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BeFi Summit: The Practice of Human-Centric Advice

Friday, November 3 | 10:00 a.m-12:00 p.m. CT | Virtual

Let’s get together on
a fall Friday morning.

When the Shaping Wealth team thought about hosting a behavioral finance focused event, we wanted it to be a chance for everyone to hit pause on our frantic lives, hear from some powerful, inspiring speakers, and come away with actionable ways to apply principles of behavioral science to our work.


We thought: Fall, Friday, coffee, community, transformative content – and the BeFi Summit was born. I hope you’ll join us for this virtual get-together built around topics like advisor wellbeing, couples and money, building robust firm cultures, our future selves, and more.


See you there!

Brian Portnoy,
Founder of Shaping Wealth

Four 30-minute sessions, all with actionable takeaways you can put to work immediately.

Our visionary speakers will share their real-world experiences bringing befi best practices and human-centric advice to life.

More community than conference, the BeFi Summit encourages collaboration, networking, and peer-to-peer connections.

What to Expect


View the Full Agenda


Defining Your Clients' Future Selves

Hal Hershfield

10:00 a.m.-10:30 a.m. CT

Clients often have difficulty making tradeoffs between present wants and future wishes. Here, we discuss the psychology behind this tendency and how to help clients have an easier time connecting - emotionally - with their future selves. 


Couples, Love, and Money

Doug and Heather Boneparth

10:30 a.m.-11:00 a.m. CT

Talking about money helps relationships thrive. This interactive session will inspire constructive conversations about money, offer practical tools for resolving conflicts, and help develop the skills necessary for aligning financial priorities to create deeper connections at home and work.


An Advisor's Take on Human-First Financial Guidance

Ross Marino

11:00 a.m.-11:30 a.m. CT

The "shift" is on. Financial planning is morphing into being "human first." This session will delve into the practical implications of this, tackling: the number one obstacle to building client trust; two outcomes every client craves (even when they don't say it); and four simple questions to guide almost every prospect or client conversation.


How Questions Solve Client Crises

Meghaan Lurtz, Ph.D.

11:30 a.m.-12:00 p.m. CT


Sometimes the best way to help a client navigate stress or fear is by asking questions. That may sound counterintuitive--don't we just console them?--but the right questions posed the right way make the client feel heard and understood. Perfecting this practice is a critical piece of delivering effective financial advice and the focus of this session.  

Meet Your BeFi Summit Speakers

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Doug Boneparth, CFP® and Heather Boneparth

Authors of “The Millennial Money Fix”


Hal Hershfield

Professor, UCLA’s Anderson School of Management


Dr. Meghaan Lurtz

L&D Specialist at Shaping Wealth


Ross Marino, CFP®, CeFT®

CEO, Advisor 2X


Join the BeFi Summit

Be part of the conversations reshaping our industry.

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