Money Decisions in the Midst of a Crisis

with Brian Portnoy

In this webinar, Brian Portnoy, Ph.D., CFA, Founder at Shaping Wealth, joins our VP of Product Management, Caleb Eplett, to discuss how advisors can effectively manage client communications and heightened emotions during challenging market conditions.

Throughout the conversation, Brian shared his guidance on how to navigate client conversations during the current crisis with the help of behavioral finance, why setting and managing client expectations about markets and portfolios is so critical, and how probabilistic thinking can help and tips for advisors to fortify their value proposition through creative goal-setting tactics.

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