Top Tweets for #ShiftEvent
Wonderful perspective and observations from @DaveNadig #shiftevent #shift2024 @Advisor2x @SuddenMoney @neilbage @brianportnoy
My Latest: A visit to the SHIFT "Human First" advisor conference.
https://t.co/OeV8P9bKK6

The Shift is on because of people like @lady__bost . She's been doing this work for years. Excited to see where this goes...#shiftevent #shift2024 @Advisor2x
Human First
Human Centric
Psychology Driven
Behavioral
Emotionally Intelligent
Decision Theory
Investor Psychology
Cognitive Heuristics
Irrational
We’ve created an entirely new dialect for the language of finance (a language that people already struggle to understand), and sometimes I wonder - are we truly offering more help or are we simply creating more barriers?
Because at the end of the day, the understanding of it all only matters if we can then apply the tools.
Handing a child a hammer doesn’t help much if they aren’t able to swing and hit the nail.
Handing an adult a hammer doesn’t help much if they don’t HAVE a nail.
Describing the hammer with more accurate details doesn’t help much if they don’t HAVE a hammer.
So.
Did I love #SHIFT?
Absolutely.
Do I love the people of SHIFT?
More than describable.
The brilliant people who made it happen (because they put it together), made it interesting (because they presented), made it exciting (because they came)…they MADE IT.
Do I also want to continue to see this shape the future of finance into something that makes it possible to better use the tools of finance?
Absolutely.
Do I believe we still need to do the work outside of behavior finance to make sure more people have access to the tools?
1000% YES.
So far, this is my takeaway and my continued struggle.
The conference was awesome.
The people who are showing up and saying “this matters and I care” are amazing. True warriors.
Let’s continue to do the work 👊🤍
The response to our first open enrollment program has been of the charts. With 24 days to go we've almost reached the 100 mark. We have advisors, paraplanners, admin staff, senior people, junior people, all joining from multiple countries. And that's what makes this so special.

Nothing builds trust faster than being vulnerable first.
To all the amazing contributors to #SHIFTevent, thank you for making it unforgettable.
You are making a world of difference in the lives of your clients.

Thank you @rethinking65 for the SHIFT 2024 coverage! #shiftevent @Ross__Marino https://t.co/w0LOL9hBHv
@investdrhere @TKopelman @MaryKateGulick This is the exact opposite of the collaborative environment I just came from at #SHIFTevent
@Ross__Marino thank you for bringing service first, and growth mindset people together
Thomas, thank you for posting this
I was just at #SHIFTevent and ran into a few advisors still skeptical about social
When @MaryKateGulick shared how referrals are and will continue to decrease as consumer behavior changes she got some eye rolls
Oh and this morning's in-office meeting was with someone who found us on Google
😎😃💥Why should you make sure #shiftevent is on your calendar for ‘25? Cause they attract the best thought leaders in #befi #finpsych‼️ And what an unexpected AMAZING surprise💜@SamanthaTwenty - so wonderful to see u❣️ & @jbrendanfrazier @DeirdreVanNest

Saw so many friends at #shiftevent but most grateful of all to finally meet @LauraLaTourette in person!! Such a joy to know you, Laura. And thanks for sharing your wonderful daughter with us!! 🥰🥰 💛 💛

Such a great event
If I could focus I would add my thoughts about the service first mindset at #SHifTevent
What did you do today that brought you joy?®
I am departing #SHIFTevent filled with so much JOY
💡@Stoy_Hall it was an honor to share the stage with you
Approaching our panel podcast host conversation style allows us to deliver value with entertainment as evidenced by the laughs and questions from the audience.
I'm just repeating for clarity the human first questions used in our discovery meetings are asked BEFORE the family is a client.
📝If you didn’t attend and would like the handout please let me know I am happy to share it
🎙️Ashley Quamme @bamconsults thank you for being my guest for a live Mitlin Money Mindset® and I appreciate the head nod during my presentation
🎥 @ThisIsBrodrick great to catch up and you continue to be the master of a live Mitlin Money Mindset® @MitlinMoney
🧠 @neilbage and @brianportnoy it was great to meet you in person finally, and your session a powerful look at the impact of behavioral finance.
💻 @kendrarockslife Thank you!
We now have two new websites to help with content creation
🎉 Brian Thorp the @MitlinFinancial team is so excited about @wealthtender
🗣️ @DeirdreVanNest thank you for using your personal narrative to remind us of the importance of getting people to feel. I will be modifying how I open the to @MitlinMoney due to your tips
🔥 @thehannahjmoore and @MelissaJoyCFP it was great to catch up in person.
🥳 Dasarte Yarnway thank you for sharing your good news!
☀️ @SamanthaTwenty I am so glad we got to chat, Denise and I are grateful for all we have learned from you over the years and your children are lucky to have you teaching them to live in gratitude. Denise will get you the Knowledge Panel information.
🥍 @MaryKateGulick your marketing action items made for a great way to open the event and our conversation last evening was a wonderful ending
❤️ @denisesprung as I said during my presentation thank you for pushing me to put more of ME out there; that coupled with your idea to ask each podcast guest “𝙒𝙝𝙖𝙩 𝙙𝙞𝙙 𝙮𝙤𝙪 𝙙𝙤 𝙩𝙤𝙙𝙖𝙮 𝙩𝙝𝙖𝙩 𝙗𝙧𝙤𝙪𝙜𝙝𝙩 𝙮𝙤𝙪 𝙟𝙤𝙮?®” has helped transform the practice
🦢 Last but certainly not least @Ross__Marino, Lisa Allen, and the entire @Advisor2x team, thank you for putting people first, thank you for bringing together those transforming how we serve
💫 To borrow Ron Carson's @rchusker line “I am excited for the future of our profession”
✈️ Please excuse typos this was written on the way to the airport

