2025 Kitces Marketing Summit Guest Speaker Application

Apply To Be A Guest Speaker At The 2025 Kitces Marketing Summit! 

Kitces Summits are unlike any other industry event, offering advisors a chance to learn directly from their peers. Guest speakers show what works in their practices—through live screenshares of the tools, processes, and strategies they use to succeed. No vendors. No sponsors. Just real-world conversations with advisors who have had some success and are willing to share what it looks like. We’re particularly interested in advisors who can share/show their successful process for one of the following:

Email Marketing
Audio/Video (Podcasting/YouTube)
Social Media Marketing
Centers of Influence (COIs)
Webinars and Seminars
Referrals

But we are open to showcasing successful strategies in other areas of marketing too!

The upcoming Summit on April 24th, 2025, will focus on how advisors are having success with their marketing and demonstrate their expertise to attract prospects. As a Summit Guest Speaker, you’ll receive:

A platform to share your successful strategies with your peers  
An opportunity to give back to the advicer community
A chance to work directly with Michael Kitces and Taylor Schulte
Payment of $2,000 for a 30-minute demonstration and an exclusive box of Kitces goodies

How We Evaluate Summit Guest Speakers

Kitces Summits are designed for advisors to learn directly from other advisors. Presentations are delivered by full-time financial planners who have achieved meaningful success in their practices.

We’re not looking for social media influencers or big-name speakers—just advisors willing to share real, actionable strategies that have worked for them and can inspire others to try something new.

What do we look for in a potential Kitces Summit guest speaker and topic?  

You are tackling a common problem and have come up with a solution that’s brought some measurable positive results
You are open to sharing the details of how you did it
You are able to relate to fellow advisors

Bottom line: If you’re doing something exciting in your practice that could help others, we’d love to hear from you!

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 ideas and expertise with the advisor community, please fill out our Summit Guest Speaker interest form below.

The form will prompt you to include a screen-sharing video. Please watch the two sample videos from previous Summit guests here as a reference.

Watch sample submission videos here

KITCES SUMMITS GUEST PRESENTER INTEREST FORM

Full Name*
Title
Firm/Company Name*
Email*
Firm/Company Website*
What best describes your role?*
- Financial Advisor
- Non-Advisor Employee of an advisory practice
- Vendor
- Consultant
The focus of the April 2025 Summit is showing how financial advisors market their expertise to clients and prospects. Tell us about one tactic you're having success with.*
Title your tactic in five words or less.*
Example: "Client Service Calendars" or "Cigars and Whiskey Prospect Event"
Over the last 12 months, what kind of growth have you experienced from this activity in terms of new clients/revenue/AUM?*
If not directly tied to new clients/revenue/AUM, how else you measured success with this activity?
Are you comfortable opening your playbook to fellow advicers and sharing samples from your toolkit?*
- Yes
- No
Tell us what you envision showing in a screenshare to help explain/illustrate “the value thing” you’re doing successfully?*
OPTIONAL (but highly recommended): Please share a link to a short video where you "show us" your behind-the-scenes view of "the thing"?
A simple link to a Loom/YouTube video where you screenshare and discuss an element of "the thing" is all we're really looking for here.
OPTIONAL: Please attach any additional materials that would help us better understand "the thing".
Max. file size: 100 MB.
If you have any questions or additional thoughts, please share them here.
Thank you for your interest in Kitces Summits! Kitces Summits are delivered by financial advisors who work on a full-time basis as financial planning practitioners, or by support staff that work directly in the financial planning practice of active advisors. As a vendor or consultant, we encourage you to invite one of your financial advisor clients to submit themselves to be a guest presenter so they can share the success they are having in their practice as a result of your product or service.