KITCES DIGITAL MARKETING SUMMIT
See Behind the Scenes of Successful Advisor Marketing
May 13, 2021
The Kitces Digital Marketing Summit Recording is Now Available
The Kitces Digital Marketing Summit is available to review for Summit registrants. You can view the recording by clicking your personalized invitation link that was sent to you upon registration, or clicking on the button below. In the event that you no longer have your unique registration link, please check your inbox for an email from [email protected] or contact us at [email protected].
Additional Materials
Recap Notes
Post-event recap notes that outline important details you may have missed.
Marketing Platform Map
Resource map of the solutions our guests use to achieve their marketing success
Sketch Effects
See the visual recap of each guest presentation in a cool (and nerdy) graphic.
Worksheets
Handouts that help you capture key takeaways and make a plan of action.
SEO Checklist
Get the important details on SEO from our top of funnel presenter Chad Chub .
KPI Scorecard
Make the bottom of the funnel work with this KPI scorecard from Peter Lazaroff.
Cohosted By Leaders
Who've Learned The Lessons
Structured marketing matters. It's more than spending money; it's investing in your practice and should generate a return on your marketing investment. Michael and Taylor will keep each session focused on what matters most to advisors - what advisors are doing that works and how they measure the efficacy of their marketing efforts.
Michael Kitces
Founder & Editor in Chief
Kitces.com
Taylor Schulte
Founder & CEO
Define Financial
Master The Marketing Funnel
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.
The Kitces Marketing Summit will focus on what success looks like at every stage of the marketing funnel and help you see new possibilities about how to leverage your dollars at each point along the way.
Top of Funnel
It doesn’t matter how good your website is if no one sees it. See what it takes to get noticed with SEO and Facebook advertising.
Middle of Funnel
Few prospects are ready to hire you the first time they visit. See what it takes to engage them with blogging and email marketing to keep them coming back.
Bottom of Funnel
Even a good list of leads needs a nudge to become clients; see what it takes to build systems that both standardize the process and specialize the experience for every prospect.
Guests
Each guest will focus on real-world examples of what advisors can do at every stage of the marketing funnel to attract clients, establish trust, and build loyalty.
(click on guest to learn more about them)
Samantha Bezar
President
Quantum Leap Systems, LLC
Chad Chubb
Founder
WealthKeel, LLC
Brittney Castro
Founder & CEO
Financially Wise Inc.
Peter Lazaroff
Chief Investment Officer
Plancorp
Adam Cmejla
Founder
Integrated Planning and
Wealth Management, LLC
Kris Venne
Founding Partner
Ritholz Wealth Management
