9 Reasons Excell 2023 is a Can’t-Miss Conference

9 Reasons Excell 2023 is a Can’t-Miss Conference

There are countless reasons for you and your team to attend Excell 2023 – from the inspiring speakers to the networking opportunities to the Nashville setting. Whatever you’re looking to get out of Excell, you’ll find it September 12-14.

But if you’re still on the fence about joining in all the fun at this year’s conference, we’re here to help. We came up with nine reasons why Excell is a can’t-miss event this year.

1. A Top Conference

We certainly think Excell is one of the best conferences for financial advisors to attend, but you don’t have to take our word for it. Kitces.com listed Excell as one of its top conferences for 2023, naming it the “Best Conference To Scale Beyond Yourself.” Michael Kitces had this to say about Excell:

“In practice, the Carson Excell conference is a blend of sessions about how to scale an advisory firm beyond yourself as the founder/owner (the transition from practice to business), along with a lot of content on marketing and growth strategies to get to that next level, and sessions for operations team members (who are also invited to attend) on the practical operations and human resources challenges that arise as advisory firms grows. In addition to inspirationally-oriented keynote sessions to fire up attendees to go home and try it all out (because let’s face it: this is a hard transition, and sometimes we need a little help to get fired up for making the change!).”

2. The Speakers

Whether you’re looking to grow your business, grow our profession or grow as a person, our lineup of speakers has you covered. Get inspired by astronaut and tech entrepreneur Dr. Anousheh Ansari, or hear from Carson executives like Burt White, Chief Strategy Officer, and Jamie Hopkins, Managing Partner, Wealth Solutions.

Download the Advisor's Guide to Effective Marketing

3. The Breakout Sessions

We’ve put together an impressive lineup of industry thought leaders to head our breakout sessions, covering topics like managing compensation for your stakeholders, training the next generation of advisors, building an effortless tech stack and much more.

4. Team Building

Excell isn’t just for advisors – it’s also for all the people who support advisors. Our speakers and breakout sessions will give you the opportunity to hear directly from advisors as they go over their pain points, and you’ll be able to share what you learn with your teammates immediately. Plus, you’ll be able to enjoy everything Nashville has to offer as a team.

5. The Music City

Excell is taking place at the Music City Center, right in the heart of downtown Nashville. The city is a hotbed of music history – especially when it comes to country – and you won’t have to go far to find it. Just within walking distance, you’ll find Ryman Auditorium, the Country Music Hall of Fame and the Johnny Cash Museum – and if you’ve rented a car for your stay, the Grand Ole Opry is less than 20 minutes from the Music City Center.

6. Excursions

Even if you can’t make time to get out and see the sights in Nashville, we’ve got you covered. After the conference, we’ll have several optional field trips so you can hit the town, soak up the Music City with your fellow conference-goers and end your time with us on a high note.

Take the Valuation Calculator

7. Networking

Hundreds of advisors and their team members will be at the Music City Center for Excell, and you’ll have no shortage of opportunities to network with them. We’ll have complimentary meals, our welcome reception and plenty of downtime for you to meet and mingle with your fellow attendees.

8. Community

Excell is about much more than just our keynote speakers and breakout sessions. It’s also an opportunity to immerse yourself in a community of like-minded, growth-driven professionals. And you’ll have plenty of time to connect with each other, learn together and have a whole lot of fun.

9. The Intangibles

As you can already tell, there’s plenty to look forward to at this year’s Excell. But it’s the moments you can’t anticipate that really make it special. Maybe you’ll hear something that transforms the way you think about your business. Maybe you’ll run into an old acquaintance and rekindle a friendship. Maybe you’ll score some awesome swag in the Expo Hall. Whatever you’re looking for, you’re sure to find it at Excell.

Excited Yet?

Whatever your reasons for attending Excell, you’ll find opportunities to improve your business and yourself, connect with like-minded professionals and make memories to last a lifetime. Don’t wait any longer – reserve your spot today.

Get in Touch

In 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us
100 Tasks Every Advisor Should Delegate

100 Tasks Every Advisor Should Delegate

Find out what tasks you can hand off to free up your time and empower your team. Download Now