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

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

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.&nbsp; 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

Episode 111: Creating More Self-Awareness to Drive Better Client Relationships

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We’re helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We’re helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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Episode 111: Creating More Self-Awareness to Drive Better Client Relationships

Episode 111: Creating More Self-Awareness to Drive Better Client Relationships

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