a


Don’t _miss

Wire Festival

 

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam blandit hendrerit faucibus turpis dui.

<We_can_help/>

What are you looking for?

Image Alt

Don’t Miss the Most Transformative Event for Financial Advice

2,000

ATTENDEES
EXPECTED

40+

SPEAKERS &
KEYNOTES

30+

SESSIONS &
NETWORKING OPPORTUNITIES

72

HOURS OF
INSPIRATION

events
EXCELL AGENDA

An Agenda Designed Around You

Too many advisors don’t carve out time to work on the business because they’re too busy getting buried in it.
Take some time out for the health of you, your team, and your firm. Spend three days with us. Bring your team. Listen to some of the brightest minds, both inside and outside the profession. Connect with a community that isn’t afraid to share their successes or their challenges.
There’s not a single event atmosphere more conducive to growth – in every sense of the word.

Tentative Agenda (subject to change)

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.
11:00 AM - 1:00 PM
Double Your Advisory Business Workshop
Join Ron Carson and members of the Carson Group team for a growth workshop, where Ron and his team will teach you these 3 things that will help you double your business size:

• How To Remove The 3 Stumbling Blocks That Keep Your Business From Growing
• How To Differentiate Your Brand From Every Other Advisor Out There
• How To LOVE What You Do, Each And Every Day

Space is limited, so please “opt in” to this session when you register.
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, from Blueprinting your personal and professional life to growing your business through passion prospecting. It will serve as an introduction to many of the best practices Carson Coaching teaches to help with the implementation of Blueprinting, enhancing your client experience, building your team, fine-tuning your 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.
12:30 PM - 4:30 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.
5:00 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 - 12:00 PM
General Session
• Welcome from Ron Carson, Founder and CEO, Carson.
• Keynote Speaker: Michael Dubin, Founder of Dollar Shave Club.
• Industry Powerhouse Panel featuring David Canter, Executive VP and Head of the RIA segment for Fidelity; Tom Nally, President of TD Ameritrade Institutional; and RJ Moore, CEO of Cetera Financial Group.
• Keynote Speaker: 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.
• Keynote Speakers: Ron Carson and Paul West, Managing Partner of Carson Wealth Management Group: Reinventing the Client Experience.
12:00 PM - 1:00 PM
Networking Lunches
12:00 PM - 1:30 PM
Women’s Leadership Event
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
• Digital Marketing
• Event Marketing
• Human Resources Best Practice Session
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: Avery Johnson, Head Coach of the University of Alabama Men’s Basketball Team.
6:00 PM - 9:00 PM
Private Concert Featuring Jake Owen at House of Blues
6:30 AM - 8:30 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.
12:00 PM - 1:00 PM
Networking Lunches

FULL AGENDA COMING SOON!

NOMINATE A SPEAKER

Help us make your experience meaningful

Nominate a Speaker or Speaking Topic

Featured Events

Teri Shepherd Speaking at Excell Conference
EXPERTS LOUNGE

Meet the Experts Lounge Returns!

This dedicated lounge area will allow advisors and team members to sit down, one-on-one, with various subject matter experts and get answers to their most burning challenges. Topics will include practice management, technology, marketing, financial planning, investment strategy and more. Stay tuned for details on how to RSVP for your one-on-one consultation.
Networking at Excell Conference
NETWORKING OPPORTUNITIES

Network with Purpose

Excell is about connection, which is why we give you the opportunity to participate in specialized breakouts and even sit down 1-on-1 with experts who can help you solve your biggest challenges.
Excell Conference Speakers
EXECUTIVE MASTERMINDS

Executive Mastermind Roundtable

This invite-only executive session features some of the profession’s top thought leaders and most innovative minds. C-suite, VIP attendees will meet Mira Wilczek, CEO of Cogo Labs, an incubator that helps innovative companies become very big, very fast. Through a moderated Q&A with Mira, attendees will have the opportunity to ask questions, share ideas with their peers and learn from other C-level execs. Join in the dialogue around the future of financial advice and walk away with “outside the industry” ideas on how you can impact the profession in your executive role.
Join us at Excell May 8-10, 2019