feed - Part 22

#FA Success Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor, With Libby Greiwe

October 11, 2022 07:06 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 302nd episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Libby Greiwe. Libby is the owner of The Efficient Advisor, a financial advisor coaching and consulting business based out of Loveland, Ohio, that’s focused on helping advisors create systems and processes for themselves so that they can run their businesses in less time and with less stress.

What's unique about Libby, though, is how she developed the efficiency systems she coaches on by having lived it herself, growing to a $1M revenue practice that she was able to support with a lean team while working just 25 hours per week as a busy Mom, built primarily around creating what Libby calls an “Ideal Week” where she modeled exactly how she wanted to focus her time for maximum efficiency, and then put the team and systems in place to make it happen.

In this episode, we talk in-depth about how, while working for a broker-dealer, Libby realized their internal ‘structure for success’ was entirely built around working more to earn more and realized that she would need to build her firm with a different kind of mindset if she wanted to earn more while working less (so that she could have the time she wanted to start a family and take care of herself), why, in order to create even more efficiency, Libby decided to implement a tiered service model, which she created based on the amount of revenue per hour she wanted to generate from herself and her team, so that she could determine exactly how many hours of service a particular client would get, and how, by implementing workflow systems that were especially proactive in client communication, Libby was able to systematize a client experience that led her practice to actually be able to grow entirely on a referrals-only basis and no other marketing.

We also talk about how, while she was still working for a broker-dealer, Libby learned to differentiate herself not by learning to better sell her firm’s products but instead by diving deep into contract language of her clients’ insurance and annuity policies to find the gaps where those products didn’t really fit their financial planning needs, how after finding out she was pregnant and realizing she would need to change how she was using her time, Libby went through a process of relentlessly scrutinizing everything the firm did for clients to figure out what they could actually stop doing that no one would likely notice or miss, and why, even though Libby reached a point of efficiency where she was serving 285 clients while maximizing her recurring revenue, she decided to sell her practice and semi-retire at 37 so that she could focus on starting a new consulting business… to have an even greater impact on even more client households by teaching and coaching other advisors on her methods so that they can develop more efficient and effective practices, too.

And be certain to listen to the end, where Libby shares how she began to track time and energy she was spending on each client, which allowed her to right-size her client load to only serve the ones that she truly enjoyed working with (and not just the ones that were profitable), why Libby believes that, while it is important for advisors to absorb as much knowledge as possible and learn what other advisory firms are putting into practice, it is even more important to take the time to discern which pieces actually work for their individual practices and not try to just blindly replicate exactly what they see (as there is no perfect practice to copy because each advisor is a unique human being), and why Libby believes that because the financial services industry can be tumultuous, it can be easy for advisors to be derailed from their core visions of success, but by finding support in like-minded advisor communities, advisors can realize they are not alone and refocus their energy into following through with their own definitions of success.

So, whether you’re interested in learning about how Libby implemented her ideal week which led to more efficient, template-able processes, how Libby helps other advisors put into practice more efficient processes for their firms, or how shifting the focus of her service model to revenue per hour helped her maintain revenue for the firm while working less, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Libby Greiwe.

Weekend Reading For Financial Planners (Oct 8-9)

October 7, 2022 02:04 pm 2 Comments CATEGORY: Weekend Reading

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that amid the current bear market, usage of robo-advisors and other digital advice tools has plummeted, according to a recent study. This suggests that some consumers will be looking to human advisors to better understand their needs and help guide them through the recent market volatility.

Also in industry news this week:

A survey suggests that a third of their advisors don’t use their firm’s internal technology tools, preferring to use third-party options instead
The SEC has brought charges against a former broker who sold his practice to an individual who ended up defrauding the seller’s clients

From there, we have several articles on retirement planning:

Defying popular wisdom, a research study argues that younger workers should delay saving for retirement, even if it means foregoing a company match
Why the creator of the “4% rule” is sticking with it despite the current bear market and elevated inflation
A new paper argues that an actual safe withdrawal rate for retirees is significantly less than 4% when taking into account return data from developed countries other than the United States

We also have a number of articles on practice management:

Five key metrics that underpin advisory firm sustainability
Why firms should look to leading indicators rather than lagging ones (like AUM) to better understand their growth prospects
Why it is important for firms to create a formal client feedback system and the most important questions to ask on client surveys

We wrap up with three final articles, all about the meaning of money:

How the dramatic changes in the American economy, markets, and personal balance sheets during the past few years have shown the challenges of achieving sustained, widespread prosperity
Why now could be a great time to spend and get enjoyment out of one’s money, despite recent market volatility
A survey shows how individuals in 17 advanced economies rank what brings them the most meaning in their lives

Enjoy the ‘light’ reading!

