Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. And our breakout sessions will dive into several topics critical to your firm’s growth.
No matter your role at your firm or what stage you’re at in your career, Excell has something for you. Here’s a look at the breakout tracks you’ll experience at Excell, as well as some of the topics you can expect sessions to cover.
Marketing
You’ll learn how to better leverage centers of influence (COIs) when it comes to asking for referrals, better methods to reach your ideal clients, how to grow your business through generational wealth opportunities and more.
Business Planning
Topics covered include the niche but lucrative field of business owner exit planning, strategies to motivate and retain stakeholders and how to utilize and maximize client advisory councils.
Technology
Learn how to harness the power of data to make more informed decisions, get actionable info on how to improve your client onboarding process and pick up some tips and tricks to help you optimize your workday.
Diversity, Equity, Inclusion and Belonging
We’ll do a deep dive on the latest findings from our State of Women in Wealth Management Report, cover the importance of mentorship and sponsorship and and take a look at how advances in AI could help close the gender pay gap.
Wealth Management
Learn how to harness the full potential of your wealth platform, get tips on creating your investment philosophy and attend a live recording of the Facts vs Feelings podcast.
Taxes and Legacy
Learn how to help clients better prepare for long-term care costs in retirement, find your tax planning niche and better utilize technology to optimize your clients’ tax planning.
M&A and Succession
Sessions include a deep dive into the current state of the M&A world, an exploration of available succession planning options and a live episode of Know Your Worth with Nate Fisher, Managing Director and Wealth Advisor at Carson Wealth Hanover, who will discuss his firm’s transition after partnering with Carson.
Coaching
Topics covered by the Carson Coaching team include tips for leading a high-performing team, ways G2 advisors can improve their business development skills and best practices for building an intentional client experience.
Our breakout tracks are just one of the reasons to be excited about Excell 2024. Check out the Excell website to see what speakers will take mainstage for our keynote sessions and learn more about this year’s agenda.
