We are seeking passionate advisors to share their effective practices with their peers. This is your opportunity to share your ideas, give back to the advicer community, and work directly with Michael Kitces and Taylor Schulte. If you’re interested, submit via the form below TODAY!
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
What Is A Kitces 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.
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
If you still have questions, feel free to email us at [email protected].