The leading learning & development platform for human-first financial guidance. Our vision: Funded contentment for everyone.
Joined January 2021
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@shapingwealth retweeted
๐ The top misconception people have about marketing (and financial advice) is that it's mostly about numbers.
๐ข But it's more about BEHAVIOR.
This is why we've asked three of the industry's foremost experts on behavioral finance to lead a session at #JOLTCONFERENCE
Enter @jbrendanfrazier, @MeghaanL , and @_brianportnoy, moderated by @Sean_YCharts (WOW, what a powerhouse)!
In this session, Jolt! attendees will learn how financial advisors can use behavioral principles to better understand client motivations, influence decisions, and deepen relationships. They will also learn about key psychological triggers that impact financial behavior and explore how subtle shifts in communication, personalization, and marketing can help advisors guide clients toward smarter financial decisions.
Don't miss this incredible session! ๐ Save your seat before we sell out (we always sell out) by visiting joltconference.com/
Special thanks to @ycharts , @RFGAdvisory, and @shapingwealth for lending their rockstars to this panel! ๐
#befi #behavioralfinance #behavioralmarketing #marketing
@shapingwealth retweeted
The first step to financial well-being? Itโs not about the numbers, itโs about YOU! ๐ช
@bportnoy_ from @shapingwealth says real financial health starts with understanding your beliefs, values, and what actually makes you happy. Take a step back, reflect, and even write them down.
Listen to The Important Part podcast for more! ๐ youtube.com/watch?v=QdB-ufWwโฆ
@shapingwealth retweeted
Join us! Another fantastic cohort starts next Thursday.
#behavioralfinance
Next week, weโre kicking off our third Foundations cohort โ and thereโs still a few spots remaining! Learn more here and register here: shapingwealth.com/foundationโฆ
@shapingwealth retweeted
@jasonpereira and @sofiafinancial are leading BTBA Boost for @shapingwealth on the 31st?!
I'm ALL IN.
Stephanie instantly welcomed me into the @theadvisorgc when I joined and made of point of introducing me around to others at @FutureProof_HQ. Her content for women, money, and planning, is just incredible for my learning as a male.
Jason is one of the cutting edge advisors in Canada when it comes to tech, technical planning, and just knowing the right people.
This is going to be amazing.
@shapingwealth retweeted
Excited to dive into the @shapingwealth Navigator series starting in 10 days!
Who's coming with me?!
@shapingwealth retweeted
January 23rd! The next global cohort begins....
Our four-part seminar, Foundations of Behavioral Advice, is reshaping the industryโs perception of what it means to build and sustain a human-centric wealth culture. Will you join us for cohort 3? shapingwealth.com/foundationโฆ
@shapingwealth retweeted
WATCH THE REST of the conversation for more insights ๐
okt.to/ThCbn2
@shapingwealth retweeted
Our new Navigating Behavioral Advice experience is leading-edge applied behavioral finance, and this first cohort is turning out to be ๐ฅ.
You still have a couple weeks to sign up. Be able to say that you were there at the beginning.
Our newest learning experience, Navigator, is designed to help you transform ordinary client meetings into extraordinary relationship builders with proven tools, frameworks, scripts, and agendas.
Learn more here โ shapingwealth.com/navigator
@shapingwealth retweeted
Ross did a great thing with Shift and we owe him a debt of gratitude. The good thing is that the human-first push continues through so many of the good people and organizations he tags below.
Thank you @Ross__Marino !!
Shift/Advisor2x Update: The Shift conference has been canceled, and Advisor2x (the parent company) has been closed. This was a tough but necessary decision for personal reasons. Family obligations require me to eliminate most travel and work from home regularly. I simply lack the capacity to continue Advisor2x, Shift, and my RIA. #shiftevent
@shapingwealth retweeted
Hello 2025! We've got some fantastic experiences percolating in the new year at @shapingwealth. We can wait to see old friends and meet some new ones along the way.
