Hey, this is the real Brian Portnoy here at
@bportnoy_
. My long-standing account
@brianportnoy
was stolen and
@x
(
@support
) won't help me recover it, so for now, I'm starting over.
Nice to meet you (again). 🚀
I find it awkward to talk to people (advisors) about improving communication skills and emotional intelligence and be told, basically, "I already know that stuff." I hear this much more frequently than I would have imagined.
Get to know a few of the speakers at Future Proof Festival 2024!
We can't wait to welcome
@alexandraandnyc
, Lule Demissie,
@RetirementRisks
, and
@bportnoy_
to Huntington Beach.
Check out the full list of speakers here:
Absolutely nothing beats diner breakfast. It doesn't matter how much money you make, where you're from or what you do. Diner breakfast truly a place outside politics, anxiety, exists in own time & space. Spare me pretentious brunch spots with reservations or $17 smoothies
Join
@jasonpereira
on 10/11 for "Digital Intimacy" at our BeFi Summit. Learn how to use technology to build deeper connections.
-Move beyond efficiency & self-service
-Create a truly collaborative experience
-Foster greater client intimacy
Flying to San Diego for the big
@LPL
conference to co-present with my friends at
@ycharts
. Be there later today. Let me know if you're going to be around.
65 years ago today, Miles Davis released “Kind of Blue”
Kind of Blue is regarded by many as a true masterpiece, the greatest jazz album ever recorded, and one of the best albums of all time…
But what made the album so extraordinary?
A thread 🧵
The official Future Proof Festival poster is here! Join 150+ of wealth management’s top experts as they share their ideas, strategies, and tactics on the future of wealth across five outdoor stages in Huntington Beach, CA, from September 15-18. With performances by
@ThirdEyeBlind
Is your pursuit of more leaving you tired? In the latest episode of “Planning & Beyond,” Brian Portnoy, Founder at Shaping Wealth, explores the difference between being rich and truly wealthy. He introduces “funded contentment”—the ability to finance a life that matters to you.
Our next Chopping Wealth is going to be great - I've dialed up my old friend
@choffstein
to talk all-things alternatives: How can advisors have better conversations, set better expectations around this large, diverse set of choices. Join us on Thursday August 29th!
Seeing (fake) conservatives pretzel themselves trying to explain why tariffs are good is the Friday entertainment I didn't expect but am still enjoying.
An underlying current for all of the work we're doing at
@shapingwealth
is employing learning as a growth strategy. We're getting more and more granular on this with our clients.
At
@FutureProof_HQ
, we're going to share that vision and some specific tactics you can use straight
@FutureProof_HQ
Festival is just a month away. Will you be there? Let's meet up! Mark your calendar for our session on 9/17 𝘐𝘯𝘴𝘱𝘪𝘳𝘦𝘥 𝘎𝘳𝘰𝘸𝘵𝘩: 𝘛𝘩𝘦 𝘚𝘦𝘤𝘳𝘦𝘵 𝘵𝘰 𝘌𝘹𝘱𝘭𝘰𝘴𝘪𝘷𝘦 𝘌𝘯𝘨𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘢𝘯𝘥 𝘚𝘶𝘤𝘤𝘦𝘴𝘴.
@joylerepsyd
,
@neilbage
@bportnoy_
I know this is my wiring (and far from everyone's), but days like today in the market, my gut response is: What's on sale?
If in fact this modest, historically-normal dip was disrupting the ability to fund my goals, then I'd ask: Is my asset allocation set up right?
The power of
@LinkedIn
AI is so impressive. Their suggested message for a stranger who who just connected with me:
"It's been some time since we connected. How have you been?"
Amazing!
"We become what we do." - Seth Godin
Both clarifying and a warning. For many of us, our identities are closely wrapped up with work. Is what it is, and can very well be an inspiration. But there can also be a line we cross where "what we do" drowns out our other virtues.
So, what is return stacking anyway?
Join us this Thursday at 3 PM ET with
@choffstein
, CEO & CIO of Newfound Research, to learn more about how to unlock the benefits of diversification as he chops it up with
@bportnoy_
.
Grab your seat 👉
Come join
@choffstein
and me on Thursday! 3pm ET. It's a live chat about all things alternative investing. No one is better than Corey at simplifying the complex.
@DaveNadig
@X
Thanks Dave.
Hey
@X
and
@Support
, maybe give a guy a hand. You literally emailed to say another email took control of my *verified* account but are claiming you cannot help me recover
@brianportnoy
.
