Shaping Wealth
Shaping Wealth is a leading provider of behavioral science-based learning and engagement solutions for the wealth management industry. The firm’s team of experts in behavioral finance, psychology, and neuroscience develops coaching programs, training experiences, and educational content that empower financial advisors and wealth firms of all sizes, from solo practices to Fortune 500 companies. Through a combination of live workshops, digital learning modules, and intelligent tools such as Lydia™, Shaping Wealth helps advisors build stronger client relationships, improve decision-making, and deliver more meaningful and human-centered financial advice.
ABOUT SHAPING WEALTH
Shaping Wealth is a leading provider of learning and training solutions for the global wealth management industry, specifically in applied behavioral finance and the psychology of financial planning.
Founded in 2020, Shaping Wealth delivers coaching, courses, and content to upskill advisory firms around the world in behavioral finance, positive psychology, and emotional intelligence.
Shaping Wealth helps advisory firms build stronger client relationships by training advisors to understand the psychological and emotional dimensions of money.
Their programs aim to improve team culture, equipping advisory teams with behavioral tools and frameworks that support human-centric advice.
SERVICES & SOLUTIONS
AI-Powered Behavioral Intelligence: Lydia™ – Lydia™ is an AI-driven behavioral intelligence platform that equips advisors with personalized insights to improve communication, strengthen client relationships, and deliver more emotionally attuned financial advice.
Foundations of Behavioral Advice – This program teaches advisors the core principles of behavioral science so they can better understand client motivations, improve decision-making, and strengthen long-term relationships.
Building the Behavioral Advisor (BTBA) – BTBA is an immersive training experience that helps advisors develop the mindset and skill set of a modern behavioral financial advisor focused on empathy, communication, and human-centered advice.
Navigator & Client Conversation Workshops – These workshops provide advisors with practical frameworks and conversation tools that enhance client engagements, deepen trust, and elevate the overall advice experience.
Outsourced Chief Behavioral Officer (OCBO) – The OCBO service allows firms to integrate behavioral science expertise into their organization by partnering with Shaping Wealth for ongoing strategic guidance and advisor development.