OMAHA, Neb., March 21, 2018 /PRNewswire/ -- Carson Group, a family of companies committed to being the most trusted for financial advice and guidance through serving advisors and investors, today announced its expanded agenda for Excell 2018 and its vision to become an "industry automatic" for growth-minded advisors. Taking place May 30 through June 1 at the ARIA Resort & Casino in Las Vegas, Nevada, the conference will focus on providing timely, expert-led insight and best practices to equip advisors and their teams for an evolving profession.
Previously a biannual event, and now in its 17th year, this will be the first time the conference consolidates to form an annual, industry-wide conference. Excell 2018 will include two separate, focused tracks – one for advisors, and one for their teams – with targeted educational sessions and networking opportunities to help advisors develop effective growth strategies. Breakout sessions, workshops, and general session keynotes will address key challenges and opportunities spanning relevant topics including technology, marketing, fee compression, industry trends, leadership and more.
Recently named one of the "13 Best Conferences for Financial Advisors in 2018" by Nerd's Eye View writer and industry influencer Michael Kitces, Excell 2018 is expected to draw nearly 1,000 attendees, collectively overseeing $100B in AUM. In addition, this year's event will feature several powerhouse keynotes from a wide array of industries, including:
"We're proud of the collaborative and invigorating environment we've fostered at Excell over the years and are excited to take the next step in making this a flagship event for advisors of all sizes and affiliations," said Ron Carson, CEO and founder of Carson Group. "Advisors find so much value from this sense of community we've built – myself included – and we want to share it with the entire profession, because we all have something to learn about being better at what we do."
Laura Pierson, managing partner of Carson Group, added: "For years, Excell conferences have been a cornerstone of what we stand for and believe in: bringing together a passionate community of driven advisors who want to better themselves and their business. We spend months of time, energy and effort crafting a high-caliber lineup of sessions and speakers that provide both inspiration and tangible ideas to advisors and their teams. When you consider the unique lens we have in working with thousands of the country's top advisors, there's nothing else quite like it."
Other highlights at this year's conference will include a Women in Wealth Summit, specifically for female advisors; an exclusive executive session for C-suite industry thought leaders; an intriguing presentation on blockchain and how advisors can prepare for its influence on their business; and an Industry Powerhouse Panel featuring several high-profile executive leaders. Grammy award-winning rock band Blues Traveler will also take the stage for the invitation-only concert on opening night.
For more information about the conference and registration, please visit: www.carsongroup.com/excell-conference.
About Carson Group
Carson Group Holdings ("Carson Group") serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The conglomerate of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public.
Founded in 1983, Carson Wealth has grown to become a Barron's Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service.
Founded in 1993, Carson Group Coaching is a leading national financial advisor coaching and resource program designed to help growth-minded advisors build their businesses through coaching support, tested action plans, and accountability that drive proven results.
Founded in 2012, Carson Group Partners simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management, and operations for advisor firms.
All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice. For more information, visit www.carsongroup.com.
Carson Group Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Group Coaching does not provide advisory services.
SOURCE Carson Group