Business of Being a CeFT® for Financial Transitionist Members Only

Badges Required for entry. Need a guest pass for a spouse/partner? Visit the Event Care Team at the Registration Desk. 

Want to get your sweat on to start the day? Join Jess for this 30 minute high intensity interval workout! Immediately after this session, you can choose to stay for Jess' Yoga Flow session if you want to cool down.

Sign up for this session as an add-on after Jess' previous HIIT session to cool down, or sign up just for this session alone if you don't want to get all sweaty, but still want to start your day off right! 

Business of Being a CeFT® for Financial Transitionist Members Only

Enhance the effectiveness of the work you do with your clients by taking a multi-disciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions.  During this workshop, Amy will demonstrate how to apply insights and knowledge from psychology, neurology, and biology to the work you do with your clients to increase effectiveness in the relationship and financial planning process. Gain insight into how to increase effectiveness in the work you do with your client by learning how to integrate concepts and theories derived from various disciplines, including behavioral finance, positive psychology, and biology, into your client meeting process. Understand how relevant information such as core values, perspectives, beliefs, and attitudes influence the clients’ level of engagement and motivation to participate in the financial planning process, and learn how to fine-tune your communication and the way that you present your recommendations to better engage your clients and illicit more follow-through.
 

Who knows more about building community better than Sheryl Hickerson, this year's Women in Wealth Management award winner for Community Impact in our industry? With the roaring success of her nearly 5,000 member strong Females & Finance community, Sheryl will share her secrets about how every firm can create and and maintain a network of relationships, and the powerful impact community can have on your growth.

Artificial Intelligence is already shaping our lives in ways it is hard to even comprehend. AI is incomplete without an equal presence of the human side. When we advance our skills on the human side, we get to have more agency and clarity to shape our future. This is what Authentic Intelligence is all about: advancing skills on the human side so the two sides fuse into a new experience.

According to McKinsey & Co., a wealth transfer from men to women will occur over the next decade. This transfer of wealth is a shift of 30 trillion dollars, and most women (70%) will fire their financial advisors when their spouse dies. So what does all of this mean for financial advisors?  This presentation will teach advisors how to gain and retain female clients using proven psychological techniques. Participants will understand the impact women will have on the financial planning marketplace in the next few years, learn the differences in how men and women view and handle money, and integrate psychological techniques to help women feel heard, valued, and appreciated.
 

We introduce behavioral finance to advisors. We provide the advisor tools to organize their mind and structure their practice to share human-first financial 
advice. We simplify the subject of behavioral finance and give advisors tactical things to think about in their practice.

In spite of the rise of marketing technology and AI-fueled communication tools, investors crave more personalization, more authenticity, more humanity than ever when it comes to choosing a financial professional, they trust. During this powerful panel, moderator Kelly Waltrich of Intention.ly sits down with StreetcredPR’s Jason Lahita and Snappy Kraken's Robert Sofia to offer actionable insights about how  today’s advisors can scale their growth efforts without losing the human quality that makes marketing so effective. Find out the power of a unique point of view – and how to harness it in your storytelling, how to marry PR and marketing into a strategy that accelerates visibility and brand affinity, and where   to   infuse   innovation   into   your   marketing   initiatives   to   build connections at scale.

If you were diagnosed with a rare disease, would you go to a general practitioner in town or find a doctor specializing in cases like yours? Similarly, being a fiduciary financial advisor that provides comprehensive financial planning may have been a go-to in the past, but now smart consumer clients seek out advisors who offer specialized services reflective of their unique needs. Being different makes you stand out more than being the best (which, let’s be honest, anyone can claim.) Positioning your firm as “the only firm in (your locale) that serves/offers ______________” will increase visibility amongst the target customers you want to engage with. To determine your niche and understand how to leverage it best, we’ll explore the importance of establishing a target market, finding where there's a gap in the market (and whether there is a market for that gap), filling in “the blank” to determine your niche, examples of financial advisors who successfully serve a niche market, and ways to leverage a niche to grow a financial planning firm quickly.

Panel discussion about how human-centric financial advisors can demonstrate value by leveraging Artificial Intelligence to connect deeper with their clients and provide next-level financial advice. Discussants will talk about the intersection between behavioral, emotional and artificial intelligence and the challenges for both advisors and their clients.

