In this episode, Dave interviews Brian Portnoy, the founder of Shaping Wealth, a firm helping financial advisors enhance their practice by focusing on behavioral finance and emotional intelligence. They discuss the importance of human-first advice and how advisors can deepen client relationships through empathy and self-awareness. They also explore the concept of 'funded contentment' and delve into AI's potential to revolutionize the advice business, providing practical tips and frameworks for advisors to future-proof their practices.
Watch on YouTube: https://www.youtube.com/watch?v=4YiLcRLY3B4
