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Brian Portnoy, CFA® 

Founder, Shaping Wealth

Brian is the founder of Shaping Wealth, a financial wellness company which works with advisors, companies, and families on making better financial decisions. In his two bestselling books, The Geometry of Wealth and The Investors Paradox, Brian sets out actionable insights for aligning purpose with planning. He has served as keynote speaker, seminar leader, and coach to thousands of investors on topics ranging from portfolio strategy to investment selection to the connection between money and happiness.

For two decades, Brian held senior investment and education roles throughout the hedge fund and mutual fund industries. He is active in the field of youth financial literacy and is on the advisory board of the Alliance for Decision Education. Brian is a CFA Charterholder, holds an undergraduate degree from the University of Michigan and earned his doctorate at the University of Chicago.

 

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Rigorous Empathy: How the Adaptive Advisor Will Succeed

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 a new normal in which holistic decision-making and behavioral coaching is paramount. Brian shares two 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 quest 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.