Business of Being a CeFT® for Financial Transitionist Members Only

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. Location: go out of the Swan Resort via the door that leads to the walkway between the Swan and Dolphin resorts. Meet Jess in the grassy area to your left. (See blue circled area in the photo!)

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! Location: go out of the Swan Resort via the door that leads to the walkway between the Swan and Dolphin resorts. Meet Jess in the grassy area to your left. (See blue circled area in the photo!)

8:30-9:00 am Mary Kate Gulick: Testimonials for Financial Advisors
Mary Kate will present how to use testimonials in a compliant way that can also improve the client experience.

9:00-9:30 am Mike Reynolds: SEO for RIAs
Mike will make SEO easy to understand and help you define the best approach for your RIA in order to win at SEO.

9:30-10:00 am, Kendra Wright (Topic TBD)
 

Business of Being a CeFT® for Financial Transitionist Members Only

We are sorry, this workshop has been canceled. Please join us in wishing Sheryl a speedy recovery!

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.
 

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.

In recent years, we've witnessed the evolution of financial advice. A focus on individual investments has given way to diversified portfolios, which in turn have led to holistic planning as advisors adopted a "planning first" mentality. Today, the evolution continues. Advisors are no longer solely concerned with accumulating assets and developing a plan; they are helping clients understand why money is important to them. Traditional goals, such as having enough money to retire, remain important. However, clients now seek to align their financial decisions with their values and beliefs. Join Ross Marino, Breanna Blaney, and Adam Holt as they discuss the shift to human-first financial guidance and how advisors can capitalize on this trend.

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.

Money, values, and cultures are human. Each individually and collectively contributes to people's unique identity. Are money values and cultures different, or is there a global humanity of money? Both. The intersection stems from the advisor's willingness to learn about people's cultures and provide them with an environment to share confidently. Discover the cultural values essential to informing what financial success and well-being mean through the lens of the beholder, bettering their human condition.

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.
 

How do you reduce paperwork, various logins, and time spent learning every platform in your tech stack? The same way you go to Amazon for everything you need. The benefits of an all-in-one platform are undeniable. This session will feature our seamlessly integrated technology solution, Advyzon, showcasing the newest tool in our platform Quantum Rebalancing. Hear why the benefits of consolidation outweigh the risks and why you should optimize your technology stack even if you don’t currently have problems. Plus learn how you can start reducing the time-consuming nuances in your practice.

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.

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 session, FiComm's Mary Kate Gulick offers 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.

Dr. Hutchison will discuss the ever-evolving landscape of financial services, the fusion of technology and psychology is revolutionizing the traditional paradigms of financial planning. This presentation delves into the dynamic relationship between technology and behavioral science, offering proprietary data on how creating a financial planning practice with behavioral science in mind grows faster than the industry average.

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.

The intro meeting is the lifeblood of any advisory business. Yet, the way most advisors have been taught to conduct these meetings is backwards. It’s why you leave meetings where you did everything “right” but it still feels like a crapshoot. It’s because there is a misalignment between the advisor’s focus and what the prospect actually needs in that meeting. Learn the proven framework leveraging psychological principles to instantly connect with prospects and seamlessly convert them into-life long clients.

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 this session, Dasarte Yarnway, Head of Community at Altruist shares the tenets for growth for scaling a practice with human-centered advise. Attendees will walk away with a deeper understanding of the tenets - technology, expertise and human capital - needed for extraordinary growth.

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.

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.

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

We are sorry, this reception has been cancelled. Please join us in wishing Sheryl a speedy recovery!

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. Location: go out of the Swan Resort via the door that leads to the walkway between the Swan and Dolphin resorts. Meet Jess in the grassy area to your left. (See blue circled area in the photo!)

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! Location: go out of the Swan Resort via the door that leads to the walkway between the Swan and Dolphin resorts. Meet Jess in the grassy area to your left. (See blue circled area in the photo!)

Grab breakfast in the Swan Foyer and bring it to the session room!

The launch of spot bitcoin ETFs in January 2024 brought bitcoin into the mainstream. Now, every investor can access bitcoin in a safe, simple format.
But should you?
In this session, Bitwise Senior Crypto Research Analyst Juan Leon breaks down why bitcoin ETFs matter, how to value bitcoin, where it fits in a portfolio, and the outlook for bitcoin in 2024.

