CRD Partners with Shaping Wealth for Human-Centric Training Suite
The training suite offers programs crafted to equip agents with the human-centric skills needed to thrive in today’s real estate environment.
Source: rismedia.com
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How Technology Can Help Clients 'Befriend Their Future Selves'
Shaping Wealth’s BeFi Summit sought to help advisors create meaningful connections between who clients are and who they wish to be.
Source: wealthmanagement.com
Shaping Wealth to Hold Its First Behavioral Finance-Focused Event
The inaugural BeFi Summit has been scheduled from 10 a.m. to noon CST Friday, Nov. 3.
Source: wealthmanagement.com