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The global wealth industry’s premier learning & development platform powering “human first” financial guidance

Shaping Wealth is your Chief Behavioral Officer

Welcome to the future of financial empowerment. Shaping Wealth helps advisors and their clients achieve “funded contentment” – the ability to underwrite a meaningful life.
Funded contentment is true wealth.

Channeling the disciplines of behavioral finance, positive psychology, and emotional intelligence, Shaping Wealth combines modern evidence-based research with timeless wisdom on a life well-lived to inspire better decisions, sturdier habits, and elevated wellbeing.

We train wealth management professionals
to compete and thrive

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SOURCE: FIDELITY

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TAKE THE SHAPING WEALTH JOURNEY

Choose from our menu of content, courses, and coaching, all built to address
real-world opportunities and challenges in the global wealth industry.

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OUTSOURCED CHIEF
BEHAVIORAL OFFICER

Welcome to your always-open festival of behavioral delights! OCBO meets the surging demand for behavioral content and coaching with a subscription service featuring a gorgeous, easy-to-use dashboard.

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FOUNDATIONS OF BEHAVIORAL ADVICE

Here’s your starting point to understand and improve the human experience of money – for you, your team, and your clients. This 4-part seminar is your basecamp for the journey toward funded contentment.

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BUILDING THE
BEHAVIORAL ADVISOR

For advisors serious about delivering human-centric guidance, BTBA is an immersive coaching program its alumni refer to as “transformational.” Leverage leading-edge behavioral insights to drive better life outcomes for your clients – and yourself.

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WORKSHOPS

Resilience. Empathy. Storytelling. Wellbeing. Each of our workshops is built to charge one of your advisor superpowers, which you can then apply to helping clients, teammates, and yourself achieve funded contentment.

Shaping Wealth is transforming
the Global Wealth Industry

We’re here to help you,
your team, and your clients

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INDIVIDUAL GROWTH

Wealth management professionals care deeply about their personal and professional growth in the context of a bigger search for a life well-lived. We all want deep relationships, autonomy, work that matters, and a broader sense of purpose. Our content and coaching experiences help advisors thrive.

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TEAM BUILDING

The wealth industry’s main pain point is talent: Advice firms are struggling to recruit, train, and motivate employees. By translating behavioral finance, positive psychology, and emotional intelligence into real-world practice management, Shaping Wealth fortifies teams and transforms cultures.

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CLIENT ENGAGEMENT

Advisors are seeking insightful, inspiring ideas to engage their clients, and clients desire meaningful conversations that go beyond facts and numbers. Our offerings build connections, deepen trust, and illuminate the path toward true wealth for individuals and families.

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