March 24-25, 2024
Walt Disney World Swan Resort
Lake Buena Vista, FL

2023 SHIFT
Attendee Feedback

"I have been to countless conferences throughout my 13+ years in finance and this felt like the first one that was full of my kind of people, sessions, and fellow planners. I appreciate all of the intentions and thought that went into creating such a unique experience and had to let you know you created something magical. Thank you and your team times infinity!!"

"A wonderfully meaningful event."

"Wonderful speakers and great actionable advice on how to meet (clients) where they are."

"Wow! Just got back last night from the SHIFT conference in San Antonio. Did I say "Wow?!" It was such a great conference filled with amazing speakers. I took away much more than I usually do from a conference."


"(2024 is) already on my calendar. These are my people! Best conference I’ve been too in a LONG time!”

"A seamlessly spectacular event."

"#SHIFTEVENT was everything it promised to be...and more."

"It was so nice to spend time with a group of advisors that care so deeply about making a real impact in people's lives."

"This will be THE conference for the foreseeable future. I am glad to be part of it early."




2024 Event:
Walt disney world
swan resort

lake buena vista, fl

Group rate: $310/night

The Swan Resort presents modern design sensibilities with a nod to Renaissance elegance. Clamshell fountains and graceful twin swans preside over swaying palm trees, verdant lawns and the gleaming shores of Crescent Lake, while a wave motif with a coral-and-aqua color scheme embodies Florida's unique subtropical style.

2023 Speakers

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2023 Agenda

  • 1:00-5:30pm
  • Susan Bradley
  • Independence 6

Private Event: FTI 2023 Mid-Year Conference Retreat

*Open to Financial Transitionist Institute (FTI) attendees only.*

  • 5:00-7:00pm
  • Hill Country Lobby

Registration Desk Open

Welcome to SHIFT 2023! Please be sure to bring a photo ID to the registration desk to pick up your badge.

  • 7:00am-7:00pm
  • Hill Country Lobby

Registration Desk Open

Welcome to SHIFT 2023! Please bring a photo ID to the registration desk to pick up your badge.

  • 7:30am-8:30am
  • Independence Foyer

Breakfast for All Workshop Attendees

  • 8:30am-10:00am
  • Susan Bradley
  • Independence 6

Private Event: FTI 2023 Mid-Year Conference Retreat

Private event open only to Financial Transitionist Institute attendees only.

  • 8:30am-11:30am
  • Arlene Moss, Amy Mullen, Shaun Erickson
  • Hill Country E

Workshop: Building a Human-First Practice Presented by XY Planning Network

Open at all attendees. Is your firm “fine” but you know it could be more? You worried about just making it, but now you see the next stage to creating a model that differentiates you from others in a human first way. In this workshop, we will work together to refine your business, be more efficient and most importantly allow you to focus on people and their humanity. We begin with the key elements needed to differentiate yourself and clarify your vision of who you love to work with. We’ll work through a client analysis exercise uncovering details and commonalities you may not have seen in the past. Then, we'll use that to create screening rubrics for your new clients. You’ll be introduced to incorporating the human element into your planning by utilizing resources from Money Quotient as well as the XYPN Financial Planning Process & Focus Framework. We’ll round it out by using technology for added efficiency to let you focus on humans first. You’ll learn best practices for creating workflows and automation that speed up your business. Join us for three hours designed to allow you to work with the very best clients for you in a way that honors you, your clients, and your team as humans.

  • 8:30am-10:30am
  • Pema Sherpa
  • Hill Country F

Workshop: Mindful Leadership

This workshop is open to all women SHIFT attendees and is limited to a maximum of 20 participants. Pre-registration required (register for this workshop while you are registering for the event.) Want to create some mental space in your day? Gain control over managing your competing responsibilities? Learn techniques to practice empathy for wellbeing and influence, and increase your attention and capacity to be present as a leader? Join your fellow female attendees for this very special workshop.

  • 10:00am-11:30am
  • Susan Bradley
  • Independence 6

Workshop: Master Class on Life Transitions for Wealth Advisors

Open to all attendees. Your clients have your full attention and expertise when their lives get disrupted. What about you when a major life event rearranges your life? We all have those critical times when life speeds up, we face new decisions, responsibilities, and norms. Life pivoting events, divorce, career change, retirement, widowhood, and sale of business are critical times when choices have consequences. It is not life as usual, something significant is happening. Join this workshop to experience how you make your best decisions under prolonged stress of change while adapting to a new chapter in life. The skills are universal, equally important for all kinds of clients and the entire range of personal events you will throughout your life. Materials included.

