Kitces Marketing Summit
Common Advisor Marketing Tactics…Done Uncommonly Well
Plus! Join the Community Conversation 4:00 – 5:15 PM ET
This is a virtual event. Access to the event recording with the purchase of a pass.
See How Successful Advisors Are Marketing Their Financial Planning Services
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 market their expertise to clients and prospects, so you can see what’s really possible for yourself.
At the Kitces Marketing Summit, you’ll have a chance to see what common advisor marketing tactics looks like when they are done uncommonly well with unique behind-the-scenes looks at real financial advisors’ strategies that attract 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 marketing deliverables and show how they communicate their value to prospects and clients.
Need a little help convincing your boss?
Click here to download a customizable letter to help your manager understand why you should attend.
Join us for the Kitces Community Conversation (RSVP at Checkout)
Limited Space – No Additional Charge
Special Access for the first 150 Summit registrants who RSVP at checkout
At the Kitces Community Conversation you will get the opportunity to make connections with fellow Advicers and process insights from the Kitces Summit. The Community Conversation event will take place from 4:00–5:15 PM ET on Thursday, April 27, after the conclusion of the Summit. Prior to the event, you’ll be introduced to a small Connect Group made up of 6–10 other Financial Advicers who are registered for the Summit just like you! Your group will include advisors who share a similar firm size, so you can connect with fellow advisors who understand your experience.
The Community Conversation event is open to the first 150 Summit registrants who RSVP during the Summit ticket purchase process. You must be registered for the Kitces Marketing Summit to gain access to the Community Conversation event.
30-Minute, Real World Conversations With Advisors Who Know What Success Looks Like
Each guest will screenshare their actual strategies and show how they engage with centers of influence, receive referrals from existing clients, conduct educational seminars and workshop events (or occasionally, their new webinar brethren), and utilize third party lead generation services to attract clients.
Pricing & Sign-Up Information
This Kitces Summit is $397, for both access to the live event, and including a full recording for those who are unable to attend. Advicers who have joined the Kitces Members Section can register at a discounted rate of $297. (Learn more about Premier Membership or how to obtain a Group Membership for multiple advisors in your firm).
Log in to Kitces.com to complete your purchase of the Summit
Non-Members and Basic
Not a Member?
Buy Premier Membership (standard rate: $169)
with the Summit and get a $100 discount!
Kitces.com Premier Membership includes Kitces Summit and Course discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more! - Access to our entire CE Quiz library on demand.
- Access to Exclusive Kitces-written CFP Ethics CE.
- Monthly Live Office Hours session with Michael and the Kitces Team to answer your questions.
- 2/Year New + All Archived Issues Of The Kitces Report.
- Access to Archives of All Educational Webinars.
- Unlimited Access to Members Section Resources including Charts and Spreadsheets.
- IAR reporting add-on (available at checkout).
What Others Have Said About Kitces Summits
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 .