SHAPING WEALTH
WORKSHOPS
Expert-led workshops on transformative topics
at the nexus of money and psychology
LEARNING EXPERIENCES
INSPIRING THE GLOBAL
WEALTH INDUSTRY
Our workshops combine practical tools and takeaways
with purpose-driven thinking to help advisors, teams, and clients flourish.
STORYTELLING
FOR ADVISORS
We are born as storytellers, not calculators. This fundamental insight into human nature is mostly ignored by the wealth management industry, leaving both advisors and clients searching for more meaningful relationships that go beyond
financial transactions.
This workshop introduces the science and craft of storytelling as a superpower for modern advisors, positioning them to deliver more impactful client experiences through improved conversation
and communication.
During this workshop, you will:​
✔︎
Deepen your self-awareness by exploring your own money story, plus understand how it aligns with your clients’ values and aspirations
✔︎
Build practical, tactical techniques to energize your client conversations, employing upgraded empathy skills to help clients achieve “funded contentment
✔︎
Delve into the fascinating, mind-bending power of storytelling and how us all being “wired” for story has actionable implications for our own journeys through life
ZERO TO ONE:
ADVISOR WELLBEING
In a rapidly transforming wealth management industry, advisors are both thriving and struggling. That whipsaw meant there’s never been more need for open dialogue on advisor wellbeing. The advent of comprehensive or “holistic” advice has many virtues, but also means that advisors and teams are increasingly tasked with more expansive and demanding roles. As a result, stress, burnout, and imposter syndrome are rampant.
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This interactive workshop helps advisors build necessary skills and perspectives for going from just-getting-by to good, and from good to great, ultimately helping advisors flourish.
As part of this session, you will:
✔︎
Discover why self-care is a crucial practice for the modern advisor serious about maintaining peak performance
✔︎
Develop strategies for more effectively managing stress, overcoming imposter syndrome, and addressing burnout
✔︎
Master skills such as emotional intelligence and “flow” to transform surviving into thriving, to go “from zero to one”
EQ FOR ADVISORS
Emotional intelligence (EQ) is the currency of success for the modern financial advisor. Studies show that 90% of top performers have high EQ, and by 2024, global demand for EQ skills is expected to increase by 6x. This powerful workshop enables advisors to hone their emotional intelligence to stoke self-awareness, cultivate resilience, elevate empathy, and lead others through stronger communication and
behavior-modeling skills.
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During this workshop, you will:
✔︎
Increase self-awareness by tuning into emotions and internal signals, and learning to recognize how feelings affect you and your performance
✔︎
Build emotional self-control by learning how to keep disruptive impulses in check, enabling you to stay cool under duress
✔︎
Improve empathy and social skills to communicate better, strengthen relationships, and constructively resolve conflicts
NAVIGATING CHANGE
Sometimes, your clients won’t take your advice, even when they know it’s the “right” thing to do. It’s frustrating. How can you bridge this gap between “getting it” and “doing it”? This intensive training session will build your foundational skills in Motivational Interviewing, a coaching framework that helps your clients overcome obstacles and achieve their goals.
Navigating Change will show you
how to:
✔︎
Increase self-awareness by tuning into emotions and internal signals, and learning to recognize how feelings affect you and your performance
✔︎
Build emotional self-control by learning how to keep disruptive impulses in check, enabling you to stay cool under duress
✔︎
Improve empathy and social skills to communicate better, strengthen relationships, and constructively resolve conflicts
INTERESTED IN SCHEDULING
ONE OF OUR WORKSHOPS?