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:
Understand others better in order to deliver a much-improved
Train advisors to have better conversations about the things in life that really matter?
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.
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.
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 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