Podcast appearances and mentions of orion advisor solutions

Tune in to hear:What were some of the catalysts for The Great Chinese Famine and what does this teach us about unintended consequences?What did Nietzsche have to say about the important role suffering plays in our lives and personal growth?What is congenital analgesia and what does it teach us about the protective role of pain?Why do some scientists believe depression plays an important evolutionary role and what role might it play?What is post-traumatic growth?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

On this episode of the Dentist Money Show, Dr. Naomi Win from Orion Advisor Solutions, joins Matt to explore the powerful role that uncertainty plays in our lives. They unpack the psychological and physiological effects of uncertainty, including why our brains often crave certainty, even when it leads to unhelpful choices. Dr. Win shares how discomfort and ambiguity can be catalysts for personal growth and why building resilience is essential in today's changing world. Whether you're navigating life changes or simply trying to make better choices under pressure, tune in to hear some valuable tools and perspectives to help you move forward with confidence. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

In this episode, Rory speaks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, and Randy Johnston, fintech strategist and co-founder of K2 Enterprises, to discuss the technology and behavioral finance topics outlined in The Holistic Guide to Wealth Management and the evolving role of CPAs and financial advisors. Dr. Crosby explains why values-based planning isn't just feel-good theory—it drives real outcomes, citing stats that show clients in goals-based portfolios are 10x less likely to panic sell and twice as likely to save for retirement. Randy shares how AI, automation, and real-time data are freeing up capacity so firms can spend less time on compliance and more time on relationships, strategy, and outcomes. They discuss why holistic financial planning is the foundation for stronger, more durable client relationships. Want to know how behavioral finance and a human-first approach can power deeper client engagement? Curious how CPAs can turn AI into a competitive advantage? Find out the answers to these questions and more in this future-focused conversation with Dr. Daniel Crosby and Randy Johnston.

Tune in to hear:Why does the prospect of freedom generate great anxiety for people?What led to Hitler's ascent in post-war Germany?How is freedom dialectical in nature and what role did freedom play in the rise of the Third Reich?What is the dark side of freedom and how can responsibility keep this in check?Why does the Existentialist philosopher Kierkegaard refer to “anxiety as the dizziness of freedom?”According to Erich Fromm, what are the three primary ways we run from our agency?What are the meaningful differences between “freedom from” and “freedom to?”LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0783-U-25076

Tune in to hear:What was the name of Helen Keller's mentor, educator and friend and how did they cultivate such a special relationship?What did Benjamin Franklin famously state about how we should lean on those around us?What are some of the detrimental health effects of isolation and loneliness?Why are our relationships critical to both our mental, and physical, wellbeing?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0643-U-25066

Tune in to hear:What was René Girard's concept of mimetic theory and how do we see this play out in modern science?Why is our ability to effectively forecast what will bring us joy potentially less developed than our forecasting of pain and displeasure?What is the cognitive bias Impact Bias?How and when were mirror neurons discovered and what role do they play in empathy?What is the “werther-effect” and how does it illustrate our tendency for mimicry?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0602-U-25064

Tune in to hear:Learn about the 1988 Yellowstone fires and some of the positive ecological effects it brought about.How can we “burn down” our damaging past assumptions and allow for new ideas to flourish in our own lives?What does the Latin phrase “Cogito, ergo sum” mean?How can we unearth our beliefs that we take for granted and examine them?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0524-U-25055

Tune in to hear:Why is the phrase “just be yourself” so vague and unhelpful? What might be a more productive way of thinking about what this is trying to get at?What are the concepts of facticity and existentiality and what can we learn from them?What did Heidegger mean by “the thrownness of human existence?”What did living authentically look like to Heidegger? How does this differ from the popularized conception of “being true to yourself?”What can we learn from taking a closer look at the etymology of authenticity?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0336-U-25034

Episode 080: Natalie Wolfsen is the CEO of Orion Advisor Solutions, where she leads the company's mission to revolutionize wealth management through cutting-edge technology and data-driven solutions. A champion of AI integration and personalized wealth management, Natalie is at the forefront of helping advisors leverage technology to enhance client relationships, streamline operations, and drive industry-wide transformation. In this episode, Kyle Van Pelt talks with Natalie about Orion's game-changing partnership with Snowflake, the increasing adoption of AI in wealth management, and how AI-driven tools are revolutionizing advisor productivity. Natalie shares insights from Orion's latest industry surveys, addressing advisors' biggest tech challenges, integration hurdles, and the growing demand for personalized client experiences.  In this episode: (00:00) - Intro (00:59) - Natalie's Money Moment (03:36) - Ascent Conference (06:58) - AI and data integration at Orion  (12:38) - Challenges and the future of tech integration (21:12) - Insights from Orion's wealthtech survey (25:53) - Why investors switch advisors (31:07) - Lessons from Natalie's marketing career (37:59) - Future trends in wealth management (45:25) - Natalie's Milemarker Minute Key Takeaways AI adoption is no longer optional—it's a competitive advantage. If advisors aren't leveraging AI for automation and efficiency, they risk falling behind competitors who are using technology to enhance client service and streamline operations. Data integration is the future of wealth management. With advisors increasingly relying on real-time insights, firms that prioritize seamless data access and integration will be better positioned to deliver personalized, efficient client experiences. Investors crave human connection—not just digital touchpoints. While advisors believe clients prefer email and digital communication, investors overwhelmingly favor in-person meetings and deeper relationships. Technology should enhance, not replace, human interactions. AI's biggest impact will be on advisor productivity. Rather than replacing advisors, AI is poised to automate tedious tasks, generate personalized insights, and improve decision-making speed, helping advisors spend less time on prep work and more time strengthening client relationships. Quotes “AI and integrated workflows are actually being used by 68 percent of advisors, according to this year's wealth tech survey, which we just completed. In addition to that, 43 percent of advisors are planning increased AI investments in 2025. So if you're not using AI, you're falling behind.” ~ Natalie Wolfsen “Our new collaboration with Snowflake is going to enhance data access and flexibility for Orion's clients. It's the next iteration in allowing advisors to centralize their own information, both structured and unstructured, in one place.” ~ Natalie Wolfsen “I believe that the biggest opportunities for AI are actually on the productivity side of the equation. The biggest benefit to advisors is bringing together disparate data quickly, accurately, without asking them for too much time.” ~ Natalie Wolfsen Links  Natalie Wolfsen on LinkedIn:  Orion Advisor Solutions: https://orion.com/  Orion Advisor Technology: https://orion.com/advisor-tech  Charles Schwab: https://www.schwab.com/ Orion Ascent Conference: https://orion.com/ascent Redtail: https://redtailtechnology.com/ Snowflake: https://www.snowflake.com/ Reed Colley: https://www.linkedin.com/in/reedcolley/ Summit: https://summitwealth.io/ Eric Clarke: https://www.linkedin.com/in/eric-clarke-06557810/ Brinker: https://orion.com/brinker-capital  The Demon of Unrest by Erik Larson: https://www.amazon.com/Demon-Unrest-Hubris-Heartbreak-Heroism/dp/0385348746 Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube

Tune in to hear:What is a Rube Goldberg machine and what can we learn from them?What are some examples of how we substitute busyness for meaning making in our lives?What do Existential philosophers, like Kierkegaard, have to say about the importance of having a central purpose in one's life?Why do people have a sense that they are busier than ever?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0335-U-25034

Episode 077: We live in a world where numbers rule—stacking up wealth, counting dollars, and chasing financial milestones. It's a common pitfall to equate money with happiness, as society frequently portrays financial success as the ultimate goal. While money can bring freedom and opportunity, it also reveals that as powerful as it is, it remains a tool, not a solution to all of life's challenges. In this episode, Kyle Van Pelt talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, New York Times bestselling author, and the host of the Standard Deviations podcast. Daniel helps individuals and organizations thrive at the intersection of psychology and finance. His book, The Soul of Wealth, explores what wealth really is and provides practical suggestions for how to change your thinking and your actions in small, powerful ways. Daniel talks with Kyle about money, meaning, and the human side of wealth. Daniel dives deep into the often-overlooked aspects of wealth, the power of conscious spending, and the parallels between health and wealth.  In this episode: (00:00) - Intro (02:05) - The Soul of Wealth (06:47) - Daniel's thoughts on donor-advised funds (09:58) - The burden of wealth (17:19) - Why the influencer culture is rooted in half-truths (24:19) - The parallels between health and wealth (31:34) - New changes to Daniel's podcast, Standard Deviations (36:07) - Milemarker Minute Key Takeaways Every dollar spent is a vote for the kind of world you want to live in. Achieving financial success can bring unexpected challenges like isolation, anxiety, and a loss of purpose. It's crucial to recognize that money is a tool, not a solution to all problems. Money and online influence can provide fleeting satisfaction, but they don't replace authentic human connection, purpose, or love. It's easy to fixate on achieving a specific financial goal or level of success. However, finding joy in the journey and focusing on the behavioral and relational aspects of life are equally important. Quotes "I'm always looking for ways to humanize wealth, budgeting, and investing. Understanding that the way you spend every dollar is a vote for the kind of world you want to live in." ~ Daniel Crosby "Money is easy to stack. Money is easy to count. Money is easy to quantify. Because it is all those things, we treat it as a proxy for happiness." ~ Daniel Crosby "The five facets of a meaningful life are fun and leisure, deep work, loving relationships, meaning, and advancement. Money is only exceptional at scratching one of these itches." ~ Daniel Crosby "The belief that money is a tool that solves every problem is so hard to shake because it is riddled with half-truths. Money can't buy us happiness outright, but it can buy us the absence of misery. Money can't buy us love, but it can buy us chocolate and roses. Money can't buy us purpose, but it can buy us time to reflect on the meaning of life." ~ Daniel Crosby Links  Daniel Crosby on LinkedIn Orion Advisor Solutions The Soul of Wealth Standard Deviations Eric Clarke Neverwhere Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠     * This episode is brought to you by ⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠ * Dr. Daniel Crosby is a behavioral finance expert, the Chief Behavioral Officer at Orion Advisor Solutions, a Clinical Psychologist, and a New York Times best-selling author. In our wide-ranging discussion today, we discuss meaning, purpose, fear of the unknown, when to continue vs. when to persist, why we tend to ignore simple solutions to complex problems, why pessimism sounds more intelligent than optimism, how to use our money to buy back time, and how to spend our money in ways that will maximize happiness and contentment.

