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Recording of Kitces Financial Planning Value Summit

Thu, Dec 9, 2021 · 11:00 AM · Eastern Time (US & Canada)
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: Everyone
Webinar Price: $397.00
Featured Presenters
Documents
XLS
Mike Zung's Annual Cash Flow Worksheet
PDF
Matt Jarvis's Long Term Care Deliverable
PDF
Matt Jarvis's Beneficiary Report.pdf
PDF
Matt Jarvis's Client Meeting Deliverable.pdf
PDF
Matt Jarvis's Estate Buckets Deliverable.pdf
PDF
Matt Jarvis's Tax Information Deliverable.pdf
PDF
Aaron Grey's Stewardship Report
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Attendee Workbook
PDF
Jeremy Walter's One Page Plan
Attended (1) View details
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