On this episode of SHIFT Brian Portnoy, Founder of <a href='https://www.shapingwealth.com'>Shaping Wealth,</a> joins Ross Marino to talk about the new financial planning landscape and shifting focus to funded contentment. Learn more at<a href='https://humanfirst.live/'> https://humanfirst.live/</a> Connect with Brian: <a href='https://twitter.com/brianportnoy'>Twitter</a> <a href='https://www.linkedin.com/in/brianportnoy'>LinkedIn</a> Learn more about Shaping Wealth: <a href='https://www.shapingwealth.com'>Website </a> <a href='https://twitter.com/shapingwealth'>Twitter</a> <a href='https://www.linkedin.com/company/shaping-wealth'>LinkedIn</a> Connect With A2X Social: <a href='https://www.facebook.com/Advisor2Xpage%E2%80%8B%E2%80%8B%E2%80%8B'>Facebook</a> <a href='https://www.linkedin.com/company/advisor2x'>LinkedIn</a> <a href='https://www.instagram.com/advisor2x%E2%80%8B%E2%80%8B%E2%80%8B'>Instagram</a> <a href='https://twitter.com/Advisor2x%E2%80%8B%E2%80%8B%E2%80%8B'>Twitter</a> Learn More About <a href='https://www.advisor2x.com/'>Advisor2X</a> ©Advisor2X. All Rights Reserved.

On this episode of SHIFT Brian Portnoy, Founder of Shaping Wealth, joins Ross Marino to talk about the new financial planning landscape and shifting focus to funded contentment. Learn more at https://humanfirst.live/ Connect with Brian: Twitter LinkedIn Learn more about Shaping Wealth: Website Twitter LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

On this episode of SHIFT Brian Portnoy, Founder of <a href="https://www.shapingwealth.com" rel="noopener noreferrer">Shaping Wealth,</a> joins Ross Marino to talk about the new financial planning landscape and shifting focus to funded contentment. Learn more at<a href="https://humanfirst.live/" rel="noopener noreferrer"> https://humanfirst.live/</a> Connect with Brian: <a href="https://twitter.com/brianportnoy" rel="noopener noreferrer">Twitter</a> <a href="https://www.linkedin.com/in/brianportnoy" rel="noopener noreferrer">LinkedIn</a> Learn more about Shaping Wealth: <a href="https://www.shapingwealth.com" rel="noopener noreferrer">Website </a> <a href="https://twitter.com/shapingwealth" rel="noopener noreferrer">Twitter</a> <a href="https://www.linkedin.com/company/shaping-wealth" rel="noopener noreferrer">LinkedIn</a> Connect With A2X Social: <a href="https://www.facebook.com/Advisor2Xpage%E2%80%8B%E2%80%8B%E2%80%8B" rel="noopener noreferrer">Facebook</a> <a href="https://www.linkedin.com/company/advisor2x" rel="noopener noreferrer">LinkedIn</a> <a href="https://www.instagram.com/advisor2x%E2%80%8B%E2%80%8B%E2%80%8B" rel="noopener noreferrer">Instagram</a> <a href="https://twitter.com/Advisor2x%E2%80%8B%E2%80%8B%E2%80%8B" rel="noopener noreferrer">Twitter</a> Learn More About <a href="https://www.advisor2x.com/" rel="noopener noreferrer">Advisor2X</a> ©Advisor2X. All Rights Reserved.

Shaping Wealth Management with Brian Portnoy

SHIFT is a show focused on human first financial guidance. Join Ross Marino and his guests, industry experts and thought leaders with the tools to help you mold your practice and shift the conversation.

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SHIFT is a show focused on human first financial guidance. Join Ross Marino and his guests, industry experts and thought leaders with the tools to help you mold your practice and shift the conversation.

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Shaping Wealth Management with Brian Portnoy

Shaping Wealth Management with Brian Portnoy