Kitces & Carl Ep 96: Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor

October 6, 2022 07:01 am 1 Comment CATEGORY: Kitces & Carl Podcast

Kitces Carl Ep Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor

When it comes to politically charged discussions, financial advisors generally try to stay neutral and focus on providing clients with objective financial advice. Yet, while they seek to remain apolitical in their financial advice, the shifting political environment has made it increasingly common for more clients to express their political concerns and feelings with their financial advisors. While many advisors want to remain neutral, the recurring conversations about politics can be stressful, especially when the client and advisor have opposing political viewpoints. This can make it increasingly difficult for the advisor to work with these clients.

In our 96th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to approach politically charged clients who may be difficult to work with, how to determine if a client’s fixation on their particular views interferes with the planning process, and, if needed, how to smoothly separate from clients and help them find a financial advisor that may be better suited for them.

As a starting point, it’s important to understand that for many clients who bring up politics, their concerns are often fleeting. If a client expresses serious concerns about politics and the potential effects it can have on their financial plan, the advisor may find it helpful to ask the client whether the subject can be put off until a later time so that the meeting can focus on the agenda at hand. If a client is adamant about their concerns, it may be a good idea for the advisor to perform a check-in to determine where their feelings are coming from. Some clients may be internalizing fears arising from what they see and hear in the media. These clients may just need someone to talk to, and the advisor can help by providing reassurance on the status of their financial plan.

However, there are other clients who may have a harder time letting go of their concerns, which can interfere with the work that needs to be done during the client-advisor meeting. If the advisor finds that working with these clients becomes increasingly difficult or stressful, it may be a good idea for the advisor to check in with their own emotional stress to understand whether the impact of the relationship is creating a strain on the advisor’s own mental health, and whether the strain is enough to warrant ending the engagement with the client. Importantly, if an advisor does determine that a client is not a good fit because of conflicting views, they can still approach the separation with compassion and empathy and part on good terms with the client by offering to find an advisor that is truly a better fit for them.

Ultimately, the key point is that not all clients may be a good fit for the advisor, and by understanding how to assess when they should terminate a client relationship, advisors can focus on giving all of their clients the best service possible – whether that means strengthening relationships with current clients or terminating relationships with unviable clients and guiding them to other resources that will support them. Because in the end, maintaining positive relationships is key to the financial advisor’s own success and mental health!

#FA Success Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals, With Ramit Sethi

October 4, 2022 07:03 am 2 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 301st episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Ramit Sethi. Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich, and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love.

What's unique about Ramit, though, is how he literally wrote the book (and subsequently launched an online educational platform and brand) on how consumers can not just learn more about their finances but change their financial behaviors, without focusing on a budget or setting retirement savings goals, and instead helping them focus their money more directly on what they envision to be their “rich life”… and the paths they can take to make that a reality.

In this episode, we talk in-depth about how Ramit helps people design their rich life through the use of spending dials, where, like a radio dial, he encourages people to turn up and spend extravagantly on the things they love (and cut mercilessly on the rest) so that they can enjoy their money throughout their life and not just after retirement, how Ramit was inspired while attending Stanford to write his book, I Will Teach You To Be Rich, after gaining a decently sized audience from his blog that focused on teaching people about personal finance and realizing the potential for its growth as a brand, and why Ramit is unapologetic about his brand, its sometimes unique positions on money and financial behavior, and how he got comfortable charging thousands of dollars for his financial education programs as after years of fine tuning his product (because he knows that the people who are truly a good fit will find value in what he offers, and will know its worth).

