In a world where the rising cost of living meets relentless pressure on fees, financial advisers are facing a challenge like never before. People are re-evaluating every pound spent, looking harder at where true value lies. Yet, for those seeking security, stability, and growth in their financial lives, the right advice has never been more essential. That’s why we're launching this series. A podcast series designed for advisers to help them better articulate their value.
This series isn’t just about storytelling; it’s about building a toolkit.
Hosted on Acast. See acast.com/privacy for more information.
In a world where the rising cost of living meets relentless pressure on fees, financial advisers are facing a challenge like never before. People are re-evaluating every pound spent, looking harder at where true value lies. Yet, for those seeking security, stability, and growth in their financial lives, the right advice has never been more essential. That’s why we're launching this series. A podcast series designed for advisers to help them better articulate their value.
This series isn’t just about storytelling; it’s about building a toolkit.
Hosted on Acast. See acast.com/privacy for more information.
Summary:
In this deeply human episode of Beyond the Numbers, Scott Stevens is joined by Brian Portnoy, author of The Geometry of Wealth and co-founder of Shaping Wealth, to explore what it truly means to live a meaningful financial life.
Brian challenges traditional norms in financial advice by asking a powerful question: What if true wealth isn't about getting more, but about funding a life that actually matters to you? He introduces the concept of “funded contentment” - the ability to underwrite a life that is meaningful, and unpacks how advisers can use this idea to transform their client relationships.
Drawing on behavioural finance, storytelling, and coaching psychology, Brian explains why most clients don’t need more information, they need empathy, clarity, and confidence. This conversation is a masterclass in how to show up not just as a technician, but as a guide through life’s uncertainties. If you’re ready to grow your practice by going deeper with your clients, this episode is your roadmap.
Top 10 Takeaways
Great Phrases
“True wealth is the ability to underwrite a life that is meaningful to you.”, . “Clients would rather talk about death than money. It’s an emotional lightning rod.”, “Being rich is the pursuit of more. Being wealthy is something deeper.” “Empathy is not a soft skill. It’s a power skill.”.
Resources (linked)
Brian's books:
https://www.shapingwealth.com/
Series of available programmes and coaching sessions: https://www.shapingwealth.com/experiences
Hosted on Acast. See acast.com/privacy for more information.
