Webinar: Kitces Digital Marketing Summit: See Behind the Scenes of Successful Advisor Marketing by Kitces.com

About This Webinar

Digital marketing has been on the rise for financial advisors for more than a decade, from email newsletters to social media to search engine optimization. Yet a recent Kitces Research study still shows a wide range of results when it comes to various digital marketing strategies, and an even wider range of results between what “standout” digital marketers achieve relative to any other financial advisor.

At the Kitces Digital Marketing Summit, you’ll have a chance to see what successful digital marketing looks like, with a unique behind-the-scenes look at real financial advisors sharing what they’re actually doing with their digital marketing efforts across all stages of the digital marketing funnel. 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 digital marketing tools and systems, and show what makes the marketing funnel work.

In other words, instead of trying to Tell you what you should do, our Kitces Summit guests will actually Show you what actions they’ve taken to execute their digital marketing funnel. So you can see what’s really possible for yourself.

A Community Hour will follow the Summit, where attendees can discuss ideas, solve for pain points, and get questions answered among peers and with several experts.

Registrants will have access to the recording to go back and review the entire event and create their own successful marketing plan.

Presenters

Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL

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.

Taylor Schulte, CFP®

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.

Samantha Bezar

President, Quantum Leap Systems

Samantha Bezar is the President of Quantum Leap Systems - a digital marketing agency specializing in digital lead generation and automated funnels for financial advisors. Starting back in 2018, Samantha created a fully automated system for her family's financial planning practice that would allow them to scale their marketing. In turn, the revenue generated from their marketing efforts went from $500,000 to $5 Million in just a few short years. Now, she owns and operates her own marketing agency building funnels that allow other advisors to automate and scale marketing in their practices.

Chad Chubb, CFP®, CSLP®

Founder, WealthKeel, LLC

Chad Chubb is a Certified Financial Planner (CFP®) and Certified Student Loan Professional (CSLP®). He founded WealthKeel LLC in 2015 to simplify and organize the financial lives of physicians across the United States. In 2020, he was named to the InvestmentNews’s 2020 class of 40 Under 40. He has been quoted by CNBC, Forbes, Yahoo, Medical Economics, and American Medical Association for his work with physicians. He is also a frequent contributor to Kiplinger.

Brittney Castro, CFP®, AAMS®, CRPC®

Found & CEO, Financially Wise Inc.

Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning and education firm whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and host.

The key to Financially Wise Inc.’s success can be attributed to Brittney’s simple yet highly effective method of approaching finance –in a fun, personalized, compassionate, relatable, and non-judgmental way. Since 2013, Financially Wise, Inc. has offered services ranging from fee-only financial planning, online money courses, and financial wellness workshops to speaking engagements and brand partnerships.

Brittney is a noted financial expert and a go-to resource for national media outlets and platforms including CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s World, Refinery29, Financial Planning, Investment News, Registered Rep magazine, and many more.

Brittney was elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018 and was ranked 6th on INVESTOPEDIA’s Top Influential Financial Advisors list in 2017.

Additionally, Brittney serves as the in-house CFP® for Mint as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns. She is a CFP® Pro spokeswoman as part of the CFP Board Center for Financial Planning’s campaign to educate minorities about financial planning careers.

Away from the office, you can find Brittney meditating, traveling, exploring, and of course, dancing!

Adam Cmejla, CFP®

Founder, Integrated Planning & Wealth Management

Since 2007, Adam Cmejla (pronounced “SHMAY-la”) is the founder of Integrated Planning & Wealth Management, an RIA in Carmel, IN that exclusively serves optometrists and optometry practice owners nationwide. Being a 3rd generation business owner and the owner of a practice, he has a unique perspective on what it means to run a business and has seen the personal implications of what happens when you succumb to your own limiting belief structure, how that manifests itself in your business, and how it affects your personal life. Since his practice’s transformation, he has taken a growing interest in helping empower other advisors to reach limitless potential and he was named to Investopedia’s Top 100 Financial Advisors in 2019. His practice is located in Carmel, IN and he and his wife Andrea have two daughters Brooklyn and Courtney. When not running his practice or spending time with his family he can usually be found in the skies flying as a private pilot.

Peter Lazaroff, CFP®, CFA

Chief Investment Officer, Plancorp

Peter Lazaroff, CFA, CFP® is the Chief Investment Officer at Plancorp, which manages over $5 billion for clients across 44 states. In addition to regularly contributing to The Wall Street Journal and Forbes, Peter is the author of Making Money Simple: The Complete Guide To Getting Your Financial House In Order and Keeping It That Way Forever. Due to his reputation as an educator, Peter has been included among Investopedia’s Top 100 Most Influential Financial Advisors in each of the last three years.

Kris Venne, CFP®

Founding Partner, Ritholtz Wealth Management

Kris is founding partner at Ritholtz Wealth Management. He is married to his wife of almost 20 years Lori, they have two children. Kris and his family live on Long Island 25 miles from NYC.