Apply To Be A Guest Presenter At The 2023 Kitces Value Summit!
If you’ve attended one of our Kitces Summits before, you’ve seen what makes them so different from other industry events. If you haven’t… let us tell you about them.
Kitces Summits are a place where financial advicers can learn, not from consultants or vendors selling services, but from fellow financial advisors who simply share what they do that actually works in practice. By literally turning on a screenshare, and showing it.
Whether it’s digging into financial planning deliverables to demonstrate value to clients or incorporating tools like social media ads and local SEO to grow a firm, Guest Presenters have a calling to share what they’ve learned with others, taking their peers behind the scenes to show the tactics they’ve implemented in their practices… and hopefully inspiring other advisors about how they can serve their clients better, too.
The next Kitces Summit on December 7th, 2023 will showcase advisors who are having success with communicating and demonstrating their financial planning value to clients and prospects.
NOT SURE IF YOU'RE THE RIGHT FIT?
Watch this info session with Michael Kitces
What Are The Benefits Of Being A Kitces Summit Guest Presenter?
As a Summit Guest Presenter, you’ll receive:
- Payment of $2,000 for a 30-minute demonstration
- Exclusive Kitces Advicer Box of (blue) goodies
- 60-minute virtual private lunch with your fellow guest presenters, and co-hosts Michael Kitces and Taylor Schulte
- Complimentary pass to the next Kitces Summit
- A platform from which you can share your ideas, give back to the advicer community, and make new connections
What Is A Kitces Summit?
At Kitces Summits, the primary goal is to bring inspiring examples of what successful advisors are doing in their practices to tackle the common challenges that we all face, from how to grow our firms to demonstrating our value to clients.
To accomplish this, we invite a variety of successful advisors to attend as guest presenters, where they take fellow advisors behind the scenes of their unique initiatives in marketing, communicating value, and managing their practice.
Instead of telling attendees what they should do, Kitces Summit guest presenters show (via screenshare) what they actually do in their successful practices and inspire other advisors to take action. No vendors. No sponsors. Just real-world conversations with advisors who have had some success and are willing to share what it looks like.
What does “behind-the-scenes" look like?
The Content We Are Looking For
The upcoming Kitces Summit on December 7th, 2023 will showcase advisors who are having success with communicating and demonstrating their financial planning value to:
- Prospective clients
- New clients in the upfront planning process
- Ongoing clients
Notably, because the focus of Kitces Summits is on “Showing, not Telling” – by turning on a screenshare to actually show what you’re doing and how you do it – the best content submissions will have something to show to help illustrate the point. Perhaps it’s the one-page financial plan you provide, or the client service calendar you follow, or the workflows you use to deliver a great client experience.
If you have a successful tactic to share, and an idea of how to show it to other advicers, please tell us about it via the form at the end of this page.
How We Evaluate Summit Guest Presenters
Kitces Summits are specifically intended for financial advicers to share with other financial advicers. Accordingly, Kitces Summits are delivered by financial advisors who work on a full-time basis as financial planning practitioners, and have achieved a healthy level of success in terms of clients and/or revenue.
However, we don’t care how well-known you are or how big your social media presence is (though if you do have a big following and want to share out, that's fine too!). Advisors attending the Summit simply want to hear about the successful tactics you’ve implemented so that they are inspired to try something of their own.
What do we look for in a potential Kitces Summit guest presenter and topic?
- You are tackling a common problem and have come up with a solution that’s brought some measurable positive results
- You are open to sharing the details of how you did it
- You are able to relate to fellow advisors
Bottom line: if you’re doing something interesting in your practice that excites you and you think would excite other advisors, we would love the opportunity to learn more about it if you’re willing to share.
Guest Presenter Responsibilities
Guest Presenters are asked to commit to the following:
- A 60-minute Guest Presenter Orientation
- Up to three 30-minute review calls with the co-hosts or the Kitces Team
- A 15-minute tech check
- A 30-minute live demonstration via screenshare at the Summit
Submit Your Information
Still interested? We hope so! If you want to partner with one of the most respected brands in financial planning and share your ideas and expertise with the advisor community, please fill out our Summit Guest Presenter interest form below.
The form will prompt you to include a screen-sharing video. Please watch the two sample videos from previous Summit guests here as a reference.
Watch sample submission videos here
If you still have questions, feel free to email us at [email protected].
