Joy Lere @joylerepsyd
Clinical Psychologist | Co-Founder @ShapingWealth | Finding Joy - https://t.co/Fd5XAc1OdG joylere.com Joined March 2020-
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Don't Miss Out! Join us for Office Hours on May 2nd at 11 AM ET w/@joylerepsyd, exclusively for #OCBO+ subscribers! 🔹 Navigating leadership complexities 🔹 Building stronger client relationships 🔹 Finding balance in your personal life Register Now: ocbo.shapingwealth.com/office-hours/
This will be a great conversation about how to show up for clients when they're upset, anxious, or just have a bee in their bonnet about something. The @shapingwealth team has put together a basic 5-step framework to get through these situations smoothly. Join us!
This will be a great conversation about how to show up for clients when they're upset, anxious, or just have a bee in their bonnet about something. The @shapingwealth team has put together a basic 5-step framework to get through these situations smoothly. Join us!
Keep calm & carry on! Join us for @joylerepsyd's Amplify workshop to learn a powerful 5-step framework to address client fears & anxieties. OCBO+ Members: Register for free via your OCBO dashboard bit.ly/4aKPXak Non-Members: Register for $99 bit.ly/3JrWYke
🚨 FINAL CALL 🚨 Today is your last chance to join an amazing group of financial professionals from around the world for @shapingwealth's Foundations of Behavioral Advice program, starting this coming Wednesday, 24th April. Registration closes midnight tonight!…
Registration closes tomorrow!
Last call! The Foundations of Behavioral Advice program starts April 24. Learn how to build stronger client relationships by understanding the psychology of money. 4 modules! Register now: shapingwealth.com
The countdown has started! In just over a week's time, the Foundations of Behavioral Advice program kicks off. Registration closes this coming Friday (April 19th), so don't wait around much longer. Click here to register: shapingwealth.com/foundations
🚪 The doors are closing! Starting 4/24, join our Foundations of Behavioral Advice program @brianportnoy @neilbage @joylerepsyd @MeghaanL Deepen client engagement and build stronger human-centric wealth cultures. Special pricing when you enroll by 4/19: shapingwealth.com/foundations
I strongly recommend that you subscribe to @joylerepsyd's Substack, FINDING JOY. This week's post is beautiful. As is much of what she writes. I'm a better person for reading her.
I strongly recommend that you subscribe to @joylerepsyd's Substack, FINDING JOY. This week's post is beautiful. As is much of what she writes. I'm a better person for reading her.
Time is slippery. Don’t waste yours. open.substack.com/pub/joylere/p/…
I have discovered one of the many benefits of having undertaken the BTBA cohort learning course with @shapingwealth is ongoing access to the #officehours sessions expertly hosted by @joylerepsyd. Exploring business issues in a supportive environment with peers is very powerful.
Ever had a client walk in panicking about the market? Join @JoylerE for a workshop on handling emotional client conversations on 4/25. Don't miss out! OCBO+ Members: Register for free ocbo.shapingwealth.com/amplify/ Non-Members: Register here for only $99 - tickettailor.com/events/shaping…
Burnout. 🔥 It’s the workplace injury of the 21st century. It’s bad for you, bad for you clients, and bad for your business. Join me for a special Office Hours 🛋️conversation this month where we’re tackling this important topic head-on.
Burnout. 🔥 It’s the workplace injury of the 21st century. It’s bad for you, bad for you clients, and bad for your business. Join me for a special Office Hours 🛋️conversation this month where we’re tackling this important topic head-on.
Pain is a universal part of the human experience. Yet, we often struggle to sit with people in their suffering. open.substack.com/pub/joylere/p/…
Very pleased to see such a positive write up of meetlydia.ai in the latest Kitces fintech review! @shapingwealth @aslives kitces.com/blog/the-lates…
Dive into a new month of transformative behavioral insights. #OCBODashboard 🌀 Weekly Flow ⏰ Office Hours 4/12 w/@joylerepsyd 🪓 Chopping Wealth 4/18 w/ @brianportnoy & Dr. Sonya Lutter 🌱 Shaping Health w/ @ppearlman on 'Overabundance' Sign up for FREE ocbo.shapingwealth.com/register/
The response to our first open enrollment program has been of the charts. With 24 days to go we've almost reached the 100 mark. We have advisors, paraplanners, admin staff, senior people, junior people, all joining from multiple countries. And that's what makes this so special.
Imagine a world where your advisory role transcends the transactional relationships with money, evolving into a deeply impactful, human-first connection. That's what Foundations of Behavioral Advice is all about! Explore our first session on Being Human: shapingwealth.com/foundations
We start in just one month from now, on April 24th! The Foundations program is an original and fun intro to behavioral advice for your whole firm. We've been thrilled with the signups so far. Please join us! All the details on the program and pricing at shapingwealth.com/foundations.
We start in just one month from now, on April 24th! The Foundations program is an original and fun intro to behavioral advice for your whole firm. We've been thrilled with the signups so far. Please join us! All the details on the program and pricing at shapingwealth.com/foundations.
Brian Portnoy @brianportnoy
18K Followers 1K Following I help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.Barry Ritholtz @Ritholtz
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8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️Caitlin Cook 👁️�.. @DeadCaitBounce
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1K Followers 3K Following CEO of multi-award winning Murphy Wealth and Chair of MND Scotland. #humanfirst Financial Planner.Anytime I see something meaningful and sustainable get built, it's almost exclusively by a team that doesn't care who gets the credit. Humility is outrageously profitable.
