Kitces Financial Planning Value Summit 2023
See How Successful Advisors Are Communicating And Demonstrating The Ongoing Value Of Financial Planning
Registrants of the December 7, 2023 Summit have been sent a recording of the live event.
Save The Date
The 2024 Value Summit is on Thursday, December 12, 2024 from 12:00 – 4:00 PM ET.
Super Early Bird has closed. Tickets will be available for purchase again soon.
See How Successful Advisors Are Demonstrating Their Value To Clients
Instead of telling you what you ‘should’ be doing as an advisor, our Kitces Financial Planning Value 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 and prospects, 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 demonstrate value to prospects before they engage, during the initial plan delivery, and between meetings throughout the year.
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Purchase The Recording Of This Event
This Kitces Summit is $397, for a full recording of the event.
Advicers who have joined the Kitces Members Section can register at a discounted rate of $297.
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Reader and Basic Members
Summit Recording + Premier Subscription $466
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Group Discounts
Discounts are available for group enrollments. Additional discounts apply with a Kitces Premier Group Membership .