19: Brian Portnoy | Mapping Money To Meaning On The Path To Funded Contentment

There is zero correlation between the size of your bank account and the overall contentment and happiness of your life.

If you’ve worked with people and their finances long enough, you’ve seen it time and time again. But, once you can align money with meaning, you have the foundation of a happy, meaningful life. 

Financial advisors excel at financial strategies but often fall short at helping clients illuminate the ingredients of a meaningful life. Brian Portnoy has spent decades writing, speaking and teaching on how to map money to meaning on the path to funded contentment.

We discuss:

• A real, tangible definition of financial wellness or well-being
• Using the “Four C’s” of contentment and the “7 Dimensions of Money Life” to map money to meaning
• The conversations to have with clients to uncover their meaning
• The behavioral and psychological challenges inherent with goals-based planning and why most advisors aren’t equipped for it
• The dimensions of behavioral coaching beyond keeping your client invested in the market
• And more!

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Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier