About
Advisors understand that trust is the key to growing their business. Nothing happens if people don't trust you.
But how do you build trust?
Being competent is required, but it's not enough.
Having integrity is necessary, but it doesn't mean people will trust you. The key to building trust is connecting on the human level.
Interested in building deeper relationships with prospects & clients?
Interested in having a bigger impact on people's lives?
Interested in having a bigger impact on people's lives?
Join 250 like-minded advisors at SHIFT to:
· Hear from the leading voices & organizations that focus on the human side of financial planning.
· Connect with advisors who are passionate about human-first financial guidance.
· Learn simple, effective strategies to connect with people & build trust
Location & Travel
Hyatt Regency
Hill Country Resort & Spa
San Antonio, Texas
Discounted group room rate: $259 available through February 18, 2023 or until the room block sells out.
Group rate available for the evenings of Friday, March 17 through the evening of Monday, March 20.
Please note the number of rooms available for Friday, March 17 are limited.
Resort fee: waived for all SHIFT attendees. Includes a 10% discount off the spa and golf, free access to the tennis courts, bicycle rentals, outdoor games, the golf chipping green and practice facility, and preferred tee times and golf bag storage.
Speakers
Name
Bio
Dr. Brian Portnoy
Ph.D., CFA
Co-Founder
Shaping Wealth
View Bio
Dr. Meghaan Lurtz
Ph.D.
Senior Research Associate
Kitces.com
View Bio
Brendan Frazier
CFP®
Founder
Wired Planning
View Bio
Dr. Preston Cherry
Ph.D., CFT-I™, CFP®
Financial Planner | President
Financial Therapy Association
View Bio
Dr. Sarah Fallaw
Ph.D.
President
Datapoints
View Bio
Jamie Hopkins, Esq.
LLM, CFP®, ChFC®, CLU®, RICP®
Managing Partner of Wealth Solutions
Carson Group
View Bio
Penny Phillips
President & Co-Founder
Journey Strategic Wealth
View Bio
Dr. Sarah Asebedo
Ph. D., CFP®
School Director, School of Financial Planning
Texas Tech University
View Bio
Tim Maurer
Head of Wealth Management
Triad Financial Advisors
View Bio
Deirdre Van Nest
Founder
Crazy Good Talks
View Bio
Kristy Archuleta
Ph.D., LMFT, CFT-I(TM)
Professor
University of Georgia Financial Planning
View Bio
Ed Coambs
CFP®, LMFT, CFT-I™
Marriage and Family Therapist | Author
Healthy Love & Money
View Bio
Jess Bost
RICP®
VP-Brand Partnerships
Alpha Architect
View Bio
Dr. Mary Carlson
Ph.D., CFP®, AFC®
Founder
Behavioral Keynote Group
View Bio
Kathi Balisek
MA
Founder
Grief Smart Advisor
View Bio
Shaun Erickson
CFP®
Chief Planning Officer, Single Point Partners
Co-Founder, Knudge
View Bio
Carol Lee Roberts
CFP®, CDFA®
President
Institute for Divorce Financial Analysts®
View Bio
Sheryl Hickerson
FLMI
Founder, Chief Engagement Officer
Females and Finance
View Bio
Dr. Jordan Hutchison
Ph.D.
