Exciting news! Partnering with National Association of REALTORS® we're launching a new suite of training programs for REALTORS®. Led by Joy Lere these sessions focus on human-centric skills like #emotionalintelligence #storytelling , and #wellbeing . Learn more: nar.realtor/newsroom/cente…

Thrilled to share our feature in @FAmagazine 'AI Tool Gives A Human Touch' by Ed Hayes, showcases Lydia, our cutting-edge AI financial assistant by @ShapingWealth & @AlaiStudios.
🔗 Read more: fa-mag.com/news/ai-tool-g…
🕰️ Join the waitlist: meetlydia.ai

Remembering Daniel Kahneman 🌟 Join us for a special #ChoppingWealth episode on May 21 at 4 PM ET to honor the Nobel laureate's legacy in behavioral finance. Insights from Brian Portnoy Bob Seawright Drew Dickson

Register now: us06web.zoom.us/webinar/regist… #Tribute #DanielKahneman

Working with advisors like Alex Riley is one of the joys of building Shaping Wealth.

Some landmark news from @shapingwealth that I'm extremely happy to announce.

We have signed a long-term partnership with National Association of REALTORS®, the largest trade association in the US (1.6 million members) to license and deliver Shaping Wealth workshops on emotional intelligence,…

🚨 Breaking news! @shapingwealth and National Association of REALTORS® have teamed up for a transformative training led by Joy Lere expanding our reach beyond financial services. Learn more: nar.realtor/newsroom/cente… #ShapingWealth #EmotionalIntelligence #InspiredGrowth

Can promise it’s worth it.

Get a glimpse into everything hitting the #OCBO dashboard this month Neil Bage including effective strategies and key themes:
🛡️ Psychological Safety
🔥 Burnout
💎 Values
🔍 The Power of Perspective
Join for free: shapingwealth.com/#InspiredGrowth

Unlock your full potential by signing up for Joy Lere’s Office Hours. There are a few slots still open for TODAY’s session 🗓️ starting at 11:00 a.m. ET. Access this program as an OCBO+ member: ocbo.shapingwealth.com/office-hours/

Unlock your full potential by signing up for Joy Lere’s Office Hours. There are a few slots still open for this week’s session🗓️ May 2nd starting at 11:00 a.m. ET. Access this program as an OCBO+ member: ocbo.shapingwealth.com/office-hours/

We’re thrilled to have Meghaan Lurtz, Ph.D. joining us!

Don't Miss Out! Join us for Office Hours on May 2nd at 11 AM ET w/Joy Lere, exclusively for #OCBO + subscribers!

🔹 Navigating leadership complexities
🔹 Building stronger client relationships
🔹 Finding balance in your personal life

Register Now: ocbo.shapingwealth.com/office-hours/

This will be a great conversation about how to show up for clients when they're upset, anxious, or just have a bee in their bonnet about something.

The @shapingwealth team has put together a basic 5-step framework to get through these situations smoothly.

Join us!

Keep calm & carry on! Join us for Joy Lere's Amplify workshop to learn a powerful 5-step framework to address client fears & anxieties.
OCBO+ Members: Register for free via your OCBO dashboard bit.ly/4aKPXak
Non-Members: Register for $99 bit.ly/3JrWYke

🚨 FINAL CALL 🚨

Today is your last chance to join an amazing group of financial professionals from around the world for @shapingwealth's Foundations of Behavioral Advice program, starting this coming Wednesday, 24th April. Registration closes midnight tonight!…

Registration closes tomorrow!

Last call! The Foundations of Behavioral Advice program starts April 24. Learn how to build stronger client relationships by understanding the psychology of money. 4 modules! Register now: shapingwealth.com

The countdown has started! In just over a week's time, the Foundations of Behavioral Advice program kicks off. Registration closes this coming Friday (April 19th), so don't wait around much longer. Click here to register: shapingwealth.com/foundations

🚪 The doors are closing! Starting 4/24, join our Foundations of Behavioral Advice program Brian Portnoy Neil Bage Joy Lere Meghaan Lurtz, Ph.D.
Deepen client engagement and build stronger human-centric wealth cultures. Special pricing when you enroll by 4/19: shapingwealth.com/foundations

I strongly recommend that you subscribe to Joy Lere's Substack, FINDING JOY.

This week's post is beautiful. As is much of what she writes. I'm a better person for reading her.