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Welcome to

OCBO

Your Outsourced Chief Behavioral Officer experience

Behavioral content, coaching, tools, games and community—crafted for you to inspire clients, deepen trust, and improve the lives of others.

What if there was an easy, effective and scaleable way to:

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Understand others better in order to deliver a much-improved
client experience?

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Train advisors to have better conversations about the things in life that really matter?

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Tackle the challenge of advisor wellbeing in our always-on, information-soaked world?

Now there is.

Introducing the Outsourced Chief Behavioral Officer™ experience

OCBO is a game-changing membership program which translates the science and wisdom on financial wellbeing
into transformative experiences that improve the lives of clients and the advisors who serve them.

TAKE A SNEAK PEEK OF THE OCBO EXPERIENCE

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

OCBO MEMBERSHIP LEVELS

Get started for free or jump straight into the complete OCBO experience

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If you would like to learn more about OCBO Platinum or our Enterprise solutions please let us know by sending us your contact details. One of our team will contact you to discuss your requirements.

Please select the service(s) you are interested in

Thanks for enquiring about OCBO Platinum. We'll be in touch shortly.

Shaping Wealth is your Chief Behavioral Officer

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