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 a transformative journey where you’ll be immersed in a dynamic exploration of how creativity and innovation can help you transcend the ordinary.
And registration for Excell 2024 is now open!
 

Why Attend?

You’re a growth-oriented advisor looking for premier practice management content that goes beyond traditional discussions. You want to embrace creativity for transformative problem-solving. And you want an event where you can:

DAY 1
Imagine & Explore
Choose your own adventure with content that is a catalyst for imaginative problem solving and innovation to drive progress.
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

  • Partner Summit
  • Welcome Reception

SEPTEMBER 10

  • Excell General Session
  • Excell Breakout Sessions
  • Excell Reception

SEPTEMBER 11

  • Excell General Session
  • Excell Breakout Sessions

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

Do You Want to Speak at Excell?

Our agenda is still in the works and you might be a perfect fit! If you’d like us to consider you for a speaking spot, please apply!

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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!

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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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ATTENDEES
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DAYS
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TEAM MEMBERS
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FINSERV STUDENTS
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EXHIBITORS
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ADVISORS

Note: Average numbers based on previous year’s attendance

Tickets

Admission includes:

  • Inspiring keynote speakers
  • Empowering breakout sessions
  • Limitless networking opportunities
  • Access to an Expo Hall full of industry-leading vendors
  • Incredible receptions and parties
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Lock in your reduced pricing for Excell Conference 2024!
As always, Carson Partners attend free of charge.

General Admission

$499

until 4/30/2024

 

THEN $799

Coaching Members

$499

until 4/30/2024

 

THEN $699

Guests

$299

Get your partner or friend a guest pass for access to the receptions and other evening activities!