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Recorded in front of an audience at the CFA Institute’s global conference (CFA Live), I’m joined by behavioral finance expert Brian Portnoy to dive deep into Behavioral Finance 2.0. This conversation goes well beyond the basic definitions of Behavioral Finance 1.0, letting storytelling, empathy, and emotional intelligence take center stage in helping people live more meaningful financial lives.

Whether you’re an advisor, investor, or simply curious about the psychology of money, this conversation offers a fresh and thought-provoking perspective on what it truly means to build wealth wisely.

 

Listen now and learn:

► Why classical behavioral finance may be too narrow—and what’s replacing it

► A powerful five-step framework for guiding clients through market stress

► How storytelling can transform financial advice into something truly personal

► What the rise of AI means for the future of human-centered advising

 

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

 

(07:28) Navigating Today's Investor Mindset: Uncertainty and Storytelling  

(12:36) Beyond Behavioral Finance 1.0: Moving from Flaws to Flourishing  

(19:49) The Power of Asking Better Questions in Financial Advising  

(28:50) Using the LASER Protocol for Client Conversations During Volatility  

(42:30) Practical Applications: Storytelling in Financial Advice  

(47:57) How Behavioral Insights Improve Investment Decisions 

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