August 24, 2023 | Webinar

Webinar: From Personalization to Humanization

Applying simplification and behavioral finance to deliver a modern wealth management experience

Featured Contributor:
    Reed Colley Co-Founder + CEO

Brian Portnoy, founder of Shaping Wealth, joins Reed Colley and moderator Tim Welsh for an important conversation about the critical role of behavioral finance to the success of today’s financial advisors, as well as how advisors can transform personalization into humanization in their practices.

 

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