The Importance of Behavioral Finance with Brian Portnoy - S9 Ep.4

Brian Portnoy, CFA, the founder and CEO of Shaping Wealth, shares his expertise in the relationship between humans and their wealth. We discussed why Brian and his team created Shaping Wealth and the impact of understanding behavioral finance to strengthen connections with clients. Listen to Brian share how curiosity, hustle, and kindness can transform your life and bring you closer to your goals. Hope you enjoy!

Brian's Links:
  / brianportnoy  
https://www.shapingwealth.com/

Podcast Team Links:
Hannah Bennett -   / hannahbennett-  
Brandon Klump -   / brandon-klump  
Jeffrey Nugent -   / jeffrey-nugent-0566b1242  
Steven Bowe -   / stevenbowe29  
Jacob Swartz -   / jacob-swartz-6a1814295  

WMA website: http://msuwma.com
Contact: [email protected]