Excell 2018
 
May 30, 2018
Pre-Conference Sessions
9:00 am - 6:00 pmRegistration Desk Open
12:30 pm - 4:45 pmElite Advisor Summit
The advisor landscape is changing, and never before have the opportunities in our profession been greater. Hear best practices from one of the nation's fastest-growing firms and share ideas, opportunities, focus areas, and challenges with other top advisory firms.

To qualify for the Elite Advisor Summit, you must currently be working with a Carson Group Coaching Executive Business Coach or Carson Group Partner Relationship Manager AND have at least $1,000,000 in individual gross revenue or $100,000,000 in AUM.
1:00 pm - 5:00 pmMeet the Experts (Please select only ONE Meet the Experts Session)
Please select only ONE session. Space is limited. Please note that due to the private nature of these consultations, we can only accommodate one firm per slot. 

The Meet the Experts Lounge is THE destination to get expert advice, counsel, and ideas across a variety of practice management topics. You'll sit down one-on-one for an impactful 25-minute session with an expert consultant who will listen, problem solve, share ideas, and offer customized guidance to help you reach your growth goals. Reservations are required, and we anticipate spots filling up quickly, so please reserve your spot today!


Hours: 10 AM to 5 PM, Wednesday, May 30.
3:00 pm - 4:45 pmIQ (Implementation Quotient) Breakouts

Let's Talk About Tech: Avoiding Information Overload - Ben Mathis, Chief Information Officer, Carson Group

Most advisors find themselves scratching their heads when it comes to integrating technology into their business. Between navigating endless software solutions, investing capital aimlessly at new tools, and falling behind on the latest and greatest tech trends, advisors need one thing above all else: a clear game plan for tackling their technology. In this session, Ben Mathis, Chief Information Officer at Carson Group, will share some of the biggest obstacles advisors face when taking on tech, the key questions that can provide clarity on your firm's direction and, most importantly, how firms can create their own roadmap to success. Advisors will hear first-hand lessons on how Carson Wealth navigated the complexity of integrating technology, how to start with the client and work backwards, and what is ton the horizon for tech in our profession.

Catching Culture: Key Attributes of the Strongest Teams - Kelsey Ruwe, Vice President of Talent, Carson Group

As small business owners, advisors and their teams face a formidable opponent in the growth of their firm: larger organizations that offer big compensation packages, limitless perks and edgy work environments, all in an effort to attract top talent. In this session, Carson Group's Vice President of talent will share the biggest mistakes advisors make in creating a "culture" and explain the key characteristics and behaviors advisors must adopt to turn "culture" from a collection of empty words into a tangible force that unites teams, aligns infrastructure and improves moral.

Stay Focused and Simplify: 3 Ways to Move the Needle with Your Marketing - Joe Steuter, Vice President, Marketing Communication, and Melissa Mroczek, Vice President, Advisor Marketing

Building a brand that investors inherently trust is not as easy as it once was. With more exposure to new services, more ways to educate and evaluate options, and less time to make decisions, attracting new clients has become as much of a science as it is an art. In this session, Melissa Mroczek, Vice President, Advisor Marketing and Joe Steuter, Vice President, Marketing Communication for Carson Group, share their unique perspective on what potential clients are looking for from their advisor and, more importantly, how firms can eliminate the complexity of their marketing plan by focusing on three needle-moving activities to drive more conversions: email campaigns, blogging, and social media. Advisors and their teams will walk away from a simple marketing action plan that drives better ROI and reduces ADD (Advisor Distraction Disorder).

Inside the Coach Roundtable: The Invisible Influencers Shaping Your Firm's Future - Carson Group Executive Business Coaches

Have you ever wanted to jump inside the mind of someone who sees things you can't, as an advisor? In this session, our panel of Executive Business Coaches will help you escape from the proverbial "island" so many advisors find themselves on, wondering what others are doing to grow their business and find balance. Through their unique lens, the Carson Group coaches will unveil the biggest trends they're noticing through talking with hundreds of advisor firms across the country. Get an insider's perspective at the seat of the coach's roundtable and discover the most common challenges plaguing advisor growth, the biggest complexities facing teams, and the taboo questions most advisors need to answer.


5:15 pm - 6:00 pmFirst Time Attendee Reception
Is this your first time attending Excell? Then you won't want to miss this session. You will meet fellow first time attendees as well as our Executive Business Coaches. We will highlight the agenda for the next few days.
6:00 pm - 9:00 pmOpening Night Reception - Sponsored by CNL
It's Vegas, so we'll kick things off in style. Network with your fellow attendees and enjoy the atmosphere. Blues Traveler will perform at this private event.

