Kitces Marketing Summit 2025
Common Advisor Marketing Tactics… Done Uncommonly Well
Registrants of the April 24, 2025 Summit have been sent a recording of the live event.
See How Successful Advisors Are Marketing Their Financial Planning Services
Instead of telling you what you ‘should’ be doing as an advisor, our Kitces Summit guests are all practicing financial advisors who will actually show you what actions they’ve taken to market their expertise to clients and prospects, so you can see what’s really possible for yourself.
At the 2025 Kitces Marketing Summit, you’ll have a chance to see what common advisor marketing tactics look like when they are done uncommonly well with unique behind-the-scenes looks at real financial advisors’ strategies that attract clients.
No vendors. No sponsors. Just a series of 30-minute real conversations between our co-hosts – Michael Kitces and Taylor Schulte – and our expert guests, financial advisors who will screenshare their actual marketing deliverables and show how they communicate their value to prospects and clients.
The Hosts
Michael and Taylor will keep each session focused on what matters most: what advisors are doing that works.
Michael Kitces
Michael Kitces
Michael is the Head of Planning Strategy at Buckingham Wealth Partners and is a passionate advocate for evolving, expanding, and institutionalizing excellence in financial planning. In addition, he is a co-founder of the XY Planning Network, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
Taylor Schulte
Taylor Schulte
Taylor Schulte, CFP, is the founder of Define Financial, an award-winning retirement and tax planning firm headquartered in San Diego, CA. In addition, he is the co-founder of The AGC Community, co-host of Kitces Summits, and host of two podcasts: The Stay Wealthy Retirement Show and Advisor Marketing Made Simple. Schulte has been recognized as a Top 40 Advisor Under 40 by InvestmentNews and as a Top 10 independent financial advisor by Investopedia. When he’s not perfecting retirement plans or nerding out on marketing, you can find him traveling with his wife and 3 kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
What To Expect At The Summit
Here’s a glimpse of what awaits you at the 2025 Kitces Marketing Summit:
- Screenshare Sessions: Get ready for engaging sessions led by successful advisors who will share their proven marketing tactics. No vendors. No sponsors. Just a series of 30-minute real conversations between our co-hosts – Michael Kitces and Taylor Schulte – and our expert guests.
- Interactive Chat Feature: Looking for inspiration around your marketing plan? Want to hear what your fellow advicers are doing? Our active chat feature allows you to interact with other attendees, share ideas, ask questions, and share knowledge.
- Insightful Polls: Participate in live polls throughout the Summit to gauge trends, and opinions.
- Exclusive Handouts and Resources: Gain access to exclusive handouts and resources curated specifically for Summit attendees. These materials will serve as valuable reference guides and tools to implement the strategies discussed during the sessions.
Join us at the 2025 Kitces Marketing Summit and be part of a dynamic learning event and emerge with actionable strategies to take your marketing efforts to new heights.
30-Minute, Real World Conversations With Advisors Who Know What Success Looks Like
Each guest will screenshare their actual education, nurture, or referral strategies.
David Sandhu
David Sandhu
David formerly worked for SpaceX, Raytheon and Lockheed Martin as an engineer before he transitioned to the financial services industry. After his father passed away, David helped his mom through some tough financial questions, and that gave him the spark to pursue a career in financial planning. He knows first-hand that true happiness is experienced when helping others. David Sandhu is an investment advisor representative with EverSource Wealth Advisors, a registered investment advisor.
Josh Ross
Josh Ross
Tim Goodwin
Tim Goodwin
Tim Goodwin is a CERTIFIED FINANCIAL PLANNER(tm) professional with a finance degree from Berry College. He started Goodwin Investment Advisory, an independent, fee-only RIA in 2004. He is the author of Exponential Wealth. Tim is married to his college sweetheart. They have three beautiful daughters and live on a small farm. Tim is passionate about culture, marketing, real estate, fitness, travel, generosity, non-profit work, and long walks on the beach 😉
Adam Chapman
Adam Chapman
Adam Chapman likes to joke he's the financial planner who helps people spend money, not save it. As the Founder of YESmoney, he’s spent nearly two decades helping people overcome the beliefs, behaviors, and emotions that keep them from enjoying their wealth. Now, he’s on a mission to make sure retirees live more, give more, and intentionally die with less.
