Robin Powell

 

 

 

 

 

An experienced television journalist, Robin runs Regis Media, a UK-based content marketing consultancy which helps financial advice firms around the world to attract, retain and educate clients.

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Brian Portnoy: Matching money with meaning

For me, the big challenge for financial planners is to match money with meaning. Building financial wealth is a means to an end; not an end in itself. The end is to live a life of contentment and fulfilment. There’ve been a number of books written addressing this issue. Wealth with Purpose, by the Australian financial planner David Andrew, is a good example. Now there’s a new book on money and meaning which will be of interest to investors and financial professionals alike. It’s called The Geometry of Wealth, and it’s written by the behavioural finance expert Brian Portnoy. Ultimately, the book recognises the tension between “more” and “enough” — between wanting the best and being satisfied

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