Instead of telling you what you should do, our Kitces Summit guests will actually show you what actions they’ve taken to execute their digital marketing funnel, so you can see what’s really possible for yourself.

Digital marketing has been on the rise for financial advisors for more than a decade, from email newsletters to social media to search engine optimization. Yet a recent Kitces Research study still shows a wide range of results when it comes to various digital marketing strategies and an even wider range of results between what “standout” digital marketers achieve relative to any other financial advisor.

At the Kitces Digital Marketing Summit, you’ll have a chance to see what successful digital marketing looks like, with a unique behind the scenes look at real financial advisors' efforts across all stages of the digital marketing funnel. 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 digital marketing tools and systems and show what makes the marketing funnel work.