Empathy in Shaping Wealth with Brian Portnoy
Empathy is the modern financial advisor's superpower.
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Our latest thoughts on minds, markets, and miscellanea.
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Shaping Wealth
- Sep 14, 2022
Creating more self-awareness to drive better client relationships
In this episode, we sit down with Joy Lere, Co-Founder of Shaping Wealth.
Shaping Wealth
- Jul 4, 2022
Money and Emotions
In this episode, Dan and Jim talk to clinical psychologist Dr. Joy Lere about why money can be such an emotional subject to talk about.
Shaping Wealth
- Jun 22, 2022
Clinical Psychologist Shares the Science Behind Behavior Change
Dr. Joy Lere discusses how the mind works, how our beliefs are formed...
Shaping Wealth
- May 22, 2022
Advisor Innovations: Brian Portnoy on Helping Clients Rethink Wealth
The founder of Shaping Wealth explains why the true definition of wealth should be 'funded contentment,' or the ability to live a life of...
Shaping Wealth
- Apr 1, 2022
Standard Deviations Podcast
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Dr. Brian Portnoy.
Shaping Wealth
- Mar 30, 2022
The Long Term Investor Podcast
Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.
Shaping Wealth
- Feb 25, 2022
Voice from the Hills Podcast
Brian Portnoy discusses the importance of funded contentment.
Shaping Wealth
- Jan 14, 2022
Wealth Actually Podcast
For this 100th episode, Brian joined host Frazer Rice on the Wealth Actually podcast. They talked about the next phase of behavioral...
Shaping Wealth
- Jun 25, 2021
Informed Choice Radio Interview
Brian Portnoy and Neil Bage discuss Funded Contentment with Informed Choice Radio Host, Martin Bamford.
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