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Today
Inheritance conversation — Sarah J.
Loss aversion opening lines
Yesterday
Money story: avoidant client
EQ coaching for new hire
Adult children & estate framing
This week
Divorce transition prep
Anchoring bias — script
Present bias: spending patterns
Financial anxiety check-in
Last week
Grief & money — widow client
Sudden wealth syndrome
Couple values misalignment
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Hi Amy, how can I help today?
Take full advantage of Shaping Wealth's behavioral intelligence ecosystem — select a capability or ask me anything.
🎭 Roleplay
📖 Money Story
🧭 Life Guide
💬 Conversation Starter
🧠 Bias Detector
📋 Pre-Meeting Brief
🪞 Client Archetype
Or get started with a question
"My new hire needs an EQ boost for high-net-worth calls."
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"I'm overwhelmed navigating emotional client reactions this quarter."
Simplify View →
"I need to connect better with my client's adult children regarding inheritance."
Bridge Gap →
"Why does my client keep avoiding estate planning conversations?"
Explore Pattern →
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🎭 Roleplay
Practice a difficult client conversation in a safe, AI-guided environment. Lydia will play the client.
Client situation
Client is a 58-year-old woman who recently inherited a large estate from her father. She becomes avoidant whenever inheritance is discussed and shows signs of guilt around accepting the money.
Scenario type
Difficulty
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📖 Money Story
Uncover the psychological roots of your client's relationship with wealth through guided exploration.
Client name
What do you already know about this client's relationship with money?
What would be most useful to understand?
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🧭 Financial Life Guide
Strategic roadmaps for major life transitions and family governance conversations.
Client name
Life transition
Key context
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💬 Conversation Starter
Generate emotionally intelligent opening lines for a difficult client conversation. Pick the one that fits.
Client name
Topic
Client emotional state (what you're observing)
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🧠 Bias Detector
Paste in your notes from a client meeting. Lydia reads them and surfaces the behavioural patterns it detects.
Paste your meeting notes
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📋 Pre-Meeting Brief
Tell Lydia who you're meeting and what you know. Get a one-page brief to walk in with confidence.
Client name
Meeting in
What's the context?
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🪞 Client Archetype
Answer questions about your client on their behalf. Lydia generates their behavioural money archetype and communication guide.
Client name
When faced with a financial decision, this client typically...
Their primary emotional relationship with money is...
In your experience, what does this client most want from you?
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📚 Shaping Wealth Library
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Video
PDF
Talk
Framework
The Psychology of Inherited Wealth
Talk
Loss Aversion — Advisor Playbook
PDF
How to Uncover a Client's Money Story
Video
The MAPS Framework for Life Transitions
Framework
Navigating Couples & Money Conflict
Video
Sudden Wealth Syndrome — Field Guide
PDF
Grief, Loss & Financial Decision-Making
Article
Roleplay Scenarios — Starter Pack
PDF
Financial Anxiety — Advisor Toolkit
PDF
Endowment Effect in Client Conversations
Article
Shaping Wealth content — curated for behavioural advisors