Behavioural Science fused with neuroscience • Financial Services • Co-Founder at @shapingwealth • Keynote speaker

🏠 Winchester 💜 Isle of Wight
Joined January 2009
This was a lovely uplifting episode with some great reminders to go back to the basics when it comes to taking care of our health as a priority. ✨️☀️🌤 "You want to be healthy, be the light in someone else's life." - @ppearlman compass.shapingwealth.com/sh…
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Two special guests - @neilbage & @JamesWoodfall - in one flash webinar 📣 In the wake of Trump’s tariff turmoil, we’re interrupting your Wednesday evening to help you prepare for the next time markets fall. Next week, 7 pm BST 👇 us02web.zoom.us/webinar/regi…
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Our latest training series, Navigator, is designed to help you level up your meetings, conversations, and connections across key client and prospect touchpoints. Each of the four modules is led by @MeghaanL; learn more and register here: shapingwealth.com/navigator
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Join @joylerepsyd on 11/14 at 12:30 pm ET for "Guiding Through Grief: Tools for Financial Advisors," offering tools to support you and your clients through life's challenges. compass.shapingwealth.com/?p… (not a Compass subscriber yet? It's free to sign up!)
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Compass subscribers, don’t miss our monthly Shaping Health feature, which explores physical and financial wellbeing w/@ppearlman, @neilbage, & @bportnoy_. Log into your Compass dashboard or sign up here to check it out! compass.shapingwealth.com/
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We’re exploring the intersection of politics and the markets in this special Chopping Wealth episode featuring @PeterLazaroff and @BullandBaird and hosted by @bportnoy_. Tune in free on our Compass platform: compass.shapingwealth.com/ch…
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OCBO ➡️ Compass 🎉🥳 We’re thrilled to announce that our OCBO platform is now Compass – a sleeker, more intuitive, more powerful experience designed to help you unlock even more BeFi focused insights, resources, and tools: compass.shapingwealth.com/
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Our next Foundations cohort is almost full, but there are a still a few spots remaining for those interested in building fortified human-first wealth culture at their firms. ➡️Up to 4.5 CFP CE credits ➡️$679/person ➡️$549/person for teams of 3 or more shapingwealth.com/enrollment
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This is it…your LAST CHANCE to join the BeFi Summit, kicking off in just a few hours at 11 am ET! Don’t miss the opportunity to earn up to 3.5 CFP CE credits & hear from the industry’s leading BeFi visionaries about today’s most relevant topics: shapingwealth.com/befi-summi…
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Conferences are a powerful way to learn & connect! Join us 10/11 for the 2024 BeFi Virtual Summit to explore strategies for deepening client relationships & making a meaningful impact in your work! shapingwealth.com/befi-summi…
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Our next Foundations of Behavioral Advice cohort is fast approaching! Seats are filling up, but there’s still time to take advantage of this energizing, team-building experience focused on helping you fortify a human-centric wealth culture at your firm: shapingwealth.com/enrollment
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Who’s coming to the second annual BeFi Summit, hosted by the @Shaping Wealth team? 👋 I’m thrilled to be speaking alongside the industry’s top minds in behavioral finance, psychology, and investing on Friday, October 11! I hope you’ll join us. Click here to register!
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Who’s coming to the second annual BeFi Summit, hosted by the @Shaping Wealth team? 👋 I’m thrilled to be speaking alongside the industry’s top minds in behavioral finance, psychology, and investing on Friday, October 11! I hope you’ll join us. Click here to register!
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COHORT DAY! It's like those🦋🦋🦋 you felt on the first day of school. The anticipation of something new and exciting. Cohort 1⃣1⃣ of @shapingwealth Building the Behavioral Advisor launches this morning. BTBA has a whole new look--we never stop innovating--and I can't wait to welcome advisors from across North America 🇺🇸🇨🇦 and Europe 🇬🇧. Most I've not met before, and others I can't wait see again, including @MelissaJoyCFP, @Zack_Hubbard1 @jasonpereira @sofiafinancial. Let's go! 🚀
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Replying to @bportnoy_
@bportnoy_ pumping up the work that he, @neilbage and @joylerepsyd will be discussing today. Standing room only! @FutureProof_HQ @shapingwealth
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At @FutureProof_HQ next week, @bportnoy_, @neilbage & @joylerepsyd are set to lead BreakThru sessions that delve into the heart of what makes financial firms thrive: the people behind the numbers. Prioritize human connection, transform client relationships. Mark your calendar.
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My guy @AravindSitham is such a solid dude and we have loved him being in the center of the @shapingwealth community, not just in Canada but globally. See you all soon at @FutureProof_HQ! As Aravind, mentioned come say hi Tuesday at 320p on the Level Up stage.
I'm always so happy that I joint Advisor Office hours. It's one of my bigger ROI's out of the @shapingwealth OCBO subscription! For that reason - today I want to talk about the powerhouse team we'll be seeing at @FutureProof_HQ @bportnoy_ @neilbage @joylerepsyd
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An underlying current for all of the work we're doing at @shapingwealth is employing learning as a growth strategy. We're getting more and more granular on this with our clients. At @FutureProof_HQ, we're going to share that vision and some specific tactics you can use straight away. Come join us on Tuesday 9/17 at 3:20pm!
Replying to @FutureProof_HQ
@FutureProof_HQ Festival is just a month away. Will you be there? Let's meet up! Mark your calendar for our session on 9/17 𝘐𝘯𝘴𝘱𝘪𝘳𝘦𝘥 𝘎𝘳𝘰𝘸𝘵𝘩: 𝘛𝘩𝘦 𝘚𝘦𝘤𝘳𝘦𝘵 𝘵𝘰 𝘌𝘹𝘱𝘭𝘰𝘴𝘪𝘷𝘦 𝘌𝘯𝘨𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘢𝘯𝘥 𝘚𝘶𝘤𝘤𝘦𝘴𝘴. @joylerepsyd, @neilbage @bportnoy_
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