The industry’s first-ever behavioral finance-focused virtual conference offers practical strategies for delivering human-first financial guidance.
Shaping Wealth, a pioneer in applied behavioral finance for the global wealth industry, has announced the inaugural BeFi Summit, the industry’s first behavioral finance-focused virtual event.
Being held Friday, November 3, the BeFi Summit aims to answer the global wealth management industry’s overwhelming demand for greater understanding of the psychology of money, not just in theory, but practically applied to the modern advisor-client relationship.
“The BeFi Summit represents a focused opportunity to empower advisors in the practice of human-centric advice,” said Brian Portnoy, founder of Shaping Wealth. “From Fidelity to McKinsey to J.D. Power, there’s overwhelming evidence that both financial advisors and their clients are eager to build more meaningful connections beyond numbers and spreadsheets. The goal of the BeFi Summit is to translate that desire into intentional, instantly actionable strategies that help advisors, their teams, and their clients flourish. It’s time to make behavioral finance practical.”
Designed to be an inspiring, collaborative way for financial professionals to master the skills that lead to better decision-making, stronger relationships, and better financial outcomes, the virtual event brings together leaders in the fields of behavioral finance, advisor wellbeing, and positive psychology, including:
Doug Boneparth, CFP® and Heather Boneparth, authors of “The Millennial Money Fix,” on Couples, Love, and Money
Hal Hershfield, Professor at UCLA’s Anderson School of Management, on Defining Your Clients’ Future Selves
Dr. Meghaan Lurtz, L&D Specialist at Shaping Wealth, on Communication Strategies During Times of Crisis
Ross Marino, CFP®, CeFT®, CEO of Advisor 2X, on Building a Human-First Practice
The inaugural BeFi Summit will be free for financial advisors and firms, as well as anyone else who is interested in the content. To register for the live virtual Summit, happening November 3 from 10:00 a.m.-12:00 p.m. CT, click here.