Kitces Research Spotlight Webinars
Kitces Research Spotlights are exclusive virtual events that take you behind the data of the latest Kitces Research studies.
About Kitces Research Spotlight Webinars
Join financial advisor, industry consultant, and advisor researcher Michael Kitces and Dr. Mark Tenenbaum as they go beyond the headline findings to explore what the latest Kitces Research means for financial advisors and the firms that support them.
Hosted twice each year alongside newly released Kitces Research studies, these virtual events provide an exclusive opportunity to hear Michael Kitces and Dr. Mark Tenenbaum unpack the latest findings, explore what the data means in practice, and identify insights that advisors and industry leaders can apply within their own organizations.
Research Spotlight topics are based on the latest Kitces Research and may explore areas including:
- How advisory firms market and grow
- How advisors use technology
- What drives advisor productivity
- What contributes to advisor wellbeing
- And other emerging trends shaping financial advisory firms
Attend a Kitces Research Spotlight and You Will Receive:
- A 60-minute presentation containing exclusive insights and data not available anywhere else
- Your questions answered during 30 minutes of live Q&A with Michael Kitces and Dr. Mark Tenenbaum
- Early access to the research report
- Exclusive access to the full presentation slide deck to share with your team
- Full Event Recording
The Hosts
In each session, financial advisor, industry consultant, and advisor researcher Michael Kitces and Dr. Mark Tenenbaum will share the results of the latest Kitces Research.
Michael Kitces
Michael Kitces
Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, is the Head of Planning Strategy for Focus Wealth Partners, a private wealth management and advisor TAMP platform based in St Louis, MO, that oversees approximately $50 billion of client assets.
In addition, he is a co-founder of XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
Mark Tenenbaum
Mark Tenenbaum
Mark Tenenbaum is the Director of Advisor Research at Kitces, where he oversees the production of the site’s semi-annual research studies on advisor technology, productivity, wellbeing, and marketing. He also contributes to the Nerd's Eye View blog on these topics. Mark specializes in quantitative research methodology and data science, and has conducted research on a range of topics, including financial planning practice management and political behavior. In addition to his work at Kitces, he serves as the Managing Editor of Congress & the Presidency, a peer-reviewed academic journal publishing cutting-edge research on the executive and legislative branches. Before joining Kitces, Mark worked as a Financial Advisor for a Rhode Island-based RIA. Mark received his Ph.D. in Political Science from American University. With experience as both a financial planner and a quantitative researcher, Mark is dedicated to creating data-driven, insightful content that supports the Kitces mission of helping financial advicers become better and more successful.
FAQs
Research Spotlights are designed for professionals who want to better understand the trends shaping financial advisory firms and use research-backed insights to inform their decisions.
Depending on the topic of each study, attendees may include:
- Advisory firm owners and leaders
- Financial advisors
- Operations and practice management leaders
- Marketing and growth leaders
- Advisor technology professionals
- Consultants and industry professionals
- Investors and other organizations supporting financial advisory firms
Each Research Spotlight will identify the audiences most likely to benefit from that particular study when registration opens.
This webinar spotlight is not CE-eligible.
Each exclusive spotlight event has a single pricing structure of $500. Kitces Premier members are not eligible for a discount.
Research Spotlights are hosted in February and August of each year and focus on newly released Kitces Research studies. Sign up to be notified when the next Research Spotlight is announced, including the featured research topic, event details, and registration information.
