In this episode of On the Circuit, Brian Portnoy (CFA and Founder at Shaping Wealth) and Amy Mullen (CFP® and President of Money Quotient, Inc.) discuss the intricacies of human-first financial planning and how to better equip advisors to deliver the best advice.
Ever wondered what sets the best financial advisors apart from the rest?
It’s their ability to form deep connections with clients by truly listening and understanding their emotions and values. In today’s episode, we’re joined by industry experts Brian Portnoy and Amy Mullen, who guide listeners through the process of cultivating empathetic listening skills to unlock that human-first approach in financial advising.
In the realm of financial advising, strong connections with your clients can make all the difference in helping them reach their financial goals. A major aspect of building these connections is the ability to listen empathetically, ensuring that you fully understand your clients’ emotions, values, and concerns. Being equipped with this skill not only enhances your personal relationships with clients but also paves the way for professional growth and the ability to reach an increasingly diverse clientele.
Mullen shares her personal story and background in financial education, which led her to co-found Money Quotient, an organization that focuses on providing financial advisors with tools and training to improve their client experience.
Likewise, Portnoy founded Shaping Wealth, a company that trains financial advisors in the art and science of the psychology of financial planning.
Listen to the full episode to hear from both of these behavioral finance experts, or check out our other On the Circuit episodes to learn more about the future of financial advice.
Three Crowns is a full-service marketing partner, providing the financial industry with high quality custom blogs, website design, branding, podcast production and more. We help financial advisors and fintech companies find their message and amplify their voice. From strategy to click-worthy content, to SEO optimization and social media promotion, our team is ready to help you feel confident in your communication. Click here to connect with a member of the Three Crowns team today.