We also talk about how Ramit’s interactions with people on his platform and on his social media channels has led him to increasingly focus not just on personal finance but how psychology plays a major role in the way people prioritize their finances and sometimes create unrealistic or unhealthy relationships with their money, why Ramit supports the use of financial advisors but is critical about the traditional AUM model many financial advisors implement and feels that advisors (and their clients) would benefit more from a model that is based on charging for behavioral management because, like hiring a personal trainer, clients are seeking more ways to be held accountable, and how the tough decision to let go of some of his trusted team due to a retrenchment in his business in 2016, forced Ramit to reevaluate his company’s internal processes, which, unexpectedly reinvigorated him and the team as they realized they needed to concentrate on the ways they can innovate and propel the company forward.

And be certain to listen to the end, where Ramit shares how, going through his own personal dilemma of talking to his fiancé about a pre-nup and experiencing firsthand how finances take shape in a marriage inspired Ramit to create a podcast that focused on couples and their money struggles so that he could bring to light the real conversations people, and especially couples, have when it comes to money and the alignment of values, why Ramit feels it is important for younger advisors to find what makes them unique early on and how they can market that uniqueness as a valuable differentiator when trying to find clients and build a successful practice, and why, after experiencing it himself, Ramit understands that entrepreneurs put undue pressure on themselves to be the core competency of their business, and how over time he has learned to delegate responsibilities to a great team of people so that his time can be better spent on the value he as the founder brings to the company and its ability to keep growing into the future.

So, whether you’re interested in learning about how Ramit helps people shape their “rich life” and focus on spending money on the things they love, why Ramit thinks financial psychology is a huge contributing factor in how we develop relationships with money, or why, despite writing a book and offering educational programs, Ramit gives most of his material away for free, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Ramit Sethi.

The Latest In Financial #AdvisorTech (October 2022)

October 3, 2022 07:07 am 0 Comments CATEGORY: Technology & Advisor FinTech

Welcome to the October 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

This month's edition kicks off with the news that DPL Financial Partners has raised $20M of capital to continue scaling up its marketplace of no-commission annuities for RIAs, as the ongoing development of new fee-based products – combined with deepening tech integrations for annuities into existing RIA systems – is leading to a steady rise in the use of annuities by RIAs, with more than $1B of new flows via DPL in just the past 12 months alone.

And notably, the fresh capital comes in the midst of a recent rise in interest rates that may, for the first time in nearly 15 years – since before the financial crisis – give annuity products enough yield to be able to innovate new offerings and more competitive pricing. While the growth of DPL’s marketplace may itself usher in a greater level of annuity competitiveness, as companies are forced to compete for RIA attention not by offering the biggest commissions but by offering the best features and benefits to get through the RIA-as-gatekeeper.

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including:

Ethic Investing raises a $50M Series C round as values-based “personalized indexing” through direct indexing tools continues to gain momentum
Wealthfront’s acquisition deal with UBS falls through as incumbents still show they’d rather build than buy (at least at robo-advisor valuations)
Morgan Stanley rolls out a held-away account aggregation feature for its 401(k) plan advisors to provide more holistic advice within the plan to participants (before they ever have a chance to roll over to an independent advisor in the future!?)

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including:

RightCapital launches a new ‘Blueprint’ feature to create an Asset-Map-style visualization of the client’s financial household
Elements creates a “One Page Financial Plan” solution, not to replace the traditional financial plan, but to more meaningfully engage clients and even prospects with a better financial monitoring process (until it’s time for their next financial plan update)

In the meantime, we’re also gearing up later this month for several new updates to our new Kitces AdvisorTech Directory, including Advisor Satisfaction scores from our Kitces AdvisorTech Research and Integration scores from Ezra Group’s research!

And be certain to read to the end, where we have provided an update to our popular “Financial AdvisorTech Solutions Map” as well!

*And for #AdvisorTech companies who want to submit their tech announcements for consideration in future issues, please submit to [email protected]!

#FA Success Ep 299: Finding The Motivation To Grow Again With Authenticity And Client Significance, With Tim Regan

September 20, 2022 07:04 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 299th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Tim Regan. Tim is the founder of PrairieView Wealth Partners, a hybrid advisory firm based in Orland Park, Illinois, that oversees $100 million in assets under management for 190 client households.

