March 19-20, 2023

Hyatt Regency
Hill Country

San Antonio, Texas

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?

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


Dr. Brian Portnoy

Ph.D., CFA

Co-Founder

Shaping Wealth


View Bio


Dr. Meghaan Lurtz

Ph.D.

Senior Research Associate

Kitces.com


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Brendan Frazier

CFP®

Founder

Wired Planning


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Dr. Preston Cherry

Ph.D., CFT-I™, CFP®

Financial Planner | President

Financial Therapy Association


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Dr. Sarah Fallaw

Ph.D.

President

Datapoints


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Jamie Hopkins, Esq.

LLM, CFP®, ChFC®, CLU®, RICP®

Managing Partner of Wealth Solutions

Carson Group


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Penny Phillips

President & Co-Founder

Journey Strategic Wealth


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Dr. Sarah Asebedo

Ph. D., CFP®

School Director, School of Financial Planning

Texas Tech University


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Tim Maurer

Head of Wealth Management

Triad Financial Advisors


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Deirdre Van Nest

Founder

Crazy Good Talks


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Kristy Archuleta

Ph.D., LMFT, CFT-I(TM)

Professor

University of Georgia Financial Planning


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Ed Coambs

CFP®, LMFT, CFT-I™

Marriage and Family Therapist | Author

Healthy Love & Money


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Jess Bost

RICP®

VP-Brand Partnerships

Alpha Architect


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Dr. Mary Carlson

Ph.D., CFP®, AFC®

Founder

Behavioral Keynote Group


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Kathi Balisek

MA

Founder

Grief Smart Advisor


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Shaun Erickson

CFP®

Chief Planning Officer, Single Point Partners

Co-Founder, Knudge


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Carol Lee Roberts

CFP®, CDFA®

President

Institute for Divorce Financial Analysts®


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Sheryl Hickerson

FLMI

Founder, Chief Engagement Officer

Females and Finance


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Dr. Jordan Hutchison

Ph.D.

Head of Product

Shaping Wealth


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Dr. Meghan McCoy

Ph.D., LMFT, AFC®, CFT-I™

Director-Masters Program, Financial Planning

Kansas State University


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Sheryl OConnor

CEO & Founder

IncomeConductor


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Arlene Donley Moss

Executive Business Coach

XY Planning Network


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Julie Johnson

President and CEO

XY Communication


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Derek Hagen

Founder

Money Health Solutions


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Dr. Phil Pearlman

PsyD

Founder

Pearl Institute


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Mark Newfield

CFP®, RICP®

Financial Coach

Journey Strategic Wealth


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Carolyn Moor

Founder

Modern Widows Club


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Susan Bradley

CFP®, CeFT®

Founder

Financial Transitionist Institute


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Neil Bage

Behavioral Scientist, Co-Founder

Shaping Wealth


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Amy Mullen

CFP®

President

Money Quotient


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Diana Gisel Yáñez

CFP®, RLP®

Founder & CEO

All the Colors


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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

At DataPoints, we help financial professionals understand client money mindset. Our suite of behavioral assessments help uncover money attitude, risk tolerance, money beliefs, and wealth-building competencies. Based on over 40 years of research, including the data that led to The Millionaire Next Door, our insights provide financial professionals a roadmap to help clients avoid the behavioral challenges to achieving financial success.

Contact Info:
Sarah Fallaw