Thanks for Buying

Thanks for Your Kitces.com Purchase!

Almost finished...Please take a moment to complete your Summit registration below. Be sure to check your email for Summit login details.

Value Summit Survey 2023

Your Name(Required)

First Last

Your Email(Required)

What of the following best describes your primary business channel?(Required)

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?(Required)

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

Where are you located?(Required)

Which state are you located in?(Required)

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

Hidden

Kitces Community Conversation

The Community Conversation Immediately follows the Kitces Summit 4:00 - 5:15 PM ET (Limited Space)

Hidden

Would you like to join the Kitces Summit Community Conversation?(Required)

Space is limited to the first 150 people that register.

Hidden

How many full-time employees are there in your advisory firm (including yourself)?(Required)

Hidden

To better connect you with other advisors prior to the Community Conversation event, please provide your firm's website URL.(Required)

Hidden

To better connect you with other advisors prior to the Community Conversation event, please provide your LinkedIn profile URL.(Required)

Hidden

Where Should We Send Your Early Bird Gift Pack?

Available for U.S. shipping addresses only

Hidden

Shipping Address

Street Address Address Line 2 City State ZIP Code

Hidden

Shirt Size

Summit Survey

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

Kitces Community Conversation

Where Should We Send Your Early Bird Gift Pack?

Summit Survey

Showcase YOUR Expertise

Stay In Touch

Questions?

Thanks for Buying

Please contact your Firm's Group Admin

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.

Kitces Community Conversation

Where Should We Send Your Early Bird Gift Pack?

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?