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Kitces Marketing Summit: Using Education-Based Marketing To Show Your (Unique) Expertise
About This Webinar
Traditional financial advisor marketing was all about the quantity of prospects over the quality of the message. From cold calling to cold knocking to networking meetings, the ‘Game of Numbers’ was to get through as many “noes” as it took to get to the next prospect who said “Yes” and bought the product.
But selling advice is fundamentally different from selling a product. Prospects need to believe that you have the knowledge and skills to solve their problems before they’re willing to hire you. Which means that, when marketing your advice to potential clients, it’s essential to showcase your expertise and demonstrate your credibility.
At the Kitces Marketing Summit, you’ll see what successful financial advisors do to put their expertise on display, using educational content to attract their ideal clients. To employ an education-based marketing strategy, real financial advisors leverage audio (podcasts), video (virtual workshops and webinars) , and writing (blogging and publishing). So get ready for a unique behind-the-scenes look!
No vendors. No sponsors. Just a series of 30-minute, real conversations between our co-hosts Michael Kitces and Taylor Schulte and our expert guests—financial advisors who will screenshare their audio, video, and written marketing strategies — the real-world tools they use to communicate their expertise to clients.
Who can view: People who attended or registered for the webinar only
Webinar Price: $397.00
Featured Presenters
Publisher, Editor-In-Chief - Kitces.com
Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management and advisor TAMP platform based in St Louis, MO, that oversees approximately $50 billion of client assets.
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.
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.
Founder & CEO, Define Financial
Taylor Schulte, CFP® is the founder of Define Financial, a fee-only retirement planning firm in San Diego, CA. In addition, he is the co-founder of The AGC Community and hosts a popular marketing podcast for financial advisors called Experiments in Advisor Marketing.
Schulte has been recognized as a Top 40 Advisor Under 40 by InvestmentNews and as a Top 10 independent financial advisor by Investopedia. When he’s not nerding out on marketing, you can find him traveling with his wife and two sons, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
Schulte has been recognized as a Top 40 Advisor Under 40 by InvestmentNews and as a Top 10 independent financial advisor by Investopedia. When he’s not nerding out on marketing, you can find him traveling with his wife and two sons, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
CEO & Founder, Howard Bailey Financial
Casey Weade is the CEO and Founder of Howard Bailey Financial. He graduated from Stetson University with a Bachelor's degree in Finance, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), as well as a certified Chartered Financial Consultant® (ChFC®). In addition, Casey is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance, and is also Long-Term Care Certified.
Casey hosts the weekly Retire With Purpose radio and TV shows, as well as the Retire With Purpose Podcast. He is a multiple-time author, with his latest book, “Job Optional*,” reaching #1 on the Amazon Best Seller list in Retirement Planning, and #5 on the Wall Street Journal Nonfiction eBook Best Seller list.
Casey hosts the weekly Retire With Purpose radio and TV shows, as well as the Retire With Purpose Podcast. He is a multiple-time author, with his latest book, “Job Optional*,” reaching #1 on the Amazon Best Seller list in Retirement Planning, and #5 on the Wall Street Journal Nonfiction eBook Best Seller list.
Founder, Dare to Dream Financial Planning
Anna is a passionate believer in the economic empowerment of women and minorities in America. She is the founder of Dare to Dream Financial Planning: a financial advisory firm for paradigm-shifting women of color on a path to build wealth and live abundantly. She is also the host of the “First-Gen Realness” podcast. Anna has been featured on Business Insider, CNBC, US News and World Report, Think Advisor, Vice, Financial Planning, and many other notable publications. She is a highly sought-after speaker on the topics of the gender investing gap, the racial wealth gap, and investing. Anna is a native New Yorker; lover of everything related to food, the Gambia, Puerto Rican history and literature. When she doesn’t have her head buried in a spreadsheet, you can find her working out, re-reading literary classics or hanging with her husband and three daughters.
Founder, Twin Peaks Wealth Advisors
Prior to starting Twin Peaks Wealth Advisors, Tushar worked in wealth management at Northwestern Mutual. He earned his undergraduate degree from the University of California Berkeley.
Founder, Brunch & Budget
Pamela Capalad is a Certified Financial Planner™ and Accredited Financial Counselor™ and has been in the financial services industry since 2008. She founded Brunch & Budget to help people who felt ashamed or embarrassed about money have a safe and friendly place to talk about it and make real financial progress. Her mission is to make financial planning as affordable as possible for the communities who need it most. She co-hosts the Brunch & Budget podcast and also runs a group financial planning program called See Change, specifically designed for People of Color. Pam has been featured in the New York Times, Washington Post, Teen Vogue, Huffington Post, Vice Magazine, and other places you’ve heard of. She was named in New York Magazine’s Best of New York 2019 and has brunched with over 400 people and counting.
CEO, Cordant Wealth Partners
Isaac Presley, CFA, is the CEO of Cordant Wealth Partners, a wealth management firm that works with technology professionals receiving equity compensation. He frequently writes and speaks on investing and industry topics, and his work has been seen in Bloomberg, US News, CNBC, Yahoo Finance, Business Insider, and Wealth Management magazine. He has a Bachelor's in Finance from Oregon State University, his MBA from Portland State University, and earned the Chartered Financial Analyst designation in 2011.
Founder, Heritage Investors & Heritage Business Advisors
Justin Goodbread is an ambitious entrepreneur and a financial planner who makes God and family his priorities. Justin started his entrepreneurial journey at 15 years old and has started and sold multiple businesses.
Justin founded Heritage Investors in 2009 to help individuals, business owners, and retirees attain their financial goals. Justin also founded Heritage Business Advisors in 2019 to help business owners of all types realize their full potential. In 2022, Heritage Investors and Heritage Business Advisors were acquired by WealthSource and its affiliates.
Besides being a CERTIFIED FINANCIAL PLANNER™ professional, Justin holds an Associate’s degree from Abraham Baldwin Agricultural College in Environmental Horticulture Technology and a Bachelor’s Degree in Management from The University of Phoenix. In addition, he has earned the Certified Exit Planning Advisor credential and the Certified Value Growth Advisor certification. When he is not working with clients or farming his own land, Justin goes on
Justin founded Heritage Investors in 2009 to help individuals, business owners, and retirees attain their financial goals. Justin also founded Heritage Business Advisors in 2019 to help business owners of all types realize their full potential. In 2022, Heritage Investors and Heritage Business Advisors were acquired by WealthSource and its affiliates.
Besides being a CERTIFIED FINANCIAL PLANNER™ professional, Justin holds an Associate’s degree from Abraham Baldwin Agricultural College in Environmental Horticulture Technology and a Bachelor’s Degree in Management from The University of Phoenix. In addition, he has earned the Certified Exit Planning Advisor credential and the Certified Value Growth Advisor certification. When he is not working with clients or farming his own land, Justin goes on
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