Redefining Advisor Value: A Conversation on Productivity, Pricing, and Moving Upmarket

Join industry thought leaders Michael Kitces and Steve Lockshin for a live fireside chat and Q&A on Nov. 13th. They’ll unpack the evolving landscape of financial advice—from the realities of advisor productivity to the enduring importance of estate planning.

In an era where advisors are expanding their services and redefining value, Kitces and Lockshin will explore what it really takes to move upmarket, scale efficiently, and deliver deeper client impact. Drawing on decades of experience, they’ll separate myth from reality around fee compression, discuss how holistic planning drives growth, and highlight why estate planning remains a cornerstone of exceptional client service.

You’ll learn: 

• How leading advisors are boosting productivity while delivering more comprehensive services
• Why the so-called “fee compression” trend is actually a myth — and what’s really driving business model shifts
• How to identify and overcome misaligned incentives in traditional fee structures
• The growing demand for holistic planning that includes tax, insurance, and estate strategies