How to Become a Better Financial Advisor
About this episode
Ben Carlson interviews Brian Portnoy about improving financial advising through psychology and behavioral finance.
On this episode of Talking Wealth, Ben Carlson sits down with Brian Portnoy, founder and CEO of Shaping Wealth and author of The Geometry of Wealth, to discuss the psychology behind great financial advice. They explore how advisors can improve their own decision-making, coach clients through uncertainty, and use behavioral finance to build stronger relationships. They also dive into AI's growing role in wealth management, Brian's new AI platform Lydia, what the future of the advisor-client relationship looks like, and why "funded contentment" remains one of the most important ideas in personal finance. Plus, Brian shares insights from his upcoming book and his vision for the next decade of financial advice. This episode is sponsored by YCharts. To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only), visit https://go.ycharts.com/talking-wealth For more from Talking Wealth sign up at: https://talkingwealthpod.com/ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth…
People in this episode
Host: Ben Carlson
Guest: Brian Portnoy
Topics covered
- financial advice
- behavioral finance
- wealth management
- AI in finance
- advisor-client relationship
Sponsors
YCharts
Mentioned in this episode
Organizations: Shaping Wealth
Books & works: The Geometry of Wealth, funded contentment
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