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

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 … Read More Read More

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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!