Today, I’m talking with Brian Portnoy – Founder of Shaping Wealth, CFA, and one of the world’s leading experts at simplifying the complex world of finance.

In this episode, Brian breaks down the psychology of money and its relationship to happiness in a way you’ve probably never heard. You’ll learn how to help your clients rewrite their story around money and go from a constant quest for more, to building true meaningful wealth – or as he calls it, “funded contentment.”

Rich is a number, but wealth is a mindset – and that is the theme of today’s episode!

3 of the biggest insights from Brian Portnoy …

• The psychological relationship between money and happiness. Learn how to transform the way you speak with your clients and make them feel more seen, more heard, and more understood than ever before. 

• Why ego blocks so many advisors from future success – and how to adapt a true growth mindset and shift from solo advisor to business owner.

• Will AI replicate and replace financial advisors? Brad and Brian share some thought-provoking ideas around what the future could hold for financial services – and how you should be thinking in order to survive and stay relevant in a rapidly changing world.  

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DISCLOSURE 

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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