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Master List Of Financial Advisor Conferences For 2023-2024

Carson Excell 2023

September 12-14 | 
Nashville, TN | 

The Carson Excell conference is a blend of sessions about how to scale an advisory firm beyond the founder/owner (the transition from practice to business), along with a lot of content on marketing and growth strategies to get to that next level, and inspirationally-oriented keynote sessions to fire up attendees to go home and try it all out.

Kitces Top Conference Badge
Price: $999-$1,999
Type: In Person
Content Focus: Advisor Marketing, Practice Management
Channel: Independent BD, RIA
Organizer: Private Organization
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