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CoursesWhat is Compass?
What is Compass?
Compass (formally OCBO) is a membership experience for the modern financial advisor who is seeking to elevate their practice by leveraging the power of behavioral science. Behavioral insight is powerful when it becomes practical. We help you translate research, concepts and mental models into action with measurable benefits. Compass equips advisors to ask different questions, have deeper conversations, bolster trust, and drive better outcomes. With Compass, the Shaping Wealth team will be supporting you at every step along the way.
Which level is right for me?
Compass Core: Free
Compass Core is a great way to begin enhancing your ability to provide behavioral advice. This level offers a wealth of actionable ideas that help establish a solid foundation for a human-centric approach to financial planning. You’ll also have the opportunity to share thematic, weekly content with your clients, designed to spark imagination and reflection. Each month, you’ll get to watch insightful discussions led by Shaping Wealth and Dr. Phil Pearlman, focusing on the intersection of physical and financial well-being.
Compass CE: $149 per year
Compass CE members can earn unlimited Continuing Education (CE) credits by engaging with curated content. This membership not only provides access to CE credits but also offers additional valuable resources, helping financial professionals stay informed and up-to-date. The content is designed to be practical and immediately applicable, enhancing both personal development and client interactions.
Compass Pro: $150 per month / $1,500 per year
Compass Pro membership offers you the full and comprehensive experience. This tier includes all the benefits of Compass CE, plus live access to the Shaping Wealth team. As a Compass Pro member, you’ll be able to share beautifully designed video content with your clients on relevant topics, participate in live professional development workshops, and receive expert consultation on client psychology and professional growth with Office Hours. This level of engagement is ideal for advisors seeking to elevate their practice and focus on their own wellbeing and professional development.
TO EXPLORE THE SPECIFIC FEATURES OF COMPASS, SEE BELOW
Compass Core • Compass CE • Compass Pro
Weekly Flow offers thematic, engaging written content every week aimed at fostering self-awareness and enhancing client interactions. Each edition is carefully curated to help advisors reflect on their own practices, refine their communication strategies, and build stronger, more meaningful connections with clients. This content not only strengthens your professional skills but also provides thought-provoking insights to share with your clients.
Compass Core • Compass CE • Compass Pro
Each month, we present Chopping Wealth, where we engage in dynamic discussions with leading experts in human behavior. These recorded video episodes are designed to tackle the most pressing topics affecting you and your clients, from market trends to behavioral finance insights. Our goal is to provide you with actionable knowledge that you can directly apply to your practice, helping you stay ahead of the curve in a constantly evolving landscape.
Compass Core • Compass CE • Compass Pro
Recorded video content: In our “Shaping Health” series, Shaping Wealth collaborates with Dr. Phil Pearlman to explore the critical link between physical and financial wellbeing. Each month, we dive into various themes that highlight how your clients’ health can impact their financial decisions and vice versa. These recorded video episodes are tailored to help advisors understand the holistic nature of wellbeing, allowing for a more comprehensive approach to your own wellbeing.
Compass Core • Compass CE • Compass Pro
Our award-winning “BeFi Summit” features recorded video replays from our annual event, where we bring together thought leaders to explore fresh ideas on the human experience of money. These replays offer a rich resource of innovative concepts, cutting-edge research, and practical advice that can enhance your understanding of behavioral finance. Whether you missed the live event or want to revisit key moments, the BeFi Summit recordings provide endless learning opportunities.
Compass Core* • Compass CE* • Compass Pro
Amplify offers live, interactive workshops focused on professional development for advisors. These sessions are led by the Shaping Wealth team who provide deep dives into key skills, such as effective communication, client psychology, and emotional intelligence. Through expert instruction and peer discussion, you’ll have the opportunity to enhance your capabilities, gain new perspectives, and apply what you learn directly to your practice.
* Compass Core members can purchase access to live Amplify workshops for $99 per workshop.
* Compass CE members can purchase access to live Amplify workshops for $49 per workshop. Please note that all Amplify replays are part of your CE subscription.
Compass Pro
Compass Pro
Office Hours provides a unique opportunity to receive expert consultation on topics that directly impact you and your practice, such as client psychology, behavioral finance, and professional growth. These live meetings are designed to be an open forum where you can ask questions, discuss challenges, and receive tailored guidance from the Shaping Wealth team. It’s a valuable resource for gaining deeper insights and practical solutions to elevate your own wellbeing.