2025 Kitces Value Summit
Purchase a SUPER Early Bird Pass by April 29 to be entered to win a 30-min consultation with Michael Kitces and Taylor Schulte!
This is a live virtual event – Access to event recording included.
See How Successful Advisors Are Demonstrating Their Value To Clients
Discover the proven strategies successful financial advisors use to showcase their upfront and ongoing value to clients and prospects. This summit features practicing financial advisors who will take you behind the scenes to reveal the real-world tactics they use to demonstrate financial planning value in their own practices.
As the industry shifts from pure investment management services to holistic financial planning, advisors face the challenge of proving their worth in a fee-for-service model. At the summit, you’ll gain valuable insights into how advisors navigate this shift and provide tangible value to their clients.
Join us for a series of 30-minute conversations with co-hosts Michael Kitces and Taylor Schulte, featuring expert guests who will share their financial planning deliverables and communication strategies. Experience authentic, vendor-free discussions that will equip you with the knowledge to elevate your practice. Secure your spot now and learn how to effectively demonstrate your value to clients and prospects!
Super Early Bird Has Closed
Tickets will be available again soon! Thanks for your interest in our upcoming Summit!
Limited Time Offer - Deadline to Purchase is April 29, 2025.
Thursday, December 11, 2025 | 12:00-4:00 PM ET
Kitces Premier Members Receive 25% Off
The General Admission Ticket is discounted with an exclusive Kitces Member Code.
All Tickets Include Access To The Recording
For those who miss the live event or simply want to refer back to it again, you get the recording.
Interested in being a guest presenter at a future Kitces Summit? Click here to learn more
Interested in becoming a Premier member to receive the Member Discount? Click here to learn more
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!
Group Discounts
Discounts are available for group enrollments. Additional discounts apply with a Kitces Premier Group Membership .