  • 10:45am-11:30am
  • Brian Portnoy, Neil Bage
  • Hill Country G

Workshop: Zero to One: Advisor Wellbeing in Chaotic Times

Open to all advisor attendees. There is a significant global interest in the advisor wellbeing topic. Advisors are struggling with how to best build their businesses and maintain work/life integration and harmony while the industry undergoes significant transformation. Let's talk about going from good to great in your practice and your life and how to succeed without sacrificing your contentment in life.

  • 11:00am-12:00pm
  • Exhibit Hall

Lunch for All Attendees

  • 12:00pm-12:30pm
  • Exhibit Hall

Coffee & Chat with Sponsors

After lunch, enjoy time visiting with sponsors in the Exhibit Hall.

  • 12:30-12:50
  • Ross Marino & Kevin Keller
  • Exhibit Hall

Welcome Address

  • 12:50pm-1:30pm
  • Adam Holt
  • Exhibit Hall

Presenting Financial Plans is Over-Long Live Advice Engagement Presented by Asset Map

Despite what we think, not all advice delivery is engaging. Although advisors love analysis, it doesn't engage. Client value is measured by engagement. Advice engagement is about moving beyond traditional financial planning and focusing on consumer engagement, literacy, and empowerment.

  • 1:35pm-2:15pm
  • Brendan Frazier
  • Hill Country E

10 Insights to Master the Human Side of Advice

The best advisers have learned to shift from advice-givers to thinking partners. How do they do it? Listeners of Brendan’s podcast, The Human Side of Money, know he’s been on a journey to understand this. He’s interviewed many of the top thought leaders, including numerous speakers at Shift. Brendan took 100+ hours of interviews from 50+ episodes and created a list of 10 ideas and insights every advisor needs to know. Ready to master the human side of advice? Start with Brendan’s top 10.

  • 1:35pm-2:15pm
  • Ed Coambs
  • Hill Country F

Shaping Change Case Study 1

Understanding a client's developmental history unlocks many of the problematic money and relationship patterns they experience. Looking through the psychological lens of attachment theory attendees will be invited to consider how their client's attachment styles can help predict how they will navigate their love and money life.

  • 1:35pm-2:15pm
  • Nicole Casperson, Sheryl Hickerson, Shaun Erickson (Moderator)
  • Hill Country G

Connect to Build and Grow

What do building relationships, growing a business, and creating an online community all have in common? They all require a human connection. Sheryl and Nicole have both built thriving communities by leveraging technologies like social media and email. Many people attempt to do this in our industry, but few have come close to what these impressive industry experts have done. Join the discussion and learn what's worked, what hasn't, and how you can build your own community.

  • 2:20pm-2:50pm
  • Sarah Asebedo
  • Hill Country E

Shaping Change Case Study 2

Learn about conflict theory and a conflict resolution framework to use when helping couples work through their disagreements about money. Particular attention will be given to communication skills and developing shared understanding and options during financial stressor events.

  • 2:20pm-2:50pm
  • Deirdre Van Nest
  • Hill Country F

Get to “YES!” Quicker: How to Increase Trust, Connection, & Likeability in 3 Minutes or Less Presented by White Glove

Do you want to deepen relationships with current clients and quickly win new business? Do you have your sights set on retaining assets across multiple generations? If you answered YES, this session is for you! Consumers today are not choosing advisors based primarily on credentials, experience, or rates of return; those are expected. Instead, they’re choosing with advisors based on how an advisor makes them FEEL. That’s why if you want an edge (especially with Boomer females, Millennials, and GZ), you’ll want to communicate in a way that demonstrates Emotional Intelligence (EQ). One powerful way to show EQ, is by leveraging a specific storytelling strategy- -your Personal Brand Why Story (PBWS). When you learn how package and share this story in a way that’s meaningful for your ideal clients, you’ll accelerate trust AND buy-in.

