Excell Conference 2024

Excell isn’t your typical conference – it’s a transformative journey where you’ll be immersed in a dynamic exploration of how creativity and innovation can help you transcend the ordinary. Excell is for growth-oriented advisors looking for premier practice management content that goes beyond traditional discussions, and who want to embrace creativity for transformative problem-solving. It’s …

Lessons Learned: Reigniting Growth by Focusing on the Fundamentals

Mastering the fundamentals can reignite business growth for financial advisors and combat “shiny object syndrome.” We’ll share the lessons learned during our inaugural Fundamental 50 Challenge, in which participants reignited their growth by focusing on fundamental business activities over a period of 50 days. The challenge was designed for practice management optimization through structured daily …

Excell Conference 2024

One of the industry’s most celebrated financial advisor conference, Excell is focused on growth. If you’re looking for inspiring keynote speakers, intensive and actionable breakouts (with plenty of CE credits), community building, world class entertainment and food, Excell is for you. Carson Partners attend Excell at no cost. Excell is for growth-oriented advisors looking for …

Spring Partner Summit

Our annual spring event for Carson Partners is designed to help our partners learn, engage and network with each other and their Carson team. It centers around financial advisors tapping into the Carson ecosystem to exchange ideas and inspiration that they in turn can implement to serve clients efficiently through better practice management, marketing and …