Focal Partners With Shaping Wealth to Deliver Real-Time Behavioral Coaching

Focal. (2026, January 28). Focal Partners With Shaping Wealth to Deliver Science-Backed Behavioral Coaching That Strengthens Advisor-Client Interactions. Business Wire. https://www.businesswire.com/news/home/20260128785792/en/Focal-Partners-With-Shaping-Wealth-to-Deliver-Science-Backed-Behavioral-Coaching-That-Strengthens-Advisor-Client-Interactions

• WealthTech platform Focal has announced a strategic partnership with Shaping Wealth to integrate behavioral finance coaching into its advisor ecosystem.

• The collaboration aims to provide financial advisors with science-backed tools and training to improve client engagement and emotional intelligence.

• Shaping Wealth will provide Focal’s users with access to specialized content and coaching modules focused on the psychology of financial decision-making.

• This initiative addresses the growing industry demand for "human-centric" advice that moves beyond traditional portfolio management.

• Advisors using the Focal platform will be able to utilize these behavioral insights to build deeper trust and long-term loyalty with their clients.

• The partnership highlights a shift in the WealthTech landscape toward prioritizing behavioral coaching as a core value proposition for wealth management firms.

• Executives from both firms emphasized that the integration of behavioral science is essential for modern advisors to deliver meaningful outcomes in a digital-first environment.

Knote: We continue to see the old "notetaker" segment expand functionality in order to survive the horse race. A while ago, we changed the "notetaker" segment of our market map to "Client Meeting Support" and now we have just changed it to "Meeting Management". Delivering Shaping Wealth's behavioral coaching real-time in-meeting seems like a win to me.