Advisor2X

03/05/2024

What has our W@W community been up to this month? Check out our latest newsletter, featuring Shlomo Benartzi and Berta Aldrich as well as can't miss resources from Daniella Moiseyev, Paula Friedman, Deane Mayerhofer, Jeff Cullen, Morgan Housel, Rebecca Hourihan, and Fred Barstein.

🎉 Plus: save the date for Wealth@wor(k) 2024 Oct 13-15 in San Antonio!

Get the scoop and subscribe here:

The very latest news from the community.   News, resources, and events that you can use.   What has the Wealth@wor(k) community been up to this month? Let’s find out! …is a behavioral economist intere

02/29/2024

What has our SHIFT community been up to this month? We're spotlighting Dasarte Yarnway and Scott Frank in this edition of the SHIFT Spotlight!

PLUS: new resources from Samantha Russell, Brian Portnoy, Daniel Crosby and more!

📬 Check it out:

What has the SHIFT community been up to?   What's Happening in our Human First Community? Our community continues to move mountains and create incredible client value — inspiring all of us to unite an

02/23/2024

📣 Don't miss out! Today's the last day to block your room for SHIFT! 2024 at "the most magical place on earth," Walt Disney World's Swan Resort!

Enjoy a discounted rate room with all the perks and amenities such as a complimentary water taxi to anywhere in the parks, extended evening park hours, and early access!

What are you waiting for? Make the SHIFT! See you there!

https://www.humanfirst.live/shift/4119329

02/22/2024

What has our W@W community been up to this month? Check out our latest newsletter, featuring Lorie Jones and Scott Colangelo, as well as can't miss resources from Nevin Adams, Bonnie Treichel, Petros Koumantaros, and Maryanne Spatola, SPHR, PCC.

Get the scoop and subscribe here:

The very latest news from the community.   News, resources, and events that you can use.   What has the Wealth@wor(k) community been up to this month? Let’s find out! Lorie Jones ...is a member of the

02/22/2024

Working with couples can be both the most rewarding and challenging experience in but when we know the psychology behind couples dynamics it makes our jobs so much easier.

Stop by Table 5 with Ed Coambs, Owner/Therapy-Informed Financial Planner™ at Healthy Love and Money, to learn how to tap into the art & science of working with couples with a research-backed 80-plus-year history of attachment theory.

See you in The Hive! https://www.humanfirst.live/shift

02/20/2024

It's your last chance to reserve your hotel room at the Walt Disney World Swan Resort, located in scenic Lake Buena Vista. Our room block closes on February 23rd!

They call it "the most magical place on earth” ✨ for a reason! The antithesis of the boring, beige, and boxy conference centers, the Swan is an incredible feat of color, design, and whimsy that’s impressive to both children and adults alike.

Excited to explore all things Disney? Take a complimentary water taxi or bus shuttle to anywhere in the parks, and enjoy early access and extended evenings.

And if Disney’s not your cup of tea, you’ll have plenty to look forward to as well. Lake Buena Vista offers an incredible array of restaurants, relaxation, and entertainment. Unwind on-site at the Mandara Spa, catch some sun at the white sand beach, or spend time on the back nine of a championship golf course.

There's truly something for everyone in Lake Buena Vista!

Book your room for SHIFT: https://www.humanfirst.live/shift/4119329

02/16/2024

What has our SHIFT community been up to this month? We're spotlighting Dan Haylett and Emily Casey Rassam CFP®, CDAA, AIFA®, CRPS®, NSSA in this edition of the SHIFT Spotlight!

PLUS: new resources from Brendan Frazier, Michael G. Thomas, Ph.D., AFC®, Meghaan Lurtz, Steve Lockshin and more!

Plus a spotlight 🔦 on Rethinking65!

📬 Check it out:

What has the SHIFT community been up to?   What's Happening in our Human First Community? Our community continues to move mountains and create incredible client value — inspiring all of us to unite an

02/15/2024

SHIFT 2024 is far from just a conference. It's a movement toward shaping our profession and becoming your future self.

Picture this.. 💭
✔️ Grabbing a yoga flow session and then hitting a masterclass on human behavior and relationship psychology with Amy N. Mullen, CFP®
✔️ Practicing 9 essential mindset shifts with Brendan Frazier
✔️ Finally drawing out that unengaged client’s better half with the strategies shared by Clayton Quamme, CFP® and Ashley Quamme.

This is your chance to build a practice that truly makes a difference. We will see you there! https://www.humanfirst.live/shift/3485820

02/14/2024

Forget chalky sweetness, this Valentine’s Day give yourself the gift of lasting impact. 💕 Join the SHIFT 2024 movement and ignite human-centered financial planning. Imagine empowering clients, fostering trust, and becoming their true life guide. This immersive experience equips you with powerful tools and strategies to make a real difference.

