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Fireside Chat: Inspiring HUMANS to Take Action on Financial Planning To-Dos
Course Information
Content Level: Intermediate
NAPFA Subject Area: A-Financial Planning Process
Course Description

This webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.

This fireside chat-style Q&A session with Brian Portnoy, PhD, CFA®, founder of Shaping Wealth, will discuss how modern financial planners can inspire clients to take action on financial planning items by connecting to the human side of their clients, and how planners can reframe financial planning conversations for a more engaged client. Moderator Zack Hubbard will discuss with Portnoy how he coaches advisors to better understand the humans on the other side of the table, and how he helps advisors understand what it truly means to guide humans with their money.

Learning Objectives
  1. Understand how to apply behavioral finance topics in their practice.
  2. Understand how to inspire more action from their clients on financial planning to-dos.
  3. Learn a framework for building a better understanding of who their clients are as people and connecting this to their money.

Dr. Brian Portnoy, CFA® 

Portnoy is one of the world’s leading experts on the psychology of money.  He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as an investor and educator in the hedge fund and mutual fund industries.  He is a CFA Charterholder and earned a PhD at the University of Chicago. 

Availability: On-Demand
Access expires on 12/31/2025
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE Quiz: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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