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19: Brian Portnoy | Mapping Money To Meaning On The Path To Funded Contentment

19: Brian Portnoy | Mapping Money To Meaning On The Path To Funded Contentment

FromThe Human Side of Money


19: Brian Portnoy | Mapping Money To Meaning On The Path To Funded Contentment

FromThe Human Side of Money

ratings:
Length:
89 minutes
Released:
Mar 31, 2021
Format:
Podcast episode

Description

There is zero correlation between the size of your bank account and the overall contentment and happiness of your life. If you've worked with people and their finances long enough, you've seen it time and time again.  But, once you can align money with meaning, you have the foundation of a happy, meaningful life. Doing so requires an understanding financial strategies and the ingredients of a meaningful life (which vary person to person). Financial advisors excel at financial strategies but often fall short at helping clients illuminate the ingredients of a meaningful life. Brian Portnoy has spent decades writing, speaking and teaching on how to map money to meaning on the path to funded contentment. In this episode, we discuss: A real, tangible definition of financial wellness or well-being Using the "Four C's" of contentment and the "7 Dimensions of Money Life" to map money to meaning The conversations to have with clients to uncover their meaning The behavioral and psychological challenges inherent with goals-based planning and why most advisors aren't equipped for it The dimensions of behavioral coaching beyond keeping your client invested in the market   And more! For more information and resources discussed in this episode, visit: www.wiredplanning.com/episode19 To join a community of like-minded advisors and planners around the world looking for top-notch insights and information on how to leverage behavior, psychology, communication, and emotion to master the human side of money, visit Wired Planning. Follow Brendan: Twitter LinkedIn
Released:
Mar 31, 2021
Format:
Podcast episode

Titles in the series (100)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!