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Outsourced Chief Behavioral Officer (OCBO) By Shaping Wealth

An advisor engagement platform harnessing the power of behavioral finance to help you, your team, and your clients flourish. 


Demand for Human-Centric Advice Continues to Accelerate

According to McKinsey, “In the next 10 years, advisors will gradually shed their role as investment managers and become more like 'integrated life/wealth coaches.” And Fidelity’s investor study underscores this prediction. Half of all respondents believe part of what advisors should be paid for is helping them achieve their life’s purpose.  


But what will it take to prepare our industry to respond to this demand? How can we equip advisors to take a more human-centered approach to financial guidance?

Introducing Your Outsourced Chief Behavioral Officer:

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Our one-stop learning and development resource for advisors that delivers coaching, content, and community focused on critical, human-centric disciplines: 

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.

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?”


What You'll Get

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.

Through your own personal dashboard, you will receive a steady cadence of impactful and inspiring content, coaching and more. 

Getting Started with OCBO

OCBO doesn’t require installing any software or managing yet another integration. From your browser, you can simply log in to your dashboard to take advantage of Shaping Wealth’s easy-to-understand, easy-to-share, and easy-to-implement behavioral coaching content and resources.

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From Inspiration to Action

OCBO goes beyond content to offer practical guidance for using our resources to ignite personal and professional growth, fortify your team and culture, and drive more engaging client conversations. Each week, we’ll provide actionable ways to put our latest resources to work.

Are you ready to flourish?

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