Dashboard
CoursesCE Library
Money Life Matrix Masterclass: Part 2 – Connection
This interactive session is the second in a four-part series introducing the Shaping Wealth “Money Life MatrixTM”–a conceptual framework developed to help individuals understand the role of mone...
CE
1 Hour
Jim Grubman
In this conversation, Brian talks to Dr. Jim Grubman, a leading expert in family wealth advising and the psychology of affluence. In an insightful discussion on the intersection of psychology, culture...
CE
1 Hour
Emma Seppälä
Emma Seppälä, Ph.D., is a best-selling author, Yale lecturer, and international keynote speaker. She teaches at the Yale School of Management and directs its Women’s Leadership Program. As Science...
CE
1 Hour
Christine Benz
Christine Benz explores retirement beyond the numbers—balancing money, purpose, and wellbeing for a fulfilling next chapter. Gain practical insights for advisors and investors alike.
CE
1 hour
Money Life Matrix Masterclass: Part 1 – Control
This interactive session is the first in a four-part series introducing the Shaping Wealth “Money Life Matrix™”–a conceptual framework developed to help individuals understand the role of mone...
CE
1 hour
Meir Statman
Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance, aiming to understand how investors and managers make financial decisions. H...
CE
1 hr
Tom Morgan
Tom Morgan is the Founder of The Leading Edge and is a strategic visionary with extensive expertise in investment management and behavioral finance, dedicated to helping professionals thrive by connec...
CE
1 hour
Sameer Munshi
Sameer leads EY Consulting’s Behavioral Science Group in NYC, helping firms and advisors improve client acquisition, engagement, and retention through psychological methods. With a Master’s fr...
CE
1 hour
Guiding Through Grief: Tools for Financial Advisors
As financial advisors, you often walk alongside your clients through life’s most challenging moments. This workshop is designed to empower you with the knowledge and skills needed to navigate gr...
CE
1 hour
Kristy Archuleta
Kristy Archuleta is a pioneering figure in financial therapy and a Professor of Financial Planning at the University of Georgia. She co-founded the Financial Therapy Association and is a Certified Fin...
CE
1 Hour
BeFi Summit 2024: Full Show Replay
Full replay of 2024's BeFi Summit featuring Morgan Housel, Kyla Scanlon, Valerie Rivera, Cem Karsan, and Jason Pereira.
CE
3.5 hours
Peter Lazaroff & Michael Antonelli
In this episode of Chopping Wealth, Brian Portnoy discusses the intersection of politics and markets with guests Peter Lazaroff and Mike Antonelli, offering insights for financial advisors navigating ...
CE
1 hour
Corey Hoffstein
Corey Hoffstein is the CEO and Chief Investment Officer of Newfound Research, a quantitative investment and research firm based in the Greater Tampa Bay Area, United States.
CE
1 hour
Scott Rick
Scott Rick is marketing professor at the University of Michigan’s Ross School of Business and author of Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships.
CE
1 hour
Parent Trapped: Advising the “Sandwiched” Generation
An engaging workshop tailored for financial advisors catering to the "sandwiched" generation—individuals navigating the intricate balance of supporting aging parents and raising their own children.
CE
1 hour
Peter Atwater
Peter Atwater is an Adjunct Professor of Economics at William and Mary, and President of Financial Insyghts, a consulting firm that advises policymakers on how mood affects decision making.
CE
1 hour
Bob Seawright & Drew Dickson
In this month’s Chopping Wealth, Brian is joined by Bob Seawright and Drew Dickson. Together they discuss the impact and legacy of the late behavioral economist Daniel Kahneman.
CE
1 hour
How to Calm Clients’ Nerves: A Toolkit for Emotional Conversations
When clients are anxious, how can you support them effectively? This workshop teaches you skills and shares a proprietary five-step framework to calm distressed clients during uncertain times.
CE
1 hour
Sonya Lutter
Sonya Lutter is a pioneering therapist, co-founder of the Financial Therapy Association, and spearheads academic training in financial therapy at Texas Tech University.
CE
1 hour
Brad Stulberg
Brad Stulberg is a bestselling author and coach who delves into mastery and meaning. His newest book, “Master of Change,” presents a strategy for prospering amidst uncertainty.
CE
1 hour
Abby Davisson
Brian chops it up with Abby Davisson, author, social innovator and career development expert
CE
1 hour
Couples, Cash, Conflict
Money often causes stress and conflict in relationships. This workshop equips you with tools to guide couples in managing their finances collaboratively, helping them thrive instead fight.
