The global wealth industry’s premier learning & development platform powering “human first” financial guidance
Shaping Wealth is your Chief Behavioral Officer
Welcome to the future of financial empowerment. Shaping Wealth helps advisors and their clients achieve “funded contentment” – the ability to underwrite a meaningful life.
Funded contentment is true wealth.
Channeling the disciplines of behavioral finance, positive psychology, and emotional intelligence, Shaping Wealth combines modern evidence-based research with timeless wisdom on a life well-lived to inspire better decisions, sturdier habits, and elevated wellbeing.
We train wealth management professionals
to compete and thrive
TAKE THE SHAPING WEALTH JOURNEY
Choose from our menu of content, courses, and coaching, all built to address
real-world opportunities and challenges in the global wealth industry.
Shaping Wealth is transforming
the Global Wealth Industry
We’re here to help you,
your team, and your clients
Wealth management professionals care deeply about their personal and professional growth in the context of a bigger search for a life well-lived. We all want deep relationships, autonomy, work that matters, and a broader sense of purpose. Our content and coaching experiences help advisors thrive.
The wealth industry’s main pain point is talent: Advice firms are struggling to recruit, train, and motivate employees. By translating behavioral finance, positive psychology, and emotional intelligence into real-world practice management, Shaping Wealth fortifies teams and transforms cultures.
Advisors are seeking insightful, inspiring ideas to engage their clients, and clients desire meaningful conversations that go beyond facts and numbers. Our offerings build connections, deepen trust, and illuminate the path toward true wealth for individuals and families.