Resolve Riffs Investment Podcast cover image

Befi is Dead; Long Live Befi! with Shaping Wealth’s Brian Portnoy

Resolve Riffs Investment Podcast

CHAPTER

Navigating Identity in Financial Planning

This chapter explores the intricate relationship between personal identity and financial decision-making, emphasizing the need for financial advisors to understand their clients' diverse roles and values. It highlights the emotional challenges faced by individuals in discussing finances, promoting the importance of emotional intelligence and reflective practices in advisory roles. Additionally, the chapter discusses the recruitment and training of advisors, advocating for a holistic approach that addresses both professional skills and personal well-being.

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