Once you submit your application, it will be reviewed to ensure that it aligns with the community’s goals and criteria. You will receive an email notification within 5-7 business days confirming whether your application has been accepted, along with the next steps to officially join the community.

Yes, there is a membership fee to join the community. For the initial cohort, the cost is $19/month. This fee helps cover the cost of maintaining the platform and ensuring a high-quality experience for all members. Prices may change after the initial cohort.

Members should expect to dedicate approximately 5-7 hours per month to community activities. This includes participating in discussions, attending monthly virtual events, and contributing to the development of the resource library. The time commitment may vary depending on your level of involvement in community-led initiatives.

The program will officially run for 6 months starting in January 2025, but we’ll begin working together in October 2024 as the first cohort to shape and develop the community. During this initial phase, our focus will be on identifying key discussion topics, setting goals, and planning events to reflect the needs and goals of our members. This is your opportunity to play an active role in building a supportive and impactful community from the ground up.

Our goal is to bridge the gap in peer-to-peer support by fostering collaboration, sparking innovation, and empowering you with the resources and network you need to thrive. In this community, you’re not just joining a group; you’re becoming part of a trusted network of relatable peers that’s built to help you become even more successful.

This community is exclusively for professionals who hold the title of Director of Financial Planning or a closely related role. We aim to create a space where individuals facing similar challenges can connect, collaborate, and share insights. If your application is accepted, you’ll be part of a select group of peers committed to mutual growth and success.

The community will feature a mix of discussion forums, monthly virtual events, and a shared resource library. As a member, you’ll have the opportunity to contribute to and benefit from these resources, with the content and activities tailored to the specific needs and interests of the community.

Unlike broader professional networks, this community is specifically designed for Directors of Financial Planning. It’s a peer-driven environment where every member is both a contributor and a beneficiary. The focus is on collaboration and practical solutions, with content and discussions directly relevant to your role.

Yes, we are actively seeking members who are interested in taking on leadership roles, such as serving on the Advisory Board or leading specific initiatives. This is a unique opportunity to influence the direction of the community and contribute to its long-term success. You can volunteer to be an Advisory Board Member here.

We understand the concerns around sharing insights with peers who might be considered competitors. The community is built on a foundation of trust and mutual respect, encouraging an environment where members can share experiences without fear of compromising their competitive edge. Additionally, the community is made up of members from a wide range of geographic areas, which helps minimize the likelihood of direct competition. While some DFPs may have virtual-based firms, the majority are spread out across different regions, making it easier to share strategies and best practices without the risk of impacting your local market.

Yes, we recognize that the challenges and opportunities faced by DFPs can vary significantly based on firm size. To ensure that you’re connecting with peers who can truly relate to your experiences, we will organize the community in a way that allows you to easily connect with others that have a similar firm size and other relevant factors. Whether you’re at a small, mid-sized, or large firm, you’ll find peers who understand your specific context and can offer valuable insights.

The DFP Community is designed for leadership, strategy, and connection among Directors of Financial Planning, while our Kitces Premier Membership focuses on delivering top-notch financial planning education for individual advisors. If you’re a DFP looking for peer-to-peer support and leadership development, the DFP Community is tailored specifically for you!

Yes, there is a small cost ($19/month) to be a part of the community. We’re intentionally building this from the start to be self-sustaining with no sponsorship involvement so it can stay purely focused on the DFP community itself. But that does mean there’s a cost associated, so that we can staff appropriately to support it for the long term as it grows without ever needing to open the door to sponsors who have their own interests.

The DFP Community hosted by Kitces is non-investment-related activity. Your participation in this community is akin to paying to participate in a private study group. It is purely industry/peer-facing, it is not consumer-facing (consumers will be actively barred from access), and no business development activity will be permitted. The DFP Community is not a tax-exempt membership association (Kitces is a for-profit LLC entity).

Yes. If you no longer wish to remain in the community, you can cancel your monthly subscription at any time inside your Circle profile. Once you confirm the cancellation, your subscription will be set to expire at the end of your current billing cycle. You’ll be able to access all the membership content until then.