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SEPTEMBER 12-14, 2023

What to expect at


Excell has a new home in 2023, but we won’t be changing our tune in the Music City – you’ll still find the big-name speakers, transformational breakout sessions and supportive advisor community Excell is known for.

Excell Registration is Open

For a limited time, you can lock in reduced pricing for Excell 2023. Prices go up June 15.

General Admission

Excell 2023



Carson Coaching Member

Excell 2023



Carson Partners

Excell 2023


Admission includes:

  • Inspiring keynote speakers
  • Breakout sessions led by industry thought leaders
  • Countless networking opportunities
  • Access to the Excell Advisor Community
  • An Expo Hall packed with industry-leading vendors
  • Energized receptions and parties
  • All in the heart of the world’s country music capital

Music City Center


Located in the heart of downtown Nashville, the 2.1 million-square-foot facility opened in 2013 and is surrounded by restaurants, nightlife and the city’s vibrant music scene.

1,200+ Excell Attendees

Join an advisor community unlike any other.

3 Days

Enjoy learning, networking and even more.

1 Destination

Explore downtown Nashville and its vibrant music scene.

Countless Opportunities

Take the time to better yourself and your firm.

Explore the City

Nashville is awash in music history, and you can find plenty of it just steps from the Music City Center – from the Country Music Hall of Fame to Ryman Auditorium to the National Museum of African American Music. And if sports are more your jam, the Tennessee Titans and Nashville Predators both play within walking distance.

Content For Your Entire Team

Great leaders build great teams – and we have something for everyone at your firm at Excell. Our programming is tied to every pillar of your business – technology, marketing and business development, operations, compliance, M&A, human resources, and leadership.
Why attend Excell?
Financial services is rapidly changing, and as you continue to grow your firm, Excell acts as a catalyst – inspiring you to take the next step, educating you on how you can get there, and connecting you with others who have been there and done that. If you want three days packed with unforgettable keynotes, tangible takeaways, a vibrant advisor community and much more, Excell is right for you.
What makes Excell different from other financial advisor conferences?
This will be our 38th edition of Excell, and over the years we’ve learned what works, what doesn’t and what really matters most to advisors. Everything centers on your experience – from the location we choose to the entertainment, the food, the sessions and, of course, the speakers.