May 31, 2018
7:00 am - 6:30 pmRegistration Desk Open
7:00 am - 8:30 amBreakfast
8:30 am - 9:45 amGeneral Session - Arianna Huffington
Ms. Arianna Huffington, Founder, Huffington Post
9:45 am - 10:15 amPhoto Opportunity with Arianna Huffington
This session is limited to advisors only. If you wish to include your team in your picture, please have them join you during this time.
9:45 am - 10:15 amBreak
10:15 am - 12:00 pmGeneral Session - Ron Carson, Paul West, and Marc Randolph
Mr. Marc Randolph, Netflix Co-Founder, Executive Mentor and Angel Investor, Netflix

Confronting the F-Word: Reframing Advisor Value - Ron Carson and Paul West

As the profession moves towards increased transparency, your clients are demanding straightforward fees, clear explanations and, most importantly, a new definition of the value you provide. In this session, Ron Carson, CEO and Founder of Carson Group, and Paul West, Managing Partner of Carson Wealth, share helpful sound bites and real-world examples of how to confront the F-word: fees. Hear how these two top advisors from a Barron's Hall-of-Fame firm handle client fee objections and reframe the conversation to focus on the alpha beyond investment management.


Where Do Ideas Come From: Learn How Silicon Valley's Most Exciting Startups Come Up with Their Ideas and How They Turn Those Ideas into Reality - Marc Randolph

Anyone who has taken a shower has had an idea.  But how do you turn those ideas into reality?  Netflix Founder and startup CEO Marc Randolph will share dozens of tips, tricks and stories drawn from his 4 decades as an entrepreneur that will help you more easily come up with innovative ideas, validate them, and get your new venture off the ground.  Equal parts inspiration, start up stories, and practical tips, it's a message that resonates equally well with students, early stage entrepreneurs, and any businessperson looking to bring innovation to their business.  You'll laugh, you'll cry, you'll wonder who the hell comes up with this crap!

12:00 am - 1:00 pmLunch
12:00 pm - 1:30 pmWomen in Wealth Summit
Aundrea Wilcox, Author, Speaker, Trainer and Coach
Female executives find themselves in an influential position. In our profession, women in wealth have the opportunity to change the face of how advisors provide financial advice. Despite accounting for less than 10% of the profession’s advisor community, women bring unique perspective and skillset to connecting with people, making them more effective wealth advisors than many men. During this two-part summit for female advisors, entrepreneur Aundrea Wilcox, author of Startup Savvy and Superwoman Smarts, will share the five principles of building a more compelling connection with clients and how women can grow their business while also maintaining life balance with family, health, friends, and a career you love. Following Aundrea’s presentation, a panel of Carson Group’s top female advisors will discuss some of the biggest challenges facing the growth of their business and the life-changing lessons learned as female business owners.
1:00 pm - 3:00 pmBreakout Sessions
After lunch, we'll feature a full afternoon of TED-like breakout sessions.
3:00 pm - 3:15 pmBreak
3:15 pm - 4:45 pmGeneral Session - Howard Tullman and Ron Carson
Ron Carson, Founder and CEO, Carson Group
Mr. Howard Tullman, CEO, 1871
We'll conclude the day in general session with futurist Howard Tullman, and Carson Group Founder and CEO Ron Carson, who will tie it all together and share what the nation's top advisory firms are focusing on in 2018 and beyond.
4:45 pm - 6:00 pmReception
Unwind after a productive day with cocktails, conversation, and continued networking.
6:30 pm - 9:00 pmDine-arounds (Sponsored)

June 1, 2018
7:00 am - 12:30 pmRegistration Desk Open
7:00 am - 8:30 amBreakfast
8:30 am - 9:45 amGeneral Session
We'll start the final day of Excell with more powerhouse keynotes.
9:45 am - 10:05 amBreak
10:05 am - 12:00 pmGeneral Session
You'll hear from an expert on Blockchain and why it's technology shift of the magnitude of the Internet itself - you'll hear how it's changing the financial advisory world and what you should be doing to prepare for this bold new world. You'll also hear from a panel of industry thought leaders as well as experts on leadership. We will wrap up the morning hearing from an advisor on how he built a $100M business in 3 years fresh out of college and becoming a Forbes Top 50 Next Gen Advisor.
12:00 pm - 1:00 pmGrab & Go Lunch