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IN COLLABORATION WITH
FOUNDATIONS OF BEHAVIORAL ADVICE
Hi there,
If you are interested in increasing advisor well-being and advisory team cohesion; you are not alone.
And Shaping Wealth’s Foundations is just the ticket! With the next cohort kicking off on October 23rd, wellbeing is right around the corner: who from your team will be joining us?
At Shaping Wealth, we know that real success starts from within your team. Foundations is about more than workload management—it’s about creating a culture where every voice is heard, valued, and supported. That’s where true well-being thrives.
Why Foundations this October for You and Your Team?
Boost Resilience: Give your team tools to manage stress and prevent burnout so they feel energized and engaged daily.
Inclusive Collaboration: Break down silos and create shared understanding—better teamwork leads to better client outcomes.
Proven Impact: Teams that feel connected are more productive, satisfied, and ready to thrive.
Cost-effective with CE: Registration is just $549 a seat when signing up at least three team members, and if they happen to be advisors, they get 4.5 hours of CE, too!
The best part? Foundations is for everyone—not just advisors. Imagine a firm where every member, regardless of their role, speaks the same language of connection and support.
Ready to take the leap? Join us on October 23rd to help your entire team thrive together.
Best,
The Shaping Wealth Team
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