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The Premier Conference for Advisors Looking to Grow

This isn’t your typical financial advisor conference. It’s a launching pad to a new legacy for you and your business.

What is Excell?
3 Days That Will Change How You Grow Your Firm
We started from a basement, now we’re here in Las Vegas. With humble beginnings in the basement of an Omaha corporate building in 2001, Excell 2021 marks the 36th installment of a gathering of the brightest growth-minded financial professionals to enjoy empowering keynote speakers, impactful breakout sessions and unlimited networking. Not just your broker-dealer’s conference, Excell attracts individuals from planners to investment managers and from one-person teams to billion dollar firms. Experience three days of value beyond a doubt.
The Reviews Are In
Advisors Are Talking

There is not another event like Excell! Our team gains excellent, practical strategies and ideas to serve our clients better and more profitably. Carson Group and Carson Coaching have been integral to the tremendous growth of our company and the innovation of our team.

Jimmy Williams

President & Founder, Compass Capital Management

The Excell 2019 conference provided great speakers with informative topics, many takeaways, and challenges to elevate the INNER ME and our firm. New ideas, better systems, and practices to service our clients, grow our business, and approaching prospects such as lean forward when listening.

Sherri Balaskovitz

Director of Marketing, Braeburn Wealth Management