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Human-Centric Advice with Brian Portnoy
The Advice Business Podcast
<p><b>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.</b></p>
<p><b>Connect with us: </b></p>
<ul>
<li><b>Brian Portnoy on </b><a href="https://www.linkedin.com/in/brianportnoy/" rel="nofollow"><b>LinkedIn</b></a></li>
<li><b>Zach Conway on </b><a href="https://www.linkedin.com/in/zachary-conway?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app" rel="nofollow"><b>LinkedIn</b></a><b> </b></li>
<li><b>Kelsey McKenna on </b><a href="https://www.linkedin.com/in/kelseymckenna3?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app" rel="nofollow"><b>LinkedIn</b></a><b> </b></li>
</ul>
<p><b>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!</b></p>
<ul>
<li><a href="https://www.seedsinvestor.com/" rel="nofollow"><b>Seeds Investor Website</b></a></li>
<li><a href="https://www.seedsinvestor.com/blog" rel="nofollow"><b>Our Blog</b></a></li>
</ul>
<p><a href="https://www.buzzsprout.com/2297669/fan_mail/new" rel="nofollow">Ask Zach and Kelsey a question!</a></p>