His contrarian take on retirement spending has landed him in The Globe and Mail, The Wall Street Journal, MoneySense, Investment Executive, and Wealth Professional.
When he’s not convincing retirees to book that dream vacation, you’ll find him perfecting his coffee game, playing volleyball, or being bossed around by his Shiba Inu, Zuko.
Libby Greiwe
Libby Greiwe
Libby Greiwe scaled a 7-figure financial planning practice while cutting her workweek to just 25 hours—proving you don’t have to grind to grow. By building systems, streamlining processes, and focusing on referrals, she created a thriving business without sacrificing her family life.
Now, as the host of The Efficient Advisor Podcast, Libby shares the exact strategies she used to work less and earn more. Through expert interviews, done-for-you templates, and actionable advice, she helps advisors build efficient, profitable firms.
Tiffany Charles
Tiffany Charles
Tiffany Charles, Chief Growth Officer and Partner of Destiny Capital and Entrepreneur Aligned, is primarily responsible for firm growth and leading their talented team in the areas of business development, client experience, professional relationships, specialty markets, and marketing. With over 11 years of experience in the financial services industry and another 5 in commercial real estate, Tiffany has experienced and planned for many forms of success, entrepreneurship, and wealth creation. She has a battle-tested talent in establishing and cultivating meaningful relationships and is extremely passionate about bridging the gap that exists between entrepreneurs' financial success and the remarkable life they desire.
Agenda
Trust-Building Tactics To Attract And Win More Prospective Clients
In this presentation, your co-hosts will share:
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Why trust is the foundation of all successful financial planning marketing and the different ways advisors can build it—whether through referrals, content, or in-person interactions.
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How top advisors nurture prospects across multiple marketing touchpoints using strategies to stay top-of-mind and deepen engagement over time.
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Real-world examples of marketing systems that work, including how to shift from relying on traditional referrals to building trust at scale through a content ecosystem.
Michael Kitces
Michael Kitces
Michael is the Head of Planning Strategy at Buckingham Wealth Partners and is a passionate advocate for evolving, expanding, and institutionalizing excellence in financial planning. In addition, he is a co-founder of the XY Planning Network, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
Taylor Schulte
Taylor Schulte
Taylor Schulte, CFP, is the founder of Define Financial, an award-winning retirement and tax planning firm headquartered in San Diego, CA. In addition, he is the co-founder of The AGC Community, co-host of Kitces Summits, and host of two podcasts: The Stay Wealthy Retirement Show and Advisor Marketing Made Simple. Schulte has been recognized as a Top 40 Advisor Under 40 by InvestmentNews and as a Top 10 independent financial advisor by Investopedia. When he’s not perfecting retirement plans or nerding out on marketing, you can find him traveling with his wife and 3 kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
Using LinkedIn Navigator To Fill Educational Webinars With (Cold) Prospects
David’s webinar strategy helped him generate $160,000 in revenue in 2024 and grow from $3 Million in AUM to $19 Million AUM in just his first full year.
In his behind-the-scenes presentation, David will share:
- How he uses LinkedIn marketing tools to identify and invite ideal prospects (even if he’s not already connected to them)
- How he easily creates custom LinkedIn event pages to drive webinar registrations
- The post-webinar actions he takes to drive attendees to an intro call to eventually become clients
David Sandhu
David Sandhu
David formerly worked for SpaceX, Raytheon and Lockheed Martin as an engineer before he transitioned to the financial services industry. After his father passed away, David helped his mom through some tough financial questions, and that gave him the spark to pursue a career in financial planning. He knows first-hand that true happiness is experienced when helping others. David Sandhu is an investment advisor representative with EverSource Wealth Advisors, a registered investment advisor.
Leading In-Person Educational Workshops That Consistently Attract High-Quality Prospects
Josh’s education seminars have led to 12 new ongoing clients and $166k in revenue in the first 12-months of implementation.
In his behind-the-scenes presentation, Josh will share:
- The way he built and evolved his presentations to better convert attendees to ongoing clients
- His checklist of commonly overlooked details that differentiate average workshops from high-converting events
- How he overcame speaking anxiety to showcase his expertise
Josh Ross
Josh Ross
Building An Automated 6-Step Email Series That Converts Digital Prospects To Become Ongoing Clients
Tim’s systematized email marketing nurture sequence helped the firm acquire 14 new clients leading to $15 million in new AUM from digital marketing sources in 2024.