  • 2:20pm-2:50pm
  • Reese Harper
  • Hill Country G

Growth is Hard. Here’s How to do it the Right Way - Presented by Elements

Growth is the #1 problem for most advisors. No one wakes up with a financial planning problem, but every human has financial questions they want the answer to. Join Reese Harper, CEO of Elements, and learn how to quickly alleviate the financial pain people have in their life so they quickly see your value and want to become a client.

  • 3:00pm-3:30pm
  • Exhibit Hall

Networking Break

  • 3:35pm-4:15pm
  • Susan Bradley
  • Hill Country E

Helping Clients Make Decisions When Life Disrupts Their Financial Plans

Many life events are so disruptive that clients struggle to make wise decisions. When life happens, emotions are high, and uncertainty gives way to feeling overwhelmed. Clients may not want to make any decisions during these times. Or, they may want to do something they would later regret. Join Susan as she explains how to help clients navigate major life events. In this workshop-style session, you’ll learn a process to help your clients isolate the few decisions that are time-sensitive and most pressing.

  • 3:35pm-4:15pm
  • Jess Bost, Phil Pearlman
  • Hill Country F

The Convergence of Health and Wealth Planning

As advisors adopt more integrative approaches to wealth planning, it becomes important for them to begin incorporating factors related to client health and wellbeing into their practice management. Indeed, health and wealth are closely interrelated and serve as natural complements. Jess and Phil discuss emergent issues amid this broader scope of life planning, exploring issues at the nexus of health and wealth.

  • 3:35pm-4:15pm
  • Preston Cherry
  • Hill Country G

Shaping Change Case Study 3

The shape of the inter-person relationship & client-planner relationship is dynamic and more human. Integrating Financial Psychology (FinPsy) fosters communication and connection, which helps establish trust. FinPsy creates an environment of empathy and understanding for the human discovery process that unlocks conversations that inform the financial planning journey across the continuum. You can find out where FinPsy fits along the FinPlan process, the tools to activate, and how FinPsy benefits the inter-person and person-planner during challenging periods and promotes aspirational attitudes and outcomes.

  • 4:20pm-5:00pm
  • Amy Mullen
  • Hill Country E

Belief Systems that Limit Evolution of Financial Planning Practices

Join Amy in exploring belief systems engrained in the profession, adopted by financial planners, or fed to consumers that have influenced traditional business models and, consequently, many ineffective client experiences that we see today. Gain insight about potential paradigm shifts that can help you to break out of old habits and increase the effectiveness and success of work with clients.

  • 4:20pm-5:00pm
  • Meghaan Lurtz
  • Hill Country G

Shaping Change Case Study Part 4

Connecting with a new prospect can be done in many ways, and arguably going deep too fast is not the best way. In this presentation advisors will have the opportunity to consider other ways to connect emotionally and motivate prospects to move forward without the need for deep psychological and emotional questions that can actually demotivate a prospect.

  • 4:20pm-5:00pm
  • Danika Waddell, Diana Gisel Yanez
  • Hill Country F

Incorporating Life Planning and Coaching Into Your Practice

How can you motivate clients to take action by helping them create clear life visions? How can you steer the conversations to build natural connections? Danika and Diana will guide you with practical and specific ways to have more productive client and prospect conversations, leading to deeper trust and better client relationships.

  • 5:00-7:00pm
  • Luckenbach Pavilion

Evening Reception Hosted by Hub International

Open to all attendees and attendee guests. Badges required for entry.

  • 7:00am-7:00pm
  • Hill Country Lobby

Registration Desk Open

Please bring a photo ID for badge pickup or reprint.

  • 7:00am-8:00am
  • Exhibit Hall

Breakfast

  • 8:00am-8:30am
  • Exhibit Hall

Coffee & Chat with Sponsors

Enjoy a post-breakfast coffee to rev up your day and chat with sponsors.

  • 8:30am-8:35am
  • Ross Marino
  • Exhibit Hall

Morning Welcome

  • 8:35am-9:25am
  • John O'Bannon, Kristy Archuleta, Carl Richards
  • Exhibit Hall

Where Do We Start?

This is an age-old question for financial advisors. Some lead with investment discussions, often because that's what people ask about first. Some are "planning first" and require in-depth financial planning before discussing portfolio management. Yet others require significant amounts of data before they'll even have a conversation. Have you ever wondered if traditional approaches were somehow flawed, regardless of whether you lead with investments or planning? The future of advice is human-first financial guidance. Join industry experts as they discuss how shifting your approach is the key to growing your business.

