Joy Lere

Clinical Psychologist | Co-Founder @ShapingWealth | Finding Joy -

[Joy Lere @joylerepsyd]

@AravindSitham Thanks Aravind!

[Aaron Hector, R.F.P., CFP, TEP @AaronHectorCFP]

Besides being awesome, what do @joylerepsyd , @bportnoy_ , Natasha Knox, @jasonpereira , @JRabinowitzQW , @JuliaChungFP and @MarkMcGrathCFP all have in common?

They are all going to be on stage at the @AdvancedPlanner Symposium September 24, to 27 in Nanaimo!

Reserve your spot @ https://t.co/h015qqeEfr

[@shapingwealth @shapingwealth]

TODAY at 2PM EST: "Time Well Spent: Coaching Time Affluence" with @joylerepsyd
Learn science-backed strategies to escape the trap of time poverty & help your clients do the same. 1 CFP CE credit available! Part of our new partnership w/@Nitrogen Register: https://t.co/0IJuUmAOLo

[Future Proof @FutureProof_HQ]

The best growth strategy? Deliver an unforgettable client experience.

With a human-first approach, @_brianportnoy, @joylerepsyd, and @neilbage explain how to transform client interactions into a self-sustaining growth cycle.

Watch now: https://t.co/v6UulnRfGn

[Joy Lere @joylerepsyd]

@AravindSitham Thanks, Aravind!

[@shapingwealth @shapingwealth]

Next week, we’re kicking off our third Foundations cohort – and there’s still a few spots remaining! Learn more here and register here: https://t.co/BTi6rVjYoS

[@shapingwealth @shapingwealth]

Join us 1/9 for an unparalleled opportunity to deepen your role as a trusted guide. Understanding the emotions behind client decisions & offering guidance with empathy and clarity will be key to making a meaningful impact. Save your spot for our #webinar: https://t.co/VzciqZmFl3

[@shapingwealth @shapingwealth]

Our four-part seminar, Foundations of Behavioral Advice, is reshaping the industry’s perception of what it means to build and sustain a human-centric wealth culture. Will you join us for cohort 3? https://t.co/BTi6rVjYoS

[Neil Bage @neilbage]

Start 2025 with @shapingwealth! Choose from 3 transformative training programs to boost your behavioral advice skills, refine client engagement, or master elite financial planning. ⬇️ 1/5

[Neil Bage @neilbage]

"You can't pour from an empty cup" is a piece of wisdom shared with me by @shapingwealth's @joylerepsyd. Advisor wellbeing is such an important topic, and one that we all hold close to our hearts. The more we engage in these conversations, the better. Bravo to @bamconsults for dedicating time and space to this vital subject.

[@shapingwealth @shapingwealth]

Congratulations to @joylerepsyd for being named to the 2024 @investmentnews list of Rising Stars under 40, an honor recognizing exceptional young talent for their commitment to the industry and the impact they’ve made shaping wealth management! ✨ https://t.co/ste74zLv0Z

[Neil Bage @neilbage]

This Thursday, November 14th, @joylerepsyd is running a one-hour master-class for financial advisors on how to guide clients through grief. If you aren't a Compass Pro member, you can join the workshop for just $99. https://t.co/0umKWTfke5

[@shapingwealth @shapingwealth]

Join @joylerepsyd on 11/14 at 12:30 pm ET for "Guiding Through Grief: Tools for Financial Advisors," offering tools to support you and your clients through life's challenges. https://t.co/NSEBz94XJR (not a Compass subscriber yet? It's free to sign up!)

[@shapingwealth @shapingwealth]

Election uncertainty? Join @PeterLazaroff of @Plancorp_LLC, @BullandBaird of @rwbaird, & @bportnoy_ to discuss market impacts & client anxiety.

Watch now 🆓 or upgrade to Compass CE and get 1 hour of CFP CE credit. https://t.co/eLo1bXeROJ #ElectionDay

[@shapingwealth @shapingwealth]

Available NOW: @KristyArchuleta & @bportnoy_ “chop it up” about the impact of money on mental health, the growth of financial therapy as a discipline, & more. Subscribe to Compass Core (it’s free!) to access this episode: https://t.co/YJw3qWjDqr

[@shapingwealth @shapingwealth]

Compass subscribers, don’t miss our monthly Shaping Health feature, which explores physical and financial wellbeing w/@ppearlman, @neilbage, & @bportnoy_. Log into your Compass dashboard or sign up here to check it out! https://t.co/YJw3qWjDqr

[Joy Lere @joylerepsyd]

@AravindSitham Thank you Aravind

[Aravind Sithamparapillai @AravindSitham]

@joylerepsyd words can't describe that emotional roller coaster of a post today.

Happy birthday to the kiddos and I (and countless others) are grateful for the miracles that brought you into our lives as you are today.

Everyone needs to read this. (Link in comments)

[Joy Lere @joylerepsyd]

This business of being human? It’s bittersweet.

Find your joy, and cling to the good. It won’t take away the hard—but it will help you through it. 

Seven Candles by @joylerepsyd https://t.co/PKrnIH0IQC

[Brendan Frazier @jbrendanfrazier]

Kicking off the #FISummit listening to @joylerepsyd talking about advisor well-being.

I love this because it’s so important.

But also because Joy was one of the earliest guest on the podcast almost 4 years ago!