OF BEHAVIORAL ADVICE
An interactive learning experience for advisors and wealth management firms committed to understanding and improving the human experience of money. Foundations is your first step in fortifying a human-centric wealth culture to inspire your team and your clients.
ANSWERING THREE BIG QUESTIONS
The Foundations experience explores the building blocks of
leading-edge human-centric advice through the lens of three important questions:
What does it mean to be human?
What does it mean to be a human
What does it mean to guide other humans with
Your answers will unlock the path toward behavioral advice and a human-centric wealth culture.
YOUR FOUNDATIONS JOURNEY
All Shaping Wealth programs are based on modern, experiential learning, with interaction and engagement at their core. (No boring lectures allowed!) Foundations is a 4-part seminar blending live instruction from the Shaping Wealth team with peer-to-peer discussion, self-paced learning,
and guided self-reflection.
Access to video, audio, and written content via a proprietary learning portal
A custom workbook to reinforce key
Deeper dives into the subject matter through supplemental content.
INSPIRE SOUNDER DECISIONS
AND BETTER LIFE OUTCOMES
Graduates of the Foundations learning program will be well-equipped to appreciate how money fits into a life well-lived, both for themselves and their clients, with learning objectives that include:
More deeply engaging clients in meaningful conversations
Achieving personal growth and more fulfilling careers
Understanding key trends in the global wealth industry
Building stronger human-centric wealth cultures
The Foundations experience has changed the way we approach client relationships. The material shines a spotlight on what it means to be a human with money in today’s complicated world and provides Advisory Teams with incredible tools to facilitate better conversations – that is powerful. No matter where you sit in the world, if you are advising humans in their financial lives, this course is essential.
-Tessa McGirr, PWL Capital
READ THE BROCHURE