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Value Summit Survey 2024

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Your Name(Required)

First Last

Your Email

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What of the following best describes your primary business channel?(Required)

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Are you a hybrid or dually-registered under a broker-dealer as well?(Required)

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Are you a hybrid or dually-registered under an RIA as well?(Required)

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What is your role in the firm?(Required)

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How many years of experience do you have as a financial advisor?(Required)

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Where are you located?(Required)

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Which state are you located in?(Required)

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What question about communicating value are you hoping to get answered at the Summit?

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Are you a member of the Financial Planning Association® (FPA)?(Required)

Yes

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Which FPA chapter are you affiliated with?

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Kitces Community Conversation

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Would you like to join the Kitces Summit Community Conversation?

Space is limited to the first 150 people that register.

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How many full-time employees are there in your advisory firm (including yourself)?(Required)

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To better connect you with other advisors prior to the Community Conversation event, please provide your firm's website URL.

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To better connect you with other advisors prior to the Community Conversation event, please provide your LinkedIn profile URL.

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Do you want to receive an Early Bird gift?

Yes! Send it to me.

No thanks, I'll pass.

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T-Shirt Size

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Where Should We Send Your Early Bird Gift Pack?

Available for U.S. shipping addresses only

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Shipping Address(Required)

Street Address Address Line 2 City State ZIP Code

Value Summit Survey 2024

Hidden

Your Name(Required)

First Last

Your Email

Hidden

What of the following best describes your primary business channel?(Required)

Hidden

Are you a hybrid or dually-registered under a broker-dealer as well?(Required)

Hidden

Are you a hybrid or dually-registered under an RIA as well?(Required)

Hidden

What is your role in the firm?(Required)

Hidden

How many years of experience do you have as a financial advisor?(Required)

Hidden

Where are you located?(Required)

Hidden

Which state are you located in?(Required)

Hidden

What question about communicating value are you hoping to get answered at the Summit?

Hidden

Are you a member of the Financial Planning Association® (FPA)?(Required)

Yes

Hidden

Which FPA chapter are you affiliated with?

Hidden

Kitces Community Conversation

Hidden

Would you like to join the Kitces Summit Community Conversation?

Space is limited to the first 150 people that register.

Hidden

How many full-time employees are there in your advisory firm (including yourself)?(Required)

Hidden

To better connect you with other advisors prior to the Community Conversation event, please provide your firm's website URL.

Hidden

To better connect you with other advisors prior to the Community Conversation event, please provide your LinkedIn profile URL.

Hidden

Do you want to receive an Early Bird gift?

Yes! Send it to me.

No thanks, I'll pass.

Hidden

T-Shirt Size

Hidden

Where Should We Send Your Early Bird Gift Pack?

Available for U.S. shipping addresses only

Hidden

Shipping Address(Required)

Street Address Address Line 2 City State ZIP Code