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:
- Brian Portnoy on LinkedIn
- Zach Conway on LinkedIn
- Kelsey McKenna on LinkedIn
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Information
- Show
- FrequencyUpdated Biweekly
- PublishedApril 18, 2024 at 12:00 PM UTC
- Length37 min
- RatingClean