Empathy is the modern financial advisor's superpower. Empathy does not always imply going through the same experiences as the client or mirroring their emotions. It's more about listening to them.
Today's guest is Brian Portnoy, Co-Founder of Shaping Wealth and Author of “Geometry of Wealth”. In this episode, he will share his beginnings, why empathy is important when talking to clients, and the relationship between happiness, sadness and money. He realized there was a high demand in the advisor community for practical tools, as well as how to become a balanced advisor.
Listen to this podcast to understand his vision for the industry and how you can be of service to others and help shape their wealth.
>> Brian’s beginnings, achievements, and building “Shaping Wealth”
>> Importance of Empathy for clients
>> Why advisors fail to meet clients needs and how to change that
>> Happiness, Sadness and Money
>> The value of being a balanced advisor
>> Challenges faced by the financial industry
>> Works that Shaping Wealth does
>> Brian’s vision for the industry and his practice for the next five years
>> The Investor's Paradox: The Power of Simplicity in a World of Overwhelming Choice
>> The Geometry of Wealth: How to shape a life of money and meaning
>> How I Invest My Money: Finance experts reveal how they save, spend, and invest
>> Building the Behavioral Advisor Flagship Program of Shaping Wealth
Connect with Brian:
>> LinkedIn: www.linkedin.com/in/brianportnoy
>> Twitter: @brianportnoy
Connect with Shaping Wealth:
>> Website: www.shapingwealth.com
>> Instagram: @shapingwealth
>> LinkedIn: www.linkedin.com/company/shaping-wealth
>> Twitter: @shapingwealth
In case you missed it, listen to this episode - Career Growth and Mission Alignment with Chelsea Ransom Cooper CFP®
Connect with Onyx Advisor Network:
>> LinkedIn: www.linkedin.com/company/onyx-advisor-network/
>> Twitter: @OnyxAdvisors
Allies of the Industry Podcast is a place where we hear voices of underrepresented financial advisors on how they were able to start, scale, & sustain their practice. We have curated interviews from the best in the industry to share their thoughts, experiences and advice on working to promote diversity, equity, inclusivity and belonging in the financial services industry.
Through this podcast, let’s push towards an inclusive future with more opportunities and open doors for all minorities!
Join our comprehensive entrepreneurial support platform for underrepresented financial advisors at Onyx Advisor Network www.onyxadvisornetwork.com