Shaping Wealth to Hold Its First Behavioral Finance-Focused Virtual Event
Shaping Wealth, a company specializing in behavioral finance training and helping advisors understand the psychology of financial planning, on Friday announced that it would soon hold its first-ever behavioral finance-focused virtual event.
The inaugural BeFi Summit has been scheduled from 10 a.m. to noon CST Friday, Nov. 3 and will be free to attend.
Featured speakers at the event will include “The Millennial Money Fix” authors Doug and Heather Boneparth; Hal Hershfield, a professor at UCLA’s Anderson School of Management; Dr. Meghaan Lurtz, learning and development specialist at Shaping Wealth; and Ross Marino, CEO of Advisor 2X. One of the event’s 30-minute sessions will also include a practitioner’s panel.
Shaping Wealth was co-founded by Brian Portnoy. Joy Lere, a licensed clinical psychologist and the other co-founder of Shaping Wealth, was profiled by WealthManagement.com in November 2022 in the “Ten to Watch in 2023” series.
Shaping Wealth offers different paths for advisors, including a 100-day experience called “Building the Behavioral Advisor,” which includes live teaching and cohort-based work for $7,500 per individual (although family rates also are available). In November 2022, the organization launched a subscription-based membership program called OCBO, standing for “outsourced chief behavioral officer.” Shaping Wealth’s OCBO service, which runs between $150 and $200 per advisor/per month, operates akin to third-party tech support, letting smaller firms manage costs while benefiting from Shaping Wealth’s behavioral finance insights.
TAGS: Technology 0 comments Hide comments
Comment * Switch to plain text editorMore information about text formats
Text format CommentsPlain text Comments- Allowed HTML tags: <em> <strong> <blockquote> <br> <p>
- No HTML tags allowed.
- Web page addresses and e-mail addresses turn into links automatically.
- Lines and paragraphs break automatically.
- Load More
- Next Article
- Previous Article
Owl Media Group takes pride in providing social-first platforms which equally benefit and facilitate engagement between businesses and consumers and creating much-needed balance to make conducting business, easier, safer, faster and better. The vision behind every platform in the Owl Media suite is to make lives better and foster a healthy environment in which parties can conduct business efficiently. Facilitating free and fair business relationships is crucial for any thriving economy and Owl Media bridges the gap and open doors for transparent and successful transacting. No advertising funds influence the functionality of our media platforms because we value authenticity and never compromise on quality no matter how lucrative the offers from advertisers may seem.
Originally posted on: https://www.wealthmanagement.com/news/shaping-wealth-hold-its-first-behavioral-finance-focused-virtual-event