Kitces Marketing Summit 2024
Common Advisor Marketing Tactics… Done Uncommonly Well
Registrants of the April 25, 2024 Summit have been sent a recording of the live event.
See How Successful Advisors Are Marketing Their Financial Planning Services
The 2024 Kitces Marketing Summit is a live virtual event designed to inspire financial advisors with actionable insights and strategies to elevate their marketing efforts. Instead of telling you what you ‘should’ be doing with your marketing strategy, 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.
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.
What To Expect At The Summit
Here’s a glimpse of what awaits you at the 2024 Kitces Marketing Summit:
- Screenshare Sessions: Get ready for engaging sessions led by successful advisors who will share their proven marketing tactics. 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.
- Interactive Chat Feature: Looking for inspiration around your marketing plan? Want to hear what your fellow advicers are doing? Our active chat feature allows you to interact with other attendees, share ideas, ask questions, and share knowledge.
- Insightful Polls: Participate in live polls throughout the Summit to gauge trends, opinions, and best practices.
- Exclusive Handouts and Resources: Gain access to exclusive handouts and resources curated specifically for Summit attendees. These materials will serve as valuable reference guides and tools to implement the strategies discussed during the sessions.
Join us at the 2024 Kitces Marketing Summit and be part of a dynamic learning event and emerge with actionable strategies to take your marketing efforts to new heights.
Agenda
30-Minute, Real World Conversations With Advisors Who Know What Success Looks Like
Each guest will screenshare their actual strategies and cover one of the following topics: video marketing, credibility marketing, or referral marketing.
Identifying Referral “Kings and Queens” To Accelerate Client Referrals
In 2023, Yohance achieved 19% revenue growth and 42 new clients using his client referrals strategy.
Yohance Harrison
Yohance Harrison
Yohance Harrison's mission is to enhance his community's financial literacy, net worth, and wealth. Over the past 20 years, he has devoted his career to empowering others to take control of their financial futures. Yohance is the founder and CEO of Money Script Wealth Management, PLLC, a Registered Investment Advisory firm, and co-founder of The Money Script, LLC, a financial literacy company. The advisory firm specializes in personalized financial advice for healthcare professionals, helping them navigate the complexities of financial planning so they can focus on their patients, their role as providers, and their families.
Restructuring The Close Of Every Client Meeting To Encourage More Client Referrals
In the past 2 years, Lauren and her team added 30 new clients and $221k of new annual recurring revenue specifically as a result of her client referral strategy.
Lauren Oschman
Lauren Oschman
Lauren has a bachelor's degree in Economics from Vanderbilt University, is a CERTIFIED FINANCIAL PLANNER™, a Certified Divorce Financial Analyst®, and is a 2022 graduate of The Ensemble Practice’s G2 Leadership Institute. She lives in Nashville, TN with her husband and three young daughters.
Getting More Local Clients With Systematized Processes To Collect Client Google Reviews
Over the last 12 months, Tim signed 13 new clients that totaled $12M in AUM just from local prospects finding his Google Reviews online.
Tim Goodwin
Tim Goodwin
Tim Goodwin is a CERTIFIED FINANCIAL PLANNER(tm) professional with a finance degree from Berry College. He started Goodwin Investment Advisory, an independent, fee-only RIA in 2004. He is the author of Exponential Wealth. Tim is married to his college sweetheart. They have three beautiful daughters and live on a small farm. Tim is passionate about culture, marketing, real estate, fitness, travel, generosity, non-profit work, and long walks on the beach 😉
Growing An Email List That Actually Converts To New Clients
In 2023, Matt added 14 new clients and $104k in first-year revenue from his email marketing list.
Matt Hylland
Matt Hylland
Matt is a partner and financial planner at Arnold and Mote Wealth Management, a flat-fee, fee-only firm in Hiawatha, Iowa. Matt started his firm in 2015 after a decade working for the U.S. Department of Defense as a material science technician, and joined with Arnold and Mote in 2017.
Outside of the office, Matt is an avid reader of history and enjoys international travel with his wife and son.
Creating Templated Video Content To Build Your Brand Awareness
In 2023, Dave gained 25 new clients, $63M in AUM, and $560k in new revenue using this video content strategy.
Dave Zoller
Dave Zoller
Dave is the co-owner of Streamline Financial, an advisory firm near Chicago that manages over $350M AUM. He started testing out marketing methods in 2019 to attract more clients and his firm is now attracting over 50 people a month looking for an intro call. This led to adding over $60M for each of the last 2 years mainly through 2 advisors. Dave also shares his growth strategies and practice management tips with other advisors through his Streamline My Practice YouTube Channel.
Creating A Consistent Prospect Pipeline In Under 3 Hours/Week Using Short-Form Videos
Over the last 12 months, Nate experienced an average of 3 inbound discovery meetings per week and has a close ratio of 90% as a result of his video prospect pipeline.
Nate Hoskin
Nate Hoskin
Nate works with HENRYs (High Earners, Not Rich Yet) and has grown his RIA to nearly 150 clients exclusively from short-form video and social media. He is one of the youngest CFP® certificants, receiving his letters at age 22. Three years later he is still driven by the same passion: making financial health a basic human right.
What Others Have Said About Kitces Summits
Purchase The Recording Of This Event
This Kitces Summit is $397, for a full recording of the event.
Advicers who have joined the Kitces Members Section can register at a discounted rate of $297.
Premier Users - Login to Purchase
Non-Members and Basic
Not a Member? Buy Combo for discounts.
Interested in being a guest presenter at a future Kitces Summit? Click here to learn more
Interested in becoming a Premier member to receive the Member Discount? Click here to learn more
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 .