Reflecting on Money and Meaning – with Dr. Daniel Crosby   On this episode we speak with psychologist, behavioral finance expert and New York Times best-selling author, Dr. Daniel Crosby. Dr. Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, host of the Standard Deviations podcast, and author of numerous books on the psychology of money, investing and wealth including The Behavioral Investor and The Soul of Wealth: 50 Reflections on Money and Meaning. We talk about what prompted Dr. Crosby to pivot from clinical psychology to behavioral finance, how ChatGPT helped him write The Soul of Wealth, which chapters in the book are most meaningful to him, and what his two life goals are.    For more information: Find Dr. Daniel Crosby on LinkedIn The Soul of Wealth

Today on the podcast, we welcome back Dr. Daniel Crosby. Daniel is the author of a new book called The Soul of Wealth: 50 Reflections on Money and Meaning. Daniel is the chief behavioral officer at Orion Advisor Solutions. In addition to The Soul of Money, Daniel has written several other books on behavioral finance, including The Behavioral Investor, The Laws of Wealth: Psychology and the Secret to Investor Success, and You're Not That Great. Daniel also hosts his own podcast called Standard Deviations. He received his Bachelor of Science degree and PhD in Psychology, both from Brigham Young University.BackgroundBio“Daniel Crosby: ‘If You're Excited About It, It's Probably a Bad Idea,'” The Long View podcast, Morningstar.com, Aug. 31, 2021.Books:The Soul of Wealth: 50 Reflections on Money and MeaningThe Behavioral Investor: The Art and Science of Investment ManagementThe Laws of Wealth: Psychology and the Secret to Investing SuccessYou're Not That GreatStandard Deviations podcastMoney and Happiness“High Income Improves Evaluation of Life but Not Emotional Well-Being,” by Daniel Kahneman and Angus Deaton, Psychological and Cognitive Sciences, Aug. 4, 2010.“Income and Emotional Well-Being: A Conflict Resolved,” by Daniel Kahneman, Matthew Killingsworth, and Barbara Mellers, Psychological and Cognitive Sciences, Nov. 29, 2022.OtherThe Creative Act: A Way of Being, by Rick Rubin“Michael Finke: Here's What Makes Retirees Happy,” The Long View podcast, Morningstar.com, Oct. 2, 2019.Martin SeligmanDaniel Crosby on X

Tune in to hear:What does Dimensional see about the future of the industry that encouraged them to launch something like ‘Life Invested.'Why does a “human first” investment model have the power to endure in a way that other investment models, such as those centered around sales, have not?How can we give the “human first” approach more definitional clarity for those who are new to the concept?What would Breanna say to those advisors who are nervous they are going to open a “Pandora's Box of emotion” when they become more vulnerable with their clients?As someone who does a lot of self-reflection, what advice does Breanna have for advisors who want to use the things that we are discussing today as a window onto self-improvement?LinksBreanna Rae BlaneyBreanna Rae Blaney on LinkedInDimensional Fund AdvisorsConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 3061-OAS-11/27/2024

Our guest on this episode is Dr. Daniel Crosby, New York Times bestselling author and Chief Behavioral Officer at Orion Advisor Solutions. Daniel joins us to discuss his new book - The Soul of Wealth: 50 Reflections on Money and Meaning. We discuss simple actions everyone can take to apply the lessons of behavioral finance to their own investing - actions that have a shockingly large impact on wealth accumulation. Daniel talks about why even the most experienced professional investors might benefit from having a financial advisor and how new research on willpower can help us be more effective investors. We end with an overview of Daniel's new research on the three principles that seem to drive the most purposeful lives.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Daniel on LinkedIn and read his book.Episode TimeStamps: 02:09 - Introduction to Daniel Crosby07:55 - What caused Crosby to write his book?11:28 - How would Crosby like people to...

Tune in to hear:Examples of when emotional connection can play a decisive role in sales.How, practically, can advisors shift their focus a bit from the technical to fostering deep, emotional connections with their clients?What is motivational interviewing, what is based on and what does it look like in practice?Where does the discovery process often go wrong and what can we do to make it go right?How can silence be a powerful tool in client meetings?How can advisors help their clients' goals become more vivid and salient for them?What is EQ, or emotional intelligence, and why does it matter so much for advisors? Also, what specifically is Dr. Lynn doing with her workshops and her scorecard?What is one sub facet of emotional intelligence that we could all stand to work on?LinksDr. Christina Lynn on LinkedInMariner Wealth AdvisorsConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 2455-OAS-9/23/2024

Tune in to hear:Get a better sense of the size and scope of the racial wealth gap problem in the US.Should financial advisors play a role in addressing these inequalities? Also, do historical factors, such as systemic discrimination and redlining, largely to blame for the genesis of this disparity?What sort of systemic inequities and injustices are we up against today and what can we do to combat these?What cultural differences, and attitudes, towards money, risk and investing should non-black practitioners be aware of when working with black clientele?What can we do as an industry to win some trust back and will part of that be through education and outreach?Does Adam see tech as a potential equalizer or exacerbator of the racial wealth gap?How can we best meet each client where they are at, as individuals?Citations17 cents on the dollarInheritance likelihood and magnitudeBlack wealth holdings228 YearsLinksAdam Tolliver on LinkedInAdam Tolliver on YoutubeArtisan Financial StrategiesThe Hidden Cost of Being African AmericanThe Black Tax: The Cost of Being Black in AmericaConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with Orion The Advisor Academy is Orion's free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.Compliance Code: 2356-OAS-9/13/2024

Tune in to hear:What elements do “tulip mania,” the roaring twenties and the .com bubble share and what should be our biggest takeaway from these historic market events?What is the "affect heuristic" and how should we be thinking about it in relation to our investment decision making?How do the emotional states of euphoria and despair effect our risk tolerance? Do these emotions also effect how much we are willing to pay or sell an asset for also?What are somatic markers and how do they influence our decision making process?What can we learn from “circular techniques” in martial arts?What is the “Save More Tomorrow” Campaign and how does it exploit our status quo bias for good?How can goals based investing create more emotional buy in to your portfolio?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 2339-OAS-9/12/2024

Dr. Daniel Crosby is a psychologist, behavioral finance expert, and New York Times bestselling author. His works, The Laws of Wealth and The Behavioral Investor have transformed how we think about investing by shedding light on the emotional and cognitive biases that often shape our financial behavior. He also serves as Chief Behavioral Officer at Orion Advisor Solutions, guiding advisors in helping clients align their investments with what matters to them.Today, Daniel is here to discuss his latest book, The Soul of Wealth: 50 Reflections on Money and Meaning. This book challenges the conventional approach to wealth by diving into its emotional dimensions. It explores how financial well-being is not just about accumulation but also about aligning money with personal values and meaning. Daniel encourages us to reflect deeply on what it means to live a wealthy life—not just financially but emotionally and spiritually.

Tune in to hear:From Michael's vantage point, what did he observe during this recent market downturn?How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events?How can we better inoculate people against volatility before it happens?During a significant financial downturn is it more effective for advisors to be proactively counseling their clients or should they wait for their clients to make the first move?Why is mean reversion such a powerful force, particularly in US markets in recent years?What has Michael's research taught him about tracking and how has it refined the more popular, simplistic conception of tracking?LinksMichael Finke on LinkedInThe American College of Financial ServicesConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionThe Advisor Academy is Orion's free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.Compliance Code: 2332-OAT-9/11/2024

This week, David Lau talks with Natalie Wolfsen, CEO of Orion Advisor Solutions. They discuss the evolving landscape of financial advice, the importance of providing technology solutions to financial advisors, and how Orion is committed to creating a comprehensive wealth management ecosystem. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Thrilled to welcome Daniel Crosby, Ph.D., who writes books with the coolest titles:  Everyone You Love Will Die

Investing for the future can be daunting. And while many of us assume the key is mastering the market's financial aspects, a persuasive argument says the behavioral side is perhaps even more critical. How we think about money can significantly impact our journey to financial freedom in retirement. But where exactly is that intersection of mind and markets? Dr. Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions and a leading voice in decoding market psychology. His books always seem to hit the NY Times Bestseller list or win some kind of investment award, but the truth is that his PhD isn't in finance or economics but rather in Clinical Psychology. By applying his research and analysis to everything from financial product design to security selection, he helps others grasp economic behaviorism so they can reap the long-term benefits of making healthy, self-aware decisions. That sounds pretty compelling to me. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tune in to hear:Relative to all the other behavioral experts out there, what stands out about Greg and his work? How did he arrive at this unique point of emphasis?How has Behavioral Finance come full circle in recent years?What have been the biggest shifts in Behavioral Finance in the past decade? Also, how does he anticipate it might change in the decade to come?What can Behavioral Finance teach us about risk and how widely implemented are these learnings in the field today?How does Greg think about the problem of multiple risk preferences within a household?What is Greg's understanding of the role of emotion in financial decision making? When is it useful and when is it not?Where does Greg see Behavioral Science intersecting with AI as we move forward in finance?LinksGreg Davies on LinkedInOxford RiskConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionThe Advisor Academy is Orion's free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.Compliance Code: 2327-OAS-9/10/2024

Tune in to hear:What was Megan's favorite finding in the deep research she did for this book?Learn about Truman's financial anxiety and how this impacted him.Why is it harder to pivot and recover from financial pitfalls than it used to be?What advice did Calvin Coolidge get from his stock broker?How did George Washington make his money and what differentiated him from his peers?Why does Megan find Hoover's money story so captivating?Learn more about Jimmy Carter's financial story.Which president was the best money manager and which was the worst and what can we learn from their examples?How much should a candidate's personal finance skills impact our vote, if at all?LinksMegan Gorman on LinkedInChequers Financial ManagementAll the Presidents' MoneyConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionThe Advisor Academy is Orion's free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.Compliance Code: 2008-OAS-8/8/2024

Transformative Mindset Don't miss this one! Wow. How can the 'Why me?' mindset be dangerous, and what is the transformative power of adopting a positive mindset? In this episode we're going off script with Shana Orczyk Sissel as she shares her intensely personal journey through the last year and how she has navigated it.  Shana Orczyk Sissel, CEO of Banríon Capital Management, specializes in alternative investments, helping advisors navigate complex public and private opportunities. She served as a key advisor in launching Armada ETF Advisors and its Home Appreciation U.S. REIT ETF (HAUS). With over 20 years in the industry, Shana's experience includes leading alternative investment platforms at Cope Corrales and managing a $500 million portfolio as CIO at Spotlight Asset Group. Her background also features roles at Orion Advisor Solutions, Ariel Investments, Fidelity Investments, Mercer Investments, Peak Financial Management, and Russell Investments. A sought after  on financial news networks, Shana holds a BS in Sport Management from the University of Massachusetts Amherst, an MBA from Bentley University, and the Chartered Alternative Investment Analyst (CAIA) designation. Known as the "Queen of Alternatives," she is recognized for her expertise and leadership in the field and wears the “crown” with great pride. Kristine Delano guides the conversation on helpful ways to manage personal struggles and support others through their difficult journeys. Follow on Instagram kristine.delano.writer  Visit www.womeninetfs.com to find additional support in the ETF industry.  Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

In this latest episode, Fairport Wealth Advisor Aaron Nuti sits down with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, to discuss behavioral finance, the meaning of wealth, and practical applications of behavioral science in financial advising.

