Welcome Prospective Guest Presenters For The Next Kitces Summit!
If you’ve attended one of our Kitces Summits before, you’ve seen what makes them so different from other industry events. Kitces Summits are a place where financial advicers can learn, not from consultants or vendors selling services, but from fellow financial advisors who simply share what they do that actually works in practice.
Whether it’s digging into financial planning deliverables to demonstrate value to clients or incorporating tools like social media ads and local SEO to grow a firm, Guest Presenters have a calling to share what they’ve learned with others, taking their peers behind the scenes to show the tactics they’ve implemented in their practices.
What Are The Benefits Of Being A Kitces Summit Guest Presenter?
As a Summit Guest Presenter, you’ll receive:
- Payment of $2,000 for a 30-minute demonstration
- Exclusive Kitces Swag Box
- 90-minute virtual private lunch with co-hosts Michael Kitces and Taylor Schulte, plus your fellow guest presenters, with complimentary Uber Eats provided
- Complimentary pass to the next Kitces Summit
- A platform from which you can share your ideas, give back to the advicer community, and make new connections
What Is A Kitces Summit?
At Kitces Summits, the primary goal is to bring inspiring examples of what successful advisors are doing in their practices to tackle the common challenges that we all face, from how to grow our firms to demonstrating our value. To accomplish this, we recruit a variety of successful advisors to attend as guest presenters where they take fellow advisors behind the scenes of their unique initiatives in marketing, communicating value, and managing their practice.
Instead of telling attendees what they should do, Kitces Summit guest presenters show (via screenshare) what they actually do in their successful practices and inspire other advisors to take action. No vendors. No sponsors. Just real-world conversations with advisors who know what success looks like.
What does “behind-the-scenes" look like?
The Content We Are Looking For
Kitces Summits are specifically intended for financial advicers to share with other financial advicers.
Accordingly, Kitces Summits are delivered by financial advisors who work on a full-time basis as financial planning practitioners and have achieved a healthy level of success in terms of clients and/or revenue.
The guest presenter's content should tie to the theme of the Summit, as discussed further below.
How We Evaluate Summit Guest Presenters
We don’t care how well-known you are or how big your social media presence is (though if you do have a big following and want to share out, that's fine too!). Advisors attending the Summit simply want to hear about what you’re doing that is unique and tactical so that they are inspired to try something of their own.
What do we look for in a potential Kitces Summit guest presenter and topic?
- You are tackling a common problem
- You are open to sharing
- You are able to relate to fellow advisors
Bottom line: if you’re doing something interesting in your practice that excites you, we would love the opportunity to learn more about it. If you’re willing to share, please complete this form.
Guest Presenter Responsibilities
Guest Presenters are asked to commit to the following:
- A 60-minute Guest Presenter Orientation
- Up to three 30-minute review calls with the co-hosts or the Kitces Team
- A 15-minute tech check
- A 30-minute live demonstration via screenshare at the Summit
Submit Your Information
Still interested? We hope so! If you want to partner with one of the most respected brands in financial planning and share your ideas and expertise with the advisor community, please fill out our Summit guest presenter submission form below.
The form will prompt you to include a screen-sharing video. Please watch the two sample videos from previous Summit guests here as a reference.
Watch sample submission videos here
Kitces Summit Guest Presenter Interest Form
If you still have questions, feel free to email us at [email protected].
