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Kitces Financial Planning Value Summit: Communicating And Demonstrating The Ongoing Value of Financial Planning

About This Webinar

Instead of telling you what you should do, our Kitces Summit guests will actually show you what actions they’ve taken to demonstrate their upfront and ongoing financial planning value to clients, so you can see what’s really possible for yourself. 

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. 

Download The Deliverables!

Who can view: People who attended or registered for the webinar only
Webinar Price: $397.00
Featured Presenters
Webinar hosting presenter
Chief Growth Officer and Partner, Destiny Capital and Entrepreneur Aligned
Tiffany Charles, Chief Growth Officer and Partner of Destiny Capital and Entrepreneur Aligned, is primarily responsible for firm growth and leading their talented team in the areas of business development, client experience, professional relationships, specialty markets, and marketing. With over 11 years of experience in the financial services industry and another 5 in commercial real estate, Tiffany has experienced and planned for many forms of success, entrepreneurship, and wealth creation. She has a battle-tested talent in establishing and cultivating meaningful relationships and is extremely passionate about bridging the gap that exists between entrepreneurs' financial success and the remarkable life they desire.
Webinar hosting presenter
Founder, Quarry Hill Advisors
Kyle Moore founded Quarry Hill Advisors in 2017, now managing over $200M of investment assets for 160 households while delivering a top-notch financial planning process.
Webinar hosting presenter
Founder, Experience Your Wealth
Jake is the founder of Experience Your Wealth, a virtual fee-only financial planning firm helping travel-loving young families find the right balance between paying down debt, investing for the future, but also experiencing life now. He is a Certified Financial Planner, Chartered Financial Analyst and Certified Student Loan Professional. Jake has been named a 2022 Investopedia Top 100 Financial Advisor, 2021 Young Advisor To Watch by Financial Advisor Magazine, Investment News 2020 40 Under 40 class and a 2020 top financial planner for millennials by Business Insider.
Webinar hosting presenter
Managing Partner, Millennium Planning Group
Michael has over a decade of financial services experience working with companies such as Prudential and Lincoln Financial. He enjoys working with both the young professional needing to understand their options, and the baby boomer needing to maximize income. Over the years, he’s observed a tremendous gap in knowledge between today’s retiring generation and the ones just now starting to save. People may not be able to rely on the strategies used by previous generations of Financial Planners. Michael has developed deep expertise in insurance solutions for clients with a variety of needs and objectives. He prides himself on sharing his knowledge with his clients - and doing so in a transparent, objective manner. Michael graduated from the University of North Carolina at Chapel Hill where he studied Dramatic Art and is a CERTIFIED FINANCIAL PLANNER™ professional.
Webinar hosting presenter
Partner, Woodgate Financial
Jason Pereira is a partner at Woodgate Financial in Toronto, Canada. He is a well-known and accomplished financial planner, industry advocate, fintech and practice management expert. He holds two degrees and nine industry designations and has either been a finalist or a winner of over 40 industry awards.

His commentary and writing have appeared in every major media outlet in the country, and he currently serves as a columnist and advisory board member of the Globe & Mail's Globe Advisor and is the host of two podcasts: Fintech Impact and The Financial Planning for Canadian Business Owners Podcast.

Jason also holds the position of the founding President of the Financial Planning Association of Canada, a director of the Institute of Advanced Financial Planners, and a director of the Individual Finance and Insurance Decision Centre.
Webinar hosting presenter
Founder, Life Planning Partners, Inc.
Carolyn McClanahan, M.D., CFP® is the founder of Life Planning Partners, Inc. Dr. McClanahan began her career as a physician in 1990 after completing her undergraduate degree at Mississippi University for Women and medical school at University of Mississippi. She completed her residency in Family Medicine at the Medical College of Virginia. After a couple of years in private practice and emergency medicine practice in Richmond, Virginia, she moved to teach at the University of Florida, Jacksonville. She also worked in various emergency departments in the Jacksonville area. Finding that most financial planners were mainly interested in managing her portfolio and not in providing the advice she needed, she enrolled in the CFP® curriculum at the University of North Florida.

Realizing the similarities between medicine and financial planning, and feeling more empowered by being able to help people plan for their future, Dr. McClanahan decided to make a career change into financial planning. In addition to working in her financial life planning practice, Dr. McClanahan provides education to financial planners and health care professionals on the interplay between health and financial issues, particularly regarding insurability, health care costs, and health care reform. She writes for Barron’s, Forbes, and CNBC covering issues intersecting money and medicine. Investopedia ranked her as a top 10 advisor making significant contributions to critical conversations about financial life-stage planning. Dr. McClanahan is a member of the National Association of Personal Financial Advisors (NAPFA,) the Financial Planning Association, and the American Academy of Family Physicians. She serves on the CNBC Financial Advisor Council and is quoted regularly in numerous publications such as The Wall Street Journal, New York Times, and the Washington Post. She has also appeared on CNBC, Hardball, AC360, and NPR.