🔥 Just dropped: Our latest episode of Chopping Wealth featuring the incredible Christine Benz of Morningstar, Inc.! Chopping Wealth is always free for all Compass subscribers; if you’re not a member yet, click here to sign up! compass.shapingwealth.com/?post_type=cho…

"Fine" might be your most dangerous client response. Learn how Meghaan Lurtz, Ph.D.'s Fix, Fine, Flourish framework can transform routine monitoring meetings from passive check-ins into opportunities for growth and deeper engagement: bit.ly/4kpCI3R MichaelKitces

We’ve got a packed dance card this month!💃 Check out where the Shaping Wealth team is headed in March, and let us know if you want to connect!

TODAY at 2PM EST: "Time Well Spent: Coaching Time Affluence" with Joy Lere Learn science-backed strategies to escape the trap of time poverty & help your clients do the same. 1 CFP CE credit available! Part of our new partnership w/@Nitrogen Register: bit.ly/43FFT1u

BTBA Cohort 12 is already shaping up to to be an experience filled with transformative conversations and powerful insights from some of the industry’s brightest emerging minds. Want to join us? shapingwealth.com/btba

Big congrats to Brian Portnoy for being recognized as a Top 100 Influencer in the financial industry! 🎉 Not only that, but 3 of his books made it onto this list of the Top 100 Books in Financial Advice 📚👏 bit.ly/4iLNLDe

🗣️Increase efficiency 🗣️Automate everything 🗣️Do more 🗣️Move faster The advice business happens a million miles an hour. Everywhere you turn, the message is go, go, go. But the good stuff happens when you 𝙜𝙤 𝙨𝙡𝙤𝙬.

We’re thrilled to partner with Marguerita Cheng to bring you a compelling opportunity to fulfill your Ethics CE credits! Register for this event for $69, or subscribe to the Compass CE platform through the end of this year for only $99. compass.shapingwealth.com/mastering-ethi…

Want to be happier? Don’t miss our latest Chopping Wealth, featuring Brian Portnoy and guest Emma Seppälä, research scientist, psychologist, best-selling author, and faculty member at the Yale School of Management. Tune into their conversation here: compass.shapingwealth.com/chopping-wealt…

In our transformative BTBA program, we’re teaching advisors the practical skills they need to meet evolving client expectations, experience more personal & professional fulfillment, and ultimately grow their firms. Join us beginning 4/22: shapingwealth.com/btba

On 4/16, don’t miss Brian Portnoy, Peter Lazaroff & Michael Antonelli for a CFA Institute conversation focused on the future of the investment professional. Learn more: bit.ly/41WC9rd

This is it – your last chance to join our upcoming Navigator training series. We’re keeping these sessions intentionally small to help you make the most of the experience. Only a few spots remain; secure yours here 👉 shapingwealth.com/navigator

Earlier this week at CFA Institute LIVE 2025, Brian Portnoy joined Peter Lazaroff for a compelling fireside chat exploring the real-world power of behavioral finance. If you missed it, you can catch the full recap in Financial Planning here: financial-planning.com/news/how-advis…

Attending the Future Proof Leaders Retreat? Don’t miss Brian Portnoy tomorrow at 3:20 PM MT. His instantly actionable Breakthru Experience session will equip you with the skills you need to make a better first impression. #FutureProof2025 #LeadersRetreat #BehavioralFinance

There’s still time to register for this afternoon’s Mastering Ethics training, led by Marguerita Cheng & beginning @ noon CT. Don’t miss your chance to earn your Ethics CE credits: compass.shapingwealth.com/mastering-ethi…

The BeFi Summit is back! Punch your ticket early to the award-winning virtual event bringing together the top minds in human-first financial guidance. 10/11 @ 11 AM ET: bit.ly/4jWsFTx

CE shouldn’t just be a box to check. It should make you a better advisor. With a Compass subscription you’ll earn credit, yes. But you’ll also earn confidence—with content designed to improve your actual client conversations, not just your resume. compass.shapingwealth.com

Shaping Wealth is on the road this June! 🎤 June 3: Fundment #TheAdvisersEdge bit.ly/3Z7UFuX June 9–11: #JoltConference joltconference.com June 10-12: Wealth Management EDGE #WMEDGE informaconnect.com/edge Let’s connect + shape the future together.

🍂 Fall is for fresh starts. Our signature programs return this Sept & Oct—helping financial professionals grow with purpose & connection. Sign-up here: shapingwealth.com/experiences

What if true wealth isn’t about getting more but is about funding a life that actually matters? Brian Portnoy joins Scott Stevens to explore funded contentment, empathy in advice, and why money is an emotional lightning rod. 🎧 spoti.fi/4eiTr6i #BehavioralFinance