Ditch the frustration, embrace the future, and say “Be Mine” to a practice that matters.

Read our blog and join the movement.

02/13/2024

It's the month to celebrate love. What better way to show self-love than by joining THE HIVE's round table talk at SHIFT to discuss all things mind, body, & spirit! 💕

Join Justin Castelli, CFP®, Founder & Financial Advisor at RLS Wealth, to discuss the countless ways to take care of your body as part of a daily routine and the plan you make for you and your family's lives.

Show up for yourself! Be there, or be square: March 25th, Table 3. https://www.humanfirst.live/shift/3485820

02/09/2024

Much like the economy itself, financial advice is constantly evolving. Clients need more from financial advisors than a one-size-fits-all service to adapt to the ever-changing nature of finance.

So, how are you prepping for the future of financial advice?

Join us March 24-25 at SHIFT 2024! Register today https://www.humanfirst.live/shift/3485820

02/06/2024

Founder of Vanilla, Steve Lockshin, joins Ross Marino, CFP®, CeFT® to discuss tips and tricks to avoid "Trust Fund Monsters" when planning trust funds in the family.

Have you considered this method when advising high level investors on their retirement plans?

Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".Connect With A2X Social:Face...

02/02/2024

Don’t miss out on the transformative workshop at SHIFT! Join us on Sunday, March 24th, from 8:30 AM - 11:50 AM in Osprey 2, where the incredible Sheryl Hickerson, CEO and Founder of Females And Finance, will take the stage.

Sheryl, the Women in Wealth Management award winner for Community Impact, will unveil the secrets behind building and nurturing a thriving community. With her remarkable Females & Finance community boasting nearly 5,000 members, she'll share invaluable insights on creating and maintaining powerful relationships.

Discover how community-driven relationships can be a game-changer. Sheryl’s insights are invaluable for every advisor looking to make a meaningful impact and foster connections. Don’t miss this opportunity to learn, grow, and be inspired! Register today https://www.humanfirst.live/shift/3485820

02/01/2024

Forget Toto, click your heels to SHIFT: Your financial fam awaits!

SHIFT isn't just another conference, it's your home away from home — where financial advisors reunite like Dorothy and the gang in Oz (minus the flying monkeys, hopefully!). Why? Because SHIFT is:

-Your tribe: Connect with like-minded advisors who celebrate human-first financial guidance and want to make money magic together.
-Your brain (will be inspired): Dive deep into the latest industry trends and actionable strategies with expert speakers and workshops.
-Your heart (will be full): Spark meaningful conversations, build lasting connections, and reignite your passion for making a difference.

SHIFT is more than a conference, it's a movement. So skip the yellow brick road (traffic is probably bad anyway) and click your heels to SHIFT!

Secure your spot and join your financial fam today! https://www.humanfirst.live/shift/3485820

01/31/2024

What has our SHIFT community been up to this month? We're spotlighting Lindsay Troxell and Julie Johnson in this edition of the SHIFT Spotlight!

PLUS: new resources from Reese Harper, CFP®, Carl Richards, Emlen Miles-Mattingly, Ross Marino, CFP®, CeFT®, Meghaan Lurtz, Steve Lockshin and more!

📬 Check it out:

Catch up with the SHIFT community!   Everything You Need To Know To Kick-Off 2024 Looking ahead to another great year, our community continues to move mountains and create incredible client value — in

01/30/2024

What has our W@W community been up to this month? Check out our latest newsletter, featuring Apryl M. Pope, CFP®, CPFA® and Janine Moore as well as can't miss resources from Broadcast Retirement Network, Rebecca Hourihan AIF® PPC™, Ross Marino, CFP®, CeFT®, Deirdre Van Nest, and Candice D. Carlton.

Get the scoop and subscribe here:

The very latest news from the community.   News, resources, and events that you can use.   Community Corner What has the Wealth@wor(k) community been up to this month? Let’s find out! Apryl Pope  …is

01/29/2024

Is your financial advice missing the human touch? Ready to move beyond just planning and portfolios? Join us at SHIFT for a session that explores the next frontier: helping clients understand their "why" when it comes to money.

Gone are the days of siloed financial advice. Today's clients want to align their investments with their values and beliefs. That's where human-first financial guidance comes in.

That’s why at SHIFT we pack the agenda full of compelling topics and industry leaders like:
-Ross Marino, CFP®, CeFT®: Unpacking the shift towards human-first guidance and its impact on the industry.
-Breanna Rae Blaney: Exploring how to connect with clients on a deeper level and uncover their financial “whys.”
-H. Adam Holt, CFP®, ChFC®: Sharing practical strategies for integrating values and beliefs into financial planning conversations.

SHIFT isn't just a conference, it's a movement. Join us and be part of the revolution redefining financial advice for the future.
Secure your spot at SHIFT today! https://www.humanfirst.live/shift/3485820