Do you want to:
-Level up your skills and become a client whisperer (minus the actual whispering, maybe).
-Embrace #BeFi and watch your client relationships transform.
-Make money human, one connection at a time.
Join us at SHIFT to experience the community unlike any other conference: https://www.humanfirst.live/shift/3485820
#HumanFirstFinance #FinancialAdvisor
Danika Waddell
Comprehensive financial planning goes way beyond numbers. Hear from SHIFT speaker, Danika B Waddell, CFP®, RLP®, CSLP®, and discover how aligning goals and values can support what's truly important to your clients.
Learn from more incredible speakers at SHIFT and reserve your spot today: https://www.humanfirst.live/shift/3485820
#financialplanning #valuesmatter
Check out Edward Coambs' description of the massive impact of active, empathetic listening in the #financial #advisor space.
Do you agree that feeling heard with no judgment or interruptions has a greater impact on your experience?
The stakes have never been higher for advisors.
Get Candice D. Carlton's latest tips on why a Human First Marketing approach just 𝘸𝘰𝘳𝘬𝘴. 👇
Hear why SHIFT is THE go-to event
Discover the event that advisors can't stop talking about! SHIFT 2024 has been recognized as "THE go-to event" for advisors working with individuals and families.
Find out why Kitces.com named it the Best Behavioral Conference in 2024. Join the movement towards human-first financial guidance and connect with like-minded professionals at SHIFT 2024.
https://www.humanfirst.live/shift
Wealth@wor(k) 2023
As we wind down the week, we're so thankful for everyone who made this week at W@W incredible!
Have you heard the buzz?
Have you heard the buzz? SHIFT has been called “THE go-to event” for advisors who specialize in working with individuals and families. But don’t take our word for it. We’ll let last year’s attendees share their experiences…
Be part of the movement bringing human-first financial guidance to individuals and families – and find your people at SHIFT 2024.
https://www.humanfirst.live/shift
Philipp Hecker from Bento Engine joins Ross Marino, sharing info on the Bento Engine tool and how it benefits the financial advisor. See the full video at: https://youtu.be/K1CIaR2QclY
Bento Engine #shiftevent #financialadvisor
Saundra Davis joins Ross Marino sharing information on the Continuum of Well Being framework and the roles of financial coach, financial educators, financial therapists and advisors within it. See the full video at: https://youtu.be/jkqkoPHVlIk
Kelly Majdan joins Ross Marino sharing tips on asking good questions to balance the cognitive and behavioral facets of our understanding. Check out the full video: https://youtu.be/KunHQyUDdhY
Jeff Acheson and Ross Marino discuss how employers can retain mission-critical employees by offering non-qualified deferred comp options. Check out the full video at: https://youtu.be/-r6Rhyyt3ZI
Thank you to our partners!
To our incredible partners - we simply couldn't do it without you!
We share a common mission to create an environment for independent advisors to thrive, and we're excited to work together to foster connections at Wealth@wor(k).
We’re so proud to be a part of the community doing amazing work & constantly looking for ways to give back and elevate those around us.
Learn more about our partners here: https://lnkd.in/g9KfVPQV
Jamie Greenleaf and Jed Cohen join Ross Marino to discuss the role of the fiduciary in the changing healthcare benefits industry.
Discounted hotel room block closes February 8! Time is running out to register and lock in a hotel room for the 2022 Retirement & Longevity Summit under our heavily discounted room rate!
Register today: www.rlsummit.com/sm
#RLS2022