What did you do today that brought you joy?®
I am departing #SHIFTevent filled with so much JOY
💡@Stoy_Hall it was an honor to share the stage with you
Approaching our panel podcast host conversation style allows us to deliver value with entertainment as evidenced by the laughs and questions from the audience.
I'm just repeating for clarity the human first questions used in our discovery meetings are asked BEFORE the family is a client.
📝If you didn’t attend and would like the handout please let me know I am happy to share it
🎙️Ashley Quamme @bamconsults thank you for being my guest for a live Mitlin Money Mindset® and I appreciate the head nod during my presentation
🎥 @ThisIsBrodrick great to catch up and you continue to be the master of a live Mitlin Money Mindset® @MitlinMoney
🧠 @neilbage and @brianportnoy it was great to meet you in person finally, and your session a powerful look at the impact of behavioral finance.
💻 @kendrarockslife Thank you!
We now have two new websites to help with content creation
🎉 Brian Thorp the @MitlinFinancial team is so excited about @wealthtender
🗣️ @DeirdreVanNest thank you for using your personal narrative to remind us of the importance of getting people to feel. I will be modifying how I open the to @MitlinMoney due to your tips
🔥 @thehannahjmoore and @MelissaJoyCFP it was great to catch up in person.
🥳 Dasarte Yarnway thank you for sharing your good news!
☀️ @SamanthaTwenty I am so glad we got to chat, Denise and I are grateful for all we have learned from you over the years and your children are lucky to have you teaching them to live in gratitude. Denise will get you the Knowledge Panel information.
🥍 @MaryKateGulick your marketing action items made for a great way to open the event and our conversation last evening was a wonderful ending
❤️ @denisesprung as I said during my presentation thank you for pushing me to put more of ME out there; that coupled with your idea to ask each podcast guest “𝙒𝙝𝙖𝙩 𝙙𝙞𝙙 𝙮𝙤𝙪 𝙙𝙤 𝙩𝙤𝙙𝙖𝙮 𝙩𝙝𝙖𝙩 𝙗𝙧𝙤𝙪𝙜𝙝𝙩 𝙮𝙤𝙪 𝙟𝙤𝙮?®” has helped transform the practice
🦢 Last but certainly not least @Ross__Marino, Lisa Allen, and the entire @Advisor2x team, thank you for putting people first, thank you for bringing together those transforming how we serve
💫 To borrow Ron Carson's @rchusker line “I am excited for the future of our profession”
✈️ Please excuse typos this was written on the way to the airport

#shiftevent small group discussion tables were a big hit! Thanks to all who participated and to our amazing speakers!

Wow … just wow
@Lawrence_Sprung and @Stoy_Hall sharing the stage, playing off of each other is one of the most engaging things I have seen in years
These two need to go on a roadshow
Sharing how they help those they service find JOY
#SHIFTevent by @Advisor2x


A Human First Approach to Discovery Meetings
@Lawrence_Sprung and @Stoy_Hall up next at #SHIFTevent by @Advisor2x

Recording live at #SHIFTevent
I am excited to bring listeners of the Mitlin Money Mindset® @MitlinMoney my conversation with Ashley Quamme @bamconsults
Thank you to Brodrick Lothringer of PodPony for assistance

Hey #shiftevent friends! @HeatherRFortner and I are excited to share stories & insights about how we're blending the qualitative and quantitative elements of wealth advising at scale at @SignatureFD.
We hope you'll add to the conversation at 2:15 in Mockingbird 1/2!

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