Shaping Wealth Announces Cohort 11 of the Industry’s Premier Human-First Coaching Experience, Building the Behavioral Advisor
11 Julio 2024 - 7:00AM
Business Wire
Registration is open for the program alumni
have called ‘transformative,’ which now features even more social
and experiential learning opportunities for participants
Shaping Wealth, the global wealth industry’s premier learning
and development platform powering “human-first” financial guidance,
has announced that registration is now open for the 11th cohort of
its flagship learning experience, Building the Behavioral Advisor
(BTBA).
Combining live instruction, peer-to-peer learning, self-paced
study, and guided self-reflection, BTBA has been carefully crafted
by Shaping Wealth’s team of experts to train advisors as
“player-coaches,” upskilling their ability to guide clients on
timely financial decisions and timeless considerations of how money
fits into a meaningful life.
“BTBA is an immersive coaching program that channels timeless
insight on what makes us all human into timely, practical, and
scalable tools for not only deepening client relationships but
earning a fresh view on our own careers and lives. It’s a big
unlock on both empathy and self-awareness,” said Brian Portnoy,
founder of Shaping Wealth. “Increasingly, Shaping Wealth’s programs
are serving as a growth engine for RIAs seeking to upgrade both
talent development and client experience.”
The two-month program, which begins on Tuesday, September 24,
includes an eight module learning journey with curated instruction
from the Shaping Wealth team, small group pods, and opportunities
for guided self-reflection. Participants will have access to a
proprietary digital learning library and a custom workbook filled
with over 100 thought-provoking questions, conversation starters,
and other tools.
Former BTBA alumni praise the transformative nature of the
program. Uziel Gomez, CFP®, AFC® of Primeros Financial, commented:
“I've grown as an advisor and a human, applying lessons in both my
professional and personal life.”
Beginning with its upcoming cohort, BTBA will build on a
leading-edge “flipped classroom” structure, prioritizing live class
time to empower rich conversation and peer-to-peer engagement,
while participants consume lectures asynchronously.
BTBA was recently selected as a finalist for the
Wealthmanagement.com Industry Awards in the Thought Leadership
category. The program will offer a substantial number of CFP CE
credit hours, lifetime access to course content, ongoing
participation in an active global alumni network, and a certificate
in Behavioral Advice signifying the completion of the program.
Learn more about BTBA and human first financial guidance by
joining the Shaping Wealth team for a live webinar on Thursday,
August 8 at 2:00 PM ET, to explore the program’s themes and
structure. Click here to register.
You can also sign up directly for BTBA here.
About Shaping Wealth
Shaping Wealth is a leading provider of learning and training
solutions for the global wealth management industry, specifically
in applied behavioral finance and the psychology of financial
planning. Led by a team of experts in behavioral finance,
psychology, neuroscience, and financial planning, Shaping Wealth
develops coaching and content experiences designed to educate and
inspire advice firms ranging from small RIAs to Fortune 500
companies. The firm has pioneered “human first” financial guidance
through transformative programs such as Building the Behavioral
Advisor and the Foundations of Behavioral Advice. To partner with
Shaping Wealth in the humanizing of financial advice, visit us at
www.shapingwealth.com.
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Tina Powell Intention.ly for Shaping Wealth
shapingwealth@growintentionally.com 201-212-0072