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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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"My new hire needs an EQ boost for high-net-worth calls."
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"I need to connect better with my client's adult children regarding inheritance."
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"Why does my client keep avoiding estate planning conversations?"
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🎭 Roleplay
Practice a difficult client conversation in a safe, AI-guided environment. Lydia will play the client.
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📖 Money Story
Uncover the psychological roots of your client's relationship with wealth.
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What do you already know?
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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. Pick the one that fits.
Client name
Topic
Client emotional state
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🧠 Bias Detector
Paste your meeting notes. Lydia 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. Walk in with confidence.
Client name
Meeting in
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🪞 Client Archetype
Answer questions about your client on their behalf. Lydia generates their behavioural archetype and communication guide.
Client name
When faced with a financial decision, this client typically...
Their primary emotional relationship with money is...
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
Dr. Sarah Newcomb · 24 min · Summit 2024
Loss Aversion — Advisor Playbook
PDF
Shaping Wealth · 18 pages · 2024
How to Uncover a Client's Money Story
Video
Shaping Wealth · 31 min · Masterclass
The MAPS Framework for Life Transitions
Framework
Shaping Wealth · Core methodology
Navigating Couples & Money Conflict
Video
Shaping Wealth · 19 min · Advisor Series
Sudden Wealth Syndrome — Field Guide
PDF
Shaping Wealth · 12 pages · 2023
Grief, Loss & Financial Decision-Making
Article
Shaping Wealth · 8 min read
Roleplay Scenarios — Starter Pack
PDF
Shaping Wealth · 22 pages
Financial Anxiety — Advisor Toolkit
PDF
Shaping Wealth · 14 pages · 2024
Endowment Effect in Client Conversations
Article
Shaping Wealth · 6 min read
Shaping Wealth content — curated for behavioural advisors