Session Highlights
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The Psychology of “Not Stupid”
WITH BARRY RITHOLTZ
In this “fireside chat” Brian talks to Barry about many of his profound investing and behavioral insights captured in his recent bestseller, How Not to Invest.
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Spend a Little, Save a Lot: A New Windfall Framework
WITH AJ AYERS
Windfalls—whether from an IPO, acquisition, or inheritance—can leave us unsure on what to do next. Drawing on her new book, Creative Money, AJ presents a framework designed to create early joy, cover taxes, and turn life-changing money into a more fulfilling life.
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Better Planning for Mid-Life’s Messy Money Middle
WITH MELISSA JOY
Midlife brings a uniquely tangled set of financial and personal demands—from peak earning and career changes to supporting children, caring for aging parents, and preparing for retirement. Melissa introduces an integrative, proactive planning approach for the “Messy Money Middle,” a distinct life stage that deserves greater attention and care from the profession.
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The High Income Trap: Why the Highest Earners are Often the Least Happy
WITH ANDY BAXLEY
High earners often discover that the habits driving their success—ambition, comparison, and relentless optimization—can quietly undermine the freedom and fulfillment money was supposed to provide. This conversation explores the “high-income trap” and how to redefine success, use wealth more intentionally, and build a life that feels as rich as it looks.
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Unleashing Emotional Intelligence to Influence Every Client Conversation
WITH PENNY PHILLIPS
Based on a decade-long advisor coaching career, Penny will discuss how advisors can assess their own EQ and use it to drive powerful questions and ultimately influence behavior.
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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
AJ Ayers
CEO & Co-founder
Brooklyn Fi
Andy Baxley
Founder
Two Trails Financial Planning
Barry Ritholtz
Co-founder, Chairman, and Chief Investment Officer
Ritholtz Wealth Management LLC.
Melissa Joy
CFP®, Founder and President
Pearl Planning
Penny Phillips
Head of Strategy and Experience
Hightower Signature Wealth
Brian Portnoy
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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