ATTENDEES IN 17 YEARS
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.
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Advancing our craft
Tentative Agenda (subject to change)
May 8-10, 2019
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.
"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."
The Excell Conference is a premier advisor event pooling the most high energy high impact advisors nationwide!
"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."
“By far, this is the best industry conference I attend each year.”
“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.”