Replay available soon on our Compass platform.

2024 BEFI VIRTUAL SUMMIT

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Learn from the Leading Minds in Human-First Financial Guidance

REPLAY COMING SOON

A full replay of the 2024 summit will be available on our Compass platform.

Returning after last year’s popular inaugural event, this dynamic virtual session equips financial advisors with practical strategies to build stronger client relationships and deliver impactful human-centric advice.

Investor Psychology in Pivotal Times

REPLAY COMING SOON!

Session Highlights

Timeless Wisdom and Timely Insights for Making Difficult Money Decisions

WITH MORGAN HOUSEL

While the human condition is unchanging, the world around us is in a constant state of flux. The mismatch between our hard-wired psychology and dynamic financial innovations often leads to poor decisions. Reconciling these two forces is at the heart of good advice. This talk will explore this reconciliation through the domains of investing, saving, spending, and borrowing.

The Housing Crisis and Gen Z: Preparing for Financial Futures

WITH KYLA SCANLON

The cost of living has soared and much of that was due to shelter inflation. This impacts younger people’s ability to get into home ownership as it is the main way to build wealth in the U.S. But is a house a place to live or a speculative investment? Kyla walks through both answers, and how we can rethink housing as a wealth generation tool in the United States.

Digital Intimacy

WITH JASON PEREIRA

Most conversations around technology and digital transformation have focused on efficiency and client self-service. Meanwhile, advisors can harness the technology they use daily to build collaborative and memorable experiences and deeper client relationships. This presentation will show you how you can move away from the conventional experience to one that creates greater client intimacy.

From Vision to Legacy: Partnering with First-Generation Wealth Builders

WITH VALERIE RIVERA

In this session, financial advisors will learn to effectively partner with first-generation wealth builders known for their resilience, innovation, and family-centric financial values. Advisors will focus on building trust and addressing challenges such as navigating unfamiliar financial systems and managing familial obligations while acknowledging historical distrust in financial services among these clients. By providing culturally sensitive guidance and personalized strategies aligned with clients' goals, advisors can cultivate long-term relationships and empower first-generation wealth builders to achieve financial success with unstoppable confidence.

Macro Mindset, Micro Actions

WITH CEM KARSAN

Investor psychology is deeply influenced by the prevailing economic frameworks of the era. Yet as the nature of the economy and markets evolve over time, changes in investor mindset tend to lag. This talk questions the underlying assumptions that have driven standard asset allocation models over the past two generations and proposes alternative thinking so that advisors and clients can update their market psychologies and jointly make better decisions leading to better financial outcomes.

State of the BeFi Union

WITH THE SHAPING WEALTH TEAM

In this summary session, Brian, Neil, Joy, and Meg will reflect on the many lessons learned from the keynote speakers. In addition, the Shaping Wealth team will highlight what they see as the key trends in the global "human first" advice movement. Companies and cultures are changing before our eyes and the team has a front row seat into how thousands of advisors are adapting to new ways of thriving and competing.

Why Attend the BeFi Summit?

LEARN FROM THE EXPERTS

Gain insights from leading industry voices on making better financial decisions at a moment in history with significant opportunity and surging uncertainty.