Tune in to hear:How did Phil pivot from a financial advisor position to roles focused on marketing?Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically?How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders or dentists)?What should be top of mind for content creators as they strive to stand out in a world inundated with content?What does the path look like from someone realizing they need an advisor to landing on your webpage and even filling out a contact form? What can be done to facilitate this process for would be clients?What can advisors do to have a better digital presence, aside from the obvious of having a well-crafted website?Why does Phil suggest advisors share knowledge freely on LinkedIn and elsewhere?Can marketing help with client retention for next gen and widowed clients?LinksPhil Bray on LinkedInThe Yardstick AgencyConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 1350-OAS-5/29/2024

Tune in to hear:What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation?What distinction does Shawn draw between success and significance?How does Shawn bring vision into his work at Triad in a way that better synthesizes work and life?What is Martin Seligman's PERMA Model and what can we learn about finding fulfilling work from this model?Among the advisors Shawn has encountered, what kinds of visions propelled them to great professional heights? Why is a vision that is “I” focused often doomed to fail?What has Shawn done to make the culture at Triad so unique and central to their ethos?What is the most effective way to hire and screen candidates who are a good culture fit?How can advisors better de-commoditize their advisory businesses?LinksShawn Sparks on LinkedInThe Advisor TransformationConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0936-OAS-4/17/2024

As Chief Investment Officer of Avantis Investors®, Eduardo is responsible for directing the research, design and implementation of our investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients.Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer and Director at Dimensional Fund Advisors LP ("DFA") until 2017. While at DFA, Eduardo provided oversight across the investment, client service, marketing, and operational functions of DFA and oversaw their day to day operations, directed the engineering and execution of investment portfolios and was involved in the design, development and delivery of research that informed the firm's investment approach as well as its application through portfolio management and trading.Dr. Repetto earned a Ph.D. degree in Aeronautics from the California Institute of Technology, an MSc degree in Engineering from Brown University, and a Diploma de Honor in Civil Engineering from the Universidad de Buenos Aires. Eduardo is a Trustee of the California Institute of Technology. He is the recipient of the William F. Ballhaus Prize from the California Institute of Technology for outstanding Doctoral Dissertation in Aeronautics and the Ernest E. Sechler Memorial Award for his teaching and research efforts.Key Takeaways[02:52] - Learn more about Eduardo's diverse professional background and how his engineering background informs his work in finance today.[04:48] - What is unique about the Avantis investment philosophy and what does that mean for their advisors and investors?[06:48] - Avantis' Investment Solutions are designed to capture the benefits of indexing while simultaneously focusing on segments of the market that are likely to outperform. How does this work exactly?[10:32] - Avantis recently published an article entitled “What is Value?” What are some of the big takeaways and how does their firm define value?[12:20] - What are some of the key drivers in the ETF industry's continued growth?[15:50] - What are some of the latest trends and developments shaping the ETF market and which areas of the ETF market are experiencing the highest growth?[18:37] - Which strategies in the Avantis product line are showing the best growth and why is that?[20:54] - What strategies at Avantis may help advisors build more resilient portfolios?[22:16] - What are some best practices for constructing resilient ETF portfolios?[26:55] - How does Avantis set themselves apart in their client services and communication?[29:00] - What is currently Eduardo's favorite investment idea?Quotes[05:45] - “[Avantis formed]...in order to bring science, data and technology to analyze securities in a very very efficient way with low labor costs…We can provide portfolios that are very well diversified [with a] very low expense ratio and where the securities are analyzed on a daily basis." ~ Eduardo Repetto[111:23] - “For us, value is companies that are traded with a very very big discount embedded in their price. In otherwards, companies that have a good balance sheet, good cash flows, but the price is low." ~ Eduardo RepettoLinksEduardo Repetto on LinkedInAvantis Investors“Can't Hold Us (feat. Ray Dalton)” by Macklemore & Ryan LewisConnect with UsMeet Rusty Vanneman, Orion's Chief Investment OfficerCheck Out All of Orion's PodcastsPower Your Growth with OrionDisclosure(s) ~ Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”)Compliance Code: 0726-OPS-3/25/2024

This week, Rusty is joined by Josh Flade from Orion to discuss diversifying asset classes. Joshua is the Deputy Chief Investment Officer of Orion OCIO where he chairs the investment committee and oversees the firm's four investment verticals: Public Equities, Fixed Income, ETF/Mutual Fund Models, and Private Investments. Previously, Joshua specialized in Fixed Income with 12+ years of experience and co-managed TownSquare Capital's Fixed Income strategies as well as served as the vice-chair of the firm's Investment Committee. Prior to TownSquare Capital, Joshua was a Senior Analyst/Associate PM within the Fixed Income Team at Ensign Peak Advisors with global coverage of Financial Institutions, REITs, and Healthcare industries. Prior to working at Ensign Peak Advisors, Joshua was an Associate within the Credit Research Group at Goldman Sachs with coverage of Central Counterparties (CCPs), Financial Institutions, and Oil and Gas industries in Central Eastern Europe, the Middle East, and Africa.Joshua currently volunteers as the Chair of Programming for the CFA Society Salt Lake and previously served as the President of the CFA Society Salt Lake and President of the Salt Lake Chapter of the BYU Management Society. Joshua is a CFA charterholder and graduated from Brigham Young University with a double major in Finance and Russian. He is also licensed in series 65.Key Takeaways[02:40] - Joshua's professional background and what his current roles at Orion are.[05:10] - Who does Orion Fixed Income  serve and why do they end up going with Orion over the alternatives?[06:44] - More about Joshua's fantastic team at Orion.[07:54] - When it comes to Fixed Income, a lot of people like to use Mutual Funds or ETFs but some people prefer separate accounts – what are the pros and cons of each?[10:54] - Are exits on SMA strategies more challenging than those utilizing ETFs or Mutual Funds?[11:39] - What is Joshua's current assessment of the Fixed Income markets?[13:37] - How do you explain what the yield curve is, why is it important to follow it and how does it impact Joshua's decision making?[17:41] - What are the differences between liquid alts and illiquid alts and who might use each?[19:28] - What alternative investments are particularly attractive to Josh at this moment?[21:07] - How does Joshua define global credit and what are some of his favorite ideas in that space right now?[23:57] - How to size your position in diversifying assets within your portfolio.[25:30] - Joshua's favorite overall investment idea in the current market environment.Quotes[15:54] - “Historically speaking, in this part of the interest rate cycle, what has performed well has been moving up in credit quality and adding some duration.” ~ Josh Flade[24:06] - "It's…not just the destination that matters, it's also [about] the journey and the experience for the investor. By using diversified asset classes, you are helping smooth out the journey instead of being so focused on the destination. So, if you can get a similar expected return, in the end, but have a much smoother experience for your investors, your investors are going to be more likely to stay invested. ” ~ Josh FladeLinks“Thrift Shop” by Macklemore (Explicit)Connect with UsMeet Rusty Vanneman, Orion's Chief Investment OfficerCheck Out All of Orion's PodcastsPower Your Growth with OrionDisclosure(s) ~ OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC through their parent company, Orion Advisor Solutions, Inc.Compliance Code: 0723-OPS-3/25/2024

This week, Rusty and Robyn are joined by Frank Nickel and Tom LaBarbera from Orion Portfolio Solutions to discuss Direct Indexing. Frank is an experienced investment professional known for his expertise in portfolio management and a history of contributing positively to performance outcomes.. He believes that a rigorously designed, flexible and robust investment process can add value by exploiting market opportunities. Thomas LaBarbera is a Quantitative Portfolio Manager at Orion who manages 23 SMA strategies within Beta, Factor and Thematic Portfolios for qualified and non qualified assets. In addition, he works alongside marketing and sales to enhance distribution channels and raise AUM. Key Takeaways[03:20] - The guests' professional backgrounds and what they are doing in their current positions.[04:36] - What is quantitative investing and what are some arguments for why it is an effective way to manage portfolios?[06:35] - How do Frank and Tom define, measure and manage risk?[09:25] - What do most people get wrong about, or not appreciate about, risk?[11:30] - How exactly would they define Direct Indexing?[12:42] - How much is Direct Indexing expected to grow?[14:25] - What are the arguments for why certain clients would want customization and why others don't want any customization?[15:45] - Where does the “Disciplined Equity” product line at Orion align with Direct Indexing and how does it differ?[16:50] - How “actively” are they working on the “Disciplined Equity” strategies?[19:02] - What new strategies are they currently working on?[20:56] - How does their team produce and vet new ideas before introducing them?[22:22] - Where do  they think the financial services industry is headed next?[23:41] - How might AI impact the financial services profession?[24:36] - What is currently their favorite investment idea?Quotes[19:10] - "We recently launched two new strategies. The first came up over the summer, and it was an Artificial Intelligence strategy. With all of our strategies that we run, how we get to them is, we take demand from the field…The most recent strategy we launched is called ‘Agressive Equity,' and again that's trying to provide a very aggressive profile. We're looking at…companies with really high growth rates…and that came from, again, from demand from a very specific client that was looking to use that strategy in conjunction with a fundamental active manager.  ” ~ Frank Nickel[24:36] - "I love Small Cap. I was a Small Cap manager for 15 years, [and] I think for the last 10 it has been extremely undervalued. I think there are a lot of areas in the market that are undervalued, and they are not undervalued because they aren't appreciated, I think tech has taken all of the air out of the room…This year could be a small cap rally if rates are reduced, but that's dependent on rates and you can't predict that.” ~ Tom LaBarberaLinks“Bad to the Bone” by George Thorogood“Live Like You Were Dying” by Tim McGrawConnect with UsMeet Rusty Vanneman, Orion's Chief Investment OfficerCheck Out All of Orion's PodcastsPower Your Growth with OrionDisclosure(s)Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”)Compliance Code: 0613-OPS-3/11/2024

