DAY 1
Imagine & Explore
Choose your own adventure with content that is a catalyst for imaginative problem solving and innovation to drive progress.
Excell 2024
The Advisor Growth Conference
September 9-11, 2024 | Orlando
Excell 2024
The Advisor Growth Conference
September 9-11, 2024 | Orlando
Experience the Excell Magic!
Experience the Excell Magic!
Excell isn’t your typical conference – it’s an exclusive, transformative journey where you’ll be immersed in a dynamic exploration of how creativity and innovation can help you transcend the ordinary.
Secure your invite to Excell 2024...
I Am a Carson Partner
We can’t wait to see our Partners in Orlando! Login to Salesforce, click “Carson Links” at right and click “Register for Excell 2024.” Any questions? Ask your assigned Marketing Consultant!
I Am a Coaching Member
We’d love to see you at Excell! Login to Carson Coaching Online and click on “Excell” on the navigation bar.
I Am Not a Partner or Coaching Member
Are you interested in receiving an invite to Excell but you’re neither a Carson Partner nor a Carson Coaching member? Drop us your email and somebody will be in touch!
What's In Store for Attendees
Excell is the premier practice management event that goes beyond traditional discussions. We’re inviting growth-oriented financial advisors who want to embrace creativity for transformative problem-solving. Excell is the place where they can:
DAY 2
Amplify & Ignite
Hear actionable and relevant content.
DAY 3
Create & Build
Tap into and build your community. Be part of the collective energy of financial professionals that want to inspire real change for the firms of tomorrow.
Imagine the future we could create together. Let Excell be the catalyst for change.
Let’s grow together.
Agenda at a Glance
Our Excell 2024 Agenda is still in the works, but here is our agenda at a glance.
SEPTEMBER 9
- 2:00 PM – 5:00 PM
Elite Advisor Summit - 2:00 PM – 5:15 PM
Partner Summit - 6:00 PM – 8:00 PM
Welcome Reception
SEPTEMBER 10
- 7:30 AM – 8:30 AM
Breakfast - 8:30 AM – 12:00 PM
General Session - 12:00 PM – 1:30 PM
Lunch - 1:30 PM – 4:00 PM
Breakouts - 7:00 PM – 10:00 PM
Reception
SEPTEMBER 11
- 7:30 AM – 8:30 AM
Breakfast - 8:30 AM – 12:00 PM
General Session - 12:00 PM – 1:30 PM
Lunch - 1:30 PM – 3:30 PM
Breakouts - 4:00 PM – 10:00 PM
Optional Excursions
Stay tuned for a more detailed agenda!
OUR VENUE
Orlando World Center Marriott
When you’re not being inspired with brilliant new ideas at Excell sessions, you can enjoy the amenities of the magical Orlando World Center Marriott, including:
- Breathtaking views from your room
- 10 dining options, including the Mikado Japanese Steak House
- Incredible sunrises and sunsets
- A nightly laser light show
- The River Falls Water Park
- The resort spa
Book your special Excell rate before it sells out!
Speakers
Excell 2024 is the event to inspire you to create. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to energize you to reframe your thinking and grow faster. While our speaker list is still growing, here is a glimpse of what we’ve got for you:
Liz Bohannon
Founder and CEO
Sseko Designs
Harris III
Founder and CEO
Istoria Collective
Kyle Scheele
Patron Saint of Crazy Ideas
Wendy De La Rosa
Assistant Professor
The Wharton School at the University of Pennsylvania
THANK YOU TO OUR ELITE
SPONSORS
Excell 2024 wouldn’t be destination imagination without the support of our sponsors. We thank our sponsors for believing in our event!
Do You Want to Sponsor Excell?
We know you want in on this magic! Get in touch with us to talk about sponsorship options.
Frequently Asked Questions
Why should my boss let me attend?
The pace of change in our industry has never been faster. And the most successful professionals are the ones who consider themselves lifelong learners. At Excell, you’ll learn new ways of doing things and come back with a bigger network, more expertise and revitalized with new perspectives to implement at your firm!
Should I bring my family?
Disney + Magic + the best resort water park in Orlando = the perfect conference destination for you and your family.
Have other questions? We’re here for you.
Get in touch today.
BY THE NUMBERS
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Note: Average numbers based on previous year’s attendance