Kitces Summits are a place where financial advicers can learn, not from consultants or vendors selling services, but from fellow financial advisors who simply share what they do that actually works in practice. By literally turning on a screenshare, and showing it.
The next Kitces Summit on April 24, 2025 will showcase advisors who are attracting new clients in unique and successful ways through their marketing.
As a Summit Guest Presenter, you’ll receive:
- A platform to share your successful strategies in front of 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
Join us for this informational session where you can get your questions answered, and learn how to submit your idea!
In addition, he is a co-founder of XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
