In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Portnoy, CFA and Founder of Shaping Wealth, a learning technology platform transforming the human experience of money. Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money.
Join us as we discuss the following topics:
The difference between being rich and wealthy
Holistic wellbeing vs. portfolio outperformance
The only two questions that matter in client conversations
How to adapt to the evolution of changing advisor - client relationships
Building human-centric wealth cultures
Emotional intelligence and why it matters