Lydia

Lydia is an AI assistant from Shaping Wealth, a behavioral-finance training company, designed to help financial advisors handle emotionally complex client conversations and to speed up the development of junior advisors.

Advisors describe a client situation, such as a couple in conflict over money, a recently widowed client, a business owner preparing to sell or a retiree adjusting to life after work, and Lydia discusses how to approach it, suggests language and runs live role-play. Lydia acts as a coordinator over a set of specialist agents, and its persona and rules were designed by the Shaping Wealth team. The full Lydia experience runs inside Compass, Shaping Wealth's learning platform, where registration is free.

Shaping Wealth was founded by Brian Portnoy, author of The Geometry of Wealth, and is based in Chicago. Alongside Lydia it runs advisor training programs, workshops and an annual behavioral finance summit.