Whatever you’re looking to gain from attending Excell 2022, you won’t have trouble finding it. 

You can find inspiration from our lineup of keynote speakers, insight into where our industry is headed, actionable takeaways and deep dives from our breakout sessions and plenty of networking opportunities with our 1,500-plus attendees. 

Considering all the industry conferences you have to choose from, how do you know if Excell is right for you? Regardless of where you are in your career – whether you’re just getting started in the industry or already eyeing retirement, whether you’re a financial planner or an investment manager, whether you’re an independent advisor or part of a billion-dollar RIA – Excell has plenty to offer. 

The Advisor-CEO

As an established advisor who manages a team of advisors and owns your business, you have plenty to gain from attending Excell 2022. Growing your firm requires you to wear several different hats – you need to be an advisor, a manager, a salesperson, a marketer and so much more. 

That’s where our keynote speakers and breakout sessions come in. Whatever area of your skill set you feel you need to improve, we have a session for it. You’ll have the chance to hear from some of the top minds in our industry, and you’ll leave with insights and inspirations to take your business to the next level. 

Some of the names you’ll hear from include: 

  • Dana Wilson, founder and CEO at CHIP (Changing How Individuals Prosper) 
  • Tucker Bryant, award-winning poet 
  • Michael Pollan, New York Times bestselling author 
  • Lauren Simmons, entrepreneur, author, personal finance expert, motivational speaker and producer 
  • Lazetta Braxton, CEO at Lazetta & Associates 
  • Dr. Preston D. Cherry, founder and President at Concurrent Financial Planning and head of the Personal Financial Planning Program at the University of Wisconsin-Green Bay 
  • Marques Ogden, CEO at Ogden Ventures LLC 
  • Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group and co-host of the Framework podcast 
  • Craig Lemoine, Director, Financial Planning Program at Carson Group and Clinical Associate Professor at the University of Illinois at Urbana-Champaign 
  • Paul West, Managing Partner at Carson Wealth 
  • Ron Carson, Founder and CEO of Carson Group 

And we’ll have more big names and breakout session topics to announce in the coming weeks and months, so stay tuned! 

Established Advisors

You’re finally past the growing pains of becoming an established advisor, and now you have a growing book of business. You’re ready to take the next step in your development. 

You’ll find plenty of value from our keynote speakers and breakout sessions, but you can also enjoy hearing from industry thought leaders in more intimate settings. Check out a live podcast recording in between sessions, or stop by our on-site bookstore, The Next Chapter, to enjoy book signings, meet-and-greets with authors and Q&A sessions (not to mention a full-service barista).  

And you shouldn’t miss out on all the networking opportunities Excell has to offer. Kick things off with our welcome reception, where you’ll be able to share appetizers, drinks and meaningful conversation with your peers. Then enjoy a complimentary breakfast and lunch each day at Excell, before bookending things with a poolside party to close out the conference. 

Emerging Advisors

You’re just getting your foot in the door in the industry, and you’re eager and determined to keep growing on your path to becoming the next generation of leaders of our profession. Opportunities for you to grow are ripe over our three days in Las Vegas. 

Once you’re done soaking in all the inspiring keynote speeches, exploring the Expo Hall and mingling at the networking events, you won’t have to leave Excell behind. You’ll be part of the Excell community. Stay connected through the Excell Advisor Community on LinkedIn, where you’ll have the opportunity to grow alongside your peers as you share your career milestones, the challenges you’re facing and more. 

The Team Players

Excell isn’t just for the advisors. Whether you work in client relations, compliance, marketing or another role, you’re an important part of the operation – and there’s plenty you could take away from Excell. 

Our keynote speeches and breakout sessions will give you the opportunity to hear directly from advisors as they go over their pain points, positioning you to help address them and better serve your business’s clients. 

And with more than 60 booths in our Expo Hall, you’re likely to find at least one that caters to your area of expertise. 

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 2022? You’ll be able to share in all the inspiration, networking and team building, and you’ll be able to pool together the knowledge you gain immediately so that you can hit the ground running once you’re back in the office. 

And if you’re looking to have a little fun in between all the keynote addresses and breakout sessions, you’ll find plenty to do at The Cosmopolitan of Las Vegas – including more than 25 restaurants, two pools, an on-site spa, gaming, shopping and more! And if that’s not enough, you’ll be right in the heart of The Strip. 

So whether you’re coming alone or with the whole office, you’ll leave Las Vegas 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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