After a career of regularly receiving paychecks, there comes a day when it all comes to a halt. Despite having a nest egg, anxiety creeps in—market volatility, inflation, the fear of outliving your money. Retirees restrain spending to shield against future uncertainties. The stress of regret and uncertainty can be overwhelming. Join this session for innovative, reliable solutions that empower investors to embark on retirement with purpose and fulfillment. 

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.

Explore the emotional and personal aspects of caregiving, financial considerations, and the impact on family dynamics. Gain valuable insights into creating a Long-Term Care plan that not only secures your clients’ future but also honors the dignity and well-being of their loved ones. Connect with the human aspect of Long-Term Care planning and empower yourself with the knowledge to help clients make informed and compassionate decisions.

Being a financial advisor puts you in the room with your clients for many of the most important decisions in their lives. Your role isn’t just about pitching the perfect product or making the right recommendation — you’re helping influence their spending and savings behaviors in ways that'll shape their lives.

Being a top-tier financial advisor, means understanding that investments work, investors don’t.

Join Ryan Goulart and Kyle DeBell for an informative breakout on what Behavioral Financial Advice is and how it’s transforming financial advisory. Ryan and Kyle will also share how to implement this framework into your practice to elevate the client experience and set your clients up on the path to continued success. 

In this breakout, you’ll:
•    Learn what Behavioral Financial Advice is, and how it'll grow your practice.
•    Explore a proven framework for implementing Behavioral Financial Advice.
•    Walk away with a tool that can support your clients in making values-based financial decisions. 
 

The overarching problem of identity in retirement is at the core of the human challenge. This identity shift means that people will start to question who they are and who they want to be. That’s why it’s important to start with who not why!. By starting with who people for the first time since their childhood have the opportunity to truly shape their identity, free from the influence of corporate world.
 The identity challenge can then be divided into 3 core areas of focus:
1.    Overcoming frugality – How our clients spend their money, what they spend their money on and who they spend their money with forms a big part of who they are and who they want to be in retirement. How can we help them spend their money on what’s truly important to them?
2.    Where are your hommies? – The quality of our clients’ relationships is at the core of their happiness. Who they want to spend their time with and how they are going to spend it is going to be crucial in leading a fulfilling and happy retirement. How can we help them build their tribe? 
3.    What’s my purpose? – What will make our clients want to pull back the duvet every morning when they are retired? How can we help them uncover what they love to do, that they are good at and what they can give back to their communities. How can we give them a sense of direction and meaning, when that very thing is taken away from them? 
 

As advisors, we know that deeply understanding our clients enables us to put them at the center of a more personalized experience. So why don’t we do that when it comes to investing? Rather than asking questions, we sell, explaining our “special” investing approach. Then we deliver cookie-cutter portfolios and review meetings. It’s an assembly line process that forces clients to measure our value based on performance. Learn how advisors can reach and retain new clients by assessing investor purpose, values, and interests to put them at the center of a meaningful investing experience.

Picture a day when your firm is profitable without your production.

When you have an advisor that you've trained, developed, and mentored, say, "thank you for changing my life."

Imagine taking a month-long dream vacation.  

Learn how to scale your business efficiently and put your mind at ease regarding legacy and succession planning. Create an Advisor Career Path to help you attract, retain, and reward top talent so that you bring on the best people and adequately invest in them for the future of your firm.

"Financial life planning" (or life planning) has gotten a lot of buzz in recent years, but what exactly is it? And how does one practice it? Join two registered life planners to learn more about what life planning entails, why we're so passionate about it and how to bring these skills into your practice.

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.

Both Cerulli and Associates and Gallup state that having the appropriate positive mindset can increase your odds of a successful outcome by as much as 3 to 4 times! What limits the success that you and your firm can achieve? Your mindset. In fact, your mindset is the key to unlocking the opportunity for success in every aspect of our life, including our connection with ourselves, our clients, prospects and peers. Join Lindsay and Julie in this interactive session, where you’ll learn how to manage your mind and redefine what’s possible - for you, your team, your clients, and your business. You will walk away feeling empowered and with solutions you can implement immediately, including AI Prompts, as well as The Mindset Model, and sample Scripts and Discovery Questions.
 

