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Shaping Wealth Announces Inaugural BeFi Summit

Cognitive Science and Artificial Intelligence Innovator, Andrew Smith Lewis, Joins Advisory Council

Shaping Wealth Announces Strategic Partnership with Global Association of Independent Advisors

Shaping Wealth Offers Free Access to OCBO Advisor Engagement Platform

In Memoriam: A Reflection on Living in the After

Happiness in Retirement with Neil Bage

The Psychology of Spending in Retirement with Dr. Joy Lere

Financial Planning Feature: The mist of war: how to think about the banking crisis

Shaping Wealth Names Award-Winning Professor and Author Hal Hershfield to its Advisory Council

Mechanics and guides: The growing trend of dual role advisers

Ten to Watch in 2023: Joy Lere

Empathy in Shaping Wealth with Brian Portnoy

Creating more self-awareness to drive better client relationships

Shaping Wealth Announces Outsourced Chief Behavioral Officer (OCBO™️) Program

Money and Emotions

Clinical Psychologist Shares the Science Behind Behavior Change

Memory Wholes

Advisor Innovations: Brian Portnoy on Helping Clients Rethink Wealth

Heads, Hearts, and Wallets

Standard Deviations Podcast

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