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Transforming the human experience of money

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

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