ICYMI: Brian Portnoy Decodes the Psychology of Client Wealth
In case you missed it, Brian Portnoy, Ph.D., CFA, joined YCharts to discuss why Funded Contentment is critical to shaping a client’s wealth and touches on best practices to incorporate EQ when communicating with clients. Watch the full replay below for insights on how you can stand out as an advisor.
Tackling the Tough Questions Your Clients Are Asking
As the founder of Shaping Wealth, a coaching and content platform inspiring financial well-being globally, Brian Portnoy joined YCharts’ Caleb Eplett to discuss how to best navigate client communication during today’s volatile marketing environment. They take a look back at the past year reviewing everything from the performance of the 60/40 portfolio, inflation, housing data, and the two big questions all clients have on their minds, “Are we in a recession? And if not, are we headed for one?” Plus, they provide their two cents on whether investors should be optimistic about a market comeback.
Connect with YCharts
To get in touch, contact YCharts via email at firstname.lastname@example.org or by phone at (866) 965-7552
Interested in adding YCharts to your technology stack? Sign up for a 7-Day Free Trial.
©2023 YCharts, Inc. All Rights Reserved. YCharts, Inc. (“YCharts”) is not registered with the U.S. Securities and Exchange Commission (or with the securities regulatory authority or body of any state or any other jurisdiction) as an investment adviser, broker-dealer, or in any other capacity, and does not purport to provide investment advice or make investment recommendations. This report has been generated through application of the analytical tools and data provided through ycharts.com and is intended solely to assist you or your investment or other adviser(s) in conducting investment research. You should not construe this report as an offer to buy or sell, as a solicitation of an offer to buy or sell, or as a recommendation to buy, sell, hold or trade, any security or other financial instrument. For further information regarding your use of this report, please go to: ycharts.com/about/disclosure
Next ArticleNew on YCharts: Report Builder
Read More →