because of this ever-growing need for connection, clients and prospects are realizing that face-to-face interactions play their own distinct role in the purchase process. In this hybrid presentation/live Q&A, Joe Steuter, VP of Marketing Communication for Carson Group, and Minna Burns, VP of Consumer Marketing for Carson Group, will share best practices, insight, and real-world stories of how teams can make the most of those precious in-person moments. Attendees are encouraged to come with their own questions as well for an interactive discussion around how events can be leveraged to grow your business.
12:00 PM - 3:00 PM
C-Level Executive Mastermind Session
By Special Invitation Only
12:00 PM - 3:00 PM
Meet the Experts Lounge
The Meet the Experts Lounge is THE destination to get expert advice, counsel, and ideas across a variety of practice management topics. You’ll sit down one-on-one for an impactful 25-minute session with an expert consultant who will listen, problem solve, share ideas, and offer customized guidance to help you reach your growth goals. Check back soon for a full list of the available consultants, and we’ll let you know via email as well. Reservations are required and spots fill quickly!
1:00 PM - 3:00 PM
High Impact Breakout Sessions
3:30 PM - 5:00 PM
General Session
• Keynote Speaker: Mira Wilczek, President and CEO of Cogo Labs, a tech incubator specializing in helping companies grow very big, very quickly.
• Keynote Speaker: Coach Avery Johnson
6:00 PM - 9:00 PM
Private Concert Featuring Jake Owen at House of Blues
6:30 AM - 8:00 AM
Breakfast/Networking
8:30 AM - 12:00 PM
General Session
• Keynote Speaker: Col. Arthur Athens, Speaking Truth to Power: Followers have two primary responsibilities towards their leader . . . to help make that leader successful and challenge the leader when appropriate. Often the second role is the more difficult one. How do we properly express our opposition to a plan, process, policy or decision? Do we handle unethical concerns the same way we handle differences of opinion? What do we do if our recommendations are not accepted? How do we maintain trust with the leader when we are challenging his or her direction? What is the difference between being a maverick and a thoughtful dissenter? This presentation will take a close look at “speaking truth to power.”
• Keynote Speaker: Professor Jeremy Siegel, PhD, Wharton School Professor of Finance.
• Keynote Speaker: Chris Davenport, Extreme skiing world champion and authority on identifying and taking calculated risks.
• Keynote Speaker: Maddie Carson How I did it: Maddie Carson\'s Journey to Success - an Interview with Ron Carson
12:00 PM - 1:00 PM
Networking Lunches
Countdown to Excell

May 8-10, 2019

EVENT TESTIMONIALS

3 Days. 30+ Sessions. Countless Takeaways.

Every speaker and event at Excell 2019 has been scheduled with one goal in mind: to give you practical, actionable steps you can take with you to build a more efficient, successful firm. You’ll leave each session inspired and ready to hit the ground running. But don’t just take our word for it.
Devang Patel's Headshot

"The Carson Group Excell Conference is a "Must Attend" for any Elite advisor who is trying to grow his practice and serve his clients even better."

Devang Patel
Senior Financial Planner
Michelle Ogden's Headshot

The Excell Conference is a premier advisor event pooling the most high energy high impact advisors nationwide!

Michelle Ogden
Wealth Advisor
Kelly Campbell's Headshot

"Every time I attend the Excell conference, I get a large number of great ideas; then I narrow that list down to 2-3 ideas; then I implement those 2-3 and each ALWAYS has a profound impact on my business and my life."

Kelly Campbell
CEO of Campbell Wealth Management
Dan Murphy's Headshot

“By far, this is the best industry conference I attend each year.”

Dan Murphy
Financial Planner
Kent Kuhlmann's Headshot

“I'm so impressed with the tools, the thought leadership, and the execution of Carson Group. The whole week of the Excell Conference was awesome. I was hungry to hear every session.”

Kent Kuhlmann
Founder of Kuhlmann Associates Financial

Spend 3 days with the most inspired community of advisors and team members.

SPONSORED BY

Amazing Partners & Sponsors

We couldn’t invest in you without the following trusted partners who invest in us.
Join us at Excell May 8-10, 2019