Every advisor could use a little inspiration. Every advisor could use some support. Every advisor could definitely use a break from the office. Every year since 2001, hundreds of advisors have met at Excell to share their triumphs, challenges and goals, and walk away with new connections, valuable takeaways and more inspiration than they can handle. It’s the go-to conference for forward-thinking advisors that are ready to take their firms to the next level. But it’s important to note – this isn’t your typical industry conference. Excell is created with the advisor in mind to help you reset the way you work and continue to build the firm you want. Because I know how much advisors and their teams will benefit from attending Excell 2019, I put together a list of 100 reasons you won’t want to miss out on Excell this year:
- Learn how to provide an outstanding client experience that will turn your prospects into clients, and your clients into raving fans
- Be inspired by Michael Dubin, Founder and CEO of Dollar Shave Club, who grew and sold his business for $1 billion in just 5 years
- It’s only $649 and if you click here to register now, you could get a photo opportunity with Michael Dubin himself (you know, the guy from reason #2)
- Michael Kitces called Excell one of the top conferences advisors should attend this year
- Speaking of Mr. Kitces, you could wear a blue shirt to his inspiring keynote at Excell and try to get him to take a “matching selfie” with you
- Show off your dance moves as you rock out at a private concert with country superstar Jake Owen
- Feel that famous Windy City wind in your hair
- Meet your new best friend as you network with hundreds of like-minded advisors
- Hear from people in all walks of life who have taken an idea and turned it into a multi-million dollar business
- When people talk about the most transformative event of the year in the financial industry, you can impress them all by saying you were there
- Give your client relationships a shot in the arm
- Improve yourself professionally and personally
- Advisors don’t get a spring break, so this is your time to take that much-needed break from the office
- Spend time being inspired by your peers
- Re-focus on success
- Get to know global financial services firm, MorningStar
- Inspire growth for every member of your team
- Tighten up your processes, turn your team into a well-oiled machine of amazing service and explosive growth
- Create an unforgettable client experience
- Meet market risk expert reps from Swan Global Investments
- Meet Ron Carson, Founder & CEO of Carson Group
- Connect with financial professionals from all walks of life
- Learn to identify and remove the three stumbling blocks that are preventing growth in your firm
- Meet the lovely team from Day Hagan Mutual Funds
- Learn how to differentiate your brand from every other advisory firm out there
- Hear from super-smart individuals like Dr. Jeremy Siegel, Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania and Senior Investment Strategy Advisor of WisdomTree Investments, Inc.
- Fall in love with your job again
- Spend three days with the most inspired community of advisors and team members
- Learn how to recruit and keep top talent at your firm – and how to spot a dud from the get-go
- Learn how to grow your firm like crazy at the “Double Your Advisory Business Workshop”
- You could get retweeted by @CarsonGroupLLC
- Invest in your team’s growth by sending them through the team track
- Get to know the friendly team at BlackRock
- Pick the brains of the pro’s in the “Meet the Experts Lounge” session
- Break out of the funk and take your firm to the next level
- Get your operations whipped into ship-shape by Colonel Athens, Director and Vice Admiral of the Naval Academy
- Learn how to “Blueprint” your personal and professional life with the “Tested in the Trenches Principles” session
- Boost your IQ (Implementation Quotient) with many of the same tactics Ron Carson used to build Carson Wealth and Carson Group into what they are today
- Reinvent your client experience with Paul West, Managing Partner of Carson Wealth
- Get to know our friends from Client 4 Life Group
- Delicious networking lunches…yum
- Enhance your team’s dynamics with help from Carson’s VP of talent, Kelsey Ruwe
- Meet the top ladies in our profession today at the Women’s Leadership Event
- Fine-tune your content marketing strategy with Carson’s Editorial Director, Zach McDonald
- Attend the event that has already helped over 10,000 people just like you learn how they can transform their business
- Learn how you can get more dialed in with your clients
- The Cubs are in town all week
- Step out of the daily flow and return inspired and refreshed
- You have your sights set on growth, now get the practical steps you need to take to get there
- Looking to turn your firm into a multi-million dollar company? You’ll want to hear from President and CEO of Cogo Labs and Senior Partner at Link Ventures, Mira Wilczek, who has a proven track record of turning great ideas into fast-growing, successful companies.
- Pay a single registration fee – bring home hundreds of takeaways
- Receive personalized advice to grow your firm
- Become the leader you’ve always wanted to be by learning from some of the best leaders alive today
- Consider getting your pilot’s license and chat with reps from aircraft manufacturer Textron Aviation
- See the latest technology and how it can help improve your client experience
- Bring your entire team so they can experience tracks, keynotes and sessions designed to accelerate your marketing and operations
- Challenge yourself and your team to think in new ways
- Hear incredible stories from Darshan Shah, MD, surgeon, published author, tech entrepreneur, and CEO & Founder of Beautologie and Next|Health
- Present what you do in a new, clearer way
- Return to the office with a fresh perspective that can last the whole year
- Find the balance between business and your personal life
- Connect with reps from TD Ameritrade Institutional
- Learn how to deliver value to an experience-driven economy
- Get out of that rut you’ve been stuck in for a while now
- Rethink the way you work so you operate more efficiently and effectively
- Remain competitive in an industry that is constantly evolving
- Gain more confidence in yourself and your team
- Improve your game on and off the court with insights from head coach of the Alabama Crimson Tide men’s basketball team, Avery Johnson
- Attend the Elite Advisor Summit
- Leave your comfort zone behind
- Learn how to generate leads like your life depends on it
- Plug in to an unparalleled community of support and professional improvement
- Get out of that rut you’ve been stuck in for a while
- Invest in yourself and your team – we have a team track this year!
- Share your knowledge and achievements
- Learn how to steer your firm efficiently and effectively with two-time world champion skier, Chris Davenport
- Find out what other advisors are struggling with, and learn from their victories
- Breathe new life into your vision for your firm
- Learn from sales and coaching experts at Allego
- Get on the path to growth and stay there
- Discover the latest trends and tools in your industry
- Learn how to build a marketing funnel from top to bottom with Carson’s CMO, Jud Mackrill, and Creative Director, Kim Mackrill
- Learn the ins and outs of event marketing and how to get more people at your prospect events
- Chat with reps from CRM software company, Redtail
- Find out how other advisors are running their firms
- Simplify your processes
- Get hands-on experience with some of the newest tech available to advisors today
- Become a part of a real movement
- Get to know investment advisory firm, Hodges Capital
- Take your firm to the next level
- Hear from 19 industry executives in just 3 days
- Learn how to put your clients first
- Remember the perks of being an advisor
- Develop a practical roadmap for your firm
- Connect with reps from Fidelity Investments
- Connect with a coach/mentor who can take your firm onward and upward
- Boost your NNA ASAP
- Don’t come down with a case of FOMO!
- Hear from retirement planning expert and “Rewirement” author, Jamie Hopkins
- Get together with hundreds of like-minded advisors to hear best practices, brainstorm how you can improve your firm, be inspired by industry and non-industry leaders alike, and network like nobody’s business!
What do you have to lose? Join us in Chicago from May 8-10 to experience the most transformative conference of the year. Interested in joining us? Click here to learn more.