  • 9:30am-10:10am
  • Penny Phillips, Mark Newfield
  • Hill Country E

Create a Scalable and Profitable Human-First Practice

Offering human-first financial guidance starts with your business. Successful advisors foster an employee-first culture, use client behavioral tools, and leverage technology and support services. Join Mark and Penny as they share the what and how of building a human-first financial planning practice.

  • 9:30am-10:10am
  • Ed Coambs, Sarah Asabedo
  • Hill Country F

Case Study 1 & 2 Repeated Sessions (Shortened Versions)

Did you miss Ed Coambs or Sarah Asebedo s sessions yesterday? Attend this session to hear the Spark Notes version

  • 9:30am-10:10am
  • Sarah Fallaw
  • Hill Country G

Who Is Your Client? Understanding Client Money Mindset

Attitudes. Personality. Beliefs. Values. What do all these seemingly similar terms mean when it comes to understanding our clients? In this session, you’ll learn about different client characteristics and their impact on financial outcomes. You’ll leave this session with a game plan for determining which characteristics your firm should be capturing and how to measure each.

  • 10:15am-10:45am
  • Exhibit Hall

Networking Break

  • 10:50am-11:30am
  • Neil Bage
  • Hill Country E

Setting the Agenda for Human-Centric Advice: A Six-Part Framework

The notion of “human-centric” or “human-first” financial advice has gone from barely-mentioned to seemingly omnipresent. There is no doubt an important movement taking place that is coming to terms with what this notion even means. But until we crystallize definitions around human-centric planning, applied behavioral finance, and the like, the movement will be hamstrung. This talk will present a unique, shareable, and scalable framework for organizing and illuminating the six core features of human-centric advice. Advisors can use this framework to empower their own professional development, firm-wide team building, and client engagement.

  • 10:50am-11:30am
  • Preston Cherry, Meghan Lurtz
  • Hill Country F

Case Study 3 & 4 Repeated Sessions (Shortened Versions)

Did you miss Preston Cherry or Meghaan Lurtz sessions yesterday? Attend this session to hear the Spark Notes versions.

  • 10:50am-11:30am
  • Sheryl O'Connor, Kathi Balisek
  • Hill Country G

Before, During, & After: Holistic Approaches to Longevity and Survivorship

When a client loses their spouse or partner there are two major impacts: emotional and financial. The emotional impact will never go away but does get a bit easier over time. The financial impact of death or divorce, if not addressed, only worsens. Join Kathi and Sheryl as they discuss how advisors can best prepare their clients for this eventuality and support the surviving individual through the transition period immediately after loss and beyond. Topics covered will include best practices around how to discuss the inevitable with empathy, planning that addresses longevity and survivorship, and developing communication skills to support clients experiencing grief/loss (grief literacy).

  • 11:35am-12:05pm
  • Jamie Hopkins
  • Hill Country E

Financial Planning for a Life on Purpose

How do money memories shape feelings, thoughts, and interactions with money? Jamie’s new book gives you the tools to explore relationships with money, examine family legacies with money, and understand how both of those shape a client's path forward. Help your clients define what freedom means to them and help them understand that while their meaning and purpose are the fuel that propels them forward, a financial plan is how you design the path to get them there.

  • 11:35am-12:05pm
  • Jason Wenk
  • Hill Country F

How Firm Culture Drives Growth and Impact

Join Altruist’s founder and CEO, Jason Wenk, for an honest, entertaining conversation about the challenges and benefits of establishing an enduring culture at your firm. Jason will share how he chose Altruist’s core values of Kindness, Brilliance, and Grit, how he’s instilled those values into critical company processes like hiring and performance reviews, and how a genuine commitment to company values creates an environment where people are motivated to outperform. Culture touches every aspect of your business – attracting and retaining great talent, creating exceptional client experiences, scaling your operations, change management, etc. Whether you aspire to build a 5 person company or a 500 person company, you don’t want to miss a conversation that is guaranteed to be detailed, actionable, and specifically crafted for growth-minded leaders.