@brianportnoy This is why I hate the word "irrational." We aren't irrational. We aren't rational. We are human.
It's hard to get past the negative connotation of the word "bias" (as in "behavioral bias") but let's please appreciate these are *adaptations* to an incredibly long evolutionary chain and that they serve very useful purposes. Swap in the word "qualities" (not great, but indulge…
In 1912, Jim Thorpe, a Native American, had his running shoes stolen the morning of his Olympic track and field events. He found this mismatched pair of shoes in the garbage and ran in them to win two Olympic gold medals that day. You can have excuses. Or you can have results.
My plumber charges more than $150 per hour And what you’re selling has *nothing* to do w actual psychotherapy It always comes down to this: Real therapy is a meaningful human relationship & relationships don’t scale. So every startup sells something ELSE—and calls it “therapy"
Real therapy is VERY expensive, it can be $75-$150/hour for a good therapist That means weekly sessions with a real therapist can cost you $300 to $600 per month Also a real therapist isn't available 24/7, try calling them at 4am? Nights often are the darkest of times mentally,…
Exciting News! Our inaugural cohort of the Foundations of Behavioral Advice program launched TODAY! Want to be part of the next cohort? Join our waitlist now & get exclusive early access to registration when it opens in the Fall! Secure your spot: shapingwealth.com/foundations
Anyone who knows @MeghaanL knows her brilliant mind and amazing teaching. Bringing her on to the @shapingwealth team as we hit a major growth inflection point was a no brainer. Appropriately enough for NFL Draft day, we went "best available athlete" and I am stoked. Game on.
📢 Breaking News: Today we announce the appointment of Dr. Meghaan Lurtz as Partner! @MeghaanL joins the team as learning & development specialist to help advance our vision to enable funded contentment. Get the full story here: bwnews.pr/3QnnGOP #BreakingNews #HumanFirst
I like the soapbox version of @neilbage.
This article in @Profadviser makes a commendable effort to raise awareness of human behavior and the complexities of financial decision-making. However, without in any way undermining the intentions of the author or the value of the article itself, it really could benefit from a…
This article in @Profadviser makes a commendable effort to raise awareness of human behavior and the complexities of financial decision-making. However, without in any way undermining the intentions of the author or the value of the article itself, it really could benefit from a…
What @MattMiddleton__ and crew have built and are building is nothing short of spectacular. Stoked to have @shapingwealth support this movement.
Introducing Future Proof Citywide! 🌴 Join us in Miami’s South Beach from March 16-19, 2025, for the largest wealth and asset management event in the world. Forge powerful connections, explore new strategies, and lead the charge in tech advancements. 2,500+ Anticipated…
And we're launched! Fantastic attendance and, no surprise, @neilbage gave an amazing talk on the core meanings of being human. No mention of money or advice. The path toward human first financial guidance ends on those topics; it doesn't start there. Pumped for next week!
It's go time. 120+ wealth mgm't professionals from North America, Europe, Africa, & India. All leaning in to our profession's mega-trend: human-first advising. I'll admit to being a bit nervous for the launch. But I've got the best team in the business. We've got this. 👊
"Real psychotherapy is not about DSM diagnoses and never was. Real psychotherapy outcomes are not reducible to DSM symptom lists" psychologytoday.com/us/blog/psycho…
"We now get more news in a single day than most people ever saw in their lifetimes a few short centuries ago. Our brains aren’t hardwired to have this much information thrown at them. And so much of the information we see is negative." via @awealthofcs awealthofcommonsense.com/2024/04/the-ne…
That's it! Everything is locked and loaded ready for tomorrow's Foundations kick-off. #excited. We have such an amazing & diverse group of financial professionals from multiple countries coming together for a 4-part program exploring the human experience of money. It's going to…
Don't Miss Out! Join us for Office Hours on May 2nd at 11 AM ET w/@joylerepsyd, exclusively for #OCBO+ subscribers! 🔹 Navigating leadership complexities 🔹 Building stronger client relationships 🔹 Finding balance in your personal life Register Now: ocbo.shapingwealth.com/office-hours/
Same. Maybe you should consider...
Can't wait to here @joylerepsyd!!!
Keep calm & carry on! Join us for @joylerepsyd's Amplify workshop to learn a powerful 5-step framework to address client fears & anxieties. OCBO+ Members: Register for free via your OCBO dashboard bit.ly/4aKPXak Non-Members: Register for $99 bit.ly/3JrWYke
This will be a great conversation about how to show up for clients when they're upset, anxious, or just have a bee in their bonnet about something. The @shapingwealth team has put together a basic 5-step framework to get through these situations smoothly. Join us!
Keep calm & carry on! Join us for @joylerepsyd's Amplify workshop to learn a powerful 5-step framework to address client fears & anxieties. OCBO+ Members: Register for free via your OCBO dashboard bit.ly/4aKPXak Non-Members: Register for $99 bit.ly/3JrWYke
If you know @joylerepsyd and @shapingwealth you know everything they do is in the service of others @brianportnoy @neilbage @MeghaanL #AmplifyWorkshop #OCBO+
Keep calm & carry on! Join us for @joylerepsyd's Amplify workshop to learn a powerful 5-step framework to address client fears & anxieties. OCBO+ Members: Register for free via your OCBO dashboard bit.ly/4aKPXak Non-Members: Register for $99 bit.ly/3JrWYke
You can disagree with people without disrespecting them