@shapingwealth retweeted
"You can't pour from an empty cup" is a piece of wisdom shared with me by @shapingwealth's @joylerepsyd. Advisor wellbeing is such an important topic, and one that we all hold close to our hearts. The more we engage in these conversations, the better. Bravo to @bamconsults for dedicating time and space to this vital subject.
"You can't pour from an empty cup." โ
๐ง Be sure to check out Episode 13 to hear the full conversation with @neilbage as he shares more about the importance of advisors taking care of their own wellbeing.
๐Links in comments!
@shapingwealth retweeted
๐๐๐๐๐๐๐๐ ๐๐๐ ๐๐๐๐๐๐๐๐๐๐ ๐๐๐๐๐๐๐
๐๏ธ ๐ต๐๐๐ ๐๐๐๐๐๐ ๐๐๐๐๐๐:ย April 22nd
Our flagship, cohort-based program for advisors committed to the achievement of funded contentment for their clientsโand for themselves. This immersive program anchors on deep skills-building at the intersection of human behavior and financial planning. Graduates join an elite global community of behavioral advisors. 4/5
shapingwealth.com/btba
@shapingwealth retweeted
๐๐๐๐๐๐๐๐๐๐ ๐๐๐๐๐๐๐๐๐๐ ๐๐๐๐๐๐
๐๏ธ ๐ต๐๐๐ ๐๐๐๐๐๐ ๐๐๐๐๐๐:ย January 16th
The Navigator Series improves your client meetings by leveraging the psychology of financial planning. This innovative training suite tackles how to navigate the meetings that every advisor traverses: screening and introduction, discovery, plan presentation, and ongoing engagement. Intensely practical. 3/5
shapingwealth.com/navigator
@shapingwealth retweeted
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๐๐๐๐๐๐๐๐๐๐ ๐๐๐๐๐๐
๐๏ธ ๐ต๐๐๐ ๐๐๐๐๐๐ ๐๐๐๐๐๐:ย January 23rd
An interactive learning experience for advisors and non-advisors alike committed to understanding and improving the human experience of money. Foundations is your first step in fortifying a human-centric wealth culture to inspire your team and your clients. An eye-opening and inspiring experience. 2/5
shapingwealth.com/foundationโฆ
@shapingwealth retweeted
Start 2025 with @shapingwealth! Choose from 3 transformative training programs to boost your behavioral advice skills, refine client engagement, or master elite financial planning. โฌ๏ธ 1/5
@shapingwealth retweeted
Loved this conversation with my two good friends @GestaltU and @MikePhilbrick99. We covered a lot in this quickly changing world of the psychology of money.
๐๏ธ This week on #ReSolveRiffs join @GestaltU & @MikePhilbrick99 as they talk with @bportnoy_ to explore the intersection of money and meaning. Discover how behavioral finance 2.0 and positive psychology are reshaping wealth management.
๐ Streaming here at 4:00 PM EST
@shapingwealth retweeted
๐๐๐๐๐
The new Compass platform is so good. I can't wait for you to check it out. Insights, tools, coaching, and a global community of behavioral advisors.
OCBO โก๏ธ Compass ๐๐ฅณ
Weโre thrilled to announce that our OCBO platform is now Compass โ a sleeker, more intuitive, more powerful experience designed to help you unlock even more BeFi focused insights, resources, and tools: compass.shapingwealth.com/
@shapingwealth retweeted
Where I comment a bit on "F.U." money.
marketwatch.com/story/what-wโฆ
@shapingwealth retweeted
Accredited by @OfficialFPCan for 3.5 CE credits โ don't miss this FREE event! @shapingwealth @jasonpereira
How can technology inspire deeper, more impactful client connections? Find out during this Fridayโs BeFi Summit, when @jasonpereira explores the phenomenon of digital intimacy. Check out the full agenda and register for free: shapingwealth.com/befi-summiโฆ