Focal brings research-backed behavioural coaching to wealth advisors

Focal, an AI-powered productivity platform for financial advisors and enterprise wealth teams, has announced a new integration with Shaping Wealth, a provider of behavioural science-based learning and engagement solutions for the wealth management industry. The partnership brings Shaping Wealth’s behavioural coaching directly into Focal’s AI-powered meeting workflow platform. Through the integration, advisors and teams can […]

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