As the push toward human-centric advice continues in our industry, the question becomes not why should advisors embrace the principles of behavioral finance and the psychology of money, but how? The Shaping Wealth and Intention.ly teams are coming together to offer a powerful opportunity to learn from some of the industry’s top BeFi experts and inspiring minds during the first-ever BeFi Summit, being held virtually on Friday, November 3. Sign up to be the first to know when registration officially opens!