top of page
Profile
Join date: Jul 4, 2022
Posts (23)
Jan 28, 2026 ∙ 4 min
Focal Partners With Shaping Wealth to Deliver Science-Backed Behavioral Coaching That Strengthens Advisor-Client Interactions
Focal Partners With Shaping Wealth to Deliver Science-Backed Behavioral Coaching That Strengthens Advisor-Client Interactions
88
0
Jul 10, 2025 ∙ 3 min
Shaping Wealth Announces 2025 BeFi Summit with Industry Luminaries Jason Zweig, Anna N’Jie-Konte, Mary Beth Storjohann, and Tim Maurer As Keynote Speakers
After drawing nearly 2,000 advisors in 2024, the acclaimed virtual event returns October 10th with a focus on practical behavioral finance and human-first client engagement strategies.
57
0
Jan 29, 2024 ∙ 1 min
NewRetirement Podcast: Financial Well-Being: A Holistic Approach
In episode 75 of the NewRetirement Podcast, Brian Portnoy, founder of Shaping Wealth, emphasizes holistic well-being within the context...
271
0
Shaping Wealth
Writer
More actions
bottom of page