Carson Events Financial Advisor Conferences

The financial industry is constantly evolving, and staying ahead requires continuous learning, networking, and collaboration. Carson offers premier financial advisor conferences and events to help our partners expand their knowledge and grow their business.

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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

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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

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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.

Want to Be Part ofThe Carson Experience?

Carson Partners get access to these exclusive events and more. Download the Partnership Guide to learn more about what it means to join the Carson ecosystem.

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Run. Grow. Love your business. Carson Partnership Offering Overview Guide.