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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 |
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.
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
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