Align Your Brand with the Conference That is Redefining the Future of Financial Services - May 8 - 10, 2019 Chicago Marriott Downtown Magnificent ...
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Align Your Brand with the Conference That is Redefining the Future of Financial Services May 8 - 10, 2019 Chicago Marriott Downtown Magnificent Mile
2 EXCELL | CARSON GROUP EXCELL | CARSON GROUP 3
EXPERIENCE EXCELL HERE’S WHAT PREVIOUS
SPONSORS HAD TO SAY
EXCELL
ATTENDEES
It was truly an exceptional
conference. High caliber advisors
and, frankly, some of the best
speakers we have ever heard.
$
212B
Collectively,
advisors within
the Carson Group
community actively
manage more
I have attended more conferences than $200B.
than I care to remember but Excell
2018 was one of the best. Great
speakers and general production
but, more importantly, the genuine
engagement from the advisors.
19:1
Be a part of the flagship conference for growth-minded
advisors across the country and elevate your brand through
the Excell Experience.
Advisor to
Sponsor Ratio
Since 2001, Excell has brought growth-minded advisors together for three For sponsors seeking introductions
unprecedented days of insights, inspiration, powerhouse keynotes, incredible to and networking with proactive
networking, and an exchange of the best and most innovative ideas in the industry. and engaged advisors, the Excell
Conference should be prioritized in
116
your 2019 strategy.
As one of our valued sponsor partners, you will leverage this vibrant atmosphere by
connecting with the country’s most elite, visionary advisors and their teams. We often
hear from our sponsors that they’ve never experienced the level of engagement, Broker Dealers
open-mindedness, and sophistication that Excell attendees bring, despite attending
hundreds of advisor conferences throughout the years. I have never seen a group
of advisors so dialed-in to
an organization like I do at
292
But don’t just take our word for it. Come see for yourself.
Carson Group.
RIA Firms
Join the movement and exhibit among the most respected
brands in financial services and beyond.
carsongroup.com carsongroup.com
4 EXCELL | CARSON GROUP EXCELL | CARSON GROUP 5
MARQUEE PACKAGE PLATINUM PACKAGE
Pricing Available Upon Request $90,000
Marquee Level sponsorship is the premier sponsorship opportunity in the advisor and wealth • 30-minute breakout session
management space today. You’ll find no other conference that offers such priceless, sought-after • Two-minute speaking opportunity on main stage: Q&A moderated by Carson Group
opportunities to showcase your brand and engage with the profession’s most elite, forward- executive
thinking advisors. • Your brand featured in registration emails reaching more than 265,000 contacts
• Expert consultants in “Meet the Experts” Lounge (subject to Carson Group topic approval)
Below is a sampling of the opportunities available to you as a Marquee sponsor. We can also • Your branding and logo featured on video jumbo tron screen outside of Expo Hall. We’ll
work with you to customize a package that fits your needs. work with you to create a customized brief video highlighting your brand and value
proposition that we’ll play throughout the event.
• Opening Night Reception Sponsor: Showcase your brand throughout the event and make • Top branding at the Marriott Magnificent Mile: your brand featured on elevators
opening night remarks alongside Ron Carson throughout the conference space
MARQUEE
• Keynote Speaker Introduction: Introduce one of our headlining, A-list keynotes • 10 Complimentary Registrations
PLATINUM
• Carson Group Executive Speaking Engagement: Ron or one of Carson Group’s executives • 10 x 10 booth in premier location of expo hall
will speak at one of your live or digital events • Logo featured on walls of the general session space
• Exclusive Meet-and-Greet Opportunity: Invite a select group of people to participate in an • Full attendee pre- and post-event list featuring name, title, BD/RIA affiliation, phone,
intimate meet-and-greet with one of our headlining speakers email, licenses, and AUM.
• Highest-visibility Branding at the Marriott Magnificent Mile: There are dozens of • Brand visibility including Excell web site and event app
opportunities to highlight your brand throughout the conference space. • Connect Card and Booth Raffle: Each Connect Card displays your logo and encourages
• Complimentary Suite at House of Blues Concert with Jake Owen: Invite your own VIP advisors to stop by your booth to chat in exchange for a signature.
attendees to join you in a suite with private wait staff and A-list views of the stage • 2020 Excell: Option to lock in 2020 Platinum sponsorship at the 2019 price
• Your branding and logo featured on video jumbo tron screen outside of Expo Hall. We’ll work
with you to create a customized brief video highlighting your brand and value proposition
that we’ll play throughout the event.
• 30-Minute Breakout Session
• Your brand featured in registration emails reaching more than 265,000 contacts
• Expert consultants in “Meet the Experts” Lounge (subject to Carson Group topic approval)
• 20 Complimentary Registrations
• 10 x 10 booth in premier location of expo hall
• Logo featured on walls of general session space
• Full attendee pre- and post-event list featuring name, title, BD/RIA affiliation, phone, email,
licenses, and AUM.
