Live From Philly: The Playbook for Human Advice with Brian Portnoy

Join us on September 21st at 11:00 a.m. EDT as we welcome back behavioral finance expert and founder of Shaping Wealth Brian Portnoy. During this interactive live event, Brian will present unique, shareable, and scalable ideas for organizing and illuminating the six core features of human-centric advice. You’ll walk away with a framework to empower your professional development, foster team building within your practice, and increase client engagement.

This event is brought to you in collaboration with our friends at State Street Global Advisors.

This event is approved for one hour of CFP® CE Credit.