Head of Product
Shaping Wealth
View Bio
Dr. Meghan McCoy
Ph.D., LMFT, AFC®, CFT-I™
Director-Masters Program, Financial Planning
Kansas State University
View Bio
Sheryl OConnor
CEO & Founder
IncomeConductor
View Bio
Arlene Donley Moss
Executive Business Coach
XY Planning Network
View Bio
Julie Johnson
President and CEO
XY Communication
View Bio
Derek Hagen
Founder
Money Health Solutions
View Bio
Dr. Phil Pearlman
PsyD
Founder
Pearl Institute
View Bio
Mark Newfield
CFP®, RICP®
Financial Coach
Journey Strategic Wealth
View Bio
Carolyn Moor
Founder
Modern Widows Club
View Bio
Susan Bradley
CFP®, CeFT®
Founder
Financial Transitionist Institute
View Bio
Neil Bage
Behavioral Scientist, Co-Founder
Shaping Wealth
View Bio
Amy Mullen
CFP®
President
Money Quotient
View Bio
Diana Gisel Yáñez
CFP®, RLP®
Founder & CEO
All the Colors
View Bio
Megan Kopka
CFP®
CEO
Kopka Financial
View Bio
Pema Sherpa
Trainer
Pema Solutions
View Bio
Ross Marino
CFP®, CeFT®
Founder
Transitus Wealth Partners and Advisor2X
View Bio
Agenda
SATURDAY, MARCH 18
1:00-5:30pm Private Workshop: Financial Transitionist Institute Members
5:00-8:00pm Registration Desk Open
8:00-9:30pm Welcome Evening Event for all attendees
SUNDAY, MARCH 19
7:00am-7:00pm Registration Desk Open
7:30-8:30am Breakfast for all Workshop Attendees
8:30-10:00am Private Workshop: Financial Transitionist Institute Members
10:00-11:30am Workshop: Financial Transitionist Institute (open to all SHIFT attendees)
8:30-11:30am Workshop: XY Planning Network
Workshop: Mindful Leadership (open to women attendees, limited to 20)
10:45-11:30am Workshop: Finding Flow: How Advisors and Clients Can Lead More Fulfilling Lives
11:00am-12:00pm Lunch for all attendees
12:00-5:00pm Sessions and breaks
5:00-7:00pm Evening Event for all attendees (open bar/heavy appetizers)
7:00pm Dinner on own
9:00-10:00pm Cocktails & Desserts Private Event for Partners and Partner attendees
MONDAY, MARCH 20
7:00am-7:00pm Registration Desk Open
7:00-8:00am Breakfast for all Attendees
8:00am-3:50pm Sessions, lunch, and breaks
12:00-5:00pm Sessions and breaks
3:50-5:15pm THE HIVE (small group discussions)
5:15-7:00pm Evening event for all attendees (open bar/heavy appetizers)
7:00pm Dinner on own
9:00-10:00pm Cocktails & Desserts Private Event for Partners and Partner attendees
Partners
We provide the mindset, tools and community to go beyond traditional training and life planning to become a Certified Financial Transitionist®.
Contact Info:
Susan Bradley
Shaping Wealth is a learning platform transforming the human experience of money. As experts in psychology, finance, technology, and education, we combine science and story to help people underwrite a meaningful life. It’s what we call "funded contentment."
Contact Info:
Brian Portnoy
Join a movement of over 1,600 fellow financial advisors looking to shake up the industry. Get access to customized coaching, exclusive educational resources, and members-only webinars. Receive exclusive media queries to help increase exposure for your firm.
Contact Info:
Arlene Moss
If you want to master the human side of money, but you’re discouraged with the lack of resources on how to effectively integrate it into your practice on a daily basis, you’re not alone. Delivered through articles, podcasts, and monthly emails, we equip you with everything you need to master the human side of money, generate better outcome for clients, and forever change the trajectory of your advisory business.
Contact Info:
Brendan Frazier
Join our Females and Finance Community where we focus our efforts on supporting the individual professional while also transforming our entire Financial Services industry!
Contact Info:
Sheryl Hickerson
Phone: 636-233-4200
Email: sheryl@femalesandfinance.com
Financial Behavior Keynote Group, LLC was founded in 2022 as a consortium of financial behavior experts who have spent years studying financial behavior and implementing proven solutions for clients. When we first began, our passion for top-quality speaking backed by evidence and expeirence drove us to create Financial Behavior Keynote Group, LLC. Now, we are offering you a competitive differentiator to your team or organization as the best and only keynote group rooted in financial behavior change.
Contact Info:
Mary Bell Carlson
The Financial Therapy Association (FTA) is an organization comprised of professionals dedicated to the integration of cognitive, emotional, behavioral, relational, and financial aspects of well-being.
Contact Info:
Preston Cherry
The Institute for Divorce Financial Analysts (IDFA™) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena.
Contact Info:
Carol Lee Roberts
IncomeConductor® is a proprietary, cloud-based tool that allows advisors, firms and individuals to create customized, time-segmented income plans that can be easily tracked and managed throughout retirement . We don’t guess or project probabilities – we provide a written plan that gives retirees the peace of mind they deserve.
Contact Info:
Sheryl O'Connor
We believe financial advisors already spend a lot of time nudging clients to follow through on their action items (often ineffectively), and that a concierge based task management system can help advisors become true accountability partners.
Contact Info:
Shaun Erickson
Modern Widows Club, founded in 2011, serves widows seeking to understand their experience and focus on growth. Our research into widows’ physical and mental health informs our programs and encourages awareness for what is historically the most underserved demographic of women.
Contact Info:
Carolyn Moor
At Money Quotient, we teach financial professionals how to bring science to the art of relationship. Our research-driven model creates a replicable client experience, predictable results, and raving fans. The result is successful financial planning engagements that transform lives.
Contact Info:
Amy Mullen
