Creating Funded Contentment with Brian Portnoy

Season 1 | Episode 25

Brian Portnoy, PhD and author, is the founder of Shaping Wealth—a learning technology platform transforming the human experience of money.

In this episode, he shares his personal journey to funded contentment and how his coaching and content of Shaping Wealth is helping advisors to do the same with their clients. Brian works with advisors and HR in companies and universities to create financial well-being programs and reach simplicity in the complex world of money. 

Candice Carlton

Hi, I'm Candice, the Head of Strategy at Ficomm Partners. Prior to Ficomm, I worked for and with some of the fastest growing and most innovative firms in the US including Mercer Advisors, United Capital acquired by Goldman Sachs and XY Planning Network. I love my job and find it extremely fulfilling to coach and consult with advisors across the country on how to rock video and podcasting to create a digital-first marketing strategy to connect and GROW. I'm passionate about yoga, poetry, fashion, and great coffee. At Ficomm- we are “New Skool by Nature”, which means the only right answer is the one that feels right to you. There is so much freedom and power in that.

Follow me on LinkedIn
Search Staying Out of the PE Race with Keel Point
The Paradox of Attracting and Repelling Prospects with Michael Kitces Search