Behavioral
intelligence for
understanding, trust, and growth.
The premier learning and engagement platform powering human-first financial guidance.
Behavioral intelligence for understanding, trust, and growth.
The premier learning and engagement platform powering human-first financial guidance.
You’re more
than a mechanic.
You’re also a guide.
For financial advice, technical expertise is critical but assumed. Shaping Wealth empowers the human side of advice, training guides on the journey toward funded contentment–the ability to underwrite a meaningful life.
Human-first advisors guide clients through uncertainty, complexity, and change. In this noble effort, Shaping Wealth is your map and compass.
3.3x
new assets generated from existing clients by RIAs using behavioral finance
– Schwab RIA Benchmarking Study
64%
of financially advised clients say they have no one to talk to about money
– The Secret Financial Lives of Americans
82%
of clients say interpersonal skills are the most important quality in an advisor
– The Trusted Advisor
3.3x
new assets generated from existing clients by RIAs using behavioral finance
– Schwab RIA Benchmarking Study
64%
of financially advised clients say they have no one to talk to about money
– The Secret Financial Lives of Americans
82%
of clients say interpersonal skills are the most important quality in an advisor
– The Trusted Advisor
“
Lydia holds the potential to change the practice of financial advice as much as almost any technology I’ve ever seen.
Jason Pereira
Woodgate Financial & host of Fintech Impact
Meet Lydia, the only AI
making advisors irreplaceable
Your always-on empathetic coach, thought partner, and teammate.
Welcome to the future of behavioral advice.
Most AI makes advisors faster. Lydia makes you better. She replaces no one while enhancing everyone – your co-pilot for difficult client conversations, decisions that don’t have an easy answer, and emotions that can’t be buried. She helps train new employees and fortifies a human-first workplace culture. She helps you strive toward funded contentment.
“
Lydia holds the potential to change the practice of financial advice as much as almost any technology I’ve ever seen.
Jason Pereira
Woodgate Financial & host of Fintech Impact
OUR SOLUTIONS
Building the mindset and skills to compete and thrive
Go deeper with the foundational experiences transforming advisors into player-coaches.
Lydia crystallizes Shaping Wealth’s extensive, award-winning advisor engagement platform, featuring original behavioral finance workshops, coaching programs, keynotes, and content that have transformed advisors and advice. Shaping Wealth meets advisors where they are with a comprehensive array of live and asynchronous experiences.
Compass
Your always-on engagement platform, delivering original behavioral finance content, coaching, and guided learning journeys, with Lydia built right in.
Foundations of Behavioral Advice
Available asynchronously or as a group workshop, this four-hour session gives your firm a shared language for human-first advice and the cultural foundation to practice it.
Building the Behavioral Advisor
Our immersive flagship coaching program combining live instruction, peer learning, and guided self-reflection to train advisors in the full landscape of human-first advice.
Navigating Behavioral Advice
A practical workshop series built around the four client meetings every advisor navigates: prospecting, discovery, onboarding, and ongoing reviews.
Compass
Your always-on engagement platform, delivering original behavioral finance content, coaching, and guided learning journeys, with Lydia built right in.
Foundations of Behavioral Advice
Available asynchronously or as a group workshop, this four-hour session gives your firm a shared language for human-first advice and the cultural foundation to practice it.
Building the Behavioral Advisor
Our immersive flagship coaching program combining live instruction, peer learning, and guided self-reflection to train advisors in the full landscape of human-first advice.
Navigating Behavioral Advice
A practical workshop series built around the four client meetings every advisor navigates: prospecting, discovery, onboarding, and ongoing reviews.
Which experience is right for you?
Decades of expertise embedded in every conversation you have
Shaping Wealth has built the most comprehensive learning ecosystem in the psychology of money for the global wealth industry.
The Shaping Wealth ethos centers on connection, trust, and growth–inspiring funded contentment for everyone. True wealth is a mindset that can be learned, coached, and scaled.
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.
Decades of expertise embedded in every conversation you have
Shaping Wealth has built the most comprehensive learning ecosystem in the psychology of money for the global wealth industry.
The Shaping Wealth ethos centers on connection, trust, and growth–inspiring funded contentment for everyone. True wealth is a mindset that can be learned, coached, and scaled.
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.
Trusted by
Transformative… disruptive a game-changing experience.
See what the industry has to say about Shaping Wealth:
“
I’m convinced that this is the best intro to behavioral finance and positive psychology that folks in our industry are likely to find.”
Andy Baxley
Two Trail Heads Financial Planning
“
Lydia holds the potential to change the practice of financial advice as much as almost any technology I’ve ever seen.
Jason Pereira
Woodgate Financial & host of Fintech Impact
“
I have learned more from Shaping Wealth’s BTBA program than any textbook or designation will ever give me.”
Dan Haylett
TFP Financial Planning
“
Utterly original and exceptional.”
Jonathan Novy
Ritholtz Wealth Management
“
Seismic implications for the business of financial advice, shifting the lens through which advisors see what they do and how they do it.”
David Armstrong
“
I think what you are developing here IS the future of wealth management.”
Amy Szostak
Northern Trust
“
In terms of impact in the future, I believe I will look back at this experience as a touchstone moment where our practice changed.”
James Grace
Silver Pine Capital
“
A quantum leap, beyond behavioral finance, that delivers on becoming a better advisor for clients.”
Michelle Arpin Begina
Snowden Lane Partners
“
I can’t recall a period of time when I had more reflection, deeper insights, and life-changing transformation.”
Dovetail
Snowden Lane Partners
“
I’ve grown as an advisor and a human.”
Uziel Gomez
“
The community you’re building is incredible.”
Dennis Morton
Morton Brown FW
“
I’m convinced that this is the best intro to behavioral finance and positive psychology that folks in our industry are likely to find.”
Andy Baxley
Two Trail Heads Financial Planning
“
Lydia holds the potential to change the practice of financial advice as much as almost any technology I’ve ever seen.
Jason Pereira
Woodgate Financial & host of Fintech Impact
“
I have learned more from Shaping Wealth’s BTBA program than any textbook or designation will ever give me.”
Dan Haylett
TFP Financial Planning
“
Utterly original and exceptional.”
Jonathan Novy
Ritholtz Wealth Management
“
Seismic implications for the business of financial advice, shifting the lens through which advisors see what they do and how they do it.”
David Armstrong
“
I think what you are developing here IS the future of wealth management.”
Amy Szostak
Northern Trust
“
In terms of impact in the future, I believe I will look back at this experience as a touchstone moment where our practice changed.”
James Grace
Silver Pine Capital
“
A quantum leap, beyond behavioral finance, that delivers on becoming a better advisor for clients.”
Michelle Arpin Begina
Snowden Lane Partners
“
I can’t recall a period of time when I had more reflection, deeper insights, and life-changing transformation.”
Dovetail
Snowden Lane Partners
“
I’ve grown as an advisor and a human.”
Uziel Gomez
“
The community you’re building is incredible.”
Dennis Morton
Morton Brown FW
More human.
We are the pioneers transforming the principles of behavioral finance into practical tools that make you and your team more human. In the age of AI, this is your edge.
Explore what we’ve built.
More human.
We are the pioneers transforming the principles of behavioral finance into practical tools that make you and your team more human. In the age of AI, this is your edge.