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Kitces Financial Planning Value Summit
About This Webinar
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. 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 actual financial planning deliverables and show how they communicate their value to prospects and 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.
Founder & CEO, Sensible Money, LLC
Dana Anspach is the founder and CEO of Sensible Money, LLC, a firm that specializes in retirement income planning. She is the author of How to Plan for the Perfect Retirement, a lecture series available on The Great Courses, Control Your Retirement Destiny and Social Security Sense. She has been practicing since 1995 and holds bother her Certified Financial Planner and Retirement Management Advisor designations.
Advisor, AdvicePeriod
Mark Harris, CFP® is an Advisor with AdvicePeriod, a tech-forward wealth management firm, whose mission is to reinvent wealth management. In his role, he focuses on delivering comprehensive wealth management to individuals and families. His holistic approach to advice entails the organization and administration of all aspects of a client’s finances. Additionally, he manages the firm’s Advisory Services Team and is responsible for overseeing the Advisor Platform. Prior to AdvicePeriod, Mark worked at Ironwood Capital Management where he focused on multi-manager hedge fund portfolios and has experience working in commercial real estate. Mark graduated from the University of California, Los Angeles where he earned a Bachelor of Arts degree in Economics and a minor in Global Studies. His professional interests include finance, fintech, management, and entrepreneurship. Mark genuinely enjoys working with people, and outside of the office participates in a variety of charitable endeavors. He lives in Playa Vista (Los Angeles) and has a passion for the outdoors, enjoying camping, fishing, skiing, and golf.
Founder, Fident Financial, LLC
Jeremy is the founder of Fident Financial, LLC - a fee-only RIA located in Lancaster, Pennsylvania. Him and his wife are raising four children, something that played largely into the decision to define "Enough" and stop accepting new clients at the end of 2020. He recently launched a course with Carl Richards designed for advisors on implementing a One Page Financial Plan in their practices.
Founder, Java Wealth Planning
Mike Zung, CFP® is the founder of Java Wealth Planning. He has a long background in the software industry and now focuses on helping tech employees navigate equity compensation and live a life that aligns with their values. He is also passionate about financial literacy and has created a YouTube channel to provide free informational content.
Managing Director, Experience Integration, Buckingham Strategic Wealth
Fresh out of college and one month into his first career as an engineer, a lightbulb went off for Aaron Grey. While attending a session to sign up for his company’s 401(k) plan, he recalls thinking that he was prepared. After all, he had just earned a difficult degree and even had grown up in and around his father’s investment advisory practice, which was based out of the basement of his house. Even so, Aaron remembers having absolutely no idea how much to contribute to his retirement plan, not to mention what counted as a sensible investment allocation. A few years later, Aaron decided to help others in similar situations by making the complex simple and made the move into wealth management. Today, and true to his early professional experience, Aaron finds it most rewarding to work with people who feel anxious, fearful or uncertain about their financial lives. He now measures his accomplishments by helping people achieve what he calls financial serenity – a sense of peace, calm and confidence about their futures. For Aaron, that serves as a constant reminder that financial planning is about so much more than money.
Co-Founder, The Perfect RIA podcast & President, Jarvis Financial Services
Matthew runs a highly profitable, hyper efficient lifestyle practice and is the co-founder of The Perfect RIA podcast. He's twice been a guest on the Kitces Advisor Success Podcast Kitces.com/7 & Kitces.com/127
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