Session Highlights
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Money & The Brain
WITH JASON ZWEIG
Wall Street Journal columnist and author Jason Zweig reflects on decades of writing about how the brain both empowers and resists good financial decisions. Drawing from Your Money and Your Brain, The Devil’s Financial Dictionary, and his collaboration with Daniel Kahneman, he explores how curiosity, skepticism, and humility can help investors navigate complex markets. Expect timeless lessons from one of behavioral finance’s most influential voices.
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Beyond Assumptions: What Clients Really Value
WITH ANNA N’JIE-KONTE
In this session, participants will explore how misconceptions about success, security, and legacy can unintentionally derail planning conversations and lead to strategies that miss the mark. Using behavioral finance research and real client examples, Anna will highlight practical ways to uncover true client values, reframe advice, and design plans that feel personally meaningful.
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Advisor Well-Being – A Strategic Priority and Competitive Advantage
WITH RANIE VERBY
Ranie Verby shares how Plancorp is embedding behavioral finance into advisor development to address the unique pressures of the profession. She highlights why advisor well-being is not just personal—it’s a business imperative that strengthens teams and client relationships. Learn how prioritizing the advisor can fuel sustainable firm growth.
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Values-Aligned Leadership
WITH MARY BETH STORJOHANN
In this candid, story-driven talk, Mary Beth Storjohann explores the “invisible load” clients and colleagues carry—the mental and emotional labor that impacts decisions, follow-through, and change. Drawing from her journey leading firms from boutique to multi-billion dollar scale, she shares how values-aligned leadership can create clarity, protect culture, and scale intentionally to lighten that hidden burden.
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Winning the Work: Redefining Growth Without Sales
WITH TIM MAURER
Advisors love planning but often struggle with the “sales” side of the profession. Tim Maurer introduces the Winning the Work framework, blending behavioral science and fiduciary ethics to replace outdated sales tactics with authentic, trust-building conversations. Learn how to grow your practice confidently while staying true to your values.
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.
GAIN ACTIONABLE STRATEGIES
Discover practical tips and techniques to apply behavioral finance to real-world situations that impact your clients.
HUMANIZE YOUR PRACTICE
Advance the skills that promote better decision-making, sturdier habits, and more happiness.
BUILD STRONGER RELATIONSHIPS
Deepen the advisor-client relationship through the lens of applied behavioral insights.
Inspiring Insights From the Industry’s Top BeFi Leaders
Jason Zweig
Investing Columnist
The Wall Street Journal
Anna N’Jie-Konte
CFP®, Founder & CEO
Poder Wealth Advisors
Mary Beth Storjohann
CFP®, Founder & CEO
Allora Wealth
Tim Maurer
CFP®, RLP®
The Advisors' Advisor
Ranie Verby
CFP®, CPA
Author, girlmeetsmoney.com, Director of Practice Management, Plancorp
Brian Portnoy
Founder
Shaping Wealth
Neil Bage
Co-Founder
Shaping Wealth
Meghaan Lurtz
Partner
Shaping Wealth
Joy Lere
Co-Founder
Shaping Wealth
What Past Attendees Are Saying
“Great speakers and information. Love this community!”
Jenn Barry
I was dialed in and writing notes the entire time. Excited to integrate!
Crystal Kelly
“Thank you to all the presenters. Great content.”
Alex Wellman
"Awesome valuable content. THANK YOU"
Paul Beck
“Well done - great presentations and chat discussions. Thank you.”
Janet Gray
“Fantastic time - it flew by!!!”
Chantale Burke
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