CE
1 hour
Chantel Prat
Chantel Prat is a University of Washington Professor specializing in cognitive neuroscience and linguistics. She is also the author of the bestselling book “The Neuroscience of You”.
CE
1 hour
Paul Ollinger
Brian talks to Paul Ollinger, host of the Crazy Money podcast.
CE
1 hour
Abby Sussman
In this Chopping Wealth episode, Brian talks to Abby Sussman, an expert in financial decision making and how consumers spend, save, budget, and invest.
CE
1 hour
BeFi Summit 2023: Full Show Replay
Full replay of 2023's BeFi Summit featuring Hal Hershfield, Heather & Doug Boneparth, Ross Marino, and Meghaan Lurtz.
CE
2 hours
Lawrence Yeo
Lawrence Yeo is a writer and illustrator of More To That. His stories explore the nuances of the human condition through the lenses of philosophy, money, and creativity.
CE
1 hour
Storytelling for Advisors
Explore the science and craft of storytelling as a superpower for the modern advisor.
CE
1 hour
Carolyn McClanahan
Dr. Carolyn McClanahan, a physician turned financial planner, speaks on health and financial issues, serves on CNBC’s Financial Advisor Council, and writes for various publications.
CE
1 hour
Christine Benz
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
Motivational Interviewing for Advisors
This is a 3-hour workshop. Is your good advice getting ignored? Discover what to do when your suggestions don’t stick. This three-hour intensive training will build your foundational skills in Motiv...
CE
1 hour
3 Communication Skills For Introductory Calls
This interactive session will equip you with the skills and knowledge about client psychology you need to make a lasting impression, communicate your value proposition, and convert prospects into loya...
CE
1 hour
Gene Natali
Gene Natali is a financial educator, author, and co-founder of Troutwood, focused on promoting financial literacy and accessible financial education.
CE
1 hour
Time Well Spent: How to Coach Time Affluence
Do you often find yourself overwhelmed by a never-ending to-do list? Does it seem like you never have enough time for the things that truly matter to you? If so, you may be experiencing time poverty, ...
CE
1 hour
Dr. Daniel Crosby
In this month's Chopping Wealth, Brian Portnoy "chops it up" with Dr. Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.
CE
1 hour
Hal Hershfield
Hal Hershfield is a Professor of Marketing and Psychology at UCLA’s Anderson School of Management and see as one of the world’s leading authority on “Future Self”.
CE
1 hour
The Psychology of Goals (with Tim Maurer)
In this workshop, led by Brian Portnoy and Tim Maurer, we explore the underlying psychology of goals and how they pose distinct challenges to clients seeking happy lives.
CE
1 hour
Mary Beth Storjohann
Mary Beth Storjohann is Co-CEO of Abacus Wealth Partners, a certified financial planner, author, speaker, and podcast host focusing on women and wealth management.
CE
1 hour
Parenting Prosperity
In this workshop, Dr. Joy Lere will explore the common challenges faced by families as they make decisions related to generational wealth.
CE
1 hour
Warrior Wealth
In this workshop, Daniel Kopp and Dr. Joy Lere combine forces to position advisors to serve the military community more effectively.
CE
1 hour
Denise Shull
Denise Shull is a pathbreaking writer, coach on the psychology of risk and an expert on the neuroscience of perception, judgement, stress, and agency.
CE
1 hour
Sarah Newcomb
Sarah Newcomb is a behavioral scientist and author of “LOADED,” known for her work on investor psychology, spending, saving, and money relationships.
CE
1 hour
Scared to Spend
In this 60-minute interactive workshop, Shaping Wealth's Dr. Joy Lere will help advisors better understand the psychology of spending.
CE
1 hour
Finding Flow: How advisors and clients can lead more fulfilling lives
Discover the power of Flow States and why they matter to your work as an advisor and your clients’ wellbeing.
CE
1 hour
Adam Butler & Cem Karsan
Brian talks to Cem Karsan of Kai Volatility and Adam Butler of Resolve Investments about market dynamics and investor psychology.
CE
1 hour
Walking The Line: Distinguishing financial therapy from advice
What is the difference between therapy and advice?
CE
1 hour
Moira Somers
Dr. Moira Somers is a psychologist and author of the bestselling book “Advice that Sticks: How to Give Financial Advice that People Will Follow.”
CE
1 hour
Tim Maurer
Tim Maurer is a financial planner, author, and speaker who believes personal finance is more about values and behavior than just numbers, advocating for a personalized approach to money life.
CE
1 hour
Annie Duke
Annie Duke is a former professional poker player, decision-making expert, and author known for her books on strategic thinking, risk assessment, and behavioral science.
CE
1 hour