Running an RIA · Podcast

Behavioral Finance 2.0: Meeting Clients Where They Are

For wealth professionals, the episode focuses on the client-relationship side of advising rather than technical or market content. It frames the advisor’s guide role as a practice issue tied to empathy, self-reflection and referrals.

Streams from the publisher’s own feed. Nothing loads until you press play.52 min

On the publisher’s site

Summary

By the running an ria desk

In this episode of Managing Your Practice, host Stephen de Man speaks with Brian Portnoy, founder of Shaping Wealth, about whether clients see advisors as a mechanic or a guide. Portnoy argues that advisors fill both roles, but the guide role is less understood, and that becoming a wiser guide matters as technical knowledge becomes more commoditized. The discussion links that role to empathy, self-reflection, self-care, and referral-worthy moments of genuine connection.

The episode asks whether clients perceive advisors more as a mechanic or a guide.
Portnoy believes modern financial advisors fill both roles, but the guide role is less understood.
He makes the case that becoming a wiser guide is vital as technical knowledge becomes more commoditized.
Portnoy says the empathy required to be a wiser guide must start with self-reflection and self-care.

Similar items

Same topic

Quality, Liquidity, and Yield in Agency Mortgages	PIMCO	3 min	Oct 27
The New Advisor Advantage: Turning Information Into Better Advice	WealthManagement.com	5 min	Oct 27
Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio	Morningstar	59 min	Oct 27
Erin Moriarity: How I Generated More Than 100 Million YouTube Views	Barron's Advisor	36 min	Oct 27
Ann Wang: From Humble Beginnings to Lifelong Client Relationships	Rockefeller Capital Management	27 min	Oct 27