What's unique about Tim, though, is how he leverages the independence he gained by transitioning from an insurance agency model to becoming a hybrid with Thrivent Advisor Network to focus his firm on faith-based planning and restructure his own back office by shifting it into a separate company that also partners with other financial advisory firms to offer them middle and back-office support as well.

In this episode, we talk in-depth about how, after realizing his firm was too big to be a solo and too small to be big, Tim decided to split his firm into two businesses where PrairieView Wealth Partners remains a financial advisory firm that focuses on the front office aspects and Focus Forward focuses on middle and back-office support so that he could create capacity for his advisory firm to focus more on the client experience, why Tim was inspired to offer middle and back-office support through Focus Forward to other advisory firms (separated by what Tim refers to as an “iron curtain”) in the $75 to $250 million AUM range that were also struggling with having the support and capacity they needed to grow and scale past the founder, and why, since Focus Forward was already knowledgeable in the day-to-day operations of the firms that they support, Tim decided to incorporate continuity agreements with his advisory firm so that advisors can have the peace of mind that if something were to happen to them, PrairieView could ensure their practices would continue their legacies.

We also talk about why, after two decades as a captive agent for Thrivent Financial, Tim decided instead to join their RIA platform, Thrivent Advisor Network, so that he could have more independence to offer his clients a wider range of solutions than just what was available through Thrivent, how Tim got comfortable concentrating on faith-based planning in today’s environment, because as Tim puts it, his faith is simply an authentic part of him and he wants to work with clients who similarly believe in the importance of aligning their faith and values with their money to live up to their God-given potential, and why even though Tim outsourced his middle and back office services he keeps his marketing support in a full-time, in-house role… with a strong focus on not just external marketing so that their story can be told the way they see fit but also internal marketing to work on enhancing their existing client experience (and get more clients talking about them to potential referrals).

And be certain to listen to the end, where Tim shares how, despite being a goal-setting type of person, he ironically struggled with actually achieving the significant growth goals he set for himself (as once they were achieved, the motivation to grow was gone) and instead ultimately decided to focus his energy on what he calls “goals that have significance, rather than goals that are only significant at a single point in time”, why Tim believes hiring the right people early is always a good idea (even if there is a fear of spending money) as when the time comes for needed support it’s already too late to have the time it takes to find those right people, and why Tim believes in the importance of daily affirmations as a way to set ‘mini-goals’ that help him focus on being a better husband and father, to pray, and to make time to take care of himself, too.

So, whether you’re interested in learning about why Tim split his firm so that he can offer back-office support to other advisory firms that are similar in size, how and why Tim implements faith-based planning to his clients, or why Tim also offers continuity planning for the advisory firms that his business supports, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Tim Regan.

#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko

September 6, 2022 07:03 am 1 Comment CATEGORY: Financial Advisor Success Podcast

Welcome back to the 297th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Andy Panko. Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households.

What's unique about Andy, though, is how, shortly after launching his practice, he created a Facebook group so that he could share his expertise directly with the types of clients he wanted to serve… which unexpectedly became so successful, that in just two short years, he reached the client capacity goal he set out as he went from $0 in AUM to $70 million!

In this episode, we talk in-depth about how, after seeing little success in his initial ‘traditional’ marketing efforts like seminars and creating profiles on advisor referral sites, Andy decided instead to create a Facebook group focused on “Taxes In Retirement” (so that he could more directly engage with and demonstrate his expertise to the types of clients he wanted to work with), how Andy built the initial list of members for his Taxes In Retirement group to gain enough momentum that Facebook’s algorithm would make his group more visible to sustain its growth in bringing new prospects, and how Andy’s Facebook group is still gaining momentum but he has purposefully decided to not take on any more new clients (so that he can still have capacity and flexibility to serve his current clients) and instead has dedicated a page on his website with a list of advisors that have similar focuses so that they can share in the prospect funnel that he created.

