Kitces Financial Planning Value Summit 2022
See How Successful Advisors Are Communicating And Demonstrating The Ongoing Value Of Financial Planning
Purchase Your Early Bird Pass Through October 14 And Receive A Kitces-Blue Tumbler!
Access to event recording included.
See How Successful Advisors Are Demonstrating Their Value To Clients
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 demonstrate their upfront and ongoing financial planning value to clients, so you can see what’s really possible for yourself.
The transition from “pure” investment management services to providing more holistic financial planning has been underway for more than a decade, as advisory firms either try to expand their value to defend against fee compression, or increasingly offer advice as a standalone service to generate standalone advice fees. Yet the challenge is that historically, financial planning was always paid via subsequent product implementation, or as a part of an AUM fee… such that advisors have never really had to ‘prove’ their financial planning value the way they do now with a more fee-for-service approach.
At the Kitces Financial Planning Value Summit, you’ll have a chance to see what ongoing financial planning value looks like when it’s done successfully, with a unique behind the scenes look at real financial advisors’ tactics to demonstrate their value upfront to prospects and ongoing with 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 financial planning deliverables and show how they communicate their value to prospects and clients.
30-Minute, Real World Conversations With Advisors Who Know What Success Looks Like
Each guest will screenshare their actual strategies and show how they communicate value to prospects before they engage, during ongoing client meetings, and between meetings throughout the year.
Get ready for a unique behind-the-scenes look at strategies that demonstrate the ongoing value of financial planning.
What Others Have Said About Kitces Summits
Early Bird Special Offer
Get a Kitces-blue Tumbler with the purchase of your Early Bird Pass
- Kitces-Blue Tumbler Early Bird Special Offer!
Offer expires on October 14, 2022. Tumblers ship directly to registrants before 12/8/2022.
- All Tickets Include Access To The Recording
For those who miss the live event or simply want to refer back to it again, you get the recording.
Kitces Premier Members Receive 25% Off
The General Admission Ticket is discounted with an exclusive Kitces Member Code.
Kitces Premier Member Price
General Admission Price
Become a Premier Member
Kitces.com Premier Membership includes Kitces-Courses discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more!
Discounts are available for group enrollments. Additional discounts apply with a Kitces Premier Group Membership .