  • 11:35am-12:05pm
  • Robert Holderith
  • Hill Country G

The Direct Indexing Revolution Presented by PGIM

Direct indexing is revolutionizing portfolio management, increasingly becoming the preferred solution for investors seeking better portfolio customization and after-tax returns. Tax loss harvesting is a key feature of direct indexing and has seen an evolution of approaches. Highly appreciated assets, elevated market volatility, and potential legislation changes make now a good time to consider using direct indexing for tax loss harvesting. In this due diligence session, hear insights from Robert Holderith, Head of PGIM Custom Harvest, on what direct indexing and tax loss harvesting are and how to incorporate them into client portfolios.

  • 12:10pm-12:40pm
  • Michael Kothakota
  • Hill Country E

CFP® Practitioner Client Impact

Imagine if you could measure and communicate the impact you have on clients’ well-being. CFP Board is conducting a first of it’s kind, longitudinal experimental study on the effect financial planning has on our clients. Harnessing the knowledge of world-class researchers, this study is a powerful step forward in the evolution of the profession.

  • 12:10pm-12:40pm
  • Alison Susko, Corey Westphal & Mark Akeroyd
  • Hill Country F

Building a Human-First Practice by Mastering Process and Workflow

Presented by Advice Tech. When should you add new technology or workflows? Before answering these questions, advisors need to define the client experience. What are you trying to do for your clients? What information do you want to capture and discuss? Once that's clarified, you can work backward and decide what processes to keep, replace, or add. Join Alison, Mark, and Corey as lay out a framework for making decisions.

  • 12:10pm-12:40pm
  • Hill Country G

Coming Soon

  • 12:45pm-1:45pm
  • Exhibit Hall

Lunch

  • 1:50pm-2:30pm
  • Tim Maurer
  • Hill Country E

Are "Goals" in Financial Planning Helpful or Hurtful?

The language of financial planning may mean different things to different people. Advisors use words like values, goals, and retirement planning. These words may resonate with some people, but not all. A standard, goals-based strategy may help some while hindering others. Fortunately, there is a way to connect with both groups of people. Join Tim as he shares how to utilize goals for better—but not for worse—to support financial objectives with purpose and translate intention into action.

  • 1:50pm-2:30pm
  • Derek Hagan
  • Hill Country F

Working with Resistant Clients

Have you had clients who never seem to follow your advice and recommendations? Nothing seems to work, and now you think you might have to fire them. Learn why your clients act like this - paying you for your advice only to ignore it. Using tools from financial psychology, neuroscience, motivational interviewing, and behavioral finance, you’ll learn about the stages of change clients go through, how their brains respond to stress (including how just being in your office is stressful), and how to help them find their own motivation to change.

  • 1:50pm-2:30pm
  • Sheri Fitts
  • Hill Country G

Shifts Happen

Consider how the force of the Millennial generation — now the biggest generation in the American workforce —is shifting the sales and marketing landscape for financial service organizations and the professionals that work for them. Layer in COVID-related workplace disruptions to American’s purchasing process. And then toss in the limited attention and live-theatre aspects of our minute-by-minute, social-media driven lives. Shifts are transforming sales in areas large and small, in many ways for the better, and likely forever. To maintain relevance, your marketing must change as well. Shifts create opportunities for growth. Professionals who embrace these challenges and adapt their practices will broaden their reach, deepen their mission and scale for success beyond geographical boundaries. Just as you stay abreast of marketplace changes as they relate to investment and retirement solutions that serve your clients’ changing needs, you must create a team with the skills associated with the digital realm to compete effectively in the years to come. Where to begin? How should you shift your marketing? What are the emerging skills that you must have to meet your new buyer? What is the future of marketing? That’s where we’ll start. Embrace digital, but only if it serves to connect you to the best version of yourself. Serve more of the clients you prefer to work with. They need you now, more than you know.

  • 2:35pm-3:15pm
  • Mary Bell Carlson, Jonathan Walker
  • Hill Country E

Applied Behavioral Finance: How to Integrate Behavioral Finance Concepts into your Financial Planning Practice

Many advisors have heard of behavioral finance but don’t know how to apply these concepts to your business. Dr. Carlson will teach behavioral finance in a way that can be applied to any practice, large or small. Learn how small changes can create positive long-term and sustained behavioral change. Discover applications that help you understand and overcome your own behavioral biases when working with clients.

