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:
Understand others better in order to deliver a much-improved
client experience?
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.
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.
Features provided through OCBO are delivered
Weekly, Monthly, Quarterly, and Always.
QUILL, QUOTE,
QUESTION
Start every week with intention. Reflect on a quote, question, and behavioral insight to strengthen self-awareness and deepen client engagement.
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.
THE DROP
Beautifully designed visual content you can use to deepen the impact of your client meetings.
OFFICE HOURS
WITH DR. JOY LERE
An expert consultation on challenging cases, client psychology, and professional development topics that impact you and your practice.
AMPLIFY
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.
COMMUNITY
Connect with peers and friends to share ideas, best practices, and common challenges, as well as engage with the Shaping Wealth team.
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.
Shaping Wealth is your Chief Behavioral Officer