Humanizing Advice
Translating behavioral finance, emotional intelligence, and positive psychology into practical skills that transform the way advisors help clients and themselves navigate choice, complexity, and uncertainty.
OUR SOLUTIONS
Content, Coaching, and Community Built on a Human-First Foundation
Shaping Wealth’s unique experiences create multiple touchpoints for personal and professional development, team and culture building, and deeper, more trusting client relationships.
An always-on engagement dashboard, original content and workshops, immersive coaching programs, community events, bespoke consulting work—all delivered through experiential learning and beautiful design—have transformed lives, careers, and firms.
How “human” is your human capital? We’ll help you answer that question.
Choose the journey that’s right for you:
Compass
Your always-on engagement platform, Compass brings together original video, audio, and written content and coaching, including behavioral finance insights, deep-dive topics, guided learning journeys, and more, all inside a beautiful dashboard.
Lydia, the industry’s first-of-its-kind AI agent humanizing advice, lives inside Compass.
“I have not seen anything as well put together and intentional as Compass. This platform is amazing.” — Penny Phillips, Head of Strategy and Experience, Hightower Signature Wealth
Foundations of Behavioral Advice
A four-part experiential workshop designed for every person at your firm, advisors and non-advisors alike. Foundations establishes a shared language for human-first advice and sets the cultural groundwork for everything that follows. Firms leave with their teams aligned, energized, and pointed in the same direction. Lydia, the industry’s first-of-its-kind AI agent humanizing advice, lives inside Compass.
“If you are advising humans in their financial lives, this course is essential.” — Tessa McGirr, Head of Culture, PWL Capital
Building the Behavioral Advisor
Our immersive flagship coaching program that covers the full landscape of behavioral and human-first advice through the Shaping Wealth lens. BTBA combines live instruction, peer-to-peer learning, self-paced study, and guided self-reflection. Advisors walk away with a lifetime toolkit for deeper client engagement and membership in a global alumni network.
“This program was a seminal moment, offering some of the most useful planning insights I’ve encountered in 37 years of advising.” — Robert Ostberg, Financial Advisor, Ostberg & Associates
Navigating Behavioral Advice
A practical workshop series built around key client meetings: prospecting, discovery, onboarding, and ongoing reviews. Each session delivers frameworks, questions, scripts, and agendas grounded in financial planning as relationship building and change management.
“Navigator is the most impactful thing I will do for my practice, my clients, and myself as a human being all year.” — Stephen Edwards, R.W. Baird
Workshops
Emotional intelligence. Advisor wellbeing. Navigating change. Building human-centric cultures. Storytelling. Our growing suite of workshops tackle the skills that define the best advisors in the business. Each targeted session is built on leading experiential learning practices and designed to move people to action.
“Shaping Wealth’s workshop on building human-centric wealth cultures was so interesting, so relevant, and left everyone awestruck.” — Sam Instone, CEO and Financial Advisor, AES International (Dubai)
BeFi Summit
Once a year, Shaping Wealth brings the global behavioral finance community together for a free, dynamic virtual event built to equip practitioners with practical strategies for building stronger client relationships, advancing better decision-making, and humanizing their practice at scale.
“Great speakers and information. Love this community!” — Jenn Barry
Speaking
Brian Portnoy and the Shaping Wealth team have delivered keynotes and workshops to audiences across the world, from intimate team offsites to major industry conferences. Topics span the psychology of financial planning to the future of human-first advice in the age of AI. Talks are designed to spark curiosity, challenge assumptions, and inspire change.
“Shaping Wealth’s opening keynote was a masterful blend of storytelling and insight, setting a powerful tone for the whole day.” — Lee Robertson, CEO, Octo
Not Sure Where to Start?
Whether you’re looking for a single workshop, firm-wide transformation, or always-accessible insights and tools for humanizing advice, we can help you find the right fit.
Not Sure Where to Start?
Whether you’re looking for a single workshop, firm-wide transformation, or always-accessible insights and tools for humanizing advice, we can help you find the right fit.