Tune in to hear:What lead Dr. Griner to focus his work and research around compassion specifically?When clinicians like Dr. Griner talk about compassion, what are they talking about exactly and how might this differ from the popular conception of compassion?How do we balance our desire to want to end someone's suffering without falling into the trap of just wanting to fix everything or go directly to solutions?What are some examples where compassion might look assertive, firm or even defiant?How can we strike a balance between being service-driven and compassionate with meeting our own needs and self-compassion?In his book Dr. Griner lays out six principles of compassion – what are a few of these and how did he arrive at them?How might we apply the thought that “it's not my fault, but it is my responsibility” in our daily lives?What are the 3 emotional systems Dr. Griner lays out in his book and how do they interact?Why is our “soothing system” typically the least developed of our 3 emotional systems?For those who have particularly large red (anxiety system) or blue (motivation system) circles but malnourished green (soothing system) circles, how can they begin to cultivate this within themselves a bit more?What is the relationship between self-compassion and compassion for others, and why is it often so hard to cut ourselves some slack?LinksDr. Derek GrinerCompassion Focused Therapy WorkbookThe Compassionate Mind FoundationConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0385-OAS-2/21/2024

Chris King is the founder and CEO of Eaglebrook Advisors. Eaglebrook is a crypto investment platform that provides RIAs with direct access to bitcoin and digital assets. The firm operates one of the largest SMA Platforms in the crypto market. Eaglebrook's investment platform offers access to tax optimized Bitcoin and Ethereum separately managed accounts (SMAs) and third-party investment manager strategies held at an institutional qualified custodian. Eaglebrook is an SEC registered investment advisor that works with over 70 RIAs and has over 700 financial advisors using Eaglebrook's Platform. The company is backed by leading wealth management executives and financial institutions including Castle Island Ventures, Brewer Lane Ventures and Franklin Templeton.Key Takeaways[03:20] - Chris' professional background and what drew him to digital assets specifically?[06:02] - What really drives Eaglebrook's investment philosophy?[08:08] - What is the strategic, long term reason to own crypto?[12:40] - What is the investment thesis for Ethereum in particular?[14:30] - Chris' shorter term, tactical outlook for Bitcoin.[19:54] - Why does Bitcoin halving take place and why is it so significant?[23:30] - Chris' thoughts on the Bitcoin market cycles.[26:20] - How large might the market opportunity be for Bitcoin ETFs?[30:02] - Why are a lot of advisors  still choosing crypto SMAs over ETFs and what are the best use cases for each of these investment vehicles?[37:51] - What is the typical allocation to crypto and how has that changed in recent years, if at all?[39:08] - Are there any salient differences in what retail and institutional investors are doing with their Bitcoin allocations?[41:11] - Resource recommendations for those wanting to learn more about digital assets.[42:56] - Chris' counsel for those who think that crypto is too volatile to invest in.[45:42] - What is currently Chris' favorite investment idea?Quote[12:39] - “Moving on to the investment thesis for Ethereum – it is also an internet protocol, like Bitcoin, but it allows internet businesses to build applications on top of it. The analogy that I like to give is that Ethereum is like HTML. HTML is the internet protocol that companies like Amazon and Facebook built their businesses on top of." ~ Chris KingLinksChris King on LinkedInEaglebrook on LinkedInEaglebrook“No Rain” by Blind MelonConnect with UsMeet Rusty Vanneman, Orion's Chief Investment OfficerCheck Out All of Orion's PodcastsPower Your Growth with OrionDisclosure(s) ~ Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Brinker Capital Investments and Orion Portfolio Solutions, LLC are both wholly owned subsidiaries of Orion Advisor Solutions, Inc. (“Orion”).Compliance Code: 0548-OPS-3/5/2024

Tune in to hear:What is the “Dumb Ways to Die” music video and why was it originally created?Was the above an effective behavioral intervention or did it fall short?Why is buy-in for employer sponsored retirement savings plans so low and what might be done to remedy this?Why might marketing campaigns with behavioral interventions outperform more overt, standard marketing approaches?What did Charlie Munger say was a differentiator in Berkshire's approach?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0502-OAS-3/4/3024

Tune in to hear:What were some of Nikola Tesla's eccentricities?What is “The Spotlight Effect” that Morgan Housel observed when working as a valet at a high-end hotel in Los Angeles?What is Morgan Housel's “Man in the Car Paradox” and what lessons can be learned from it?What is the psychological principle “The Anchoring Effect?”Why does ego driven spending do so little to sate our desire to belong?How social media may be playing a role in the loneliness epidemic.LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0317-OAS-2/12/2024

Welcome to the third episode of Framework's special behavioral finance series.In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions, for a glimpse into his experience with the behavioral finance industry and a discussion about the intersection of money and meaning. Dr. Crosby shares his journey from clinical psychology to finance, introducing the "three Bs" of a meaningful life and the four common behavioral errors in finance. He also talks about his upcoming book "The Soul of Wealth" and the importance of communication about finances in relationships, offering information about navigating these complex issues for advisors and clients.Daniel discusses: His journey into the psychological side of the financial industryThe role money plays in the meaning of lifeThe four most common behavioral errors: ego, emotion, attention, and conservatismHow advisors can use behavioral finance as a mirror on their own behavior and practice what they preach to clientsBalancing monetary wealth and soulful wealthSome of the challenges couples face when discussing moneyBehavioral finance training and certification programs recommended for advisorsWhat advisors need to reframe their thinking about when it comes to behavioral financeAnd moreResources:The Behavioral Investor by Dr. Daniel CrosbyThe Soul of Wealth: 50 Reflections on Money and Meaning by Dr. Daniel CrosbyMan's Search for Meaning by Viktor FranklThe Creative Act by Rick RubinOrion's BeFi20 Assessment ToolOrion Advisor AcademyConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Daniel Crosby:Orion Behavioral FinanceLinkedIn: Daniel CrosbyAbout our Guest: Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management. Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.

Tune in to hear:What strategy did Alexander the Great use to overtake Tyre in 332 BC? Why did this military victory leave Alexander feeling more grief stricken than triumphant in the end?Why did Hephaestion's death mark a turning point for the Macedonian Empire?What are “The Top Five Regrets of the Dying?”What makes up Martin Seligman's “PERMA” model of well-being and how can we apply this in our own lives?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0275-OAS-2/5/2024

Today, I'm talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.As the Chief Behavioral Officer at Orion Advisor Solutions, Daniel develops tools and tech that make it easier for financial advisors to apply behavioral science to the real world.He's authored books such as: "The Laws of Wealth," which was named the best investment book of 2017 by the Axiom Business Book Awards AND “The Behavioral Investor”, which provides a comprehensive look at the neurology, physiology, and psychology of sound financial decision-making. He's also about to release The Soul of Wealth: 50 Reflections on Money and Meaning, which you can now pre-order. In this episode, Daniel and I talk all about the relationship between money and living a meaningful and happy life. We also talk about what I call the “Entrepreneurial Lie”, his latest book, The Soul of Wealth, his book writing process, how to lead from a place of authenticity, and so much more! 3 of the biggest insights from Daniel Crosby… The psychological connection between money and happiness – and how to break the cycle of putting work before everything else. Daniel's framework for writing a book with impact and the simple steps any advisor can take to overcome writer's block and knock out that first book – regardless of how busy your schedule is. The power of authentic leadership – and how to build genuine connections by embracing imperfections and showing vulnerability. GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Daniel's book, The Laws of Wealth: Psychology and the Secret to Investing Success" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "50" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/50FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts, and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations

Tune in to hear:What common ground, if any, can be found across nearly all spiritual and religious traditions on the globe?What does academic research have to say about the benefits that accrue to those who are generous?Why doesn't spending money on ourselves bring about long-lasting joy and what role does the “hedonic treadmill” play in this?Why do the benefits of giving transcend economic and cultural boundaries?It is clear that generosity makes us happier, but can it also make us richer?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0239-OAS-1/31/2024

This week on Bridging the Gap, Matt dives into the intricate world of marketing with Kelly Waltrich, former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, now CEO and Co-Founder at Intention.ly, Fintech and Martech Advisor, and Inaugural WealthManagement.com's CMO of the Year. The conversation kicks off with Kelly's journey from a thirteen-year-old entrepreneurially-minded individual selling ideas to her grandmother, to her strategic maneuvers through various financial sectors, ultimately leading to the launch of her marketing firm. The narrative chronicles her encounters with prominent fintech companies, emphasizing the significance of purposeful marketing. Her journey mirrors a commitment to continuous evolution and adaptability within the industry. Kelly's story serves as a beacon for aspiring marketers and financial advisors alike, proving that a deliberate path combined with experience-driven growth is a compelling formula for success.The episode further explores the common missteps in the financial advisory community's approach to marketing, highlighting the reluctance to invest in what could be a business's most potent growth engine. Kelly advocates for a customized approach, dismantling the myth of one-size-fits-all marketing solutions in favor of personalized strategies that resonate. She explores the hurdles encountered in her entrepreneurial path, highlighting the complexities of blending personal relationships with business. Her initial experience, where friends became her inaugural clients, became a pivotal lesson that reshaped her outlook on constructing a resilient business framework.As the conversation continues, you'll pick up valuable tips on how to match marketing plans with a company's growth goals and set clear targets for smart marketing investments. Matt examines different marketing options, delving into how to attract clients and finding a balance between immediate successes and long-term strategies. The episode wraps up with a discussion about the future of financial advice. It touches on blending technology, understanding behavior, and creating customized experiences for different clients. More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

Tune in to hear:- What is Amanda's story about her “$19k haircut” and how did it lead her down the path she's on today?- How did Amanda's parents react to her financial situation when she finally decided to disclose it? Did this transform their relationship much?- Amanda thinks that all financial problems should be approached with two premises in mind. What are these and how did she settle on them?- What are family money scripts and what four pillars of family money scripts does Amanda set forth?- Once someone has an awareness of their money script, where do they go next?- Has Amanda noticed any patterns, correlated with geography or occupation, in the way that people think about and behave in regard to money?https://amandaclayman.comOrion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing. Compliance Code: 2258-OAS-8/15/2023Ad Compliance Code: 2120-OPS-8/2/2023Connect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with Orion

Tune in to hear:- What are the 5 coaching dimensions that Jay uses to help advisors and how did he arrive at these?- What is “the protocol system” and how has Jay utilized it to better his mental and physical wellbeing?- What was it that allowed Jay to put himself back together after a bout of acute depression?- What role should leadership and accountability play in a great advisory practice?- What should client communication systems look like in an ideal setting?- What should an ideal wealth management system look like? Why does Jay like to break this into 3 constituent parts and what are those?- What business systems need to be in place to have an effective advisory practice and where has Jay noticed the most glaring deficiencies? https://www.resilientadvisor.comOrion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing. Compliance Code: 2254-OAS-8/15/2023Ad Compliance Code: 2120-OPS-8/2/2023Connect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with Orion

