We are seeking passionate advisors to share what’s working well in their own firms (i.e., their best-practices and successful tactics) with their peers. If you’re interested, submit via the form below by August 25th to be considered for our next Kitces Value Summit on December 11th 2025!
As a Summit Guest Presenter, you’ll receive:
- An opportunity to share back to the advice community
- A platform to have your success seen by your peers
- A chance to collaborate directly with Michael Kitces and Taylor Schulte
- Honorarium of $2,000 for a 30-minute demonstration (and an exclusive box of Kitces goodies!)
What's Covered In A Kitces Value Summit?
Kitces Summits are unlike any other industry event, offering advisors a chance to learn directly from their peers. Guest presenters show what works in their practices—through live screenshares of the tools, processes, and strategies they use to succeed. No vendors. No sponsors. Just real-world conversations with advisors who have had success and are willing to share what it looks like.
COMMON THINGS DONE UNCOMMONLY WELL
For this Summit, we're looking for advisors who want to share their successful system or process in one of the following areas:
- Explaining value to prospects (e.g., financial planning proposals, 'pitch books', etc)
- New client onboarding
- Discovery meeting
- Financial plan delivery meeting
- Transitioning clients who are not a good fit
Got a great system or process for something we didn’t mention? We’d like to hear about that, too!
How We Evaluate Summit Guest Presenters
Kitces Summits are designed for advisors to learn directly from other advisors. Presentations are delivered by full-time financial planners who have achieved meaningful success in their practices.
We’re not looking for social media influencers or big-name speakers—just advisors willing to share real, actionable strategies that have worked for them and can inspire others to try something new.
What do we look for in a potential Kitces Summit guest presenter and topic?
- You have a proven system, process, or other solution to a common advisor challenge that’s brought measurable positive results
- You are open to sharing the details of how you actually did it
- You are able to relate to fellow advisors
Bottom line: If you’re doing something well in your practice and are willing to showcase it to help other advisors, we’d love to hear from you!
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 particular tactics your firm has implemented successfully with the advisor community, please fill out our Summit Guest Presenter interest form below.
If you still have questions, feel free to email us at [email protected].
