Elite Advisor Summit

An exclusive virtual event for advisors at the top of their game

Insight from Industry Speakers, Peer-to-Peer Interactions and Actionable Best Practices for Growth

Registration: $97 | Complimentary for Carson Coaching Members

*Firm must manage $100 million+ or equivalent income

Do you manage more than $100 million, or is your 12-month trailing revenue greater than $1 million?

Then you’re invited to this exclusive online gathering of top-tier advisors, where you’ll get new ideas and inspiration and hear from some of the top minds in the industry.

At this 8-hour collaborative summit over two days, you’ll be able to discover what’s working for other advisors on your level and bring practical, exclusive takeaways back to your firm.

Attend ideation sessions with other elite advisors, participate in interactive breakout sessions with some of the top advisors in the industry, and even learn the best practices other advisors like you are using to grow their firms.

elite advisor summit
elite advisor summit

Here’s the lineup of amazing speakers from the last event:

  • Christine Benz, Director of Personal Finance, Morningstar
  • Tyrone Ross, CEO, Onramp Invest
  • Dana Anspach, Founder & CEO, Sensible Money, LLC
  • Vice Admiral John “Jay” Donnelly (United States Navy, Retired)
  • Ron Carson, Founder and CEO of Carson Group
  • Jamie Hopkins, Director of Retirement Research at Carson Group

Register here for Carson Coaching Online ($149/month) or Executive Business Coaching and the virtual event is complimentary!

Claim Your
Complimentary
Coaching Session

close-link

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

close-image

Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

close-image