Page 2 - BTBA Brochure
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THE JOURNEY
Welcome to BUILDING THE BEHAVIORAL ADVISOR!
Shaping Wealth has designed this applied behavioral finance program for the global wealth management industry. It is a cross-disciplinary journey for financial advisors to become expert in behaviorally-oriented advice.
Building the Behavioral Advisor has the following objectives:
๏ Building a deep, practical understanding of how money fits into a meaningful life
๏ Acquire the skills to teach and inspire others with this content
๏ Creating “chief behavioral officer” functionality at your firm
๏ Translate the knowledge and skills into a more profitable and defensible business
๏ Improve clients’ lives and create referral-worthy experiences
You will get as much from this journey as you put in. Our approach is “experiential learning,” a two-way commitment to engagement and learning-by-doing.
We will equip you to have better conversations on things that really matter to your clients, your team, and you. We aspire for this program to be a watershed moment in your career.