• Brand visibility including Excell web site and event app
• Connect Card and Booth Raffle: Each Connect Card displays your logo and encourages
advisors to stop by your booth to chat in exchange for a signature.
• 2020 Excell: Option to lock in 2020 Marquee sponsorship at the 2019 price
carsongroup.com carsongroup.com
6 EXCELL | CARSON GROUP EXCELL | CARSON GROUP 7
GOLD PACKAGE ADDITIONAL OPPORTUNITIES
ADDITIONAL OPPS
$25,000 Pricing Available Upon Request
GOLD & SILVER
• Your branding and logo featured on video jumbo tron screen outside of Expo Hall. We’ll work • Excell app sponsor
with you to create a customized brief video highlighting your brand and value proposition • Wi-Fi sponsor
that we’ll play throughout the event. • Pocket agenda sponsor
• Strong branding at the Marriott Magnificent Mile: your brand featured on pillars throughout • Charging station
the conference space • Workout sponsor
• 5 complimentary registrations • Lanyards sponsor
• 10 x 10 booth in prominent location of expo hall • Meal Sponsor
• Full attendee pre- and post-event list featuring name, title, BD/RIA affiliation, phone, email,
licenses, and AUM.
• Brand visibility including Excell web site and event app
• Connect Card and Booth Raffle: Each Connect Card displays your logo and encourages
advisors to stop by your booth to chat in exchange for a signature.
SILVER PACKAGE
$12,500
• 2 complimentary registrations
• Kiosk near expo area
• Post-event attendee list featuring name, title, BD/RIA affiliation, phone, email, licenses, and
AUM
• Brand visibility including Excell web site and event app
• Connect Card and Booth Raffle: Each Connect Card displays your logo and encourages
advisors to stop by your booth to chat in exchange for a signature.
HOUSE OF BLUES
Private box suite at House of Blues, concert venue for Jake Owen concert. Invite VIPs
of your choosing to this exclusive suite with private wait staff and “best of the house”
concert views
carsongroup.com carsongroup.com
8 EXCELL | CARSON GROUP EXCELL | CARSON GROUP 9
STILL NOT CONVINCED?
Check out some of our past keynote speakers: Additional Past Keynote Speakers
• Dr. Robert Cialdini, best-selling author and ethical persuasion ABOUT
expert EXCELL
• Sanjiv Mirchandani, President of Fidelity Clearing and Custody
Solutions
4.82
• Dr. Christine Carter, sociologist, author, and Senior Fellow at UC
Berkeley’s Greater Good Science Center
• Sugar Ray Leonard, professional boxing legend
• Daniel Pink, best-selling author and speaker on motivation, Average review
selling, and extraversion/introversion rating from
• Michael Maslansky, Communications expert, author, and CEO sponsors (out of 5)
• Sterling Shea, Barron’s Global Head of Wealth and Asset
Management
• Ken Blanchard, Leadership expert and best-selling author
ARIANNA HUFFINGTON
Founder of The Huffington Post and Thrive Global
• Monica Lewinsky, Cyber-bullying activist
• Mark Hurley, co-founder of The Fiduciary Network
13 Best
• Kindra Hall, storytelling expert Named one of the
13 Best Conferences
for Financial
Advisors in 2018 by
Michael Kitces
MARC RANDOLPH
Co-founder and first CEO of Netflix
BILL RANCIC
Former Apprentice winner and serial entrepreneur 10,000+
attendees in
17 years
ROBERT HERJAVEC KIRK HERBSTREIT
Shark Tank star, best-selling author, investor, and ESPN College GameDay host BLUES TRAVELER
CEO
Grammy Award-winning rock band
carsongroup.com carsongroup.com
EXCELL | CARSON GROUP EXCELL | CARSON GROUP 11
ABOUT CARSON GROUP
Carson Group is a family of companies, led by Barron’s Hall
of Fame advisor Ron Carson, committed to being the most
trusted for financial advice and guidance through serving
advisors and investors. We make the complex simple for
advisors and the investors they serve.
Founded in 1983, Carson Wealth has grown to become a Barron’s Hall of Fame firm,
Contact Us Today to Sponsor the serving clients through holistic financial planning, disciplined investment strategies,
and proactive personal service.
Most Exciting Advisor Conference Founded in 1993, Carson Group Coaching is a leading national financial advisor
coaching and resource program designed to help growth-minded advisors build their
of 2019! businesses through coaching support, tested tactics, and accountability that drive
proven results.
Founded in 2012, Carson Group Partners simplifies the complexity of running
a wealth management firm by managing and executing marketing, compliance,
excell2019.com technology, investment management, and operations for advisor firms.
mpage@carsongroup.com
888.321.0808
carsongroup.com carsongroup.com
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