Explore the Agenda Built for the AI Era, Not Retrofitted to It.
Time is Running Out. Secure Your Spot Today:
Days
Hours
Minutes
Seconds
PRICES INCREASE TONIGHT:
Days
Hours
Minutes
Seconds

In this interactive workshop, Brian Portnoy and his team at Shaping Wealth will introduce the science and craft of storytelling as a superpower for the modern advisor. Participants will engage in skill-building exercises that strengthen emotional intelligence, deepen advisor-client communication, and drive business growth.

APPLY TO SPONSOR