Morton Brown team meeting with Shaping Wealth

Morton Brown Family Wealth Embraces “Human First” Financial Planning with Shaping Wealth Partnership

Morton Brown Family Wealth announces a groundbreaking partnership with Shaping Wealth. Led by internationally acclaimed author and behavioral finance expert Dr. Brian Portnoy, Shaping Wealth is the world’s premier learning and development platform for the financial services industry. This collaboration positions Morton Brown to embark on this journey with Shaping Wealth towards providing “human first” financial guidance.

“Morton Brown Family Wealth has always been committed to putting our clients’ needs at the forefront of everything we do. This partnership with Shaping Wealth allows us to deepen our ability to understand and connect with our clients on a human level, ultimately leading to stronger relationships and more impactful financial planning outcomes.”

Dennis Morton, Co-Founder and Principal of Morton Brown Family Wealth

Through this collaboration, Morton Brown gains access to the expertise of the entire Shaping Wealth team, including renowned psychologist Dr. Joy Lere, and behavioral science experts Neil Bage, Dr. Meghaan Lurtz, and Dr. Brian Portnoy.

Katie Brown and Dennis Morton holding Shaping Wealth book

Elevating the Client Experience with Human-Centric Practices

The partnership will leverage Shaping Wealth’s cutting-edge learning platform and content solutions to cultivate a human-centric advice culture within Morton Brown. This allows the team to: 

  • Develop deeper client relationships through a focus on understanding their needs, values, and aspirations.
  • Gain mastery in positive psychology and behavioral finance (“BeFi 2.0”) principles to enhance communication and client engagement.
  • Fuel personal and professional fulfillment by aligning their work with a purpose-driven approach to financial planning.

Furthermore, Morton Brown and Shaping Wealth will collaboratively develop innovative techniques to deliver curated client experiences. These experiences will integrate the best of Shaping Wealth’s curriculum into the prospecting, onboarding, and ongoing engagement processes with clients.

Morton Brown Family Wealth is a true visionary in the financial services industry. Their commitment to putting clients first aligns perfectly with Shaping Wealth’s core mission. We are excited to collaborate with them on this groundbreaking initiative and see the positive impact it will have on their clients’ lives.

Brian Portnoy, Founder, Shaping Wealth

About Shaping Wealth

Shaping Wealth is a leading provider of learning and training solutions for the global wealth management industry, specifically in applied behavioral finance and the psychology of financial planning. Comprised of experts in behavioral finance, psychology, and neuroscience, the Shaping Wealth team develops coaching and content experiences designed to educate, train, and inspire advice firms ranging from one-person shops to Fortune 500 companies. Shaping Wealth’s flagship coaching program, Building the Behavioral Advisor, is a transformative learning experience for advisors committed to achieving funded contentment for their clients and themselves. The groundbreaking Outsourced Chief Behavioral Officer (OCBO) platform provides advisors with an ongoing set of applied behavioral insights and tools that are easy to understand, easy to share, practical, and impactful. Shaping Wealth also offers deep-dive, one-day workshops and customized learning solutions for enterprise-level firms.