KITCES DIGITAL MARKETING SUMMIT
See Behind the Scenes of Successful Advisor Marketing
May 13, 2021 • 12:00 – 4:00 p.m. EST
Plus Community Conversation 4:00 – 5:30 p.m.
$397 per ticket; 25% off for Kitces Premier Members
Discover What's Possible by Seeing Real Digital Marketing Funnels in 8 Behind-the-Scenes Sessions
When it comes to marketing, there’s no one “thing” advisors can do to attract and win clients, because turning strangers into leads and then into prospects and finally clients is a multi-stage process. But there is one rubric to follow: The Marketing Funnel.
Setting The Foundation • 12:00 p.m. EST
Figure Out the Right Amount of Money to Spend on (Digital) Marketing Strategies
Michael Kitces, Kitces.com
Create a Website That Supports a Proper Funnel Designed to Convert
Taylor Schulte, Define Financial
Top of Funnel • 12:45 p.m. EST
Making Facebook Algorithms Work In Your Favor
Samantha Bezar, Quantum Leap Systems
Craft Your SEO Strategy to Make It Your New "Compounding Interest"
Chad Chubb, WealthKeel, LLC
Middle of Funnel • 1:45 p.m. EST
Make Marketing Campaigns Unique to Your Brand, Firm, and Company Goals Through Specialized Onboarding
Brittney Castro, Financially Wise Inc.
Keep a Lead’s Engagement Through Email Campaigns
Peter Lazaroff, Plancorp
Bottom of Funnel • 2:45 p.m. EST
Achieve a High Return on Investment When Devoting Resources to a Systematized Marketing Process
Adam Cmejla, Integrated Planning and Wealth Management
Standardize the Conversion Process and Personalize the Advice
Kris Venne, Ritholtz Wealth Management
Kitces Summit
Community Conversation
4:00 – 5:30 p.m. EST
The Kitces Summit Community Conversation will provide a space to process the information from the main Summit event with your peers. During this time, you will be able to discuss ideas, solve for pain points, and get your questions answered by several experts. You’ll also have the opportunity to collaborate with fellow advisors, discuss your plan of action, and (maybe) find yourself an accountability partner!
Join us May 13th and see what’s possible.
Questions? Email us at summit@kitces.com
