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Value Summit Survey 2023

Your Name

Your Email

What of the following best describes your primary business channel?

Are you a hybrid or dually-registered under a broker-dealer as well?

Are you a hybrid or dually-registered under an RIA as well?

What is your role in the firm?

How many years of experience do you have as a financial advisor?

Where are you located?

Which state are you located in?

What question about communicating value are you hoping to get answered at the Summit?

Summit Survey

In order to bring you the best experience possible at the Summit, please share just a bit more information below.

Your Name

Your Email

What of the following best describes your primary business channel?

What is your role in the firm?

How many years of experience do you have as a financial advisor?

Where are you located?

What question about advisor marketing are you hoping to get answered at the Summit?

Thanks for Your Kitces.com Purchase!

Value Summit Survey 2023

Summit Survey

In order to bring you the best experience possible at the Summit, please share just a bit more information below.

Showcase YOUR Expertise

Stay In Touch

Questions?

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Thanks for Your Kitces.com Purchase!

Value Summit Survey 2023

In order to bring you the best experience possible at the Summit, please share just a bit more information below.

Summit Survey

In order to bring you the best experience possible at the Summit, please share just a bit more information below.

Showcase YOUR Expertise

Stay In Touch

Questions?