Carson Events Financial Advisor Conferences
Excell delivers high-impact education and training focused on helping financial advisors grow their business to new heights. Available exclusively to Carson Partners and Carson Coaching members, Excell delivers:
- Expert-led sessions on key industry topics
- Strategies to help advisors scale and optimize their firm
- Interactive opportunities for meaningful engagement
- A dedicated networking space for one-on-one and small-group discussions
Carson is dedicated to amplifying female voices in wealth management and supporting the growth of women in our industry. We created Represent to provide a supportive community for female financial professionals to learn and empower one another. Represent’s primary focus is on:
- Enhancing the representation of women in the financial industry
- Helping female advisors grow their businesses
- Delivering unmatched professional development and networking opportunities
Our annual spring event is designed to help Carson Partners learn, engage, and network with each other and their Carson team. The Spring Partner Summit features three dedicated tracks tailored specifically for:
- CEOs and owners
- Financial advisors
- Advisory firm team members
This unique financial conference gives our Partners and their team members the opportunity to tap directly into the Carson ecosystem to exchange ideas and inspiration that they in turn can implement to serve clients efficiently.