We also talk about how, after listening to industry podcasts on his commute while working in the traditional corporate finance world, Andy’s eyes were opened to the possibilities of financial planning which led him to pursuing his CFP marks (along with some other designations) before he ever quit his old job to launch his new firm (to ensure he could hit the ground running when it was time), how, after seeing how his mother’s advisor was not helping her gain the most she can from her Social Security claims, Andy decided to take it upon himself to learn more about retirement planning to help her, which led to an aha moment for him as he realized he truly enjoyed that type of financial planning and would focus his own practice on helping retirees with value-added tax planning, and how once Andy knew what type of practice he wanted to launch, he intentionally structured it with a flat fee model so he could clearly project what his revenue would be, and then used his business projections to determine the target of how much savings he would need to set aside to cover the first three years while his client base got off the ground and ramped up.

And be certain to listen to the end, where Andy shares how, even though he intentionally set out to be a solopreneur for the flexibility and control, he is looking to fill the gap of camaraderie and brainstorming that he misses from when he was part of a larger firm, how Andy didn’t realize he was inadvertently creating a virtual practice by gaining new clients through his Facebook group but decided that it was a positive for him as he can maintain a more casual appearance and approach with his clients, and why Andy believes that though it may take time and be difficult to achieve, it is important for those starting in the financial services industry to continually work hard to find the right position for them that suits their needs and aligns with their values to ensure they can build a longer, much more fulfilled career.

So, whether you’re interested in learning about why Andy decided to become a financial planner after seeing the benefits it provides to clients and their financial futures, how Andy leveraged the connections he made through his Facebook group to turn prospects into clients, or why Andy decided to add a tax planning focus to create a stronger value proposition for his clients, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Andy Panko.

Your Input Requested – Reader Survey For Nerd’s Eye View (2022)

August 29, 2022 07:04 am 0 Comments CATEGORY: Nerd's Eye View

For most advisory firms, 2022 has been a year of relative stability, market volatility notwithstanding. After 2 years of the pandemic forcing massive changes to most firms’ systems and processes, from client meetings to internal management to marketing and business development, advisory firms are increasingly ‘finding their groove’ in this new post-pandemic (or at least, post-acute-pandemic) era as they grow accustomed to the new ways of getting business done.

For Kitces.com, it has been a similar year of consolidation, as the past 2 years have tripled the Kitces team, and led to the rollout of everything from our Virtual Summits on Marketing and Advisor Value to our Kitces Courses on Tax Return Reviews and Social Security, our AdvisorTech Directory, and most recently the launch of IAR CE in our Members Section. Which means now it’s time once again to take at least a brief pause to get some feedback about how we’re doing.

Every year, we ask you – our readers – for feedback about what you want to make this website even better for you, to ensure we stay on the right track in adding value to the advicer community and making financial advisors better and more successful. And especially after the amount of change over the past few years, we’re more eager than ever for your feedback about how we’re doing, where we can improve, your thoughts about some new ideas we’re considering, and your feedback about what else we could be doing to help the advicer community.

Because we really do take your feedback seriously. Over the years, Nerd’s Eye View reader feedback has shaped everything from the visual design of the blog (from its original dense small font!) to the Comment system we use, to the expansion of our Members section from offering CFP to now CPE credits for CPAs and IAR CE for RIAs that can be earned by reading Nerd's Eye View blog articles, the launch of the Financial Advisor Success podcast, our popular “Master List” of all the major Financial Advisor conferences and Best Books for Advisors, and turning our AdvisorTech Map into an entire AdvisorTech Directory that you can use to build your own tech stack.

So regardless of what kind of reader you are: an advisor or someone who works in an advisory firm home office, an individual consumer who reads this blog for your own benefit, a CPA, attorney, or another related professional that works with financial advisors, or you're associated with a vendor who serves advisors... I hope you'll participate in this year's survey. It's only 12 questions, should take no more than a few minutes, and will remain open until the end of next week.

Thanks in advance for taking a few minutes to access our Reader Survey below, and share your feedback! 😊

Weekend Reading For Financial Planners (Aug 27-28)

August 26, 2022 02:21 pm 0 Comments CATEGORY: Weekend Reading

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Biden Administration has released a series of long-anticipated Federal student loan relief measures. And while the announced $10,000 of debt forgiveness for some borrowers made the most headlines, advisors will also want to be mindful of a new Income-Driven Repayment plan that could help some clients with student debt reduce their monthly payments and the planning implications of the resumption of student loan payments in January!

