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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.

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