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
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Nick Maggiulli @dollarsanddata
167K Followers 381 Following Helping people build wealth since 2017. Author of Just Keep Buying: https://t.co/q98gHouElD
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
PENNY PHILLIPS @ThrivosLLC
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Joe Weisenthal @TheStalwart
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Michael Antonelli @BullandBaird
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SurgiFi @FiSurgi
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Jamie Hopkins @RetirementRisks
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Jeremy Walter @jeremywalter
5K Followers 367 Following Family guy and financial advisor exploring the intersection of money and values. Curious about Enough. Most tweets are self reminders. Simul justus et peccator.
Kyla Scanlon @kylascan
168K Followers 917 Following wrote a book called "in this economy?" | (almost) daily economic videos | writing, podcast, and youtube 👻
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Courtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZE
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Shawna Ohm 🍉 @ShawnaOhm
5K Followers 2K Following Content marketing for financial firms @Content151. Made in Chicago. Forged in New York. Happiest in deserts. تحرر فلسطين 🇵🇸
Laura J. LaTourette, .. @LauraLaTourette
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Vladyslav Blahun @vladyslavblahun
50 Followers 890 Following I design websites for advisors, empowering them to bolster their credibility and inspire trust.
Jorge @jorge_tomas8
615 Followers 5K Following Glory to Ukraine I Catalunya lliure !!! 🇺🇦🇺🇸🇪🇺🇬🇧🇫🇷🇱🇻🇫🇮🇨🇦🇵🇱🇨🇭🇧🇻🇦🇹🇭🇲🇹🇷🇪🇪🇹🇩🇬🇷🇮🇱🇦🇲🇦🇩🇩🇪🏳️🌈🇪🇸🏴☠️
Anoosh Asgharzadeh @anoosh69_a
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montaño @jipsmontana
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LUNDEEN ABRAMS @LundeenAbrams
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Steve Schiestel @SSchiestel
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Kian @slhzdh
145 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Therreigh @therreigh44070
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Dave Balakrishnan @balakrd
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ScottDCole on Threads @ScottDCole
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J.C. Corrigan @jc_corrigan
187 Followers 135 Following Husband/Dad, Penn St Fan, Politically Homeless - Wealth Design Planner - Tweets/Likes are not advice/endorsements
Godly @Soonete169204
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Frances @McTeale81686
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Carrie Reider @sbca6
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Jeff Thomas, Host of .. @InvMasterminds
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Patrick Croagh @boostofspring
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teddy.dove @TeddyDove2
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Paul Claireaux @PaulClaireaux
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[email protected] @aletba3
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FargyBear @thedopp84
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Pranksy 📦 @pranksyy__
333 Followers 5K Following Ambassador and collector of Web3 & #NFTs since December 2017. Founder of 📦 https://t.co/HGtwStKjt5 @nftboxes IG: Pranksy
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Byron de Klerk @byroncdk
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Tiffany Mills @TiffanyMil76764
509 Followers 1K Following A true friend is the one who holds your hand and touches your heart.
Keena Pettijohn @PettijohnKeena
45 Followers 143 Following Tireless FemTech that embraces technology that Transforms the Advisor into a “ Life Coach” and embraces the 3 Tenets of Success: Health, Wealth, and Happiness