Also in industry news this week:

An industry survey suggests that advisory firms are prioritizing growth despite a slower pace of client acquisitions so far in 2022 and rising labor costs
How Charles Schwab and other advisor custodians are competing to offer a more seamless digital onboarding experience for advisors and their clients

From there, we have several articles on practice management:

New rankings show what it takes for RIAs to make it into the top 100 by AUM, and why seeking out ‘smaller’ clients can spur firm growth
The range of considerations and potential consequences for RIAs considering going public
How advisory firm owners can take advantage of a newly expanded range of available sources of liquidity

We also have a number of articles on investing:

Why some advisors and their clients might want to consider taking RMDs this year ‘in-kind’ rather than in cash
How fixed annuities have become more popular among consumers amid rising interest rates and turbulent markets
New research shows how ‘free’ stock trades potentially cost consumers billions of dollars each year

We wrap up with three final articles, all about career development:

Why building a personal brand is more about consistency than a large social media following
How to construct a ‘personal board of directors’ who can help guide and advance your career
Best practices for advisors (or their clients) who want to take a sabbatical away from work

Enjoy the ‘light’ reading!

Kitces Webinars Speaker Submissions

Welcome Prospective Webinar Speakers!

At Kitces.com, our primary goal is to deliver high-quality and relevant content to the financial advisor community. As a part of our strategy, we curate a variety of the industry's leading experts and thought leaders to deliver monthly presentations on the topics that matter most to financial “advicers”.

Over the past year, the popularity of Kitces webinars has grown dramatically with typical turnouts of 800 – 1,000 participants for each session. In light of our continued growth, we are looking to broaden our roster of speakers and presenters. 

Interested in being one of those speakers? Then read on!

How We Evaluate Kitces Webinar Speakers

We don’t care how well-known you are or how big your social media presence is. (If you do have a big following and want to share out, that's fine too!)

What do we look for in a potential webinar presenter? Three things: 1) The quality and relevance of your content as it relates to financial advicers, 2) The expertise you possess on the topic, and 3) Your ability to effectively engage an audience virtually and through video.

The Content We Are Looking For

Kitces webinars are intended specifically for financial advicers. Therefore, the content should directly relate to the issues and challenges faced by those in the business of providing financial advice and/or provide advanced education on a technical topic pertinent to practitioners.

Accordingly, Kitces.com's webinars are typically delivered by industry experts who work on a full-time basis as financial planning practitioners, academics, or consultants and have specialized knowledge about advicer needs and concerns.

A Little Bit About Kitces Webinars

Our Kitces webinars have a slightly different format than other webinars you may have seen or participated in. We work with our presenters to produce a pre-recorded educational video presentation before the event itself. The video is then used in two ways:

We will live stream the video at a prearranged event time to our financial advicer audience. Following the presentation of the recorded video, the presenter will participate in a 30-minute interactive Q&A with attendees.

We will post the recording in our private Kitces.com Members Area, where viewers can take quizzes (which we prepare) to earn continuing education credits.

How To Become A Kitces Webinar Speaker

Through our webinar submission form, you can provide us with information regarding the specific presentation that you would like to deliver, as well as some details about yourself. (Only presentations that have already been created will be considered. If you are still in the creation stage, please develop your idea into a full presentation before submitting for consideration.)

If selected, the Kitces.com Team will review your content, provide feedback, and may make recommendations for changes. Presenters must be open to possible changes to their content to ensure it meets Kitces.com standards for depth and style. (We do, however, aim to work productively and collaboratively with our presenters to ensure all parties are comfortable with the resulting Webinar.)

All webinars consist of a prerecorded presentation followed by a 30-minute Q&A. The Kitces Team will guide you through the process of prerecording your presentation approximately 6-weeks prior to the date of the webinar. The only equipment you’ll need for creating the recording is a web-camera, microphone and computer with a reliable internet connection.

Speaker Compensation

Compensation ranges from $1,000 to $3,000 for presenters based on their speaking experience.

Submit Your Information

Still interested? We hope so! If you want to partner with one of the most respected brands in financial planning and share your skills and expertise with the advicer community, please fill out our webinar submission form.

If still have questions, feel free to email us at [email protected]. However, please make sure to read through this page and the submission form thoroughly to ensure your questions have not been addressed already.