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
Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
Founder & CEO, Kitces.com
Michael Kitces is the founder and Chief Financial Planning Nerd at Kitces.com. He is also Head of Planning Strategy at Buckingham Wealth Partners, a turnkey wealth management services provider supporting thousands of independent financial advisors. In addition, he is a co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting.
Taylor Schulte, CFP
Founder & CEO, Define Financial
Taylor Schulte, CFP®, is the founder of Define Financial, a fee-only retirement planning firm in San Diego, CA. In addition, he is the co-founder of The AGC™ community and hosts a popular marketing podcast for financial advisors called Experiments in Advisor Marketing. Schulte has been recognized as a Top 40 Advisor Under 40 by InvestmentNews and as a Top 10 independent financial advisor by Investopedia.
Each guest will take you behind the scenes on real-world examples of what advisors can do at every stage of the marketing funnel to attract clients, build trust, and build loyalty.
President, Quantum Leap Systems
Samantha Bezar is the President of Quantum Leap Systems - a digital marketing agency specializing in digital lead generation and automated funnels for financial advisors. Starting back in 2018, Samantha created a fully automated system for her family's financial planning practice that would allow them to scale their marketing. In turn, the revenue generated from their marketing efforts went from $500,000 to $5 million in just a few short years. Now, she owns and operates her own marketing agency building funnels that allow other advisors to automate and scale marketing in their practices.
Chad Chubb, CFP, CSLP
Founder, WealthKeel, LLC
Chad Chubb is a Certified Financial Planner (CFP®) and Certified Student Loan Professional (CSLP®). He founded WealthKeel LLC in 2015 to simplify and organize the financial lives of physicians across the United States. In 2020, he was named to the InvestmentNews’s 2020 class of 40 Under 40. He has been quoted by CNBC, Forbes, Yahoo, Medical Economics, and American Medical Association for his work with physicians. He is also a frequent contributor to Kiplinger.
Brittney Castro, CFP, AAMS, CRPC
Founder & CEO, Financially Wise Inc.
Brittney Castro is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning and education firm whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Brittney is a Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and host. Since 2013, Financially Wise, Inc. has offered services ranging from fee-only financial planning, online money courses, and financial wellness workshops to speaking engagements and brand partnerships.
Peter Lazaroff, CFA, CFP
Chief Investment Officer, Plancorp
Peter Lazaroff, CFA, CFP® is the Chief Investment Officer at Plancorp, which manages over $5 billion for clients across 44 states. In addition to regularly contributing to The Wall Street Journal and Forbes, Peter is the author of Making Money Simple: The Complete Guide To Getting Your Financial House In Order and Keeping It That Way Forever. Due to his reputation as an educator, Peter has been included among Investopedia’s Top 100 Most Influential Financial Advisors in each of the last three years.
Adam Cmejla, CFP
Founder, Integrated Planning and Wealth Management, LLC
Since 2007, Adam Cmejla (pronounced “SHMAY-la”) is the founder of Integrated Planning & Wealth Management, an RIA in Carmel, IN that exclusively serves optometrists and optometry practice owners nationwide. Since his practice’s transformation, he has taken a growing interest in helping empower other advisors to reach limitless potential and he was named to Investopedia’s Top 100 Financial Advisors in 2019.
Kris Venne, CFP
Founding Partner, Ritholz Wealth Management
Kris is founding partner at Ritholtz Wealth Management. He has been married to his wife Lori for almost 20 years, and they have two children. Kris and his family live on Long Island 25 miles from NYC.