  • 2:35pm-3:15pm
  • Candice Carlton
  • Hill Country G

A New Skool Approach to Advisor Marketing Presented by FiComm

For any advisor who wants to drive meaningful change, build trust online and attract today's consumers it's all about adopting a human-first and digital approach to marketing. In this session, we'll share how to do that in a way that's authentic, high impact, and drives growth. Learn our New Skool framework to approach all your marketing activities the only three questions you need to answer to focus your efforts and dollars to drive growth.

  • 2:35pm-3:15pm
  • Julie Johnson, Courtney Ranstrom
  • Hill Country F

Building Trust with Women and Younger Clients

Julie and Courtney will spend the session discussing the WHY behind what is driving the evolving demands that investors are placing on their advisors. Then they will answer the questions as to HOW to go there successfully, thus building greater engagement, trust and loyalty. More than 65% of AUM is now in the hands of women and/or people under the age of 55. What they want is different than the needs of the past. Come find out how to match the evolution and build better relationships with clients and close more prospects.

  • 3:20pm-3:50pm
  • Alyssa Rakovich
  • Hill Country G

How to Level Up Your Wealth Management Practice for the Digital Age Presented by The Estate Registry

Learn the integration of estate planning and family legacy planning throughout the four stages of a life transitions and how to demonstrate the use of TER technology with families.

  • 3:20pm-3:50pm
  • Stephen Resch
  • Hill Country F

Adding Housing Wealth to a Retirement Plan Presented by Finance of America

Retirement planning has traditionally excluded housing wealth, however, for many clients this can represent 50% or more of their net worth. With higher inflation rates and volatile investment markets, more advisors are now taking a fresh look at reverse mortgages. With income-tax free proceeds, and no required monthly payment, the reverse mortgage can be an effective option to incorporate housing wealth into an income bucket or other retirement planning strategy. In this presentation, Steve Resch, a practicing financial advisor, will do a brief overview of how the program works, and then share case studies of using it to manage household cash flow by eliminating an existing mortgage payment, supplementing an asset distribution strategy, or providing gap-funding to delay social security or other pension distributions. We will also look at how a reverse mortgage can be a safety net for long-term care risks, to pay the taxes on Roth Conversions, and provide capital for gifting or other legacy objectives.

  • 3:20pm-3:50pm
  • Megan Kopka, Carol Lee Roberts, Carolyn Moor
  • Hill Country E

Stand Before You Walk, Walk Before You Run

Major life events, such as divorce or losing a spouse, are traumatic. Even the simplest decisions can be overwhelming for people. Advisors often see many ways they can help when life is disrupted. But before offering advice, advisors must recognize their client's state of mind and limitations. In this discussion, Carol Lee and Carolyn will offer insight and practical ways to help people where they are.

  • 3:50pm-5:15pm
  • Exhibit Hall

THE HIVE

Join your fellow attendees in the Exhibit Hall to wrap up the day with small group discussions with some of the event's top speakers, plus snacks and beverages before heading out to dinner.

  • 5:15pm - 7:00pm
  • Henry's Hollow

Evening Reception

Open to all attendees and attendee guests. Badges required for entry.

Partners

For nearly 40 years, NAPFA has been the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict fee-only, fiduciary capacity, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests.

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

XY Planning Network is the leading organization supporting financial advisors who provide fee-for-service financial planning. XYPN is a turnkey financial planning platform, providing everything from compliance support to the technology necessary to start, run, and grow (or transition to) a fee-only RIA doing real financial planning for next generation clients, with real independence, and access to a real community of like-minded advisors.

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

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

Three Crowns is a full-service marketing partner that helps launch, grow, and scale companies impacting the world through financial technology and advice.

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

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

Knudge is specifically focused on helping clients take action on the advice and recommendations of their advisors. By automating and optimizing the follow up process, Knudge empowers advisors to provide a higher level of service with less effort, while also helping their clients get more done.

Contact Info:
Dave Connolly
dave@knudge.com

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

Altruist is the modern custodian for independent financial advisors. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. Over 1,500 advisors across the U.S. have partnered with Altruist to reduce costs, save time, and grow their business.

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

Interested in sponsoring SHIFT 2024?
Contact Bryant Lester
Bryant@Advisor2X.com
910-795-1373