2020 Elite Advisor Summit

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

May 26, 2020
11 A.M. – 5 P.M. EST
Insight from Industry Speakers, Peer-to-Peer Interactions and Actionable Best Practices for Growth
Register Now

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 6-hour collaborative summit, 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.

Here’s the lineup of amazing speakers you can expect to hear from at this meeting:

  • Adam Holt, founder and CEO of Asset-Map
  • Suzanne Siracuse, industry consultant and former CEO and publisher of InvestmentNews
  • Sonya Dreizler, industry consultant and former BD/RIA CEO
  • Mark Casady, former LPL Financial CEO and Co-Founder of Vestigo Ventures
  • Ron Carson, founder and CEO of Carson Group
  • Jamie Hopkins, Director of Retirement Research at Carson Group
View Agenda

If you’re an Elite Advisor, you don’t want to miss this!

Register Now

Register here for Carson Coaching Online ($125/month) or Executive Business Coaching and the virtual event is complimentary!

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