*S&P 500 RISES 2.3% IN BIGGEST ONE-DAY GAIN SINCE NOVEMBER 2022
Monday was the S&P 500's biggest one-day loss since September 2022
Thursday was the S&P 500's biggest one-day gain since November 2022
Any guesses on tomorrow and into next week?
Can anyone explain why Kamala Harris didn't attend the crypto roundtable yesterday? I understand that she's on the campaign trail, but the meeting was virtual. All she needed was an Internet connection. Technical difficulties?
BTBA is just 1 month away! Have you registered yet?
Get ready to:
✅Deepen your understanding of money’s role in life
✅Lead & inspire others
✅Grasp the complexities of human nature & money
Join our premier coaching experience starting Sept 24. Sign up:
So as I rebuild my follows list, I wanted to ask:
Who are one or two *non-obvious* accounts that you would most highly recommend? All domains welcome; in fact, non-fintwit preferred.
Thanks!
We frequently hear from advisors that retired clients are underspending. And they won't budge from that. It's a fascinating behavioral topic. I have a couple comments on this in the piece.
A highlight of our BeFi Summit on October 11th will be my chance to sit down with my friend
@morganhousel
to have a free-ranging conversation on the psychology of money.
And that's just the first segment! Enjoy the home cooking of
@kylascan
,
@jam_croissant
,
@jasonpereira
,
Join us as renowned author and investor
@morganhousel
of
@collabfund
discusses behavioral finance and the psychology of money at BeFi Summit, Oct 11. Learn how storytelling can help you and your clients make better financial decisions. Register
Dive into a new month of transformative behavioral insights.
#OCBODashboard
🌀 Weekly Flow
🪓 Chopping Wealth 8/29 with
@bportnoy_
&
@choffstein
💧 The Drop: Caring Conversations
🍃 Shaping Health w/
@ppearlman
Sign up for FREE:
Recognizing my limitations as a leader is helping me become a stronger leader. I could study that all day long, read a bunch of blogs on it, or whatever, but it's only by viscerally experiencing this that I can "get" it.
Elevate your coaching skills and client connections. BTBA program starts Sept 24!
💬 "It has changed the way I deal with people, not just clients." - Mark Newfield
Secure your spot:
End-of-summer burnout is real. Conferences, holidays, deadlines… it all adds up. This year, do things differently. Schedule time for you. Join
@joylerepsyd
's Office Hours on 9/6. Let's prioritize your well-being together. You're not alone in this.
Ha, seriously, our BeFi Summit on October 11th is getting 👀👀👀 and ✅✅✅.
The line-up is bonkers, it's a punchy shorter-preso format, and it's free (including 3 hours of CE).
@MikePolicarNGP
Disagree. You vote to support leaders and communities where you share their values. Oprah is okay by me. Kind and generous. Hulk Hogan said he wanted to physically assault Kamala. Choose your fighter.
I see all the very worst people from the MAGA social media sphere got talking points this morning to issue horrific tweets mocking Governor Walz’s disabled son for showing emotion.
The chronic insistence on trying to predict rate moves and the chronic inability to do so accurately seems to sit at the root of much market volatility.
So, what is return stacking anyway?
Join us this Thursday at 3 PM ET with
@choffstein
, CEO & CIO of Newfound Research, to learn more about how to unlock the benefits of diversification as he chops it up with
@bportnoy_
.
Grab your seat 👉
Mike
@profplum99
- this is nearly exactly the message I got when I got phished and lost my account. I feel like such an idiot, but ....
DO NOT CLICK!!!
Behavioral advisors: Today is your day.
What conversations have you had, what ideas have you shared, that you can lean into today *if necessary*?
Hopefully the real work was done well before Friday and today. But there's no entirely getting around contagious fear. Go time!
Days like today are why "buy and hold" is much harder than it sounds.
Even with ALL THE HISTORICAL DATA showing us how it works, still doesn't make it easy.
This is why having someone to call to talk it through can be so crucial.
@EconomPic
The more I see these firms in action, the less impressed I am. Robotic fealty to leveraging cash flows and .... Oh, right, there's nothing else.
Sometimes I hit a great flow with full album listens on
@Spotify
. On a long flight now and just crushed
- Armchair Apocrypha (Andrew Bird)
- Yankee Hotel Foxtrot (Wilco)
- Strange Discipline (Nation of Language)
What should I hit next?
cc
@DaveNadig
@CultishCreative
@nikir1
@shapingwealth
Do me a favor and please invite NE econ and finance students, too? We're getting real interest from undergrad programs. We can discuss!
@BullandBaird
We've never had such material abundance, access to life-saving drugs and time-saving technologies, and so forth. That doesn't create psychological safety, let alone contentment, but it creates a context for doing so.