18. Brian Portnoy and Amy Mullen on Achieving Financial Well-Being

On the Circuit
24/05/2023 1h 2min

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Episode Synopsis

The core of human first financial planning lies in advisor-client relationships built on empathy. In this episode of On the Circuit, Brian Portnoy, CFA and Founder at Shaping Wealth, and Amy Mullen, CFP® and President of Money Quotient, Inc., discuss how advisors can lean into behavioral science to foster trust and grow their business. Listen in to learn about the connectivity between financial advice and client emotions, or to hear our guests’ most ideal version of a San Antonio-style “...

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