Venue
Magnificent Mile
Magnificent Mile, 540 N Michigan Ave, Chicago, IL 60611, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed May 8 EDT - Fri May 10 EDT (over 5 years ago)
Location Magnificent Mile
540 N Michigan Ave, Chicago, IL 60611, USA
Region Americas
Details

3 Days That Will Change How You Grow Your Firm
What started as a small, members-only gathering in the basement of a corporate building in 2001 has grown to a three-day event featuring a mix of powerhouse keynotes, unlimited networking, thought-provoking breakout sessions and live entertainment.

Experience the flagship conference for growth-minded advisors across the country. From RIAs to IBDs, solo practices to billion-dollar firms, and planners to investment managers, Excell is one of few conferences that gives attendees the chance to connect with a melting pot of financial professionals who all bring something unique to the conversation.

Good insight is only as good as the source. Each year, Excell brings the most inspiring mix of thought leaders to the stage, from inside and outside the profession. There’s nothing worse than walking away from an inspiring message, only to find you have no way to execute what you just learned. That’s why every Excell keynote, breakout speaker – and even the people serving lunch – are focused on giving you tangible takeaways.

Speakers

2019 Speakers

Michael Dubin
Founder and CEO - Dollar Shave Club

Jeremy Siegel
Russell E. Palmer Professor of Finance Wharton School of the University of Pennsylvania and currently serves as Senior Investment Strategy Advisor, WisdomTree Investments, Inc

Colonel Athens
Director, U.S. Naval Academy’s Vice Admiral James B. Stockdale Center for Ethical Leadership and a member of the Academy’s Senior Leadership Team

Jamie Hopkins
Director, Retirement Research at Carson Group

Mira Welczek
President and CEO, Cogo Labs

Michael Kitces
Partner and the Director, Wealth Management for Pinnacle Advisory Group

Ron Carson
Founder and CEO, Carson Group

Alicia Driskill
Founder & CEO, EvolveHer

Avery Johnson
Coach

Chris Davenport
TV commentator for ESPN, ABC sports, and Outside Television

Darshan Shah, MD
founder and CEO, Beautologie and Next|Health

Sponsors & Partners

2019 Partners

• Textron Aviaton
• CopyTalk
• Client 4 Life
• B / Spoke
• Morningstar
• Swan Global
• PPC Loan
• Hodges Capital
• Day Hagan
• Lodging Opportunity Fund
• Real Assets'
• Window Rock
• TD Ameritrade Institutional
• Jackson National Life Insurance
• PPC Loan