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Recording of Kitces Ongoing Financial Planning Value Summit

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. 

Who can view: Everyone
Webinar Price: $397.00
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