Episode 013: Behavioral finance has been gaining traction in the wealth management industry as more advisors recognize its potential to provide better advice and improve client outcomes. The enthusiasm for its adoption has grown, and the value it brings to clients is undeniable. As technology continues to advance, embedding behavioral finance into an advisor's workflow will become increasingly important.  In today's episode of Connected, Kyle talks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. They discuss the importance of behavioral finance in the wealth management industry. A psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets, Dr. Crosby shares his insights on adopting behavioral finance by advisors and the value it adds to their practices.  Dr. Crosby also shares his favorite books, his writing process, and his thoughts on the nicest cities for people, food, art, and sports and the importance of experiencing a city through the eyes of someone who loves it. Join us as we discuss: [03:26] - How Dr. Crosby became a fan of the Cardinals. [07:31] - The adoption of behavioral finance in the advisor community. [10:39] - The increase in enthusiasm for behavioral finance. [14:32] - Behavioral finance as a competitive advantage for advisors. [19:25] - The most popular books authored by Dr. Crosby. [21:58] - Dr. Crosby's thought process when writing a book. [29:19] - Dr. Crosby's picks for the best cities for food, sports, people, and arts. Key Takeaways Behavioral finance is gaining momentum in the wealth management industry, but adoption has been uneven. Research shows that advisors who incorporate behavioral finance practices have higher wallet share capture from clients. Behavioral coaching is an essential value-add for advisors, even though clients may not explicitly recognize its importance. Technology excels at speed and precision, but behavioral finance requires human connection and empathy. Every city has unique and worthwhile aspects, and finding someone who loves their city can help you discover its best parts. Quotes "The enthusiasm for behavioral finance has never been greater. But to take it to the next level, we need tools and technology that can exist on an advisor's desktop." ~ Dr. Daniel Crosby "People who intentionally and explicitly used behavioral finance in their practices last year had three times the wallet share capture of those who didn't. So they got three times more assets from existing clients than people who didn't." ~ Dr. Daniel Crosby "Behavior is the last stand of the advisor. If you look at what tech does well, it does speed and precision stuff well. What it doesn't do well is selling and connecting and empathizing." ~ Dr. Daniel Crosby Links  Dr. Daniel Crosby on LinkedIn Dr. Daniel Crosby on Twitter Orion Advisor Solutions Standard Deviations with Dr. Daniel Crosby Orion Advisor Academy The Laws of Wealth The Behavioral Investor St. Louis Cardinals Atlanta Braves Merrill Lynch Morningstar Vanguard Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Google Podcasts Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Praveen Ghanta graduated from MIT with computer science and economics degrees and worked for various financial services companies after trying his hand at a software startup. Working in his spare time, he built a product and recruited a cofounder to help sell it. After trying to sell it to different types of financial services companies, they finally found a valuable use case with individual wealth managers to help them sell new clients. They quit their jobs and launched HiddenLevers.   HiddenLevers was as stock portfolio and financial risk management software that helped financial advisors show their clients the potential impact of outside invents on their investments. Despite being bootstrapped and profitable, the company grew steadily to $8M ARR with 25 employees by selling to larger wealth management companies and solving bigger problems.  Orion Advisor Solutions acquired the company in March 2021 for a strategic valuation of 16X revenues. HiddenLevers is now Orion Risk Intelligence. After helping the acquisition transition, Praveen started Fraction to help software companies hire senior developers looking for ongoing fractional engagements. 

Tune in to hear:- How does salience work with respect to different advisory fee models?- How can we use social accountability to better help clients see through their plans?- As the “meat and potatoes” of financial planning gets automated away, what does the future look like for financial planners? Will they operate in a broader life coach type capacity or does this feel off base?- Why is AI potentially “the kiss of death” for tech vendors?https://www.kitces.comOrion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing. Compliance Code: 2240-OAS-8/14/2023Ad Compliance Code: 2120-OPS-8/2/2023Connect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with Orion

Tune in to hear:- What life journey brought Kathi to a place where she focused on grief professionally?- Why did Kathi experience guilt and shame around her lack of financial literacy in a moment of crisis?- People often say very inappropriate things when they are struggling to address the grieving, even if well-intentioned. Why is this the case and what can be done about it?- Why something as simple as asking a deceased person's name can be so meaningful to their loved ones.- What does it mean to be "grief literate?"- What is it about the unique combination of loss and money that makes us so reticent to talk about it?- What is "disenfranchised grief" and how can loved ones, advisors or others avoid falling prey to this phenomenon?- How does Kathi work with advisors who are a bit hesitant to talk about grief and other intimate topics?- What are some best practices / things to say when talking to someone who is actively grieving?- How can we strike a good balance between sitting with someone in their grief and offering optimism? Is this hopeful perspective often more hurtful than it is helpful?https://www.kathibalasek.comOrion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing. Compliance Code: 2174-OAS-8/8/2023Ad Compliance Code: 2120-OPS-8/2/2023Connect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with Orion

Tune in to hear:- What the landscape of financial planning looks like broadly in the United States.- How working with a financial advisor plays a prophylactic role that extends just beyond mere performance and into mental health and one's interpersonal relationships.- Why money is an emotional hair trigger for so many people.- Whether or not you can take your clients further than you've taken yourself.- What “The Pratfall Effect” is and how can you use it to your advantage.Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing. Compliance Code: 2129-OAS-8/2/2023Ad Compliance Code: 2120-OPS-8/2/2023Connect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with Orion

Tune in to hear:- What's the number one misconception about sports psychology? What are the Monday morning quarterbacks missing when they comment on a game?- Has Dr. Poole noticed any common thread shared by the championship teams she has worked with over the years?- How do teams really individualize their overarching goal above and beyond simply aiming to win and take home the championship trophy? Does this customization really help with overall buy in to the team culture and with collaboration between teammates?- What are some of the ingredients, or elements, that makeup a good team culture? Does this look very different from team to team or are there elements that are consistent across the board?- If Dr. Poole was called in to help a team that was in a major slump, in both performance and culture, where would she start to try to pull them out of this?- Are most teams pretty responsive to Dr. Poole's process, as a rule, or does it vary a lot from sport to sport or team to team?- Are visualization exercises a part of what Dr. Poole does or is this just a stereotype?- Does she advocate for visualization on game day or does it prove more useful in a practice context?- What can athletes do to reliably increase their chances of entering into a “flow state?”- What is the psychological mechanism that trips that might account for the yips?- What are some takeaways from sports psych that we could apply in our everyday lives?https://www.instagram.com/lakeithaphttp://www.smalltalkcounseling.comOrion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing. Compliance Code: 2127-OAS-8/2/2023Ad Compliance Code: 2120-OPS-8/2/2023Connect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with Orion

Tune in to hear:- What does the Partnership for Southern Equity really focus on and what is Sterling's role there?- What is the difference between equity and equality and why is this an important distinction to make when talking about the kind of work the PSE does?- What things, governmentally or institutionally, are still in place structurally that disadvantage Black and brown people from economic equality?- Atlanta consistently ranks among the highest of American cities with the greatest economic disparity. At a city-wide level, what drives this massive wealth gap?- How can one balance an awareness of the past, and a realization that people don't start on even ground in life, with a cautious optimism about how we can move forward?- When some of the biggest drivers of wealth inequality are so organic, like who you choose to marry, how can we make meaningful progress?- What things have we not gone over that might move the needle towards a more equitable future in America?https://psequity.orgOrion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing. Ad Compliance Code: 2120-OPS-8/2/2023Compliance Code: 2064-OAS-7/28/2023Connect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with Orion

Tune in to hear:- Why does Stacy believe that every company should have a well crafted origin story? Why does this speak to the authenticity of a brand?- What's the importance of a hook or conflict within a corporate brand story?- How can we present a hook that helps with brand buy-in without the story relying on the classic narrative tools of danger, suspense and intrigue?- What are some brands that effectively make their customers the hero of their brand story?- What role does a “villain” play in a brand's story and is this usually another business (e.g. competitor) or more ideological in nature?https://www.stacyhavener.comhttps://www.billiondollarbackstory.comOrion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing. Compliance Code: 2122-OAS-8/2/2023Ad Compliance Code: 2120-OPS-8/2/2023

Tune in to hear:- Do certain people have a natural proclivity for deferring gratification for a greater reward at a later date (e.g. exercise and saving) or can this also be learned?- Is whether or not you are more forward-thinking or present-oriented hardwired in you from a young age?- What are some of the things that those who “get retirement right” might know that those who “get retirement wrong” don't?- Why is working in retirement important for many people and how might this look different from working pre-retirement?- What are the three pillars of retirement satisfaction and what can we do to prepare ourselves for the non-financial ones that are often overlooked?- What are some ways that we can spend money, smartly, that may make us happier?- How does Michael live his life differently based on the research he has done on retirement?http://www.michaelfinke.comCompliance Code: 1148-OAS-4/24/2023

Tune in to hear:- What makes up Brendan's list of the 10 guiding principles of financial psychology?- Brendan says that “goals shift, but values persist.” What does he mean by this and how do we move from illuminating values to tying those back to specific goals?- Brendan recently interviewed a “question expert” on his own podcast. What was the biggest takeaway from their conversation and how can we craft better questions?- Brendan's third tenant is that “the more vivid your future, the more likely the behavior change.” How can we make our future selves more salient and vivid?- Reflective listening, where you hear your words spoken back to you, has a lot of benefits. How can advisors take advantage of this phenomenon without merely parroting back what their client's are expressing?- Why are discovery meeting recap emails so important and what should they look like?- How can advisors “move from being an advice giver to being a thinking partner?”- In an industry so focused on the present day and the future, why is looking back on the past so important? What impact might this have on individual investor behavior?- What does Brendan consider to be the most important skill in financial advice?https://www.wiredplanning.comhttps://podcasts.apple.com/us/podcast/the-human-side-of-moneyCompliance Code: 1112-OAS-4/19/2023

Tune in to hear:- What was the spark or impetus that led Kelsey down the path to found Aura Finance?- Why is it so crucial to help people get in the right mindset to invest and how can we begin to do so?- What are some of the specific features of the Aura app that help promote financial mindfulness?- How has Kelsey tried to hone the gamified elements in the Aura app to bring out the best possible behaviors in its end users?- What are Kelsey's thoughts on building a community within the app and having people self-report their income on the app?- What hope do young people have in the face of some of the stark financial realities they face?- How does Kelsey think about self-deception and try to encourage her customers to avoid it?https://www.aurafinance.ioCompliance Code: 1108-OAS-4/19/2023

Summary In this episode of the Human vs Retirement podcast, Dan is joined by Dr Daniel Crosby, Chief Behaviour Officer at Orion Advisor Solutions, a clinical psychologist, behavioural finance expert, and New York Times best-selling author. In their discussion, Dr Crosby shares his journey from clinical psychology to finance and the behavioural challenges individuals face in retirement. They delve into the power of habits, the role of social connections, and the importance of understanding one's values when planning for retirement. Tune in for this insightful conversation on overcoming the behavioural, emotional, and financial challenges of retirement.  What You'll Learn The listener will learn about the intersection of psychology and finance regarding retirement, including the emotional and psychological challenges of life after work, the importance of maintaining identity and purpose, the need for flexibility in your retirement plans, and the impact of money on happiness. This episode provides tips, mental models and tools for successful retirement planning and developing a mindset for a happy, healthy, and wealthy retirement.    More about us: www.humansvsretirement.com 

