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BUILDING THE
BEHAVIORAL ADVISOR

Welcome to BUILDING THE BEHAVIORAL ADVISOR!

Shaping Wealth has designed this cohort-based experience for financial planners committed to the achievement of funded contentment for their clients—and for themselves. This is an intensive program to train “player-coaches” on how to guide clients not just on timely financial decisions but timeless considerations of how money fits into a meaningful life. 

 

The “Behavioral Advisor” who emerges from this transformative experience will sit on the leading edge of the global wealth management industry. We aspire for this program to be a watershed moment in your career.
 

Our dedicated page for Building The Behavioral Advisor will provide you a course brochure, details on time investment and costs, and answers to FAQs. For access to this page, please fill in the form below.

Explore the experience further

Thank you for showing interest in Building The Behavioral Advisor. We'll be in touch shortly to provide access to the hidden BTBA page.

"Working with Shaping Wealth has been a powerful tailwind for the growth of our business. Their team broadened our horizons on financial planning, impacted how we engage clients, and changed how we train advisors."

Cameron Passmore

Executive Chairman, Portfolio Manager, CIM®, FMA, FCSI, 

PWL Capital

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