How Can Today’s Advice Firms Better Empower Their Teams?
Across the global wealth industry, advice firms are struggling to recruit, train, retain, and motivate advisors, who are increasingly being called upon to act as integrated life/wealth coaches. The critical, unmet training need is on the human side of advice, where disciplines like applied behavioral finance and neuroscience, positive psychology, and emotional intelligence translate into practice management.
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Shaping Wealth’s OCBO experience, one-stop learning and development resource, provides the content and coaching future-focused advice firms need to fortify talented teams and transform cultures.
Individual Growth
The modern advisor is overwhelmed and needs to be seen and supported. You care deeply about your personal and professional growth, situated in the search for deep relationships, autonomy, work that matters, and a broader sense of purpose.
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Team Building
Advice firms need a way to attract, train, retain, and motivate talented advisors over the course of their careers. In the global wealth industry, a large part of this imperative training effort is in the psychology of planning: behavioral finance, emotional intelligence, and other skills.
Client Engagement
Clients are searching for engaging, fulfilling, and trusting relationships with their advisors that go beyond facts and numbers and answer their two most important questions: “Am I going to be okay?” and “How much is enough?”
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Through a beautiful proprietary dashboard, OCBO delivers a measured flow of weekly, monthly, and quarterly applied behavioral insights and tools that are easy-to-understand and easy-to-share. This subscription-based experience promises hundreds of pieces of practical, impactful, and original content each year.
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Advisors and Firms Already Thriving with Shaping Wealth
Build a Firm of Flourishing Advisors
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Schedule some time with Shaping Wealth co-founder, Brian Portnoy, to learn more about how OCBO transforms advisory teams and fortifies cultures.