Registration $249
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IF YOU ARE REGISTERING FROM OUTSIDE THE U.S., PLEASE EMAIL EVENTS@ADVISOR2X.COM FOR REGISTRATION ASSISTANCE. Check below if you are a speaker.
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THE BELOW FOUR WORKSHOPS ARE CONCURRENT. PLEASE SELECT ONLY ONE! Sunday, March 19 8:30-11:30am Workshop: Mindful Leadership for Women presented by Pema Sherpa. (Limited to 20 participants, open to all women attendees)
SORRY! THIS WORKSHOP IS SOLD OUT. The Mindful Leadership Workshop is limited to a maximum of 20 participants. Want to create some mental space in your day? Gain control over managing your competing responsibilities? Learn techniques to practice empathy for wellbeing and influence, and increase your attention and capacity to be present as a leader? Join a small group of your fellow female attendees for this very special workshop led by Pema Sherpa, an expert in amplifying performance through mindfulness. Take home materials provided! Learn more about Pema at www.thepemasolution.com
Sunday, March 19 8:30-1130am Workshop: Building a Human-First Practice Presented by XY Planning Network
CHECK HERE TO REGISTER FOR THIS WORKSHOP (complimentary with SHIFT registration and open to all attendees.) Is your firm “fine” but you know it could be more? You worried about just making it, but now you see the next stage to creating a model that differentiates you from others in a human first way. In this workshop, we will work together to refine your business, be more efficient and most importantly allow you to focus on people and their humanity. We begin with the key elements needed to differentiate yourself and clarify your vision of who you love to work with. We’ll work through a client analysis exercise uncovering details and commonalities you may not have seen in the past. Then, we'll use that to create screening rubrics for your new clients. You’ll be introduced to incorporating the human element into your planning by utilizing resources from Money Quotient as well as the XYPN Financial Planning Process & Focus Framework. We’ll round it out by using technology for added efficiency to let you focus on humans first. You’ll learn best practices for creating workflows and automation that speed up your business. Join us for three hours designed to allow you to work with the very best clients for you in a way that honors you, your clients, and your team as humans.
Sunday, March 19 10:00-11:30am Workshop: Master Class on Life Transitions for Wealth Advisors presented by Susan Bradley/Financial Transitionist Institute
CHECK HERE TO REGISTER FOR THIS WORKSHOP (complimentary with SHIFT registration and open to all attendees.) Your clients have your full attention and expertise when their lives get disrupted. What about you when a major life event rearranges your life? We all have those critical times when life speeds up, we face new decisions, responsibilities, and norms. Life pivoting events, divorce, career change, retirement, widowhood, and sale of business are critical times when choices have consequences. It is not life as usual, something significant is happening. Join this workshop to experience how you make your best decisions under prolonged stress of change while adapting to a new chapter in life. The skills are universal, equally important for all kinds of clients and the entire range of personal events you will throughout your life. Materials included.
Sunday, March 19 10:45-11:30am Advisor Workshop: Finding Flow: How Advisors and Clients Can Lead More Fulfilling Lives presented by Brian Portnoy and Jordan Hutchison of Shaping Wealth. (Advisors only)
CHECK HERE TO REGISTER FOR THIS WORKSHOP (complimentary with SHIFT registration, open only to financial advisor attendees.) Discover the power of Flow. Discover what Flow States are and why they matter to your work as an advisor and your clients’ wellbeing. Learn proprietary, evidence-based methods to integrate flow into your advisory practice and your client experience. Leave this workshop with a clear understanding of how to find motivation, immerse yourself in meaningful work, and experience high levels of life satisfaction.
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Disability Assistance
If you have a disability and require accommodation(s) in order to fully participate in this event, please check here. You will be contacted by someone from our team to further discuss your specific needs.
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2023 SHIFT Registration
March 19-20, 2023 Hyatt Hill Country, San Antonio
$
249.00
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