Get instant access to cutting-edge content, coaching, and tools designed to inspire, build trust, and change lives.
Gain original insights and impactful tools to achieve funded contentment for clients and yourself.
Engage a dynamic alternative to traditional learning with innovative Continuing Education content.
Leverage shareable, client-friendly resources to spark meaningful conversations about what truly matters in life.
Address the challenge of advisor wellbeing in today’s frenetical-paced, information-saturated world.
Compass is a dynamic platform providing original content and coaching on a weekly, monthly, and quarterly basis. Designed for simplicity and shareability, Compass offers three subscription levels, each tailored to enhance your experience through an intuitive dashboard. Discover countless opportunities for growth, creativity, and connection with the subscription that fits your needs. Find your ideal plan below!
FREE
Elevate your skills in delivering impactful behavioral advice and build a foundation for a human-centered approach to financial planning.
In this Chopping Wealth episode, Nick Maggiulli discusses his book “The Wealth Ladder,” exploring six wealth levels from $10,000 to $100 million. He reveals how financial strategies and
CE
1 Hour
$149 Per Year
Earn unlimited CE credits while engaging with our content. Access hours of CE-approved material with just a click. Enjoy everything Compass Core offers, plus:
Christine Benz is Morningstar’s director of personal finance and retirement planning, co-hosts “The Long View” podcast, and is frequently quoted in The New York Times, WSJ, and CNBC.
CE
1 hour
$50 Per Month / $500 Per Year
Unlock the full range of behavioral coaching and content with our top-tier subscription. This level gives you complete access to all Compass features, including live sessions with the Shaping Wealth team.
In this episode of The Drop, we explore retirement as more than a financial milestone—it’s a profound psychological shift. We discuss the identity loss many face when stepping away from work, and h