Preview Mode Links will not work in preview mode

The Advisor Lab by CION

Sep 14, 2022

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: