Shaping Wealth

OCBO ?? Compass ???? We’re thrilled to announce that our OCBO (Outsourced Chief Behavioral Officer) platform is now Compass – a sleeker, more intuitive, more powerful experience designed to help you unlock even more BeFi-focused insights, resources, and tools. So what’s new about the Compass experience? ????An enhanced user interface means your experience will be easier, faster, and more intuitive than ever ??A new CE library empowers you to earn unlimited CE ??? A calendar feature filled with Compass events through 2025 ensures you don’t miss a thing ?? Shareable client content helps you put the power of human-first financial guidance into action It’s free to become a Compass Core member, or upgrade to Compass Pro or Compass CE for access to even more content and resources. Start exploring today! https://lnkd.in/gBunkxvV

Have you caught the BeFi Summit replay yet? Check out a sneak peek of Jason M. Pereira’s session below, and explore the full event with a free subscription to Compass (you can also upgrade to earn unlimited CE credits through the year!): https://lnkd.in/gBunkxvV

Communication and emotional intelligence are vital to both advisor and client success. Led by Meghaan Lurtz, our latest workshop series, Navigator, is designed to elevate your approach to client meetings, covering screening and intro, discovery, plan presentations, and monitoring. You’ll come away equipped with scripts, questions, and actionable tools to deepen client connections and increase engagement. Learn more and sign up here: https://lnkd.in/g3ytNpxZ

The secret to longer-lasting client relationships might just be…being more human. Of course, it’s not quite that simple. In this compelling episode of the Top Advisor Marketing #Podcast, Brian Portnoy, CFA joins host Matt Halloran to explore how advisors can make their work more impactful through human-centered financial guidance. Matt and Brian discuss: ? How to set realistic client expectations ? Why self-awareness is the foundation for empathy ? The happiness formula that advisors can use to keep clients satisfied ? Actionable tips for turning routine meetings into meaningful conversations ? Creating a human-first culture within your team and client base Tune in here: https://lnkd.in/g8BKzikK

Millennials and younger generations today hold less than half the wealth and are forming households at significantly lower rates than Baby Boomers did at the same age. In his impactful session at the 2024 BeFi Summit, Cem Karsan dives into the root causes of this dramatic wealth gap and explores how shifting investor mindsets are reshaping the landscape. Catch his powerful talk on demand with the full Summit replay! Simply sign up for free on our Compass platform, or upgrade to our Compass CE tier for unlimited CE credits at just $149/year. Watch now: https://lnkd.in/gBunkxvV

Congratulations to our very own Joy E. Lere, Psy.D. for being named to the 2024 InvestmentNews list of Rising Stars under 40, an honor recognizing exceptional young talent for their commitment to the industry and the impact they’ve made shaping wealth management. We can’t think of anyone more deserving! ? https://lnkd.in/gkFJrTMg?

Did you miss out on our fall Foundations of Behavioral Advice cohort? There’s another chance to experience the program hailed as “essential” for anyone guiding clients in their financial lives coming up at the end of January. Foundations goes beyond skill-building, offering an impactful journey into the heart of human-centric advice to help firms and their teams: ??Foster personal and professional growth ??Build deeper, more meaningful client relationships ??Develop a profound understanding of what it truly means to flourish Learn more and register (yourself or your full team!) here: https://lnkd.in/gqyiBZ4n

If you… ?Deeply value your relationships with your clients ?Want to level up conversations, questions, and communication strategies ?Are looking for ways to increase client retention, acquisition, and referrals Our innovative Navigator training suite was made for you. This four-workshop series offers actionable tips, frameworks, and guidance for improving the meetings that every advisor traverses: screening and introduction, discovery, plan presentation, and ongoing engagement. Learn more and sign up for our first cohort, beginning January 16: https://lnkd.in/g3ytNpxZ

Congrats to the Asset-Map team for another exciting #AdviceTechLIVE event! ?? We were honored to be part of such an incredible event to represent behavioral finance and share more about our AI companion, Lydia -- the perfect addition to amplify this year’s conference theme of "Elevate the Humans.” “With Lydia, we are creating a co-pilot type of experience, which will be rolling out in the coming months—AI that is building client empathy into a large language model.” - Brian Portnoy, CFA Missed it? Check out this great recap from WealthManagement.com and of course stay tuned to our channels for more about Lydia in 2025: https://lnkd.in/gV_deibu

What makes your clients want to talk to you in the first place? During her session at the 2024 BeFi Summit, Valerie A. Rivera, CFP? explored the skills advisors need to have better conversations with clients and prospects who may not be instantly comfortable talking about money. Catch this powerful replay, along with every impactful discussion from the BeFi Summit, on our newly designed Compass platform. It’s free to sign up (and only $149/annually to earn unlimited CE credits): https://lnkd.in/gBunkxvV