Excell was named one of the 13 Best Conferences for Financial Advisors in 2018.

Two-Track Agenda for Advisors and Teams

The fastest-growing advisors have one thing in common: they invest in the development of their team as much as they do themselves. Which is why Excell 2018 features best-practice content for both advisors AND their teams.


Experience what has become the flagship conference for growth-minded financial advisors across the country. What started as a small gathering in 2001 has now become an industry automatic featuring the best mix of high-profile keynotes with tangible takeaways, two tracks specifically for advisors and their teams, and unlimited networking with some of the most elite advisors in our profession.

Opening Night Concert


In 2018, we rocked out with Grammy Award-winning rock band Blues Traveler! Topping the charts with singles including “Hook” and “Run-Around”, they rose to stardom in the early ’90s, appeared at Woodstock ’94 and later became the opening act for The Rolling Stones. In 2019, we’ll bring someone new to the stage! Join the party!

2018 Industry Executive Attendance

In addition to hundreds of advisors and their teams joining us, Excell hosts an elite group of the profession’s brightest minds and leading innovators who help shape the future for financial advice. Interested in joining us in Chicago? Stay tuned.

2018 Sponsors