))
12. Human-Centric Advice with Brian Portnoy
Manage episode 413203549 series 3546760
Innehåll tillhandahållet av Seeds Investor. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Seeds Investor eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
When financial advisors are asked at conferences if they feel like a client’s therapist, almost always, an entire room raises its hands. With a majority of advisors not trained in therapeutic techniques, they are left to navigate the emotional aspects of money management. Brian Portnoy, Founder of Shaping Wealth, joins Zach Conway, and Kelsey McKenna to discuss how advisors need to embrace "human-centric" advice while staying on the correct side of the line from a therapeutic standpoint, based on their qualifications.
Connect with us:
Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!
22 episoder
Dela
