MEET LYDIA
TM
Your dedicated and empathic
collaborator, coach, and teammate.
LYDIA IS LIVE!
Partner with Lydia right now if you’re a financial advisor engaging in conversations with:
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A married couple fighting about money
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A recent widow who is overwhelmed with grief
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A business owner struggling to sell
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A retiree struggling with lost identity
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The adult children of your wealthiest clients
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A junior advisor on your team needing higher EQ
Lydia helps you master the moments that matter most.
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LYDIA MAKES ADVISORS MORE HUMAN.
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™
WHO IS LYDIA?
Lydia is an “agentic” AI, purpose-built to solve real-world problems of connection, trust, and growth.​
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​​Smarter conversations:
Avoid failures of trust. Say the right words. Lydia will talk to you about your complicated client situations and even do live role playing.
Just-in-time engagement:
No more classrooms! Fully integrated, always-on insights, nudges, workflows, coaching, and content curated by Shaping Wealth to connect, inspire, and solve.
Better life outcomes:
Funded contentment for everyone. Lydia humanizes advice with practical and scalable frameworks that help clients feel seen, confident, and motivated.
Personal Growth:
Advisors are human, too! Based on Shaping Wealth’s years of guiding advisors, Lydia is a built-in support system to manage pain points and reveal new possibilities.
Lydia’s persona has been meticulously designed by the Shaping Wealth team with ethics, a conversational style, both a high EQ and IQ, traits such as curiosity and a sense of humor, and rules to curate LLM inputs.
MEET LYDIA'S TEAM OF AGENTS
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Lydia is your head coach. She orchestrates a team of helpers designed to solve your challenges,
knowing exactly which agent to deploy and when. This is your team. They work for you.
ACCESS THE FULL LYDIA EXPERIENCE
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The full Lydia experience is now available exclusively inside Compass,
and you can register for free today to explore everything she has to offer.
“Powered by Shaping Wealth” has never meant more than now.
Our team’s decades of know-how, wisdom, and experience has been digitized for just-in-time, AI-enhanced, engagement solutions seamlessly integrated into your daily workflow. Achieve:
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Better trained advisors.
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Better client conversations.
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Better organizational cultures.
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Better life outcomes.
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Deliver “human first” financial guidance that is more immediate, context-relevant, and impactful. Better nudges, insights, questions, frameworks, and content-delivery — all in shorter feedback loops where experiential learning and growth thrive.