Solution introduction
Shaping Wealth has designed this cohort-based experience for financial planners committed to the achievement of funded contentment for their clients—and for themselves
This is an intensive program to train “player-coaches” on how to guide clients not just on timely financial decisions but timeless considerations of how money fits into a meaningful life
The “Behavioral Advisor” who emerges from this transformative experience will sit on the leading edge of the global wealth management industry. We aspire for this program to be a watershed moment in your career.
