In this episode, we sit down with Joy Lere, Co-Founder of Shaping Wealth. Joy is a clinical psychologist, founder, consultant, educator, and writer - and she has an incredibly unique point of view on how advisors can create more self-awareness in their practice to improve their client relationships.

Shaping Wealth just launched a new program, OCBO, your Outsourced Chief Behaviorial Office. You can learn more about it here: https://www.shapingwealth.com/ocbo