Engage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492)

Top Advisor Marketing Podcast

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

Resources:

• Book: The Geometry of Wealth by Brian Portnoy
• Tools: Compass by Shaping Wealth

Connect With Brian Portnoy:

• LinkedIn: Brian Portnoy
• Twitter/X: @bportnoy_
• Website: Shaping Wealth
• X: @ShapingWealth

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• X: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• X: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder and CEO of Shaping Wealth, the global wealth industry’s premier learning & training platform for human-first financial guidance. Brian’s three behavioral finance books have been published in 15 languages and one of them, The Geometry of Wealth, inspired his current venture. Shaping Wealth was recently awarded a prestigious “Wealthie” as the wealth industry’s Top Disruptor. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as investor, researcher, and educator. He serves on the ambassador’s council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago.

Brian earned his doctorate at the University of Chicago and undergrad degree at the University of Michigan.