<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms">Text us to share what you found helpful!</a>What is "funded contentment," and how do you live a truly meaningful life? In this episode, we talk with Brian Portnoy, founder of Shaping Wealth, about how true wealth is more than just having lots of money. We also talk about how financial advisors can focus on helping people with their life goals, not just their finances. Finally, we dive into how to have deeper, more meaningful conversations about money and life.Connect with us below!<ul><li>Brian Portnoy on <a href='https://www.linkedin.com/in/brianportnoy/'>LinkedIn</a></li><li>Ashley Quamme on <a href='https://www.linkedin.com/in/ashley-quamme/'>LinkedIn</a></li><li>Visit <a href='https://www.shapingwealth.com/'>Shaping Wealth</a></li></ul>Visit <a href='http://www.planningandbeyond.com'>Planning & Beyond</a>

Text us to share what you found helpful! What is "funded contentment," and how do you live a truly meaningful life? In this episode, we talk with Brian Portnoy, founder of Shaping Wealth, about how true wealth is more than just having lots of money. We also talk about how financial advisors can focus on helping people with their life goals, not just their finances. Finally, we dive into how to have deeper, more meaningful conversations about money and life. Connect with us below!Brian Portnoy on LinkedInAshley Quamme on LinkedInVisit Shaping WealthVisit Planning & Beyond

<a href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms" rel="noopener noreferrer">Text us to share what you found helpful!</a>What is "funded contentment," and how do you live a truly meaningful life? In this episode, we talk with Brian Portnoy, founder of Shaping Wealth, about how true wealth is more than just having lots of money. We also talk about how financial advisors can focus on helping people with their life goals, not just their finances. Finally, we dive into how to have deeper, more meaningful conversations about money and life.Connect with us below!<ul><li>Brian Portnoy on <a href="https://www.linkedin.com/in/brianportnoy/" rel="noopener noreferrer">LinkedIn</a></li><li>Ashley Quamme on <a href="https://www.linkedin.com/in/ashley-quamme/" rel="noopener noreferrer">LinkedIn</a></li><li>Visit <a href="https://www.shapingwealth.com/" rel="noopener noreferrer">Shaping Wealth</a></li></ul>Visit <a href="http://www.planningandbeyond.com" rel="noopener noreferrer">Planning &amp; Beyond</a>

6. The Path to Funded Contentment with Brian Portnoy

Planning &amp; Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning &amp; Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships. Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers. Topics include:<ul><li>Mastering discovery and prospect meetings</li><li>Navigating difficult money conversations</li><li>Understanding client psychology</li><li>Building trust and deepening relationships</li><li>Managing emotional client situations</li><li>Enhancing communication skills</li><li>Developing behavioral finance strategies</li><li>Supporting clients through life transitions</li></ul> New episodes release bi-weekly. Subscribe now to transform how you connect with clients.

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Planning & Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning & Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships. Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers. Topics include:Mastering discovery and prospect meetingsNavigating difficult money conversationsUnderstanding client psychologyBuilding trust and deepening relationshipsManaging emotional client situationsEnhancing communication skillsDeveloping behavioral finance strategiesSupporting clients through life transitions New episodes release bi-weekly. Subscribe now to transform how you connect with clients.

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6. The Path to Funded Contentment with Brian Portnoy

6. The Path to Funded Contentment with Brian Portnoy

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