Kitces Financial Planning Value Summit 2022
See How Successful Advisors Are Communicating And Demonstrating The Ongoing Value Of Financial Planning
December 8, 2022 • 12:00 – 4:00 p.m. EDT
See How Successful Advisors Are Demonstrating Their Value To Clients
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 demonstrate their upfront and ongoing financial planning value to clients, 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 education-based marketing strategies and show how they attract prospects and establish trust.
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 .