Tune in to hear:

- Dr. Portnoy says we’ve created a “Behavioral Finance entertainment complex that does very little to help real people make real decisions.” What does he mean by this?

- Do you think we overlook the good behavioral finance has done because the good is subtle and simple?

- What does he see as the good, the bad and the ugly of “nudging?” How can or can’t it be applied to the field of wealth management?

- How can we make the distinction between normalizing clients’ maladaptive behaviors without condoning the actions?

- What are some tips on how to move towards a more empathic practice and what does empathy look like in the context of an advisor-client relationship?

www.shapingwealth.com

Twitter: @brianportnoy

Compliance Code: 0534-OAS-3/29/2022