Whether you’re looking to take the next step in your career, run your business more efficiently or learn more about how Carson can help you grow your firm, Excell is the premier practice management conference for growth-focused financial advisors like you.

You can find inspiration from our lineup of keynote speakers and Carson SMEs, insight into where our industry is headed, actionable takeaways and deep dives from our breakout sessions and plenty of networking opportunities with our 1,200-plus attendees.

No matter where you are in your career – whether you’re just getting started in the industry, still plotting your firm’s future or have already made the leap and partnered with Carson – Excell has plenty to offer.

Carson Partners

Advisors who become Carson partners are a unique group committed to ongoing growth, and Excell gives our partner community the chance to gather and swap their wins and growing pains from the past year.

Advisors from partner firms will also find breakout sessions tailored toward how to make the most of your partnership, chances to demo new products in the Exhibition Hall and opportunities to network with other Carson partners.

We’ll also have several partner-exclusive events during the conference, And best of all, as a Carson partner, your registration for Excell is free!

Carson Coaching Members

As a Carson Coaching member, you’ve already heard from our team of Executive Business Coaches about ways to improve your business and better serve your clients. But if you’re ready for more, Excell offers you the chance to take the next step in your development.

Our mainstage speakers – including several Carson leaders – will offer insights into business leadership and how you can shatter your growth ceiling. You’ll also have the chance during some of our breakout sessions to hear directly from established advisors about what has helped fuel their growth.

And if you’re thinking about what comes next in your firm’s development and how you might get there, we’ll also have several breakout sessions focused on the many ways support from the Carson ecosystem can help you grow your business.

Carson Caching members can also attend Excell at a $200 discount if they register now.

Firm Leaders Looking to Grow

Even if you’re already an established advisor who manages a team and owns your business, you still have plenty of reasons to attend Excell 2023.

Growing your firm requires you to master so many skills – management, sales, marketing – and that’s where our breakout sessions come in. Whatever skill you’re looking to improve, we have a session for it: client acquisition, brand building, practice management and more.

And during networking events, you’ll be able to hear directly from Carson partners about the ways partnership has helped them take their businesses to the next level.

Firm Operations Professionals

Excell isn’t just for advisors. Whether you work in client relations, compliance, marketing or elsewhere in your firm, you’re an important part of the operation – and there’s plenty for you at Excell. 

Breakout sessions will cover all aspects of running an advisory firm, giving you the chance to hear directly from advisors what their pain points are when it comes to marketing, compliance, tech and more.

And our Exhibition Hall will be packed with opportunities for growth, including tech demos at our Genius Bar, live podcast recordings and a community hub to mingle with your fellow conference-goers.

Music Lovers

Nashville is a hub of music history, and you won’t need to travel far from the Music City Center to find it. Historic sites like the Country Music Hall of Fame, Ryman Auditorium and the National Museum of African American Music are within walking distance of the conference.

And if you’re looking to unwind once Excell is done for the day, downtown Nashville’s Honky Tonk Highway serves up live music until 3 a.m. each night.

We’ll also have free organized excursions into Nashville during Excell so you can enjoy some sightseeing with your fellow conference-goers.

Bring the Whole Team

Excell has something to offer for every type of advisor, as well as those who help advisors be their best. Since there’s something for everyone, why not bring the whole team to Excell 2023? You’ll be able to share in all the inspiration, networking and team building, and you’ll return to the office feeling refreshed and ready to hit the ground running.

Whether you’re coming alone or with the whole office, you’ll leave Excell with actionable ideas to improve your business, countless new connections and memories to last a lifetime. Register today at excellconference.com.

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