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

For human-first financial planners, the best use of technology can sometimes be unclear. But, when deployed properly, tech will empower you to have stronger and more informed conversations with your clients. In this session, we’ll discuss questions like:
•    How well does your technology enable and reinforce the life goals and values you help your clients construct? 
•    Do your dashboards and summaries emphasize future outcomes, or past performance?
•    Do clients know if they’re on track, with their priorities represented, or is it just a mishmash of what’s already happened?
Join Dan Egan, VP of Behavioral Finance & Investing at Betterment, to go through the subtle ways in which technology supports or undermines advisors in their quest to have more meaningful, fulfilling conversations with their clients. 
 

Amidst evolving technology and heightened client expectations, financial advisors must surpass traditional planning approaches to truly elevate client satisfaction. To do so, they must explore the space beyond the plan—where technology, financial psychology (FinPsych), and commitment to service meet—to enhance their value and provide the personalized experiences their clients are seeking.

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.

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, highlighting the unique line-of-credit feature. 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. 
 

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.

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. 

Too often, when it comes to training financial planners, we're so focused on efficiencies and eliminating human error that we end up pulling the person out of the equation. There's only one problem with this...financial planners are people!  Join Hannah Moore, CFP®, to learn about her vision and best practices when it comes to recruiting, training, and retraining new planners. Founder of The Externship and Women in Wealth Management's 2023 Industry Transformer of the Year, Hannah Moore, CFP®, is on a mission to break down the barriers-to-entry into the financial planning profession and fundamentally change how financial planners are trained. With 3,200 Extern alumni and a new Guiding Wealth residency program, she is on her way to doing just that. 

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.

Yrefy is the intersection of innovation, capitalism, and opportunity, creating a competitive fixed income coupled with unparalleled flexibility in a secured and collateralized portfolio.  Investors Do Well by Doing Good through Yrefy’s mission of giving people the ability to refinance their distressed Private Student Loans and pay them off with dignity.

With Federal and Private Student Loans being nearly impossible to expel through bankruptcy, Borrowers had no options until January 2017, when Yrefy was founded.  With an impressive seven-year track record of Borrower success stories and a seemingly unlimited market opportunity, Laine Schoneberger, Chief Investment Officer and Managing Partner, will share how advisors can create healthy fixed returns up to 10.25% with incredible flexibility in client portfolios.
 

Today, 36% of U.S. adults getting divorced are aged 50 or older. Thirty years ago, it was one in ten. What’s behind the increased divorce rate for the older population? How does divorce impact retirement planning and what should financial advisors know about Gray Divorce? 

Are your discovery meetings filled with questions and finances?  Attend this interactive conversation about the non-financial questions you should be asking the families you serve.  Hear how taking a human first approach to the mental and social outcomes of planning can improve your discovery meetings.  You will leave with questions you can begin asking when you get back to your firm and allow you to deepen and improve the relationships with those you serve.

Attendees may choose to join any one of 14 discussion tables. Tables 1-7 are located on the Osprey 1 Terrace, tables 8-14 are located on the Osprey 2 Terrace. Feel free to move between tables, or stay at one!

Table 1:  (TERRACE 1) Beyond the Documents: Conversation Starters for Estate Planning
Emily Rassam Partner/Senior Financial Planner, Archer Investment Management

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.

Table 2 (TERRACE 1) : Working with Immigrants and Foreign Nationals on Work Visas
Jane Mepham Founder / Principal Advisor, Elgon Financial Advisors

Foreign-born individuals (immigrants) and foreign nationals on work visas face special challenges in the US when it comes to their finances. They want to take advantage of what the US has to offer but are not always sure about where to start (includes immigration status) or sometimes who to trust. In this open forum, let's dive into some of the basic challenges and expand on ideas for navigating conversations with this group that are likely to lead to successful outcomes. It all starts with truly understanding where they are coming from, in more ways than I can list here.  

Table 3 (TERRACE 1) : Mind, Body, Spirit
Justin Castelli, Founder & Financial Advisor, RLS Wealth

The connection between spirit, body and mind has been discussed for a long time. The mind and body are separate and work together...not one controlling the other. It's important to remember to do as much as you can to take care of your physical body to be able to execute what the mind creates for you. Join Justin to discuss the countless ways to take care of your body as part of a daily routine and the plan your make for your and your family's lives.

