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Kitces Marketing Summit 2023

About This Webinar

At the Kitces Marketing Summit, you’ll have a chance to see what successful advisor marketing 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 deliverables and show how they market their value to prospects and clients. 

Who can view: People who attended or registered for the webinar only
Webinar Price: $397.00
Featured Presenters
Webinar hosting presenter
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.
Webinar hosting presenter
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.
Webinar hosting presenter
President of Morrissey Wealth Management
Ryan is a fee-only financial advisor and president of Morrissey Wealth Management. He has 22 years of experience as an advisor and focuses on helping people over 50 plan for retirement. He started his own RIA in 2018. He is also the host of the podcast Retire With Ryan. He is the father of two children, a golf nut, and a UCONN Huskies fan.
Webinar hosting presenter
Strategic Planning Analyst at Duncan Financial Group
Kristen Hull is a 20 year veteran in the Financial Services industry, with over 10 years being focused specifically in Financial Planning. She began her career at Seton Hill University- first, attaining her Bachelor’s Degree in Business Administration and then her Masters of Business Administration shortly thereafter. Today, Kristen is a Charted Retirement Plan Counselor (CRPC®) and has earned her Life, Accident, and Health Insurance and Securities Licenses.

Kristen's focus is in Financial Planning and loves helping clients plan for their future financial goals. She currently coaches and develops plans for over 50 Advisors in her organization.

In her spare time, Kristen competes across the country in martial arts - alongside her two daughters - and loves spending time with her family.
Webinar hosting presenter
Founder & CEO of WinCap Financial
Michael is a wealth management advisor based out of the Boston, Massachusetts location.

Michael is the founder and CEO of WinCap Financial. At the firm, Michael acts as a Financial Advisor, Portfolio Manager, and a fiduciary, providing exceptional value to his clients and upholding the most honest and strategic plan, tailoring to the needs for every client.
Prior to the creation of the firm, he served as a financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives at CapTrust. Michael was also a portfolio manager at Boston Advisors where he specialized in providing investment management analysis and solutions to current and prospective high-net-worth investors.

Michael holds the Chartered Financial Analyst (CA) designation and is an adjunct professor teaching investment classes at Endicott College and Bunker Hill Community College.
Webinar hosting presenter
Investment Advisor, Advanced Wealth Strategies
Aleia started her career in finance around 20 years ago and never looked back, there is nothing she would rather do in her life – until she personally retires of course! Aleia is a CERTIFIED FINANCIAL PLANNER™* and has dedicated her life to helping as many people as possible with financial goals such as retirement planning, business planning, educational planning, and wealth management.

Aleia lives with her husband and son Makai in Ann Arbor. They love boating, traveling, golfing, and spending as much time as they can together as a family.
Webinar hosting presenter
Founder of Arete Wealth Strategists Austrailia
Ashley Murphy GFP (USA) CFP® AIF, is the founder and Principal of Arete Wealth Strategists Australia, a fee-only, SEC Registered Investment Advisor firm that provides financial planning and investment management for Americans in Australia and Australians in America. Ashley is also the Co-Founder of the Global Financial Planning Institute.
Webinar hosting presenter
Senior Financial Advisor at CAPTRUST
Veronica Karas is a CERTIFIED FINANCIAL PLANNER® Professional who has been in the finance industry for over a decade. She works with HNW & UHNW women, couples, and families with complex financial planning needs. In addition to her CFP® designation, Veronica also has an MBA and a Life & Health license. In her spare time, Veronica spends time with her husband, son, and three rescue pets in Port Washington, NY. She enjoys educating youth around the tri-state area in all areas of financial literacy and mentoring others as a Transformational Life Coach. Veronica is the current co-president of the CAPTRUST Community Foundation.
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