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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.
 

Learn more about BTBA.

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

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What advisors are saying about BTBA

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