Excell 2018
Wednesday, 5/30/18
9:00 am - 6:00 pmRegistration Desk Open
12:30 pm - 3:00 pmMastering the Essential 6 (First time attendees must attend this session)
This session will focus on implementing Carson Group Coaching’s core concepts, from Blueprinting your personal and professional life to growing your business through passion prospecting. It will serve as an introduction to many of the best practices Carson Group Coaching teaches and will help you assist your advisor in the implementation of Blueprinting, enhancing your client experience, building your team, fine-tuning your systems and operations, and many other areas such as productivity and time management. Lunch will be provided for those participating in this session. Note: Content is not geared towards Associate Wealth Advisors.
12:30 pm - 3:00 pmNetworking by the Numbers
It can be hard to find like-minded firms and team members who share ideas and want to network. In this session, Diana Koger and Mindy Dalrymple, Carson Group Coaching’s Client Relationship Specialists, will help facilitate introductions to peers and connect on issues related to your firm size, type, and set of challenges. Note: Content is targeted for team members who have attended at least one previous Excell conference.
1:00 pm - 5:00 pmMeet the Experts
Sit down, 1-on-1, with a Carson Group expert in our lounge area to share your biggest challenges and opportunities – and receive expert advice from a specialist who will help you develop a game plan in 2018
3:00 pm - 4:45 pmIQ (Implementation Quotient) Breakouts
Attend three quick-hitting sessions on technology, marketing, and industry best practices, the most requested topics for best practice and best idea sharing.
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
It's Vegas, so we'll kick things off in style. Network with your fellow attendees and enjoy the atmosphere. A-List Entertainment will be announced soon!

Thursday, 5/31/18
7:00 am - 6:30 pmRegistration Desk Open
7:00 am - 8:00 amBreakfast
8:00 am - 9:15 amGeneral Session - Arianna Huffington
Ms. Arianna Huffington, Founder, Huffington Post
9:15 am - 9:45 amBreak
9:45 am - 11:30 amGeneral Session - Marc Randolph
Mr. Marc Randolph, Netflix Co-Founder, Executive Mentor and Angel Investor, Netflix
11:30 am - 1:00 pmTeam Networking Lunch
1:00 pm - 2:00 pmTeam Track - Tips for Team Building
Every workplace has a unique dynamic just as every team creates its own culture. In this session, the Carson Group Coaching team will share tips on how to strengthen the bond among your team and execute team outings to create a work environment that inspires.
2:00 pm -3:00 pmTeam Track - Build A Better Bio! Improving Your Online Profile
Led by Carson Group’s Client Relationship Specialists and a Content Manager from Carson Group’s marketing team, we’ll share some of the most practical ways to improve your online profile. Whether you need to revamp your firm’s social standing, enhance your personal bio, or elevate the bios of everyone on your team, we walk through a series of tips that will simplify the process and put some “pop” in your profile. We’ll encourage attendees to bring your bio, as we’ll have an open dialogue (with Q&A) and use our time together to dive into the newest techniques used to showcase your team and your brand.
3:00 pm - 3:15 pmBreak
3:15 pm - 4:45 pmGeneral Session
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 pmDinner - On Your Own

Friday, 6/1/18
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.
12:00 pm - 1:00 pmGrab & Go Lunch