2023

Kitces Marketing Summit

Common Advisor Marketing Tactics…Done Uncommonly Well

April 27, 2023 | 12:00 – 4:00 PM ET

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. 

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Need a little help convincing your boss?

Click here to download a customizable letter to help your manager understand why you should attend.

Why Attend The Kitces Marketing Summit?

See How Successful Advisors Demonstrate Their Expertise To Attract Prospects

7 Sessions
See how real advisors successfully attract new prospects and clients

Real-world Examples
See the winning strategies that our guests actually use with their clients

Learn From Successful Peers
All guests are peers in the industry who have found success as a direct result of their marketing strategies

No Vendors Or Sponsors
Just real conversations with successful financial advisors

Virtual
Join from anywhere, and access a full recording to reference after the event

Show Don’t Tell Approach
Guests will actually show advisors what actions they’ve taken

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.

The Hosts

Michael and Taylor will keep each session focused on what matters most: what advisors are doing that works.

Michael Kitces

MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL

Founder and Chief Financial Planning Nerd

Kitces.com

Taylor Schulte

CFP

Founder

Define Financial

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.

In-Person Events

Generating Referrals

Digital Funnels

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).

Premier Members

Non-Members and Basic

NON-MEMBER & BASIC
$397

Not a Member?
Buy Premier Membership (standard rate: $169)
with the Summit and get a $100 discount!

Summit + Premier Membership Combo
$466

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

The Kitces Summits are excellent in providing insight into what real-life practitioners are doing to move their business, their practice, and the industry forward. Attendance is a must for anyone that seriously wants to improve their business and grow their client impact. They're a cannot miss event for me, and loaded with practical, action-oriented presentations. I sign up as soon as one is announced. You should too.

Adam K. Wright, CFA, CFP
Senior Financial Adviser, Wright Associates

Advisors often quote the famous Warren Buffett - "Price is what you pay. Value is what you get." But when it comes to a Kitces Summit, the value happens not once but repeatedly through actionable takeaways you can implement in your business immediately. The hardest decision isn't whether to attend, it's which idea I'm going to use first.

Adam Chapman, CFPFounder, YESmoney

Set yourself up for success by blocking the day off and tapping into an open mind. Your head will be buzzing with thoughts and questions. Taking things to the next step requires some prioritization of those thoughts and questions. Attend the community event after! It's helpful to hear different perspectives as you process new ideas.

Emily Wood, CFPConnecticut Wealth Management

When I saw the Kitces Marketing Summit it showed me what was viable with marketing, setting the gears in motion and culminating with the launch of my own firm.

Ted Erhart, CFPNorris Lake Retirement Planning

The Kitces Marketing Summit is innovative, industry-leading, and engaging. Financial planning is less of a plan and more of a process. The Kitces Marketing Summit provided us with 3 solid ideas to implement into our practice. The summits are short and sweet yet dense and impactful.

Carter McClung CFP, CSLPBlue Rock Financial Group

The Kitces Summits really are a must-attend if you want to separate yourself from others. It is also a very refreshing, energetic, no sales-based way to learn a lot of cutting-edge information.

Mark B. Jones, CFP, MBARISE Advisors, LLC