FOUNDATIONS
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:
⓵
What does it mean to be human?
⓶
What does it mean to be a human
with money?
â“·
What does it mean to guide other humans with
their money?
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
learning opportunities
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
JOIN THE WAITLIST FOR OUR FALL COHORT
Please complete the short form below to join the waitlist for our next Foundations cohort.
our next cohort will take place in Fall 2024, and we will be confirming exact details shortly.
This program qualifies for 4½ hours of CE credit