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Shaping Wealth Announces Strategic Partnership with Global Association of Independent Advisors

Through the new partnership, GAIA firms will have access to the content, coaching, tools, and other resources on Shaping Wealth’s Outsourced Chief Behavioral Officer (OCBO) platform.

Shaping Wealth, a pioneer in applied behavioral finance for the global wealth management industry, is excited to announce a new partnership with the Global Association of Independent Advisors (GAIA), a worldwide network of independently owned investment advisory firms committed to putting their clients’ best interests first.

As the industry pivots toward providing more human-centric advice, there’s a strong global tailwind in demand for practical behavioral insights and tools that enable advisors to train, at scale, in disciplines like behavioral finance, positive psychology, and emotional intelligence. Shaping Wealth’s proprietary Outsourced Chief Behavioral Officer (OCBO) platform meets this need head-on.

“We’re thrilled about partnering with GAIA, particularly the global impact it will have on advisors, firms, and end-clients alike,” said Brian Portnoy, Founder of Shaping Wealth. “GAIA intends to make OCBO available to teams beyond just front-line advisors, which aligns beautifully with our philosophy that true human-centric planning cultures must empower the broader teams serving clients.”

GAIA firms will have access to the intuitive OCBO dashboard and its rich, research-backed, continuously-updated flow of applied behavioral insights and tools that are both easy to understand and easy to share with clients.

“GAIA were formed to learn and implement global best practice so as to serve our clients better and help them achieve their financial and lifestyle goals,” said Simon Brown, Partner at UK-based BpH Wealth Management​. “We see an increasingly important need to further develop the skills of our teams to help clients manage habitual behaviour with money and life choices.”

Sam Instone, CEO of GAIA member firm, Dubai-based AES International, added, “OCBO has been a catalyst for business and personal transformation. It delivers massive value and is so good that I feel client-centered advisors can't afford to miss out. I am grateful to the team for making this sage wisdom available.”

To learn more about Shaping Wealth’s transformative OCBO program, click here.

About Shaping Wealth

Shaping Wealth is a learning and development platform, powered by behavioral science, training financial advisors in the psychology of financial planning. The firm’s team of experts in the psychology, neuroscience, and sociology of money develops coaching and content experiences which educate, train, and inspire wealth management firms ranging from one-person shops to Fortune 500 companies. Shaping Wealth’s flagship coaching program, Building the Behavioral Advisor, is a transformative learning experience for advisors committed to achieving funded contentment for their clients and themselves. The groundbreaking Outsourced Chief Behavioral Officer (OCBO) platform empowers advisors with a steady flow of applied behavioral insights and tools that are easy to understand, easy to share, practical, and impactful. Shaping Wealth also offers deep-dive, one-day workshops and customized learning solutions for enterprise-level firms.


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