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Bridge over ocean
2 April 2019 Multimedia

The Geometry of Wealth

  1. Brian Portnoy, CFA

In this session recorded at the Wealth Management 2019 conference, Brian Portnoy, CFA, discusses how the human brain is wired for two distinct experiences of happiness and why it is that money can money buy one and not the other. He also addresses how financial advisers should talk to clients about the touchstones of a meaningful life and how a goal-based approach can be used to help clients achieve “funded contentment."