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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:

What does it mean to be human?

What does it mean to be a human

with money?

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.

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Access to video, audio, and written content via a proprietary learning portal

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A custom analog

workbook to reinforce key

learning opportunities

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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

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