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Registration for the 2025 BeFi Virtual Summit Now Open!

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2025 BEFI VIRTUAL SUMMIT

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Learn from the Leading Minds in Human-First Financial Guidance

OCTOBER 10 | 11AM - 2PM ET

Returning for the third year, this free, dynamic virtual event equips financial advisors with practical strategies to build stronger client relationships and deliver impactful, human-centric advice.

Investor Psychology in Pivotal Times

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Join Us for the 2025 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.

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

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Jason Zweig

Investing Columnist

The Wall Street Journal

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Anna N’Jie-Konte

Financial Advisor

Inclusive Wealth

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Mary Beth Storjohann

CFP®, Founder & CEO

Allora Wealth

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Tim Maurer

CFP®, RLP®

The Advisors' Advisor

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Brian Portnoy

Founder

Shaping Wealth

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Joy Lere

Co-Founder

Shaping Wealth

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Neil Bage

Co-Founder

Shaping Wealth

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Meghaan Lurtz

Partner

Shaping Wealth

What Past Attendees Are Saying

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“Great speakers and information. Love this community!”

Jenn Barry

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I was dialed in and writing notes the entire time. Excited to integrate!

Crystal Kelly

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“Thank you to all the presenters. Great content.”

Alex Wellman

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"Awesome valuable content. THANK YOU"

Paul Beck

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“Well done - great presentations and chat discussions. Thank you.”

Janet Gray

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“Fantastic time - it flew by!!!”

Chantale Burke

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Interested in Sponsoring the 2025 BeFi Summit?

BeFi Summit sponsors get premium visibility, live recognition, and access to one of the most engaged advisor communities in the industry.

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Stay up to date on all things BeFi Summit.

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