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What if there was a way to make every client meeting feel more personal, engaging, and trust-building?
In this episode of the Top Advisor Marketing Podcast, Matt Halloran welcomes Brian Portnoy — an expert in behavioral finance and founder of Shaping Wealth — to explore how financial advisors can make their practices more impactful by focusing on human-centered financial guidance. It’s all about bringing some human into your work.
They cover everything from setting realistic client expectations (say goodbye to surprise phone calls!) to building a workplace culture that treats people as, well, people.
Matt and Brian discuss:
- Why empathy starts with self-awareness (and how it makes you a better advisor)
- The happiness formula that advisors can use to keep clients satisfied
- Actionable tools to transform those routine meetings into meaningful conversations
- Creating a “human-first” culture within your team and client base
Related: How Behavioral Finance Can Transform Client Relationships: Expert Tips from Dr. Daniel Crosby
Resources:
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