Tune in to hear:- Can Manish give a bit of background on Potomac and what has changed since he took the helm?- Potomac is very committed to transparency and the idea of building in public. What has this process been like and what benefits have they seen from this approach? When have they had to follow through on their commitment to being honest about their shortcomings?- Has there ever been a weakness or failing that sort of tested his willingness to be transparent about it?- How does Manish balance his desire to be approachable and genuine with not wanting to appear unserious about a very serious thing?- Of all the marketing campaigns Potomac has done, which one does Manish think was the most compelling?- Can the literal construction of a portfolio help clients to stay the course? What is the role of product design in bringing about positive behavioral outcomes?https://potomacfund.comCompliance Code: 0824-OAS-3/20/2023

Tune in to hear:- What is the philosophy of investing Rusty grounds himself in and how does it keep his head on straight when he makes investment decisions?- For someone who is in a position to make material decisions about others' money - what responsibility do they have to “do the work” around understanding their own values, biases and behavior?- What steps does Orion, as an institution take, to try to avoid falling prey to behavioral missteps?- How do you make the distinction between being flighty about your investment philosophy and having the maturity to change your mind when the facts change?- How does Rusty think about maximizing anxiety-adjusted returns and creating human first, bespoke portfolios?- If Daniel was getting paid to consult a mutual fund PM what would his one key takeaway be?- Does Daniel have any good tips for investment committee members?https://podcasts.apple.com/us/podcast/orions-the-weighing-machine/id486850755Compliance Code: 0737-OAS-3/13/2023

Tune in to hear:- How does Brian McLaughlin's entrepreneurial journey fit into the mold of Campbell's Hero's Journey?- What was Brian's “call to adventure,” or his impetus for creating Redtail, and how did he take this leap?- Is this “call to adventure” for entrepreneurs, writ large, often about coming up with a practical solution to a particular problem they are facing?- What needs to be in place before an entrepreneur takes a leap and who should or shouldn't go into business for themselves? How should people decide whether to accept or refuse a call to adventure?- Who were some of the mentors Brian McLaughlin found along the way and what role did they fill? - Did Brian have mentors who gave him support and advocated for him, as well as those who were critical of him when he fell short and gave him tough love?- How did Brian get the courage to surround himself with people who would call him out on any nonsense?- At what point in the Redtail journey was he most scared and how did this ordeal shape and mold both Brian and his business?- What has been the overall impact of his newfound financial abundance and how is he thinking through it so he can enjoy the best parts of this windfall while avoiding the worst parts?- What leadership lessons is Brian bringing to Orion and how does he keep his entrepreneurial drive alive in a much larger organization like this?Compliance Code: 0709-OAS-3/9/2023https://twitter.com/redtailtech

A startling 6.6% of Fortune 500 companies have women as their CEOs and only 23% of C-Suites are made up of women. Such statistics show that gender bias is prevalent despite increased traction and awareness around diversity, equity, and inclusion. While progress is slow, thankfully, it is not stagnant. Many businesses receive questions about the lack of diversity within their organization and what they are doing to fix it.  In this episode, Jack speaks with three wealthtech legends: Noreen Beaman, Vice Chair Board of Directors at Orion Advisor Solutions, Lori Hardwick, Board Director at Cetera, Orion, and Cerity Partners and Board Chair at Vestwell and Docupace, and Cheryl Nash, Chief Executive Officer of Financial Supermarket at InvestCloud. The three discuss important themes that have led to their professional wins: embracing challenges, trusting your instinct, working hard, and surrounding yourself with a strong support system. Lori, Cheryl, and Noreen talk with Jack about the evolution of their careers, their advice for women in wealthtech, and their thoughts on where the industry is headed. Key Takeaways [02:47] - An introduction to Lori Hardwick. [04:01] - An introduction to Noreen Beaman. [05:39] - An introduction to Cheryl Nash. [07:43] -  The evolution of Noreen's career.  [10:02] - How taking chances benefitted Cheryl's career. [12:03] - An overview of Lori's career. [15:10] - Cheryl's advice for women in wealthtech. [17:02] - Lori's professional pearls of wisdom. [19:15] - Noreen's sage words for women in wealthtech. [24:31] - The importance of building your network to solve problems.  [27:20] - Lori's view of the future of the business. [28:47] - Cheryl's thoughts on the potential of the wealthtech industry. [30:18] - Noreen's view on the innovation and digitization of wealthtech.  [32:34] - Cheryl's key takeaway: find a support system. [33:20] - Lori's key takeaway: be brave. [34:21] - Noreen's key takeaway: be resilient. [35:21] - How Lori spends her time outside of work. [36:22] - How Noreen spends her time outside of work.  [37:48] - How Cheryl spends her time outside of work. Quotes [09:15] - “You need to take chances and try different things. It doesn't mean you'll always be successful at them, but without having those experiences, you will not really be able to move along in your career like you need to.” ~ Noreen Beaman [16:01] - “What gets measured really gets done. You should ask that your firms are measuring diversity, not just gender, and that you reward those who take it seriously and do the right things to keep women and diverse candidates and grow them.” ~ Cheryl Nash [33:24] - “I had someone tell me just a couple months ago, ‘you wrote your own story.  You didn't let anybody else be the author of your story.' I really appreciated that and I want to make sure I encourage other women and men to do that as well.” ~ Lori Hardwick Links  Lori Hardwick Cheryl Nash Noreen Beaman Orion Advisor Solutions Docupace InvestCloud Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Eric Clarke serves as chief executive officer for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization's brand entities: Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Brinker Capital Investments. Prior to his current role, Eric was the founding CEO of Orion Advisor Tech, which he continues to lead, and previously served as COO for CLS Investments. As an industry-recognized thought leader and advocate for advisory professionals, Eric has written numerous articles that have appeared in InvestmentsNews and The Journal of Financial Planning. Eric has received numerous industry awards, including ThinkAdvisor's IA25 in 2012 and 2019, and InvestmentsNews' Icon & Innovators Award in 2019.Eric earned his Bachelor of Science in Accounting from Brigham Young University and Master of Business Administration from the University of Utah. As an avid runner, Eric uses the solitude of his runs to think through business strategies and plan new scenarios to help advisors increase functional efficiencies and improve their businesses.Learn more: https://orion.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-clarke-ceo-and-founder-orion-advisor-solutions

Eric Clarke serves as chief executive officer for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization's brand entities: Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Brinker Capital Investments. Prior to his current role, Eric was the founding CEO of Orion Advisor Tech, which he continues to lead, and previously served as COO for CLS Investments. As an industry-recognized thought leader and advocate for advisory professionals, Eric has written numerous articles that have appeared in InvestmentsNews and The Journal of Financial Planning. Eric has received numerous industry awards including ThinkAdvisor's IA25 in 2012 and 2019, and InvestmentsNews' Icon & Innovators Award in 2019.Eric earned his Bachelor of Science in Accounting from Brigham Young University and Master of Business Administration from the University of Utah. As an avid runner, Eric uses the solitude of his runs to think through business strategies and plan new scenarios to help advisors increase functional efficiencies and improve their businesses.Learn more: https://orion.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-clarke-ceo-and-founder-orion-advisor-solutions

On our 100th episode of Bridging The Gap, I have the honor of being joined by my good friend and a fellow ATL-ien, Daniel Crosby. Daniel is the Chief Behavioral Officer at Orion Advisor Solutions, a psychologist, a behavioral finance expert, an author, and he helps organizations understand the intersection of the mind and markets. We start the conversation with some of the difficulties he's faced when working with clients to help them feel comfortable while speaking about data or money without them feeling scared. We also discuss rewiring the human brain to accept tough conversations, helping our clients understand why they want to reach their specific goals, and what we see in the future of technology to increase personalization within client communications. Listen today for Daniel's view into psychology, money, and the future of financial services.Daniel Crosby Bio:Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 7 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making.Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedInMentioned in this episode:Benjamin

Today we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions, Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through a most-in-one advisor platform, Orion powers the success of growth-focused advisors, helping them compete more successfully. His role entails bringing behavioral tools, training, and technology to financial advisors and investors so that they can make better decisions with their money. Daniel holds a Ph.D. in Psychology from Brigham Young University and started his career as a consultant before joining Brinker Capital as Chief Behavioral Officer in 2018, which Orion Advisor Solutions then acquired.Daniel hosts the award-winning podcast, "Standard Deviations," in which he discusses with his guests everything from finance to retirement to wellness you can find it on all the major podcast platforms.To date, he's written five books on behavioral finance. His first book, 'Personal Benchmark: Integrating Behavioral Finance and Investment Management,' was a New York Times bestseller, and his second book, 'The Laws of Wealth,' was named the best investment book of 2017 by the Axiom Business Book Awards and been translated into seven languages! One of the many gifts you'll discover about Dr. Daniel Crosby in this episode is his gift for transforming research methodology data and financial terms into simple and easy-to-implement strategies in real-life. Within seven years, he's launched five books in which he has simplified behavioral finance concepts and looks at the psychology, physiology, and sociology of financial decision-making. Daniel's ideas have also appeared in the Huffington Post, Risk Management Magazine, WealthManagement.com, and Investment News. Daniel was named one of the "12 Thinkers to Watch" by Monster.com and a "Financial Blogger You Should Be Reading" by AARP. Without a doubt, Daniel's insights on how emotions can cloud our judgment and impact logical decisions can give us all food for thought.While today's episode is jam-packed with great insights into the evolution and future of financial behavior, we also get a glimpse into Daniel's personal life, his life as a husband, a father, and a FinTwit sensation, and his viral tweet with Elon Musk In The Suite!!! Resources Dr. Daniel Crosby Standard Deviations PodcastTina Powell's Episode on Standard Deviations PodcastDr. Daniel Crosby on Amazon Orion Advisor Solutions Orion Advisor Fuse Dr. Daniel Crosby on Twitter Daniel Crosby on Instagram Daniel Crosby on LinkedIn 

Kelly discusses proving your value, nurturing your audience, and transforming your business.-Check out our new mini pod, The Stream. The stream is highlights timely updates and information and introduces important ideas and concepts in short but impactful three minute micro pods. You can subscribe separately to The Stream on all podcast platforms or through any Alexa enabled device by simply saying "Alexa, play the latest update from Silicon Hills Wealth". Ifyou'd like to learn more about Silicon Hills wealth and the services we offer, please visit our website here. - For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization's growth and overall success than a well-run marketing and communications team. At eMoney and Orion, Waltrich built powerhouse marketing teams from the ground up, developing the engines that would fuel the highest periods of growth for both companies.She designed the strategy behind several successful rebrands, acquisitions, and product launches—including spearheading the development of two advisor marketing products—while creating unmatched overall brand visibility and helping to turn company executives into industry thought leaders. Through forward-thinking demand generation, PR, and product marketing, Waltrich created a consistent inbound pipeline for both firms, driving CAC down and SOV up.Intention.ly is the culmination of every lesson Waltrich has learned thus far in her tenure as a marketing disruptor, born from her passion and persistent belief that when it's done right, marketing is the accelerant financial services firms need to transform their growth trajectory.-Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people's lives for the better at every level, for a world truly invested.-Follow us on socials and thank you for your continued support! Hosted on Acast. See acast.com/privacy for more information.

