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SHARING DECADES OF WISDOM, 
INSPIRING NEW THINKING.

Book Shaping Wealth for your next event.

The Shaping Wealth team channels decades of hard-earned expertise in finance, psychology, neuroscience, and philosophy into a range of keynote talks and workshops designed to spark curiosity and drive transformative change. From inspired wisdom on how money fits into a meaningful life to impactful advice on the psychology of financial planning to topics targeted to particular client events, Shaping Wealth keynotes challenge and delight audiences across the world.

OUR SPEAKERS

At Shaping Wealth all of our speakers bring a wealth of expertise and unique perspectives to every engagement. Whether you're looking for a dynamic opening keynote address, a hands-on interactive workshop, or an engaging webinar, our team is equipped to meet your needs with excellence. Our pricing reflects the value and quality of our offerings, ensuring that you receive the best experience possible.

 

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Keynote speech: $7,000 - $15,000     |     Workshops: $15,000 - $ 25,000     |     Webinars: $3,000 - $7,000​​​

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BRIAN PORTNOY

As a speaker, Brian brings a unique combination of academic knowledge, industry experience, and a focus on the human aspects of finance. This makes him a sought-after expert who can provide valuable insights on the psychological aspects of money and wealth management to financial services professionals.

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MOST POPULAR TALKS:​​

  • The Playbook for Human Advice

  • Beyond Bias   

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NEIL BAGE​

Neil’s talks bring to life the latest in scientific thinking: from human evolution and psychology to human biology and neuroscience. These combine to reveal how people navigate a fast-paced 21st-century world and what it means to be human. 

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MOST POPULAR TALKS:​​

  • The Playbook for Human Advice

  • The Neuroscience of Advice​

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MEGHAAN LURTZ​

Through her engaging talks, Meg transforms modern therapeutic techniques and change research into actionable client interactions. She demonstrates how gaining a deeper understanding of human behavior, makes it easier to effectively work with individuals.

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MOST POPULAR TALKS:​​

  • 25 questions for better client connections

  • Fine to Flourish: Making review meetings fun again​​

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JOY LERE​

Joy brings a wealth of expertise in emotional intelligence and workplace wellbeing to her dynamic presentations. With a background in clinical psychology, she provides her audiences with invaluable insights and actionable strategies that enhance employee wellness and drive sustainable success. Dr. Lere is a sought-after expert for organizations dedicated to cultivating healthy, productive work environments.

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MOST POPULAR TALKS:

  • Emotions at Work: EQ for Advisors

  • Zero to One: Elevating Advisor Wellbeing

TOPICS

Discover the variety of inspiring talks and workshops offered by Shaping Wealth by exploring the tabs below.

 

Our keynote speeches and webinars are designed to last around 50 minutes, while our workshops offer an in-depth experience lasting about 3 hours. ​ CE is available for all talks.

 

If there's a particular talk or workshop you're looking for that you don't see listed, we'd love to hear from you!

THE PLAYBOOK FOR HUMAN ADVICE

In this new era of generative AI, it's human-to-human skills that will separate successful finance advisory practices from the pack. Both advisor training and client experience are being elevated through behavioral finance, positive psychology, and emotional intelligence. But how? This talk delivers an original, shareable, and scalable framework for understanding the six core elements of human behavior in order to inspire both advisor and client success.​

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KEYNOTE      WEBINAR​​​

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​BEYOND BIASES: EXPLORING THE HUMAN EXPERIENCE OF MONEY

Despite “behavioral finance” being fascinating, its impact in the wealth management industry has been limited. Of course we want to help clients make better decisions in order to thrive. But our industry’s “biases and heuristics” obsession has landed us in a cul-de-sac from which we now need to retreat. This talk charts a new path forward. It presents seven distinct pivot points combining timeless insights with timely actions to empower the modern advisor to help clients figure out how money fits into a meaningful life. 

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KEYNOTE      WEBINAR

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BUILDING A HUMAN-CENTRIC WEALTH CULTURE

Change is accelerating in the global wealth industry, with firms striving to compete and thrive. Sustained growth hinges on implementing and scaling a human-centric wealth culture. This talk/workshop presents an impactful framework for understanding and building such cultures. We will explore the power of storytelling and emotional intelligence, supported by neuroscience, to inspire exceptional client and teammate experiences. Practical strategies and a personalized action plan will be provided to implement a human-centric culture and drive inspired growth.

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KEYNOTE      WORKSHOP      WEBINAR

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FINE TO FLOURISH: MAKING REVIEW MEETINGS FUN AGAIN!

Ongoing monitoring meetings get boring. Advisors and clients alike are not thrilled to be having the same meeting again and again where there is nothing new or exciting to report. Yet, when clients hit the “fine” phase of the client-advisor relationship, this can be the perfect time to start having “flourish” conversations and bring some fun back to the client-advisor relationship and transform the boring monitoring meetings. Join us and learn about thinking of the three phases of the client advisor relationship as fix, fine, flourish and the questions to ask clients that move them from fine to flourish which ends up brining the advisors back to where they are happiest, at fix. â€‹â€‹

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KEYNOTE      WORKSHOP      WEBINAR

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25 QUESTIONS FOR BETTER CLIENT CONNECTIONS

Asking great questions is an essential part of the job of the financial advisor. Great questions help us to gather important information, and great questions can help motivate clients to take action. Many advisors are aware of the difference between a closed-ended question and an open-ended question, but questions can take additional forms as well. Learn not only about the different types of questions that are available to advisors, but also about how and when to use these questions throughout the financial planning relationship.​

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KEYNOTE      WORKSHOP      WEBINAR

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17 FOLLOW-UP QUESTIONS TO ENRICH CLIENT CONVERSATIONS

Rapport building is pivotal groundwork for a trusting relationship. One sure fire way to build rapport and ultimately trust is by asking follow-up questions. In this presentation, advisors will learn why follow-up questions are so powerful for trust and connection. They will also learn about varied forms of follow-up questions and how to use those forms in the varied financial planning meetings, specifically introduction meetings, discovery meetings, and plan presentations meetings. Utilizing follow-up questions to strategically build rapport and trust in the early stages of a new financial planning engagement.​

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KEYNOTE      WORKSHOP      WEBINAR

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