#SHIFTEVENT
Thank you for helping to spread the word about SHIFT 2023!
Below you will find resources to help you promote the event, including branding, graphics, and sample social media and email copy.
Please remember that the hotel room block closes on February 18. After that date, room rates will be over $500 per night. We encourage you to advise your financial advisor contacts to register and book their hotel rooms before that date.
Should you need any additional support to help you promote SHIFT, please email
Lisa@Advisor2X.com.
Downloadable Graphics
I’m speaking at SHIFT 2023! Join me and 250 advisor attendees who are focused on Human First Financial Guidance™. Register by February 18: www.humanfirst.live #SHIFTEVENT
I’m speaking at SHIFT 2023! If you are a financial advisor interested in building deeper relationships with prospects and clients and having a bigger impact on people’s lives, join me in San Antonio. Register by February 18: www.humanfirst.live #SHIFTEVENT
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.
At SHIFT 2023, you’ll hear from the leading voices and 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 and build trust.
Interested in building deeper relationships with prospects and clients? Interested in having a bigger impact on people’s lives? Then join 250 like-minded advisors at SHIFT 2023.
Our goals are similar. Our missions are aligned. Together, we are a movement that will transform the financial planning industry. Join us! Register by February 18: www.humanfirst.live
Dear <Advisor>,
<Firm Name> is a SHIFT 2023 Partner. As a <Firm Name> <client/member/etc.>, you are eligible for $99 registration to the event, using our code <code> at checkout when you register by February 18 (a savings of $600.)
If you are interested in being part of the growing industry movement toward Human First Financial Guidance™, this event is for you! Join 250 of your fellow financial advisor colleagues who are passionate about Human First Financial Guidance™ and learn simple, effective strategies to connect with prospects and clients and build trust.
SHIFT 2023 offers you:
- A choice of four pre-event workshops on Sunday
- Nearly 40 sessions led by top industry voices and organizations
- Three evening networking events (one family friendly)
- A gorgeous setting perfect for networking, offering a large discount off the regular room rate at the host hotel, Hyatt Hill Country Resort & Spa ($259 group rate, regular rate at the resort is over $500/night.)
We hope to see you at SHIFT in San Antonio in March! Learn more and register by February 18 at www.humanfirst.live
We’re sponsoring SHIFT 2023! Join us for the only industry event built for advisors who want to build a practice focused on Human First Financial Guidance™. Nearly 40 sessions led by expert advisors and academics. Join us! Register by 2/18: www.humanfirst.live #SHIFTEVENT
Dear <Advisor>,
<Firm Name> is a SHIFT 2023 Sponsor. As a <Firm Name> <client/member/etc.>, you are eligible for $199 registration to the event, using our code <code> at checkout when you register by February 18 (a savings of $600.)
If you are interested in being part of the growing industry movement toward Human First Financial Guidance™, this event is for you! Join 250 of your fellow financial advisor colleagues who are passionate about Human First Financial Guidance™ and learn simple, effective strategies to connect with prospects and clients and build trust.
SHIFT 2023 offers you:
- A choice of four pre-event workshops on Sunday
- Nearly 40 sessions led by the top experts in the industry, both advisors and academics
- Three evening networking events (one family friendly)
- A gorgeous setting perfect for networking, offering a large discount off the regular room rate at the host hotel, Hyatt Hill Country Resort & Spa ($259 group rate, regular rate at the resort is over $500/night.)
Join us in the Exhibit Hall, where we will be talking to attendees about <insert language here about why attendees should visit your table-offerings? Products? Services?>. <Insert Firm Attendee(s) Name(s) here> will be at our table and look(s) forward to seeing you there.
<Add if applicable for Sponsors with Speaking Sessions> <Speaker Name, Title> will be speaking on <Day> at <Time> in our session, <Session Title.> You’ll learn <insert session learning objectives.>
Learn more and register by February 18 at www.humanfirst.live and don’t forget to use our code, <code> when you register for $199 registration!