Tune in to hear:- What is the three part formula for meaning that Derek has proposed and how do these three aspects tend to shape a meaningful life?- What is the role of money in getting these three parts to work in unison? Can money help our lives be more purposeful, coherent and significant?- Why do we sometimes seem hardwired to pursue the “thin meaning” when the “thick meaning” is often accessible and a lot more conducive to our long-term happiness?- How can an awareness of our own finitude help prompt better financial decision making?- How can we introduce a practice of talking about end of life things in a country where these kinds of discussions are a bit frowned upon?- How can we make the idea of our future self more practical, more real and more salient?www.moneyhealth.blogCompliance Code: 2255-OAS-11/21/2022

Get CME Here: https://earnc.me/9cCgwh  When it comes to investing, the things that have served us well previously are no longer serving us in the same way. It is during these uncertain times in the market that people begin to panic and make uneducated or misguided decisions regarding their investments. So, how do we know what we should be doing—and how can we ensure we're being good investors? In this episode, Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, describes some of the common behavioral mistakes that investors make and how our biological hardwiring may actually hinder our finances at times. Learn more: https://apmsuccess.com/172               Watch the video: https://apmsuccess.com/172v     

Tune in to hear:- How did Kurt grow TownSquare in a span of about 5 years and to what does he attribute this meteoric rise?- How does Kurt Brown believe that their OCIO function can help wire house advisors make the transition to independence?- When should investors look for passive vs. active exposure and how can we avoid paying extra for those who are being deceptive and marketing effectively passive management as active?- In the current market we are in, which is of course a little volatile, how would Kurt encourage people to think about active vs. passive management?- How can we better manage our tax alpha?https://www.townsquarecapital.com Compliance Code: 2049-OAS-10/28/2022 

Investing is about making decisions with money, and emotions can often get in the way of making rational decisions. To succeed in investing, what factors do people need to understand to make better decisions, avoid common mistakes, and ultimately make more money? In this episode, Tommy talks with Daniel Crosby, Ph.D., the Chief Behavioral Officer at Orion Advisor Solutions. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of the mind and markets. He recently co-authored a New York Times best-selling book titled, “Personal Benchmark: Integrating Behavioral Finance and Investment Management”. Daniel was also named one of the "12 Thinkers to Watch" by Monster.com, a "Financial Blogger You Should Be Reading" by AARP, and in the "Top 40 Under 40" by Investment News. During their conversation, Daniel talks with Tommy about the psychological factors that influence investment decisions, the intersection of mind and markets, and the relationship between money and happiness. Key Takeaways [00:55] - What attracted Daniel to financial psychology and behavioral economics. [07:11] - How behavior affects client outcomes. [13:56] - How people recall their purchases or investments. [18:23] - People's perceptions of the economy. [20:28] - The mere exposure effect on investing. [22:38] - How investors can better understand what is going on in the market. [26:11] - People's thoughts on money and happiness. [30:58] - The story of Daniel becoming a Cardinals fan. [33:31] - The motivation behind Daniel's book, “You're Not That Great”. Quotes [10:54] - "Investing your money is not that hard. The tricky part is sticking with it, behaving yourself along the way, and having the right actions." ~ Daniel Crosby [16:07] - "People with a long-term relationship with an advisor have three times the wealth of their peers who don't receive advice, even when you control things like income and salary." ~ Daniel Crosby [24:23] - "Most people's choices are as good or bad as the things and the people they surround themselves with." ~ Daniel Crosby [29:18] - "People think they're buying happiness. They think they're buying their way out of stress when they're piling more stress on because they don't understand the relationship between money and happiness." ~ Daniel Crosby Links  Daniel Crosby on LinkedIn Orion Advisor Solutions The Laws of Wealth: Psychology and the secret to investing success You're Not That Great The Behavioral Investor St. Louis Cardinals Atlanta Braves TEDx Huntsville - Daniel Crosby - You're Not That Great: A Motivational Speech Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

This week, we were honored to sit down with behavioral finance expert, Dr. Daniel Crosby. He has spent years studying and learning the psychology of investing and how human behavior is affected by markets. He has published a number of books and host his own podcast, Standard Deviations. He joins...

There are a multitude of factors that go into an individual's investment choices. This week on The Yield, Peter Kerr, CFA is joined by Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, a tech powerhouse designed to bring together bleeding edge technology and wealth management, to discuss these factors, and the trends in investor sentiment.

Rusty Vanneman is the Chief Investment Strategist of Orion Advisor Solutions. An industry veteran with over 30 years of experience, Rusty has managed multiple mutual funds and hedge funds throughout his career. Before joining Orion, Rusty served as the President and Chief Investment Officer of CLS Investments. He was also a senior analyst at Fidelity Management and Research and previously worked for Thomson Reuters and General Electric. Rusty received his Bachelor of Science degree in Management from Babson College in Wellesley, Massachusetts. In addition to his work at Orion, Rusty hosts The Weighing Machine podcast and is the author of the book, Higher Calling.   Dr. Daniel Crosby is the Chief Behavioral Officer of Orion Advisor Solutions. A psychologist and behavioral finance expert, Daniel specializes in helping organizations understand the intersection of minds and markets. Before joining Orion, Daniel served as the Chief Behavioral Officer of Brinker Capital. He was educated at Brigham Young University, where he completed his Bachelor's degree and Ph.D. in Psychology. He is also the author of the New York Times bestseller, Personal Benchmark, as well as The Laws of Wealth, which the Axiom Business Book Awards named the best investment book in 2017. His latest work, The Behavioral Investor, takes an in-depth look at how sociology, psychology, and neurology impact investment decision-making.   Rusty and Daniel join us today to discuss how financial advisors can connect with their clients and guide them through difficult economic conditions. They explain how they encourage their clients to continue on their investing path. They describe why it's important for advisors to highlight their services' features rather than their technical aspects. They also enumerate the five elements of wellness and underscore why the success of a financial advisor's business and career relies on self-care and wellbeing.   “We have to convey to our clients that we're partners in the journey, and our ability to get there is only as good as their ability to take the ride.” - Dr. Daniel Crosby   This week on The Model FA Podcast:   How financial advisors can communicate their value proposition to their clients The value of communicating technical aspects as features How financial advisors can encourage their clients amid challenging economic times The five elements of wellness and the role of self-care in a financial advisor's life The first thing financial advisors need to do when the markets take a downturn Why everyone should explore existentialism and stoicism   Resources Mentioned:   Book: A Guide to the Good Life: The Ancient Art of Stoic Joy by William Irvine Book: Man's Search for Meaning by Viktor Frankl Book: Think and Grow Rich by Napoleon Hill   Our Favorite Quotes:   “To have a thriving business and happy clients—whether the market is crushing it or crashing down—you need to be the best version of yourself mentally, physically, emotionally.” - David DeCelle “Whatever the normal person needs to do from a self-care perspective, the financial advisor needs to do even more because of all the bullets they take.” - David DeCelle “A confident advisor will create a confident investor.” - Rusty Vanneman   Connect with Orion:   Orion Portfolio Solutions Orion Practice Management Orion Advisor Tech on LinkedIn Orion Advisor Tech on Twitter   Connect with Rusty Vanneman:   Book: Higher Calling: A Guide to Helping Investors Achieve Their Goals Podcast: The Weighing Machine Rusty Vanneman on LinkedIn Rusty Vanneman on Twitter   Connect with Dr. Daniel Crosby:   Book: The Behavioral Investor Book: Personal Benchmark: Integrating Behavioral Finance and Investment Management Podcast: Standard Deviations Daniel Crosby on LinkedIn Daniel Crosby on Twitter   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Thirty year veteran of the financial markets, decorated investment manager, leader of investment teams, and communicator of investment strategies joins us this month for a chat amongst old friends.Classmates at Babson and former colleagues at both Thomson Financial and Fidelity Investments, Dave and Rusty can practically end each other's sentences, so this month's discussion and debate takes us in many directions, including:Why do investors of high-performing portfolio managers fail to achieve the same returns as the fund?Why is communication of the strategy so critically important, and how can it be done better?Does “Value” work? And, what fundamental drivers help value shares outperform in inflationary regimes?Why is this Radiohead tune Rusty's chosen walkout song? Competitive Stationary Rowing is a real thing? Rusty is a host of Orion's The Weighing Machine podcast and authored the book “Higher Calling: A Guide to Helping Investors Achieve Their Goals.” He also serves as the Chief Investment Strategist for Orion Advisor Solutions.Rusty was such a fun guest to interview because he is always candid, full of energy, and has delivered excellence in every stage of his career. Currently, Rusty delivers relevant market-and platform-related content that supports deeper, more engaging conversations with advisors and investors. He is passionate about educating investors to help deliver more favorable outcomes. And as a successful fund manager himself, Rusty excels in identifying new investment offerings to meet growing marketplace demand.To better understand the concepts covered, and current market commentary, we recommend reviewing the supplemental resources accompanying this episode using this link https://go.cmtassociation.org/ftge18. 

