Elite Advisor Summit

An exclusive virtual event for advisors at the top of their game
June 9, 12-4 p.m. and June 10, 9 a.m.-12:30 p.m. CST
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 for the event:

  • Shlomo Benartzi, Economist
  • Marguerita Cheng, CEO, Blue Ocean Global Wealth
  • Darrell Green, Pro Football HOF and 2x Super Bowl Champion
  • Chris Page, Vice President, Mergers & Acquisitions – Deal Sourcing
  • Jamie Carroll, Managing Partner, Carson Wealth, Amarillo, TX
  • 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!