If you’re a great advisor but struggle to explain what you do effectively with digital marketing, this session is for you. Join three of today’s top marketers in the finance industry to get real-world examples of how to market what makes you different in a sea of sameness. You’ll get practical examples of what’s working now and a step-by-step breakdown of how to apply it to your own digital presence. Learn how to create marketing that connects with your prospects and gently moves them through the marketing process on autopilot. All experience levels are welcome. This session will provide practical and actionable strategies you can use in your firm the moment you walk out the door.

Client demand for personalized services has been a topic du jour for decades, but even with advanced tools to drive personalized investing solutions, clients are not flocking to wealth managers. This is especially true for women and traditionally underserved demographics. Why is that and how can human centric advisors build trust by getting to know customers differently?  Learn how to understand the concept of financial identity and what it means to your business & tips for better connection with female and other underserved clients, and explore the importance of values in conversations about goals 
 

In working with couples, it's not uncommon for one partner to play a less active role. But what about when the partner is completely unengaged in the financial planning process, both verbally and behaviorally? This presentation focuses on providing advisors the insights to working with and drawing out the unengaged partner. By learning effective strategies, advisors will be able to empower their clients and cultivate a greater sense of financial well-being for their couples.  Participants will learn contributing factors that may lead to lack of engagement in the financial planning process, key questions and scripts for how to draw clients into the meeting and 3 strategies, and tools for helping their unengaged client take a more active role outside of meetings.

Badges Required for entry. Need a guest pass for a spouse/partner? Visit the Event Care Team at the registration desk. 

Join your fellow attendees for some post-dinner drinks and yummy desserts and learn more about Females & Finance, an education network dedicated to making the Financial Services industry more inclusive to women. All attendees are welcome!

Want to get your sweat on to start the day? Join Jess for this 30 minute high intensity interval workout! Immediately after this session, you can choose to stay for Jess' Yoga Flow session if you want to cool down.

Sign up for this session as an add-on after Jess' previous HIIT session to cool down, or sign up just for this session alone if you don't want to get all sweaty, but still want to start your day off right! 

The core of a human-first approach includes understanding a client's unique attitudes, beliefs, and experiences. How can this be efficiently accomplished while  avoiding the AI/social media trap (i.e., the uncomfortable scenario of "knowing" something about a client that the client never disclosed to you?) Self-report personality tests provide an efficient way for clients to share responses and provide quantifiable scores to the client and the advisor on a host of characteristics like money beliefs, risk composure, and agreeableness. Personality test reports can be a starting point for deeper money- and life-experience conversations. Likewise, allowing the client to respond to a personality test avoids the "ick" factor of using AI or scraping social media data in client discovery. You'll leave with a straightforward process and templates for implementing tools such as the Klontz Money Scripts Inventory-II, the Investor Profile RTQ, and general money personality tests. More importantly, you'll leave with a human-first approach to client discovery

The decision to live out Influence and Intentionality can catapult a solo-practitioner's ability to incorporate DEIB into their day-to-day operations. From 
launch to scale, advisors can leverage specific strategies that speak volumes to the importance of DEIB across their companies. This panel discussion will cover what it looks like from an operational, client service and team perspective, practicing authentic honesty, what DEIB really means and how it can set the stage for even greater impact. Attendees will learn how to evaluate their personal positions, current culture and how to shift.

What is financial life planning and why incorporate it into your practice? Perhaps you've heard of George Kinder's "3 questions" and you may even use them
in your practice. But what does life planning look like after the discovery process? How do you serve clients in this way on an ongoing basis? Have a practical understanding of what it means to be a life planner/do life planning, learn several questions you can ask clients so you can continue to do discovery throughout the client relationship, and learn from different real-life client scenarios where a financial life planner enabled the client to make a complex, stressful decision more easily.

Are you ready to revolutionize your firm's approach and elevate your leadership game? Together, we will embark on a journey toward unleashing the untapped 
potential within your organization by leveraging the power of curiosity, coaching & AI. Get ready to embrace a future where your staff thrives, your efficiency soars, you stand out in a sea of sameness, and (most importantly) your clients experience truly transformative results.

