BeFi Summit: The Practice of Human-Centric Advice
REPLAYS NOW AVAILABLE
Please note that replays are only available through our
free-to-register OCBO platform
"My brain is happy."
"This community is the best."
Defining Your Clients' Future Selves
Clients often have difficulty making tradeoffs between present wants and future wishes. Here, we discuss the psychology behind this tendency and how to help clients have an easier time connecting - emotionally - with their future selves.
Couples, Love, And Money
Doug & Heather Boneparth
Talking about money helps relationships thrive. This interactive session will inspire constructive conversations about money, offer practical tools for resolving conflicts, and help develop the skills necessary for aligning financial priorities to create deeper connections at home and work.
An Advisor's Take on Human-First Financial Guidance
The "shift" is on. Financial planning is morphing into being "human first." This session will delve into the practical implications of this, tackling: the number one obstacle to building client trust; two outcomes every client craves (even when they don't say it); and four simple questions to guide almost every prospect or client conversation.
How Questions Solve Client Crises
Meghaan Lurtz, Ph.D.
Sometimes the best way to help a client navigate stress or fear is by asking questions. That may sound counterintuitive--don't we just console them?--but the right questions posed the right way make the client feel heard and understood. Perfecting this practice is a critical piece of delivering effective financial advice and the focus of this session.
Your BeFi Summit Speakers
The Shaping Wealth Team
BRIAN PORTNOY, CFA, PHD
JOY LERE, PSYD