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Event Date Mon Nov 8 EST (26 days ago)
Region All
Details

See How Successful Advisors Demonstrate Their Value To Clients

The transition from “pure” investment management services to providing more holistic financial planning has been underway for more than a decade, as advisory firms either try to expand their value to defend against fee compression, or increasingly offer advice as a standalone service to generate standalone advice fees.

Yet the challenge is that historically, financial planning was always paid via subsequent product implementation, or as a part of an AUM fee… such that advisors have never had to ‘prove’ their financial planning value the way they do now with a more fee-for-service approach.

At the Kitces Financial Planning Value Summit, you’ll have a chance to see what successful financial planning value looks like, with a unique behind the scenes look at real financial advisors’ efforts to demonstrate their value in their marketing, their financial planning process, and their ongoing advice services.

Why Attend Kitces Value Summit?
Get the real information on how real advisors are communicating their value to clients

Speakers

2021 Speakers

Michael Kitces
Founder and Chief Financial Planning Nerd, Kitces.com

Taylor Schulte
Founder, Define Financial

ADVISORS:

Dana Anspach
CFP, RMA, Kolbe Certified Consultant, Founder and Chief Executive Office, Sensible Money, LLC

Mark Harris
CFP, Advisor, AdvicePeriod

Jeremy Walter
CFP, Founder, Fident Financial, LLC

Mike Zung
CFP, Founder, Java Wealth Planning

Matthew Jarvis
CFP, Founder, The Perfect RIA