Kitces Marketing Summit 2023
Common Advisor Marketing Tactics…Done Uncommonly Well
April 27, 2023 • 12:00 – 4:00 p.m. EDT
See How Successful Advisors Are Marketing Their Financial Planning Services
Instead of telling you what you ‘should’ be doing as an advisor, our Kitces Summit guests are all practicing financial advisors who will actually show you what actions they’ve taken to market their expertise to clients and prospects, so you can see what’s really possible for yourself.
At the Kitces Marketing Summit, you’ll have a chance to see what common advisor marketing tactics looks like when they are done uncommonly well with unique behind-the-scenes looks at real financial advisors’ strategies that attract clients.
No vendors. No sponsors. Just a series of 30-minute real conversations between our co-hosts – Michael Kitces and Taylor Schulte – and our expert guests, financial advisors who will screenshare their actual marketing deliverables and show how they communicate their value to prospects and clients.
The Hosts
Michael and Taylor will keep each session focused on what matters most: what advisors are doing that works.
Michael Kitces
Michael Kitces
Michael is the Head of Planning Strategy at Buckingham Wealth Partners and is a passionate advocate for evolving, expanding, and institutionalizing excellence in financial planning. In addition, he is a co-founder of the XY Planning Network, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
Taylor Schulte
Taylor Schulte
Taylor Schulte, CFP® is the founder of Define Financial, a fee-only retirement planning firm in San Diego, CA. In addition, he is the co-founder of The AGC community and hosts a popular marketing podcast for financial advisors called Experiments in Advisor Marketing. Schulte has been recognized as a Top 40 Advisor Under 40 by InvestmentNews and as a Top 10 independent financial advisor by Investopedia.
30-Minute, Real World Conversations With Advisors Who Know What Success Looks Like
Each guest will screenshare their actual education-based marketing strategies and show how they attract prospects and establish trust.
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 .
