Welcome to

OCBO

POWERED BY SHAPING WEALTH

Achieve client and advisor wellbeing through the power of behavior.

Enter the Outsourced Chief Behavioral Officer™ by Shaping Wealth

A chief behavioral officer translates the science and wisdom on financial wellbeing into transformative experiences that improve the lives of clients and the advisors who serve them.

Few firms can hire a standalone CBO, but most need an easy and affordable way to understand and elevate the human experience of money for their clients - and themselves.

LEARN MORE ABOUT OCBO

This exclusive membership program delivers a steady cadence of impactful and inspiring content and coaching for advisors. 

Features provided through OCBO are delivered

 Weekly, Monthly, Quarterly, and Always. 

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QUILL, QUOTE, 

QUESTION

Start every week with intention. Reflect on a quote, question, and behavioral insight to strengthen self-awareness and deepen client engagement.

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CHOPPING WEALTH

Join us live as we “chop it up” with leading experts to discuss the topics that impact you and your clients the most.

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THE DROP

Beautifully designed visual content you can use to deepen the impact of your client meetings.

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OFFICE HOURS

WITH DR. JOY LERE

An expert consultation on challenging cases, client psychology, and professional development topics that impact you and your practice.

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AMPLIFY

Live professional development workshops designed for advisor skill building through expert instruction and peer discussion.

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TOOLS & MODELS

Lever Shaping Wealth’s proprietary tools, such as MoneyLife Matrix and Rigorous Empathy Protocol, to better run your daily practice.

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COMMUNITY

Connect with peers and friends to share ideas, best practices, and common challenges, as well as engage with the Shaping Wealth team.

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OMAKASE

Chef’s special, so to speak. As we continue to explore, learn, and grow, we’ll be eager to share fresh ideas on the human experience of money.

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Your OCBO dashboard also connects you to

Shaping Wealth's Learning & Development suite.

FOUNDATIONS

OF BEHAVIORAL

ADVICE

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BUILDING THE BEHAVIORAL ADVISOR

WORKSHOP:

RIGOROUS EMPATHY

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WORKSHOP:

STORYTELLING FOR ADVISORS

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OCBO MEMBERSHIP LEVELS

Choose the membership tier that best fits your growth trajectory.

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To discuss our enterprise solutions, please contact us at hello@shapingwealth.com
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FIRST MOVERS HAVE THE ADVANTAGE

Brian, Joy, and Neil invite you to join the OCBO™ Founders’ Circle and enjoy an array of early-member benefits.

These include:

 
  • Signed personalized copies of The Geometry of Wealth
  • Additional Shaping Wealth swag
  • Additional piece of original content
  • ​An exclusive invitation to a Founders Circle-only pre-holiday event
  • A permanent digital name badge in our community signifying your first-mover status in the world of behavioral advice

Shaping Wealth is your

Chief Behavioral Officer

JOIN THE WAITING LIST

Register to join the OCBO waiting list and be in with a chance to be part of our highly exclusive "Founders Club".

Which OCBO membership level are you interesting in?

Thank you for joining the OCBO waiting list. Keep an eye on your inbox for more information from the Shaping Wealth team.