Whether you’re looking for career inspiration, insight into where the industry is now and where it’s headed, or practical tips on specific topics, Excell is a must-attend conference for advisors.

Sessions are designed with growth in mind – actionable takeaways are coated in innovation. Alongside general sessions, we offer deep dives into subjects that advisors care about. Attendees will hear from some of the top minds in those areas and learn how they can transform their firms as soon as they leave the room.

With numerous networking opportunities and a closing-night afterparty at Allegiant Stadium – the new stadium and home of the NFL’s Las Vegas Raiders – attendees can connect with fellow advisors, industry executives and other professionals who can help them grow.

If you’re looking for an accessible experience that we hope will benefit you personally and professionally – and your firm exponentially – Excell is your answer.

Join us in Las Vegas October 12-14 for Excell: The conference designed to help you transform the way you grow your firm. 

If you’re still not sure and scouring online lists of best advisor conferences to attend, here’s a list of our own: the six advisors who should attend Excell.

Jump to an example:
The Busy CEO
The Team Player
The Women in Financial Services
The Top Tier
The Emerging Advisor
The Carson Family

1. The Busy CEO

Nowadays, advisors cannot be one-dimensional if they want to thrive. Growing your firm will require attention and focus on many different areas of your business. You have to be a charming salesperson, a strong manager, a knowledgeable investor and more. 

We make it a point to select keynotes from inside and outside the industry to cater to all needs of an advisor. 

Leading the lineup this year as special guest speaker is George W. Bush, 43rd President of the United States. Joining the former world leader at Excell 2021 is the rest of our stacked speaker lineup:

  • Scott Harrison, founder and CEO of charity: water 
  • John R. DiJulius III, international customer service consultant
  • Patty McCord, former Chief Talent Office of Netflix
  • Michael E. Kitces, Head of Planning Strategy for Buckingham Wealth Partners
  • Sandra Joseph, Broadway star (she played Christine in “The Phantom of the Opera” for 10 years!)
  • Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions
  • Adam Holt, CEO and Founder of Asset-Map
  • Ana Trujillo Limon, Director of Advisor and Coaching Content at Carson and former Editor-in-Chief of FPA Publications
  • Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting
  • And more!

And the topics these speakers will bring to the stage include:

  • Industry trends reshaping financial advice
  • Investing in a post-pandemic world
  • Developing your team
  • Positioning your voice as an advisor
  • Bridging the gap between technology and financial planning
  • Alternative investments and cryptocurrency
  • And more!

Anyone in the audience – not just advisors – can expect to become a more well-rounded individual. Which brings us to our next type of advisor …

2. The Team Player

It takes a village to raise a child, and it takes a team to build a practice. So why limit the inspiration and innovation to one person in your firm?

Excell is best enjoyed as a team. You can cover more sessions this way, so you don’t miss a thing. You can expand your networking wingspan as a team and make more connections with other advisors and sponsors. And you can immediately start swapping notes and talking about next steps so you’re ready to hit the ground running when you return home.

Attend Excell as a team to maximize the takeaway value.

3. The Women in Financial Services

Financial services is traditionally a male-dominated industry. We believe it’s long overdue to shake up this antiquated normal.

Excell is literally giving women the stage to share their unique struggles and successes in the industry. Our speaker lineup proudly features females who are founders, CEOs, mothers, best-selling authors, C-level executives and more.

We want to further champion women’s voices at a Women’s Leadership Lunch on Wednesday, October 13. Open to all Excell attendees, the lunch’s purpose is to help everyone elevate the voices and careers of women in the industry.

4. The Top Tier

While Excell is open to advisors regardless of their AUM, the Elite Advisor Summit kicks off the conference on the first day. The summit is a five-hour exclusive gathering of some of the top advisors in the industry. To attend, advisors must have at least $100 million in AUM and/or $1 million in individual gross revenue.

You’ll get the chance to talk with other top-tier advisors to learn how they’ve cultivated their success. Where else can you collaborate with other highly successful advisors in one room and leave with new ideas on how to take your firm to the next level?

5. The Emerging Advisor

As an emerging advisor, you’ve found your footing without drowning from drinking from the firehose. And now you’re eager to grow your practice. This requires patience and passion. 

Excell 2021 is an opportunity to put your passion to the test. The speakers and sessions will  steer your firm in the right direction to reach your goals.

What better way to enhance your toolbelt and broaden your industry network than through Excell 2021?

6. The Carson Family

If you work with Carson, attending Excell should be a no-brainer. Whether you’re a partner or a coaching member, Excell is a can’t-miss event. You’re able to catch up with the Carson crew and other partners or coaching members – and extend your network to other wealth advisors, firm CEOs and industry executives.

And many Carson team members can attend Excell at a discount. 

Excell offers innovation, inspiration and practical takeaways for all advisors no matter their experience level or AUM. This year’s conference will be in Las Vegas, October 12-14. Register for Excell at excellconference.com.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Samatha Allen: How AI is Transforming Digital Marketing

By: Ana Trujillo Limon
How can financial advisors best leverage AI to revolutionize their digital marketing efforts? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Samantha Allen, Senior Vice …

Samantha Allen: How AI is Transforming Digital Marketing

By: Ana Trujillo Limon
How can financial advisors best leverage AI to revolutionize their digital marketing efforts? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Samantha Allen, Senior Vice …

Being Prepared for the Unexpected: What to Consider in Building a Key Person Continuity Plan

By: Jessica Colston
I once knew an advisor who went out of state on vacation. She had an accident so severe it required several rounds of surgery. She was unable to come …

A Different Kind of Growth: How Carson Helped One Partner Go from Advisor to CEO

By: Cory Gilinsky
Joel Worsfold partnered with Carson because he was looking for a more streamlined client experience, a better tech stack than his broker-dealer offered, practice management tools for dealing with …
1 2 3 148