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.