AWE-INSPIRING & ACTIONABLE

A Conference Decidedly Different. On Purpose.

Experience what has become the flagship conference for growth-minded financial advisors across the country. What started as a small gathering in 2001 has now become an industry automatic featuring powerhouse keynotes, two tracks, and unlimited networking.

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Excell was named one of the 13 Best Conferences for Financial Advisors in 2018.

UPCOMING EXCELL CONFERENCES

OPENING NIGHT RECEPTION

LIVE CONCERT ON OPENING NIGHT!

Kick off Excell 2018 Vegas-style at our Opening Night Concert! Grab some food, have a drink, network with your peers and do it all while enjoying our featured artist play live from stage. Keep your eyes peeled for who we announce as our A-lister, exclusively appearing for the Excell crowd!

A crowd of people celebrating and partying with their hands in the air to an awesome Dj. High ISO grainy image. Soft focus.

Our Two-Track Agenda

Rave reviews have driven us to provide you with something no other conference currently provides: separate, focused tracks for both advisors and their team, because we know every successful business owner invests in their team as much as they do themselves. 

PAST AND CURRENT SPONSORS

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WHAT OUR MEMBERS ARE SAYING

ADAM SCOTT

Member Since 2014, Westside Investment Management
The Excell conference has more nuggets than a gold mine.

DICK DONAHUE

Asset Advisors, LLC, Member Since 2007
Every time I attend an Excell conference, I go in wondering what more I can learn and leave with a new vision.

MICHELLE LAVALLEE

Cornerstone Financial Solutions, Inc., Member Since 2008
You'll come away from the Excell conference full of energy and ready to tackle new possibilities.

RODNEY LOESCH

Member Since 2012, Waddell & Reed, Inc.
After 33 years in the business, I still learn something every time I attend an Excell conference.