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.
Start every week with intention. Reflect on a quote, question, and behavioral insight to strengthen self-awareness and deepen client engagement.
Join us live as we “chop it up” with leading experts to discuss the topics that impact you and your clients the most.
Beautifully designed visual content you can use to deepen the impact of your client meetings.
WITH DR. JOY LERE
An expert consultation on challenging cases, client psychology, and professional development topics that impact you and your practice.
Live professional development workshops designed for advisor skill building through expert instruction and peer discussion.
TOOLS & MODELS
Lever Shaping Wealth’s proprietary tools, such as MoneyLife Matrix and Rigorous Empathy Protocol, to better run your daily practice.
Connect with peers and friends to share ideas, best practices, and common challenges, as well as engage with the Shaping Wealth team.
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.
Your OCBO dashboard also connects you to
Shaping Wealth's Learning & Development suite.
BUILDING THE BEHAVIORAL ADVISOR
STORYTELLING FOR ADVISORS
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.
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