Events for Financial Advisor Success

Our industry is awash in events for financial advisors.You’ve probably been to more than one that’s expensive, salesy or just plain irrelevant to your business. Carson’s events are in a different class. Aside from award-winning professional development for financial advisors, you’ll forge connections and build community among other partners.


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.



SEPTEMBER 9-11, 2024

Everyone was willing to share what’s their best idea, what's working for them right now. It was time well spent, it was money well spent. And I did have a blast!
Shelley Funke Frommeyer

Shelley Funke Frommeyer

Founder, CEO, & Wealth Advisor, FFR Wealth Team
Attendees at Excell Represent

Held for the first time in 2022, Excell Represent is a ground-breaking event focused on ending the underrepresentation of women in wealth management. In 3 years, women will control $30 trillion of the country’s assets – and 70% of them would prefer to work with a female advisor. Since only 23% of CFPs are female, that leaves a lot of money on the table.

Attendees at Excell Represent
Attendees at Excell Represent

Hosted along with other wealth management organizations, Excell Represent brings together women from across the industry for professional development, change ideation, community building, and plenty of fun. Carson Partners attend Excell Represent at no cost.

Excell REPRESENT was one of the most inspiring experiences I can remember having in this industry. All those women together, ready to learn and make an impact. It was amazing!
Teri Shepherd

Teri Shepherd

President, Carson Group
Conference Attendees

Partner Summit

Twice a year, once in the spring and once during Excell, we assemble all Carson Partners for special networking opportunities, updates on exciting Carson initiatives, and professional development. This time together is our Partners’ favorite way to build community, learn and spend time together. Carson Partners attend Partner Summit free of charge. This year’s Spring Partner Summit is May in Omaha followed by the Excell Partner Summit on September in Orlando.

Educational Webinars

Carson holds frequent webinars to cover timely topics (like new tax legislation, market performance, or Social Security updates) and new practice management ideas. It’s a fantastic way to access the knowledge of our subject matter experts in investment research, retirement planning, marketing, and more.

professionals shaking hands

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