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 ...
Align Your Brand
with the
Conference That
is Redefining
the Future of
Financial Services

May 8 - 10, 2019
Chicago Marriott Downtown Magnificent Mile
Align Your Brand with the Conference That is Redefining the Future of Financial Services - May 8 - 10, 2019 Chicago Marriott Downtown Magnificent ...
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
Align Your Brand with the Conference That is Redefining the Future of Financial Services - May 8 - 10, 2019 Chicago Marriott Downtown Magnificent ...
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
Align Your Brand with the Conference That is Redefining the Future of Financial Services - May 8 - 10, 2019 Chicago Marriott Downtown Magnificent ...
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
Align Your Brand with the Conference That is Redefining the Future of Financial Services - May 8 - 10, 2019 Chicago Marriott Downtown Magnificent ...
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
Align Your Brand with the Conference That is Redefining the Future of Financial Services - May 8 - 10, 2019 Chicago Marriott Downtown Magnificent ...
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
Align Your Brand with the Conference That is Redefining the Future of Financial Services - May 8 - 10, 2019 Chicago Marriott Downtown Magnificent ... Align Your Brand with the Conference That is Redefining the Future of Financial Services - May 8 - 10, 2019 Chicago Marriott Downtown Magnificent ... 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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