Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
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. 

When: Thu, Apr 27, 2023 · 12:00 PM · Eastern Time (US & Canada)
Duration: 4 hours
Language: English
Who can attend? Anyone with the event link can attend
Ticket Price: $397.00
Dial-in available? (listen only): Yes
Dial-in Number: This is a premium Webinar. Please log in or register for this Webinar to view the dial-in info.
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
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 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.