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About This Webinar

At the Kitces Financial Value Summit, you’ll have a chance to see what successful advisors are doing to communicate their value to clients and prospects, with a unique behind the scenes look at real financial advisors' efforts to demonstrate their value. 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 tactics and show how they communicate their value to prospects and clients. 

When: Thursday, December 11, 2025 · 12:00 p.m. · Eastern Time (US & Canada)
Duration: 4 hours
Language: English
Who can attend? Everyone
Dial-in available? (listen only): Yes
Dial-in Number: Please 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
Co-Founder at TrailWise Financial Partners
Emily has a bachelor’s degree in International Business and Spanish from Texas Tech University. Emily went on to obtain a master’s degree in Personal Financial Planning from Texas Tech University. Before graduating, Emily passed the Certified Financial Planner™ exam.

Emily has focused her professional work on financial planning since the beginning of her career. She finds passion in helping real people improve their relationship with money and their overall outcome in life. Founding TrailWise allows her to practice this passion fully while proving to herself and the entire industry that planning can be individualized and scalable at the same time. She hopes her future continues to expand the access to planning and to encourage clients to engage with their money more and more.
Webinar hosting presenter
Director of Operations + Planning at Pandowealth
Thomas is the Director of Operations + Planning at Pandowealth, a fee-only RIA primarily serving Chick-fil-A Operators and Support Staff. After spending time working directly with clients, he has transitioned to a role overseeing the firm's operations, client experience, processes, and Financial Planning standards. His work is most fulfilling when he is helping both clients and advisors solve problems and have a frictionless experience. Thomas studied Personal Financial Planning at Kansas State and Advanced Financial Planning at Golden Gate University. He lives in Georgia with his wife and 3 children.
Webinar hosting presenter
Founder of Wise Stewardship Financial Planning
Daniel Kopp, MA, MSFP, CFP ®, MQFP ®, is a fee-only financial planner, financial therapist, and founder of Wise Stewardship Financial Planning where he helps young widows and widowers, Gold Star Widows, and active duty military officers organize their financial lives by aligning money with their deeply-held values. He leverages his personal experiences as a widower and an Air Force veteran to offer a deeper level of client engagement. In addition to offering comprehensive, holistic financial planning services, he specializes in working with young widows dealing with financial anxiety through the lens of financial therapy. He is an XYPN, NAPFA, and FTA member as well as being a founding board member of Military Financial Advisors Association (MFAA). His education includes his BS in Economics from Purdue University with highest distinction, an MA from American Military University, a Graduate Certificate in Financial Therapy and an MS in Personal Financial Planning from Kansas State University. He is an adjunct professor at Regent University and has been published in the Journal of Financial Therapy on working with widows dealing with money avoidance.
Webinar hosting presenter
Founder & Senior Wealth Advisor
Tim Goodwin is a CERTIFIED FINANCIAL PLANNER(tm) professional with a finance degree from Berry College. He started Goodwin Investment Advisory, an independent, fee-only RIA in 2004. He is the author of Exponential Wealth. Tim is married to his college sweetheart. They have three beautiful daughters and live on a small farm. Tim is passionate about culture, marketing, real estate, fitness, travel, generosity, non-profit work, and long walks on the beach ;)
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