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.

LEARN MORE ABOUT OCBO

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

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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OCBO MEMBERSHIP LEVELS

Choose the membership tier that best fits your growth trajectory.

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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.

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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 Founders Circle-only events
  • 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