The Exit Planning Summit will take place in Scottsdale, Arizona from May 21-23, 2023
WESTLAKE, OH, January 23, 2023 /24-7PressRelease/ — The Exit Planning Institute (EPI) announced that Michael Kitces, host of Nerds Eye View and founder of Kitces.com, will be speaking on the main stage of the Exit Planning Summit on Tuesday May 23rd, 2023, from 2:00 PM – 3:30 PM. The Exit Planning Summit is the largest exit planning conference in the world and will welcome hundreds of Certified Exit Planning Advisors (CEPAs), business owners, and professional advisors to Scottsdale, Arizona.
Kitces is the Founder of Kitces.com, dedicated to advancing knowledge in financial planning and providing professional development opportunities that help make financial advisors more successful.
In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners, the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the financial planning industry blog Nerd’s Eye View. 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.
In an interview with EPI, Kitces shared, “In the context of my world and in my business, I talk a lot about the value of advisors finding niches or specializations by differentiating themselves in the marketplace. I am a fan of organizations like Exit Planning Institute that are giving advisors more of that depth of knowledge to be able to specialize and a roadmap on how to actually pursue that specialization.”
Kitces’ session, titled At the Capacity Crossroads: 3 Visions for Scaling the Advisory Firm You Want, will cover the rise of recurring revenue relationship-oriented models and what advisors can do once they hit their personal capacity wall.
“Michael’s deep knowledge of the financial planning industry provides an opportunity for new and experienced exit planners to learn how to build and scale their business,” said Scott Snider, President of the Exit Planning Institute.
The complete speaker lineup and detailed agenda for The Exit Planning Summit is available of the Exit Planning Summit website. You can register and find further details about the event here.
About Exit Planning Institute
Exit Planning institute (EPI) was formed in 2005 to serve the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org or follow us on LinkedIn.
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