Dr. Brian Portnoy - Behavioral Finance 2.0

Tune in to hear: - Dr. Portnoy says we’ve created a “Behavioral Finance entertainment complex that does very little to help real people make real decisions.” What does he mean by this? - Do you think we overlook the good behavioral finance has done because the good is subtle and simple? - What does he see as the good, the bad and the ugly of “nudging?” How can or can’t it be applied to the field of wealth management? - How can we make the distinction between normalizing clients’ maladaptive behaviors without condoning the actions? - What are some tips on how to move towards a more empathic practice and what does empathy look like in the context of an advisor-client relationship? www.shapingwealth.com Twitter: @brianportnoy Compliance Code: 0534-OAS-3/29/2022