Table 4: (TERRACE 1) Working with Widows
Carolyn Moor, Founder, Modern Widows Club

Join Carolyn for a discussion about how to help your widowed clients transform their grief after a loss into a positive, purposeful future while embracing their strength and courage.

Table 5: (TERRACE 1) The Art and Science of Working With Couples and Money
Ed Coambs, Owner/Therapy-Informed Financial Planner™, Healthy Love and Money

Working with couples can be both the most rewarding and frustrating experience in financial planning. When we know the psychology behind couples dynamics it makes our jobs so much easier and enjoyable. Learn how to tap into the art and science of working with couples with a research-backed 80-plus-year history of attachment theory (The psychology of relationships). 

Table 6: (TERRACE 1) Understanding Money Stories
Derek Hagen- Financial Therapist, Meaningful Money

Everyone has beliefs about money; how it should/shouldn't work, what it should/shouldn't be used on, how we talk it, and so on. These are often referred to as money scripts. As we develop more and more money scripts, they tend to form inner narratives about money's role in your life. Understanding and rewriting these narratives can help our clients (and ourselves) live more meaningful lives.

Table 7 (TERRACE 1) : Content Creation: How to Connect With Your Audience From the First Words Out of Your Mouth-or Keyboard
Deirdre Van Nest- CEO/International Keynote Speaker, Crazy Good Talks

Deirdre will guide you on how to apply what you learned in her presentation to your specific content.  You'll walk away with a CRAZY GOOD attention grabber for your next presentation, article, social media post, or video!

Table 8: (TERRACE 2) The Intersection of Fitness & Finance
Jess Bost VP - Partnerships, Alpha Architect

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.

Table 9: (TERRACE 2) Life Planning
Scott Frank-Founder, Stone Steps Financial

Join Scott to learn more about what to do when it is not time for you to tell your client what to do. Learn the keys to listening with empathy.

Table 10: (TERRACE 2) Using AI As Your Creative Partner in Marketing (without losing your soul)
Angel Gonzalez-Co-Founder & CMO, Snappy Kraken

Join Angel as he shares the ways he personally uses AI to accelerate and scale creative and strategic marketing initiatives within a financial marketing technology company. This includes market research, content creation, brainstorming campaign topics, analyzing data, etc. Angel will discuss the specific aspects of marketing strategy that he entrusts to human professionals -- the crucial elements of storytelling, emotional resonance, and brand personality. AI has amazing analytical prowess, but it's important to identify what aspects of the work take a backseat to the irreplaceable human touch. Keeping this in mind ensures the delivery of marketing messages that are effective because they are human-first.

Table 11: (TERRACE 2) Positive Psychology in Financial Planning
Meghaan Lurtz- Partner, Shaping Wealth

Meghaan will introduce the concept of positive psychology, discuss how it integrates deeply with traditional financial planning, and provide ways financial planners can use positive psychology to help clients lead more successful and flourishing lives. 

Table 12: (TERRACE 2) Collaborative Conversations Convert Clients
Nancy Bleeke Noël, Sales Pro Insider, Inc., Author of Conversations That Sell and the soon to be released Conversations That Sell for Financial Advisors.

When does the human first focus begin? Earlier than you might think – it starts before the “client engagement” does. Let’s discuss how to be human first in guiding your prospective client conversations. From first contact through conversion, collaborative conversations let them know you are in “it” together. 

Table 13: (TERRACE 2) Delivering Human First Advice with Asset-Map
Alison Susko, VP of Community, Asset-Map

Talk to Alison about how Asset-Map's visual planning software increases efficiency, deepens engagement and opens the door for more holistic financial planning that meets your clients where they are.

Table 14: (TERRACE 2) Life, Invested: Cultivating Transformed Investors
Breanna Blaney, Director, Life Invested, Dimensional Fund Advisors

Through the Life, Invested platform, Dimensional aims to create transformed investors who are empowered with the tools to understand money and markets, focus on using investments to fuel life goals, and sleep easy at night knowing they’ve done everything they can to put the odds in their favor, in both life and investing. Stop by to talk with Bre about elevating your client conversations so that instead of worrying about what's going to happen next, people can focus on what really matters—living life.

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