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
Financial Advisor
Inclusive Wealth
Mary Beth Storjohann
CFP®, Founder & CEO
Allora Wealth
Tim Maurer
CFP®, RLP®
The Advisors' Advisor
Brian Portnoy
Founder
Shaping Wealth
Joy Lere
Co-Founder
Shaping Wealth
Neil Bage
Co-Founder
Shaping Wealth
Meghaan Lurtz
Partner
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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