Advisor2X Announces Inaugural SHIFT Conference Centered on Human-First Financial Guidance

The March event, being held in San Antonio, boasts an agenda packed with visionary speakers and actionable, practice-changing workshops.

WILMINGTON, N.C.--(BUSINESS WIRE)--Advisor2X, delivering online shows and live events designed to help financial advisors grow their practices, announces the inaugural SHIFT Conference built to empower advisors with the tools and strategies necessary to implement human-first financial guidance at their firms.

SHIFT, which will be held March 19-20 in San Antonio, Texas, capitalizes on the opportunity financial advisors have to forge deeper connections, strengthen client relationships and ultimately make a bigger impact on people’s lives by replacing the traditional goals-based approach to financial advice with one that focuses on humanity above everything else.

“There is a quite literal shift happening in our industry,” explained Ross Marino, CFP, Founder and CEO of Advisor2X. “Forward-thinking financial advisors are realizing that trust, more than anything, is key to growing their businesses, and that building trust requires real human connection. SHIFT brings together the trailblazers in wealth management who are on the cutting edge of this approach to arm advisors with the practical and effective strategies they need to guide their clients to better outcomes.”

The SHIFT lineup is packed with industry experts and academics, including:

• Carl Richards, CFP, Chief Brand Officer, Elements
• Dr. Brian Portnoy, Co-Founder, Shaping Wealth
• Dr. Meghaan Lurtz, Ph.D., Senior Research Associate, Kitces.com
• Dr. Preston Cherry, Ph.D., CFT-I, CFP, Financial Planner and President, Financial Therapy Association
• Jamie Hopkins, Esq., LLM, CFP, ChFC, CLU, RICP, Managing Partner of Wealth Solutions, Carson Group
• Jason Wenk, Founder and CEO, Altruist
• Dr. Sarah Fallaw, Ph.D., President, Datapoints
• Penny Phillips, President and Co-Founder, Journey Strategic Wealth

Organizations like XY Planning Network, Shaping Wealth, Females and Finance, Wired Planning and more have partnered with Advisor2X to bring the event to life this March at the Hyatt Regency Hill Country Resort & Spa in San Antonio.

In addition to tremendous peer networking opportunities during the conference, attendees can also take advantage of the resort’s many amenities – including spa offerings, golf, tennis courts and more – for free or at a discount.

The event is limited to 250 advisors, but a few spots still remain available. Registrants can take advantage of a discounted room rate at the resort through Saturday, February 18, 2023.

To learn more about SHIFT, view the full agenda and speaker lineup, and register for the event, click here.