Cassie Jackson @cassieajack
119 Followers 408 Following Helping firms grow their financial planning revenue @AdvicePay Founder @sufferoutloudmt
Jake Fleming @JakeFleming91
243 Followers 532 Following You shouldn't take life too seriously, you'll never get out alive. uOttawa Alum.
Lenny Hirst, CFP®, J.. @ltah2
372 Followers 918 Following Founder, Wealth Manager and Attorney Focusing on Financial Planning, Estate Planning, and Asset Protection #YourFiduciary
Brian Portnoy @brianportnoy
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Douglas A. Boneparth @dougboneparth
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Morgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel Group
Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Nick Maggiulli @dollarsanddata
167K Followers 381 Following Helping people build wealth since 2017. Author of Just Keep Buying: https://t.co/q98gHouElD
Daniel Crosby @danielcrosby
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PENNY PHILLIPS @ThrivosLLC
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Joe Weisenthal @TheStalwart
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Jamie Hopkins @RetirementRisks
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Kyla Scanlon @kylascan
168K Followers 917 Following wrote a book called "in this economy?" | (almost) daily economic videos | writing, podcast, and youtube 👻
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Courtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZE
Shawna Ohm 🍉 @ShawnaOhm
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Michael Policar @MikePolicarNGP
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Shaan Puri @ShaanVP
400K Followers 13K Following founder, investor, & creator of the My First Million podcast (over 25M+ downloads a year)
aslives @aslives
498 Followers 619 Following working at the intersection of human performance and AI
Dave Kline @dklineii
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Esther Perel @EstherPerel
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Dr. Linda Berman @LindaBerman4
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Meghaan Lurtz, Ph.D. @MeghaanL
1K Followers 98 Following Professor of Practice at Kansas State, Senior Research Associate at https://t.co/X5SADbJzfl, Founding Strategic Advisor at Couplr, Lecturer at Columbia University
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Future Proof @FutureProof_HQ
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Tim Maurer @TimMaurer
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31K Followers 989 Following Postdoc @BerkeleyPsych studying kids & culture. Incoming professor @DukePsychNeuro. Iranian-American. Mom. Some people just want to watch the world learn.
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Joe Pinsker @jpinsk
9K Followers 925 Following Reporter at @WSJ, covering personal finance and the pursuit of happiness. Formerly @TheAtlantic
Khe Hy @khemaridh
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Alex Cavalieri 🔬 @AlCavalieri
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Rob Henderson @robkhenderson
147K Followers 689 Following Best-Selling Author of Troubled: A Memoir of Foster Care, Family, and Social Class: https://t.co/TGd7JHRsFo
Jordan Hutchison @TheHutchJ
339 Followers 2K Following be curious. be grateful. find flow. writing, teaching, and building. tech, financial planning, and human behavior | host of Game Film w/ Dr. J 💰🧠🏀 #flow
Wes Kao 🏛 @wes_kao
152K Followers 314 Following Co-founder @MavenHQ (a16z, First Round). Co-founder of Seth Godin’s altMBA. Honest insights on how to become a sharper marketer, founder, and operator in tech
Lisa Feldman Barrett @LFeldmanBarrett
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Alex Lieberman @businessbarista
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Alia J. Crum, PhD @AliaCrum
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Choir @HelloChoir
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CryptoDrip @cryptodripxyz
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Ryan Holiday @RyanHoliday
681K Followers 821 Following NYT Bestselling Author of The Obstacle Is The Way & more @DailyStoic @DailyDadEmail Get my newest book here:
Jamil Zaki @zakijam
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The Atlantic @TheAtlantic
2.1M Followers 1K Following Exploring the American idea through ambitious, essential reporting and storytelling. Of no party or clique since 1857. https://t.co/uHeZCz8ahz
Gretchen Housel @gretchen_housel
582 Followers 80 Following
Prof. Feynman @ProfFeynman
1.4M Followers 0 Following A universe of atoms, an atom in the universe. Tribute to the great explainer. Tweets about Science and Wisdom. Portrait by L.V Patten.
Peter Attia @PeterAttiaMD
430K Followers 141 Following Former national level tic-tac-toe player. Still play for fun, but not quite as good. Also, play a LOT of Uno.
JK Behavioral Sci @jeffkreislerBS
2K Followers 855 Following Behavioral Science is cool. https://t.co/ev6oFVGQjZ founding editor; https://t.co/GVPbGvrHq8 money book w/Ariely; https://t.co/RtkeuYqTCp…
Dan Toomey @dhtoomey
60K Followers 1K Following personality fire | @goodworkmb @morningbrew | IG, TikTok: @dhtoomey
Alliance for Decision.. @AllDecisionEd
4K Followers 999 Following Dedicated to ensuring #DecisionEducation is a part of every student's learning experience. Creator of The Decision Education Podcast. Co-founded by @AnnieDuke.
Hal Hershfield @HalHershfield
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Nandan Shah @Nandan_J_Shah
86 Followers 470 Following Co-Founder, Portfolio Strategist|Risk Manager @CuraWealth Co-Founder @DeceptionAndTruthAnalysis Strategy & Engagement Partner @DNXVentures
@shapingwealth @shapingwealth
1K Followers 14 Following The leading learning & development platform for human-first financial guidance. Our vision: Funded contentment for everyone.
Ana Lorena Fabrega @anafabrega11
167K Followers 764 Following Author of 'The Learning Game' | Former teacher known by little ones as Ms. Fab 🤸🏽♀️ EDUpreneur & Chief Evangelist @synthesischool
Adrian Murphy @AdrianMurphyCEO
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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
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