To remain both impactful and profitable, some advisors have embraced the new normal in which holistic decision-making and behavioral coaching is paramount. Have you? Discover the power of rigorous empathy to help your clients achieve true wealth.
The ongoing health and financial crisis will accelerate the ongoing disruption of the financial planning industry. Advisors are grappling with how to define their value proposition, moving beyond commoditized products and portfolios. To remain both impactful and profitable, some advisors have embraced the new normal in which holistic decision-making and behavioral coaching is paramount. Brian shares to concepts to help those advisors accelerate their advantage. With funded contentment, we recognize that true wealth is the ability to underwrite a meaningful life versus an unsatisfying quests for more. Rigorous empathy is how we empower our clients to achieve true wealth. That process has discrete steps to calibrate purpose, priorities, and decisions.
Speaker:
Brian Portnoy, CFA®
Founder, Shaping Wealth
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