Excell Meetings

The Excell Meetings are Peak Advisor Alliance’s semi-annual coaching meetings for our clients. We do open up a limited number of slots for non-clients as a way to introduce you to our extraordinary community.

These events are truly unlike any other industry meetings you might attend. One of the key differentiating factors is the willingness of each attendee to openly share what they are doing that makes them successful. When Ron Carson stands on the main platform and shares everything that he is doing in his practice, it creates an atmosphere of openness and trust that permeates the event.

Dates and Locations

Spring 2012 Excell Meeting
April 25 – 27
Orlando World Center Marriott
Orlando, FL

Mark your calendars now for the Spring 2012 Excell Meeting.

AGENDA
Click Here for a tentative agenda to see all that is planned for this meeting.

REGISTRATION
Watch for an e-mail announcing the opening of registration before the end of the month.

HOTEL
Click Here to book your hotel now or call the hotel directly at 800-266-9432.  The room rate is $155 per night per person (12.5% tax). Cancellation Policy: If you cannot attend the Excell Meeting, and you need to cancel your hotel room, you must contact the hotel directly 72 hours before your original check-in date.

Fall 2012 Excell Meeting/Team ‘N Training Summit
October 3 – 5
Omaha, NE

Click here for our photo montage at the Fall 2011 Excell Meeting.
Click here for our photo montage at the Spring 2011 Excell Meeting.

For more information, please call us at (800) 514-9116.

Here are a few comments from Excell Meeting attendees:

“Quite simply, I am amazed at the caliber of The Excell Meeting. After four years and almost a tenfold production increase, I still get strategies that I can implement immediately to produce my next 10x increase.”

Kelly Campbell President, Campbell Wealth Management Fairfax, Virginia

“I leave here inspired, but that will fade over time; the ideas I gained will impact my practice for the rest of my life. This was awesome.”

David Peterson President, Peak Capital Investment Services Highland Ranch, Colorado

“Some of the most effective and useable information I’ve ever seen. I appreciate the open sharing of great ideas.”

John McEwan Financial Advisor, Granite Wealth Strategies Vancouver, Washington

“Excellent! Practical, tangible, and immediately usable information. Motivational and measurable accountability. Great people enthusiastically committed to improving advisors' effectiveness and success.”

Jeff Schmeltekopf Owner and Partner, Dean, Jacobson Financial Services Fort Worth, Texas

“Listen, implement, and watch your business grow and your life simplify.”

Don Roork President, Asset Dynamics, Inc. Toledo, Ohio

“Everybody is so willing to share...not just their victories but their failures which we learn just as much from.”

John Finn Co-Founder, Finn, Rodriguez & Washburn Wealth Management Middletown, Rhode Island