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Recent Sessions
Inheritance conversation — Sarah J.
Loss aversion roleplay debrief
Money story: avoidant client
EQ coaching — new hire prep
Adult children dynamics guide
Divorce transition conversation
Anchoring bias — client script
Present bias: spending patterns
Financial anxiety check-in prep
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Hi Amy, how can I help today?
Take full advantage of Shaping Wealth's behavioral intelligence ecosystem:
know-how, content, collaboration, and guidance.
🎭 Roleplay
📖 Money Story
🧭 Financial Life Guide
👩💼
🌅 Morning Briefing
"Lydia Insight: Sarah Johnson's recent responses suggest rising loss-aversion. Consider opening with the 'Peace of Mind' framing before your 2 PM conversation — and avoid leading with performance data."
Review full briefing →
What Lydia can do
🎭
Roleplay
Practice difficult client conversations in a safe, AI-guided environment
📖
Money Story
Uncover the psychological roots of your client's relationship with wealth
🧭
Financial Life Guide
Strategic roadmaps for major life transitions and family governance
🧠
Behavioural Biases
Identify and navigate loss aversion, anchoring, present bias, and more
💬
Conversation Prep
Build emotionally intelligent scripts before difficult client meetings
🤝
Family Dynamics
Navigate multi-generational conversations, inheritance, and values alignment
Get started with a question
"My new young hire needs an EQ boost to handle high-net-worth calls. Any ideas?"
Start Coaching →
"I'm completely overwhelmed by navigating emotional client reactions this quarter."
Simplify View →
"I need to connect better with my client's adult children regarding inheritance."
Bridge Gap →
"Help me understand why my client keeps avoiding conversations about estate planning."
Explore Pattern →
📁 Resources SEE ALL
📘
Inheritance Conversation Guide
Used 2h ago
💬
Loss Aversion Scripts v3
Updated yesterday
📖
Money Story — Avoider Type
3 days ago
🎭
Roleplay Debrief: Divorce
Last week
✦ AI Suggestions
Prompt for Sarah
"How have your feelings about your children's financial future changed after recent conversations with them?"
Copy Prompt
Behavioural Nudge
Client X shows strong present-bias signals. Try anchoring the conversation on a near-term milestone rather than long-term outcomes.
View Technique
Roleplay Suggestion
Practice the 'avoidant client' scenario before your Thursday session — Lydia has detected similar patterns with this profile.
Start Roleplay
🧠 Client Pulse
Sarah Johnson
Elevated Anxiety
Loss Aversion
Avoidance
Trust
Lydia recommends opening with values alignment before any estate discussion today.
📅 Today's Sessions
2 PM
Sarah Johnson
Inheritance & estate framing
4 PM
Marcus Webb
Life transition — divorce
5 PM
Team Roleplay
Avoidant client scenario