?“Fantastic program. Loved every minute of it.†?“BTBA was incredible!†?“I’ve grown as an advisor and a human.†Ready to see what all the hype is about? Building the Behavioral Advisor, cohort 12, kicks off April 22. Join us for the learning experience alumni have called transformative: ??Master leading-edge behavioral advice skills ??Learn how to motivate deeper client trust and create referral-worthy moments ??Build community with like-minded advisors ??Earn up to 22 CFP CE credits Learn more and sign up ?? https://lnkd.in/eZgpSFYp
Shaping Wealth
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Chicago，Illinois 1,803 ä½å…³æ³¨è€…
The global wealth industry’s premier learning & development platform powering “human first†financial guidance.
关于我们
Shaping Wealth is a learning technology platform dedicated to transforming the human experience of money. As a team of experts in applied behavioral science, we are creating content and experiences to inspire better financial decision making and a healthier relationship with money. We work with: financial advisors and their clients to help calibrate purpose with planning; companies desiring more contented and productive employees; and community organizations, including schools, where better financial literacy is imperative.
- 网站
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https://www.shapingwealth.com
Shaping Wealth的外部链接
- 所属行业
- 金èžæœåŠ¡
- 规模
- 2-10 人
- 总部
- Chicago，Illinois
- 类型
- åˆè¥ä¼ä¸š
- 创立
- 2020
地点
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主è¦
获å–路线
US，Illinois，Chicago
Shaping Wealth员工
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Brian Portnoy, CFA
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Leslie Berkowitz
educational marketing |branded gifts | ??personalized gifts | continuing education| custom branded items
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Hal Hershfield
Professor at UCLA Anderson School of Management, author of YOUR FUTURE SELF, and host of The Behavioral Divide
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Meghaan Lurtz
Keynote Speaker, Writer, Researcher, Educator - Helping Everyone Feel Less Lonely About Money
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We’re thrilled to partner with Marguerita (Rita) Cheng, CFP? to bring the CFP? community a compelling opportunity to fulfill your Ethics CE credits! Rita will host a live session on May 14 offering the key learnings and takeaways you need to meet your Ethics CE requirement for the year, including: ??Understanding the structure and content of the revised Code and Standards,? ??Describing the CFP??Board’s fiduciary duty ??Identifying material conflicts of interest ??Understanding duty to report and duty to cooperate ??Identifying practice standards when providing financial advice requiring financial planning? ??Understanding duty to provide information to clients when providing financial planning or financial advice You can register for this event for $69, or subscribe to the entire Compass CE platform through the end of this year for only $99. The subscription includes registration for the Ethics course, along with access to over 45 hours of additional CE content. https://lnkd.in/g-5UAirx?
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Don't miss out on this unique opportunity to join Meghaan Lurtz for our next cohort of Navigator, kicking off on May 8th ??
Keynote Speaker, Writer, Researcher, Educator - Helping Everyone Feel Less Lonely About Money
A client walks into your office. They’re stressed. Overwhelmed. Unsure of what they really want. You could dive straight into numbers. You could lay out a strategy. You could try to convince them. Or… You could pause. You could ask one powerful question. And you could watch as that simple shift in conversation unlocks clarity and confidence. That’s the difference between an advisor and a guide. Shaping Wealth's Navigator trains you to be the latter. Join us in May--click the link below for more details! https://lnkd.in/gGZEWUhs
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Big congratulations to Brian Portnoy, CFA for being recognized as a Top 100 Influencer in the financial industry! ?? Not only that, but three of his books made it onto this list of the Top 100 Books in Financial Advice ???? Brian’s work continues to shape the way we think about wealth, meaning, and financial wellbeing. Check out the full list here: https://lnkd.in/ggUKT2QC?