In his behind-the-scenes presentation, Tim will share:
- The ways that he fills his email marketing funnel with multiple types of digital lead sources
- The 6-email sequence that he has developed to quickly (and systematically) build trust and show expertise with cold digital leads
- The exact call-to-actions he uses to consistently convert prospects from the email sequence to ongoing clients
Tim Goodwin
Tim Goodwin
Tim Goodwin is a CERTIFIED FINANCIAL PLANNER(tm) professional with a finance degree from Berry College. He started Goodwin Investment Advisory, an independent, fee-only RIA in 2004. He is the author of Exponential Wealth. Tim is married to his college sweetheart. They have three beautiful daughters and live on a small farm. Tim is passionate about culture, marketing, real estate, fitness, travel, generosity, non-profit work, and long walks on the beach 😉
Developing An Unconventional Thank-You Note Strategy To Generate More Referrals From COIs
Adam’s unique spin on thank–you cards brought him from 3 referrals a year to over 30 a year.
In his behind-the-scenes presentation, Adam will share:
- How he incorporates client-written thank you cards to show appreciation to COIs and other referral sources
- The script and templates he uses to make the thank –you request casual and natural
- Lessons from his trial-and-error process, including what worked and what didn’t
Adam Chapman
Adam Chapman
Adam Chapman likes to joke he's the financial planner who helps people spend money, not save it. As the Founder of YESmoney, he’s spent nearly two decades helping people overcome the beliefs, behaviors, and emotions that keep them from enjoying their wealth. Now, he’s on a mission to make sure retirees live more, give more, and intentionally die with less.
His contrarian take on retirement spending has landed him in The Globe and Mail, The Wall Street Journal, MoneySense, Investment Executive, and Wealth Professional.
When he’s not convincing retirees to book that dream vacation, you’ll find him perfecting his coffee game, playing volleyball, or being bossed around by his Shiba Inu, Zuko.
Running Client-hosted Referral Events To Authentically Attract New Long-Term Relationships
Libby’s 5 referral events turned a $2,500 investment into $75,000 in new revenue over 12 months.
In her behind-the-scenes presentation, Libby will share:
- The step-by-step process she uses to ensure these events are both highly profitable and actually fun for clients to host
- The follow-up strategies she uses to turn event attendees into long-term clients
- The exact templates and checklists she used to replicate event success over time
Libby Greiwe
Libby Greiwe
Libby Greiwe scaled a 7-figure financial planning practice while cutting her workweek to just 25 hours—proving you don’t have to grind to grow. By building systems, streamlining processes, and focusing on referrals, she created a thriving business without sacrificing her family life.
Now, as the host of The Efficient Advisor Podcast, Libby shares the exact strategies she used to work less and earn more. Through expert interviews, done-for-you templates, and actionable advice, she helps advisors build efficient, profitable firms.
Implementing A 3-Meeting Relationship-Building Process With New COIs To Start A Steady Stream Of COI Referrals
Tiffany’s system led to 18 COI referrals in 2024 from 5 dedicated COI referral sources, with 10 converting into qualified clients, creating $140,000 in new annual revenue.
In her behind-the-scenes presentation, Tiffany will share:
- How she identifies and approaches potential COIs to build meaningful relationships (and figure out who to quickly move on from if they’re not a fit)
- The ongoing relationship-nurturing system she uses to retain COI partnerships and develop a steady stream of referrals
- How she tracks COI interactions and engages in follow-ups to strengthen partnerships over time
Tiffany Charles
Tiffany Charles
Tiffany Charles, Chief Growth Officer and Partner of Destiny Capital and Entrepreneur Aligned, is primarily responsible for firm growth and leading their talented team in the areas of business development, client experience, professional relationships, specialty markets, and marketing. With over 11 years of experience in the financial services industry and another 5 in commercial real estate, Tiffany has experienced and planned for many forms of success, entrepreneurship, and wealth creation. She has a battle-tested talent in establishing and cultivating meaningful relationships and is extremely passionate about bridging the gap that exists between entrepreneurs' financial success and the remarkable life they desire.
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