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@shapingwealth @shapingwealth

The leading learning & development platform for human-first financial guidance. Our vision: Funded contentment for everyone.

Joined January 2021
  • Tweets 854
  • Following 12
  • Followers 1,291
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⏰ Just 2 weeks left to register! ✔️ Free & virtual ✔️ 3.5 CFP® CE credits ✔️ Limited spots — filling fast Bring behavioral finance to life in your practice. 👉 See the full agenda reserve your seat: shapingwealth.com/befi-summi… #BeFiSummit #BehavioralFinance #FinancialAdvisors
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Thrilled to welcome @jasonpereira & @SamanthaTwenty to our advisory board alongside @HalHershfield bringing their expertise in tech, marketing & behavioral insight! As we advance Lydia™ & deepen tech integrations, we're committed to making AI more human. businesswire.com/news/home/2…
shaping wealth expands advisory board with industry leaders Jason Pereira, Samantha Russell, and Hal Hershfield.

ALT shaping wealth expands advisory board with industry leaders Jason Pereira, Samantha Russell, and Hal Hershfield.
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What if true wealth isn’t about getting more but is about funding a life that actually matters? @bportnoy_ joins Scott Stevens to explore funded contentment, empathy in advice, and why money is an emotional lightning rod. 🎧 spoti.fi/4eiTr6i #BehavioralFinance
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🍂 Fall is for fresh starts. Our signature programs return this Sept & Oct—helping financial professionals grow with purpose & connection. Sign-up here: shapingwealth.com/experience…
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Shaping Wealth is on the road this June! 🎤 June 3: @FundmentHQ #TheAdvisersEdge bit.ly/3Z7UFuX June 9–11: #JoltConference joltconference.com June 10-12: @Wealth__Edge #WMEDGE informaconnect.com/edge Let’s connect shape the future together.
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CE shouldn’t just be a box to check. It should make you a better advisor. With a Compass subscription you’ll earn credit, yes. But you’ll also earn confidence—with content designed to improve your actual client conversations, not just your resume. compass.shapingwealth.com
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The BeFi Summit is back! Punch your ticket early to the award-winning virtual event bringing together the top minds in human-first financial guidance. 10/11 @ 11 AM ET: bit.ly/4jWsFTx
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There’s still time to register for this afternoon’s Mastering Ethics training, led by Marguerita Cheng & beginning @ noon CT. Don’t miss your chance to earn your Ethics CE credits: compass.shapingwealth.com/ma…
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Attending the @FutureProof_HQ Leaders Retreat? Don’t miss @bportnoy_ tomorrow at 3:20 PM MT. His instantly actionable Breakthru Experience session will equip you with the skills you need to make a better first impression. #FutureProof2025 #LeadersRetreat #BehavioralFinance
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Earlier this week at @CFAinstitute LIVE 2025, @bportnoy_ joined @PeterLazaroff for a compelling fireside chat exploring the real-world power of behavioral finance. If you missed it, you can catch the full recap in @finplan here: financial-planning.com/news/…
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This is it – your last chance to join our upcoming Navigator training series. We’re keeping these sessions intentionally small to help you make the most of the experience. Only a few spots remain; secure yours here 👉 shapingwealth.com/navigator
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On 4/16, don’t miss @bportnoy_, @PeterLazaroff & @BullandBaird for a @CFAinstitute conversation focused on the future of the investment professional. Learn more: bit.ly/41WC9rd
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In our transformative BTBA program, we’re teaching advisors the practical skills they need to meet evolving client expectations, experience more personal & professional fulfillment, and ultimately grow their firms. Join us beginning 4/22: shapingwealth.com/btba
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Want to be happier? Don’t miss our latest Chopping Wealth, featuring @bportnoy_ and guest Emma Seppälä, research scientist, psychologist, best-selling author, and faculty member at the Yale School of Management. Tune into their conversation here: compass.shapingwealth.com/ch…
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We’re thrilled to partner with Marguerita Cheng to bring you a compelling opportunity to fulfill your Ethics CE credits! Register for this event for $69, or subscribe to the Compass CE platform through the end of this year for only $99. compass.shapingwealth.com/ma…
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🗣️Increase efficiency 🗣️Automate everything 🗣️Do more 🗣️Move faster The advice business happens a million miles an hour. Everywhere you turn, the message is go, go, go. But the good stuff happens when you 𝙜𝙤 𝙨𝙡𝙤𝙬.
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Big congrats to @bportnoy_ for being recognized as a Top 100 Influencer in the financial industry! 🎉 Not only that, but 3 of his books made it onto this list of the Top 100 Books in Financial Advice 📚👏 bit.ly/4iLNLDe
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BTBA Cohort 12 is already shaping up to to be an experience filled with transformative conversations and powerful insights from some of the industry’s brightest emerging minds. Want to join us? shapingwealth.com/btba
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TODAY at 2PM EST: "Time Well Spent: Coaching Time Affluence" with @joylerepsyd Learn science-backed strategies to escape the trap of time poverty & help your clients do the same. 1 CFP CE credit available! Part of our new partnership w/@Nitrogen Register: bit.ly/43FFT1u
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We’ve got a packed dance card this month!💃 Check out where the Shaping Wealth team is headed in March, and let us know if you want to connect!
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