Advisors want a practice that aligns with what matters most to them. That means serving the people you want to serve and living the life you want to live. 
Two advisors share how they’ve built profitable businesses working with communities that are meaningful to them while also fulfilling personal goals to help the profession. You will learn how they built their practices and their why. They will share best practices in operations, processes, and marketing, building referral relationships that serve your clients, how they define success and conquer imposter syndrome, how they’re helping the profession, and how you can become an advocate

You know content is king. However, whether you’re using the spoken or written word, if you don’t get your audience paying attention to you, you’ll never ace your business goals. In this session, top-rated international Finance Keynote Speaker and Communication Expert, Deirdre Van Nest, will teach you the mistake almost every financial professional makes when they open a presentation, create a video, write an article, or even make a social media post.  This mistake bores your audience, causes them to tune out, AND reduces your influence and impact. To avoid making this mistake yourself, you’ll also walk out with THE strategy for grabbing your audience’s attention from the first words out of your mouth- -or keyboard.  Let’s face it, people are distracted, so you MUST know how to quickly cut through the noise! Do this ONE thing and you’ll command the attention of any audience. Every time. Guaranteed. 

Retirement planning has traditionally excluded home equity, however, for many of our clients this can represent 50% or more of their net worth. With income-tax free proceeds, and no required monthly payment, the reverse mortgage can be an effective option to incorporate that equity into a retirement plan. 

In this presentation, Steve will do a brief overview of how a reverse mortgage works, including eligibility and consumer safeguards. He will then share examples from his own practice of using it to supplement an asset distribution plan, function as a safety net for long-term care risks, pay the taxes on Roth Conversions, and much more. 
In addition, we will look at client profiles, considering both net worth, and sentimental attachments to the home, to help identify who best would enhance their retirement with a reverse mortgage, as well as who would not. 
 

Traditional budgeting advice leads people to create plans that leave them feeling deprived today in the hopes of being happy in the future. These strategies rarely work because they run counter to human 
motivation. It’s no wonder that less than 30% of Americans report sticking to or using a budget. There is a better way. We can create spending plans that will make us happy today and in the future with a little help from psychology. Learn the basic psychological principles behind why budgets are so painful for so many, how a small shift in perspective and language can open the floodgates of opportunity, and how to use the ‘Needs & Strategies’ framework to create budgets that lead to fulfillment and satisfaction in the present AND the future.

For too long, the work of advising had an almost entirely quantitative focus, while the application of qualitative knowledge was relegated to “soft skills,” intuition, or niche “life planning” practices. Qualitative work was a “nice-to-have,” at best, and to many, a nuisance. The long-standing work of many financial life planning thought leaders and advisory communities has been buoyed by the recent popularization of behavioral finance and economics, affecting a shift, indeed, toward greater appreciation for the application of qualitative excellence. Yet even now, this is mostly represented by complementary services, meetings, or add-ons, which can lead to inefficiencies and growth headwinds. How, therefore, can advisors best blend the quantitative and qualitative elements of their client experience with excellence, and at scale? Heather Fortner, CEO of SignatureFD, and Chief Advisory Officer, Tim Maurer, tell the story of a now $7 billion RIA that has had a human-first intention from its inception 27 years ago, and offer a simple advisory framework and rhythm with behavioral finance at its core, blending the work of both the head and the heart.

Discover the game-changing secret to growth: building a human-first, integrity-based prospecting process that effectively establishes your credibility, conveys your value, builds trust-equity, and confidently communicates your fees (without apology or hesitation) to consistently attract and retain a steady pipeline of ideal clients with a 70+% conversion. Use this integrity-based process to serve, not sell, and get the "Yes" without the stress.

There is a massive amount of value advisors can bring to their clients, beyond the basic estate planning documents. Emily will share her best practices for facilitating meaningful conversations with clients about their wishes, helping them create a household operating manual, and adeptly navigating challenging discussions to create an efficient and well-organized estate plan. Learn how to add a high-value, low lift estate planning meeting to your service calendar that will deepen your client relationships.

As advisors, one of our first and most important skills is the ability to connect with people in a way that creates safety and trust, so that we can then begin the important work of helping them get from where they are to where they want to be. 

Join Jess to discuss how she uses fitness analogies, strategies and other relatable gym experiences to help clients feel more at ease with the conversations about money, and learn how to use your own life experiences to bring authenticity and passion to your client conversations.
 

Badges Required for entry. Need a guest pass for a spouse/partner? Visit the Event Care Team at the registration desk.