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Building the Behavioral Advisor kicks off next month. Will you be joining us? Cohort 12 is already shaping up to to be an experience filled with transformative conversations and powerful insights from some of the industry’s brightest emerging minds. If you’re considering signing up, don’t wait! The remaining spots are filling fast. Get all the details you need here ?? https://lnkd.in/eZgpSFYp
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Congratulations on your certificate in behavioral advice, Gloria S Garcia Cisneros, CFP? ?? We're so proud of you for taking this step in your career and life to achieve funded contentment for your clients—and for themselves! Join us for our next BTBA cohort kicking off on April 22nd: https://lnkd.in/eZgpSFYp
Award-Winning First-Gen Latina Financial Advisor | Empowering the Next Gen to Build Wealth & Achieve Their Dream Lives | Democratizing Wealth Through Education
I’m a big believer in not promoting things I don’t truly believe in. But when I find something that’s worth doing—because I’ve lived it—I think it’s worth sharing. ?? Last year, I completed the Building the Behavioral Advisor (BTBA) certification that the team at Shaping Wealth created, and it was one of those experiences that reshaped not just how I approach my work, but also how I live my life in relation to what I do for a living. It challenged me to think deeper about human behavior, decision-making, and the emotions behind financial choices. It made me a better advisor—but also a better listener, communicator, and problem-solver. For anyone looking to build stronger relationships and create more meaningful moments in their work, BTBA should be on your radar ?? Cohort 12 starts in April—check it out if it speaks to you. And if you want to hear about my experience, I’m an open book! The people behind it are genuine and truly trying to redefine how advice is given, I had so many "aha" moments. Thank you Brian Portnoy, CFA Joy E. Lere, Psy.D. Neil Bage Meghaan Lurtz ?? #FinancialPlanning #BehavioralFinance #HumanCentricAdvice #CareerDevelopment #LatinaProfessionals #PsychologyOfMoney
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At last year’s Future Proof festival, Brian Portnoy, CFA, Neil Bage, and Joy E. Lere, Psy.D. shared Shaping Wealth’s Inspired Growth framework, a powerful formula for client and advisor engagement and fulfillment. If you missed it, check out the replay below – and be sure to catch the Shaping Wealth team in Miami next week!
The best growth strategy? Deliver an unforgettable client experience. With a human-first approach, Brian Portnoy, CFA, Joy E. Lere, Psy.D., and Neil Bage explain how to transform client interactions into a self-sustaining growth cycle fueling retention, referrals, and revenue. Watch now: https://lnkd.in/eCZwsr8x Prices for Future Proof Citywide in Miami increase tonight at midnight! Register now to save: https://lnkd.in/gcyuTv5F
Inspired Growth: The Secret to Explosive Engagement and Success
https://www.youtube.com/
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?? HAPPENING TODAY! ?? Join Dr. Joy E. Lere, Psy.D. for "Time Well Spent: Coaching Time Affluence" at 2 PM EST! Feeling constantly rushed and overwhelmed? In this CFP CE-eligible workshop, discover how to cultivate "time affluence" - the powerful feeling of having enough time for what truly matters. As part of our new partnership with Nitrogen, Joy E. Lere, Psy.D. will share science-backed strategies to help you and your clients escape time poverty and create more meaningful lives. Register now: https://lnkd.in/g59mhZ7Q?
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Shaping Wealth转å‘了
The Employee Benefit Research Institute – Milken Institute 2025 Retirement Symposium kicked-off today in Washington, D.C.?Pictured during the opening session is keynote speaker Brian Portnoy, author of The Geometry of Wealth and How I Invest My Money and CEO, Shaping Wealth.?Brian’s discussion focused on “Humanizing Retirement: Behavioral Finance 2.0, AI, and the Future of Engagement.†#EBRI #retirement #Milken #employee #finance #business #news #washingtondc #BarbMarder #CraigCopeland #retire #BridgetBearden #BrianPortnoy #AI Brian Portnoy, CFA Employee Benefit Research Institute Milken Institute Shaping Wealth
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???We couldn't agree more Courtney Ranstrom, MBA, CFP! Be sure to check out Compass if you're looking for CE content where you can ???????????????? learn something: compass.shapingwealth.com
Tired of CE content that checks a box but teaches you nothing? At Shaping Wealth, we craft engaging, practical CE courses designed to enhance both your personal growth and client connections. For just $149/year, you’ll access a growing library of meticulously designed, on-demand courses that are immediately applicable—helping you see the world differently and connect with clients on a deeper level. Invest in learning that makes an impact. Join the Compass community today ?? https://lnkd.in/gBunkxvV
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