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Our latest thoughts on minds, markets, and miscellanea.
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Brian Portnoy
Jan 10
2025 Behavioral Outlook
Shaping Wealth
Jan 29, 2024
NewRetirement Podcast: Financial Well-Being: A Holistic Approach
Shaping Wealth
Jan 15, 2024
Announcing Exclusive Canadian Partnership with Q Wealth Partners
Shaping Wealth
Oct 23, 2023
Transforming the human experience of money
Shaping Wealth
Sep 22, 2023
Shaping Wealth Announces Inaugural BeFi Summit
Shaping Wealth
Sep 5, 2023
Cognitive Science and Artificial Intelligence Innovator, Andrew Smith Lewis, Joins Advisory Council
Shaping Wealth
Jun 30, 2023
Shaping Wealth Announces Strategic Partnership with Global Association of Independent Advisors
Shaping Wealth
Jun 20, 2023
Shaping Wealth Offers Free Access to OCBO Advisor Engagement Platform
Joy Lere
May 26, 2023
In Memoriam: A Reflection on Living in the After
Shaping Wealth
May 16, 2023
Happiness in Retirement with Neil Bage
Shaping Wealth
May 16, 2023
The Psychology of Spending in Retirement with Dr. Joy Lere
Brian Portnoy
Mar 24, 2023
Financial Planning Feature: The mist of war: how to think about the banking crisis
Shaping Wealth
Feb 21, 2023
Shaping Wealth Names Award-Winning Professor and Author Hal Hershfield to its Advisory Council
Shaping Wealth
Nov 25, 2022
Mechanics and guides: The growing trend of dual role advisers
Shaping Wealth
Nov 1, 2022
Ten to Watch in 2023: Joy Lere
Shaping Wealth
Sep 26, 2022
Empathy in Shaping Wealth with Brian Portnoy
Shaping Wealth
Sep 14, 2022
Creating more self-awareness to drive better client relationships
Shaping Wealth
Sep 10, 2022
Shaping Wealth Announces Outsourced Chief Behavioral Officer (OCBO™️) Program
Shaping Wealth
Jul 4, 2022
Money and Emotions
Shaping Wealth
Jun 22, 2022
Clinical Psychologist Shares the Science Behind Behavior Change
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