Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. No matter your role at your firm or what stage you’re at in your career, Excell has something for you.
And Excell wouldn’t be what it is without the support of our sponsors. Here are the sponsors for this year’s event:
- Cetera Financial Group
- Stone Ridge Asset Management
- Stepstone Group
- State Street Global Advisors
- Fidelity Investments
- Jackson
- Charles Schwab
- WisdomTree
- PIMCO
- First Trust
Thanks again to our sponsors for their support of Excell 2024! And check out the Excell website to see what speakers will take mainstage for our keynote sessions and learn more about this year’s agenda.
Recent Posts
Blog
Go Fish: Find and Become a Valued Advisor to Business Owners
Carson Wealth Managing Partner Paul West says: “I love working with small business owners. Why? Because I am one.” It’s only natural as an advisor that you would want …
Blog
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory …
Blog
ReFrame | Dr. Lisa Toppin
Join Ana Trujillo Limon as she interviews Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion. The two will talk about Lisa’s impressive background in the industry and …
Blog
ReFrame | Yan Zhao
Join us live from Excell as we interview Yan Zhao, the co-founder and president of Stone Ridge. We’ll talk about Yan’s journey to becoming a successful entrepreneur, her advice …