In this episode of Featuring, Manish and Christopher are joined by CEO of Orion Advisor Solutions, Eric Clarke, to discuss the company's rise, best in breed versus all in one, navigating integrations, and so much more.If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

In this episode, David Armstrong talks to Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. The son of a financial advisor, Crosby holds a Ph.D in psychology from Brigham Young University, and has spent his career bridging those insights to help people understand how they think about, and plan for, money and finances. … Continue reading Advisor Innovations: Dr. Daniel Crosby on Understanding a Client's Money Mindset →

In this episode, Rory and Diane Young, Managing Director at Arrowroot Family Office, are joined by Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, a leading turnkey Asset Management Platform that serves over 2100 Firms. He has a Ph.D. in Psychology from BYU, and he recently co-authored a New York Times Best-Selling Book titled Personal Benchmark: Integrating Behavioral Finance and Investment Management. In this episode, Daniel talks about the 3 E's that finance professionals need to use when advising clients: Education, Environment, and Encouragement. As advisors, we need to educate our clients, set up the right environments and offer encouragement like personal trainers and nutritionists do. Find out why he believes we are working with an iPhone 1 brain in an iPhone 13 world since it's been 150,000 to 200,000 years since our brains have been upgraded. We were designed to keep ourselves from scarcity and starvation but live in a world where, at least in the West, more people die of obesity than starvation. Daniel also touches on the importance of making financial decisions when in the right state of mind and uses the Acronym HALT to communicate how people make statistically worse decisions when they are (Hungry, Angry, Lonely, or Tired). Find out how research on criminals in the Norwegian Underworld has shown how people spend, save, and invest their money differently based on how they generate it. Don't miss out on this exciting episode to learn more about the human condition and how we view and interact with money.

The post Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions appeared first on and was written by Craig Iskowitz. “I'll use a wealth management term, you want to diversify your portfolio, and so one of the things early on at Orion, we didn't have a lot of options in terms of data aggregators, but over the years, we've learned to not put all of our eggs into one basket and to make sure that […] The post Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions appeared first on and was written by Craig Iskowitz.

Barron's Senior Writer Lauren Foster speaks with psychologist and New York Times bestselling author Dr. Daniel Crosby, chief behavioral officer at Orion Advisor Solutions, about making financial decisions during times of stress and market volatility.

Firms and investment professionals must keep up. Tech innovations, demographic shifts, redefined client-advisor engagement—you name it. The future of the investment management industry is promising. But, how can the industry keep its vision to provide continuous better outcomes for clients? In this episode, Rusty and Robyn talk with Noreen Beaman, President at Orion Advisor Solutions.  Aside from oversight of the firm's operations, Noreen serves as a leader and a mentor to almost 1200 investment professionals at Orion. Her focus is mainly on the firm's investments and sales and marketing operations. Prior to that, Noreen was the Founding Partner and CEO at Brinker Capital where she offered her expertise for 29 years Noreen talks with Rusty and Robyn about the importance of behavioral finance, the strategies of being a successful professional, and the future of Orion and the entire investment industry. Key Takeaways [04:28] -  What is the secret to being a successful investment firm? [05:45] - Noreen's industry forecast. [07:37] - What Noreen is most excited about for Orion's future. [08:46] - Why mentors are so important. [11:40] - How to bridge the gender gap in finance. [13:47] - The effect of financial advising on Noreen's life. [15:03] - How a financial advisor can land a dream job in the advisory space. [16:21] - Noreen's tip for financial advisors: Listen. [17:32] - Noreen's fiction and non-fiction reading list. [20:23] - How to take the first step as an investment professional. [21:21] - Essential books on financial advising. [22:25] - Noreen's podcast recommendations. [23:21] - How the president of an investment firm stays on top of every aspect of her life. Quotes [06:13] - “The consumer today and the end investor is smarter than they've ever been because they have access to so much information. They're going to drive for continued personalization. And I'm a big believer in that. We need to be ahead of that curve, thinking about what they are going to want.” - @nbeaman [13:15] - “There are women in our organization that have had the opportunity to be successful. And now we need to continue to mentor and bring the next generation of young women into this industry.” - @nbeaman [15:40] - “This is not an easy business. I would say it's not for the faint of heart. So this is not an easy job to have. It's a lot of responsibility, but going after that with the right attitude and being resilient, and being able to weather those storms, when the markets go in a direction that you might not have expected them to—it's important to have an open mind.” - @nbeaman Links  Noreen Beaman on Twitter Noreen Beaman on LinkedIn Orion Advisor Solutions Born To Run by Bruce Springsteen Ernst and Young St. Peter's University Orion's 3D Risk Profile Chuck Widger Multipliers: How the Best Leaders Make Everyone Smarter by Liz Wiseman What Great Managers Do by Marcus Buckingham | Harvard Business Review Money Management Institute Harry Truman What Got You Here Won't Get You There: How Successful People Become Even More Successful by Marshall Goldsmith The Lincoln Highway by Amor Towles Charlotte's Web by E.B White Jane Eyre by Charlotte Bronte Man's Search For Meaning by Viktor E. Frankl The House of Gucci: A Sensational Story of Murder, Madness, Glamour, and Greed by Sara Gay Forden House of Gucci (2021) The Intelligent Investor by Benjamin Graham The Behavioral Investor by Daniel Crosby Storytelling For Financial Advisors: How Top Producers Sell by Scott West Standard Deviations with Dr. Daniel Crosby Podcast Eric Clarke Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0150-OPS-1/24/2022

This week, Ana Trujillo Limon talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, Julie Ragatz, Vice President, NextGen and Advisor Development Programs at Carson Group, and Erin Wood, Senior Vice President- Financial Planning at Carson Group.  They talk about behavioral finance, how past experiences can influence financial decisions, and how they help clients change their mindset toward a more favorable financial outlook. You can find show notes and other information at CarsonGroup.com/Framework.

Eric Clarke is the Founder and CEO of Orion Advisor Solutions, an organization that helps advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions. Eric is an advocate for fiduciary advisory professionals and has written several articles for InvestmentsNews and The Journal of Financial Planning. A highly-regarded thought leader in the industry, Eric has received various awards, including ThinkAdvisor's IA25 in 2012 and 2019 and InvestmentNews's Icon & Innovators Award in 2019. Before founding Orion, Eric served as the Chief Operations Officer for CLS Investments from 1999 to 2006.  Eric joins me today to discuss the four pillars financial advisors should build to set themselves apart. He shares the history of Orion and how the company was born out of Eric's frustration with finding the right RIA technology. He describes what makes a powerful value proposition and explains why advisors should focus on creating an impactful brand experience for clients. He also highlights the power of habits and discipline, discusses the value of listening to feedback, and underscores why any business owner should think about their “why.”   “Figuring out the exact market you're going to serve is critical to success and refining your value proposition.” - Eric Clarke   This week on The Model FA Podcast: The founding of Orion and the challenges the company faced in the early days  How Orion dealt with financial advisors' reluctance to adopt financial services technology Eric's advice for entrepreneurial advisors who want to build their own businesses The importance of listening to market and client feedback The power of habits and how to maintain work-life balance while growing a company How financial advisors can differentiate their value proposition in the marketplace The impact of building a unique brand experience Niching down and why financial advisors need to identify the market they want to serve What strategic alignment is Different ways financial advisors can leverage technology to prospect clients The Traction model and the give-to-get prospecting method   Resources Mentioned: Book: Brand Harmony: Achieving Dynamic Results by Orchestrating Your Customer's Total Experience by Steve Yastrow Book: Traction: Get a Grip on Your Business by Gino Wickman Book: The Art of the Start: The Time-Tested, Battle-Hardened Guide for Anyone Starting Anything by Guy Kawasaki   Our Favorite Quotes: “Prospect, plan, invest, and achieve. Those are the four strategic pillars advisors need to differentiate their value proposition.” - Eric Clarke “Advisors can set themselves apart through the experience component of their relationship with clients.” - David DeCelle “Your target market determines everything else about your business, branding, and marketing strategy.” - David DeCelle   Connect with Eric Clarke: Orion Advisor Tech Orion Advisor Tech on LinkedIn Orion Advisor Tech on Instagram Orion Advisor Tech on Facebook Orion Advisor Tech on Twitter Eric Clarke on LinkedIn Email: eric@orion.com   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

In this episode, Jack talks with Noreen Beaman, President of Orion Advisor Solutions. It's been a year since the Brinker and Orion merger and Noreen is already harvesting the fruits of her efforts. The open-architecture experience she's bringing to the table is creating an exciting ecosystem for engaging with advisors. She's thrilled to be at the forefront of advisor empowerment and wants to advocate more for the human component of portfolio management. Noreen talks with Jack about creating personalized engagement for investors, mastering the art of listening as financial leaders, and using a well-connected tech ecosystem for advisor empowerment. “I think as we look towards the future, we need to create a frictionless experience for our end investors. The companies we run look like the clients that we have. As women become a larger part of how we buy, do we want to buy the old traditional ways? Do we want to engage in ways that make us feel comfortable? That's why having the tools and multimedia, and knowing how our next-gen want to buy we have to stay focused on the consumer and investor, and help those financial advisors drive that experience.” ~ Noreen Beaman Main Takeaways  The four pillars of a successful financial firm, prospect, plan, invest and achieve, ensure that we empower advisor-client journeys. This creates a smooth onboarding process, gives them access to their money, and improves tax reporting. Every investor's risk tolerance, risk capacity, and risk composure will be different from one another. A well-connected ecosystem, with various tech tools, can be helpful for advisors to retain clients. Three key points leaders must take note of to excel: watch the market outside of your market, do due diligence, and grow your network. To be a great advisor and leader, you have to be a good listener. When you listen, it isn't just about verbal communication, it also involves paying attention to physical cues, too.  Links Noreen Beaman on LinkedIn Orion Advisor Solutions Brinker Capital Eric Clarke CLS Investments Dr. Daniel Crosby John Coyne Microsoft Excel Orion Billing Ernst & Young (formerly Ernst and Whinney and Arthur Young & Co) Chuck Widger Only the Paranoid Survive: How to Exploit the Crisis Points That Challenge Every Company by Andrew S. Grove SEC Cheryl Nash Lori Hardwick Authentic and Ethical Persuasion:: Achieving What's Important in Life Through Committed Listening and Compelling Stories by Jack Sharry John Connors Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

In this episode, Rory and Diane Young, Managing Director at Arrowroot Family Office, are joined by Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, a leading turnkey Asset Management Platform that serves over 2100 Firms. He has a Ph.D. in Psychology from BYU, and he recently co-authored a New York Times Best-Selling Book titled Personal Benchmark: Integrating Behavioral Finance and Investment Management. In this episode, Daniel talks about the 3 E's that finance professionals need to use when advising clients: Education, Environment, and Encouragement. As advisors, we need to educate our clients, set up the right environments and offer encouragement like personal trainers and nutritionists do. Find out why he believes we are working with an iPhone 1 brain in an iPhone 13 world since it's been 150,000 to 200,000 years since our brains have been upgraded. We were designed to keep ourselves from scarcity and starvation but live in a world where, at least in the West, more people die of obesity than starvation. Daniel also touches on the importance of making financial decisions when in the right state of mind and uses the Acronym HALT to communicate how people make statistically worse decisions when they are (Hungry, Angry, Lonely, or Tired). Find out how research on criminals in the Norwegian Underworld has shown how people spend, save, and invest their money differently based on how they generate it. Don't miss out on this exciting episode to learn more about the human condition and how we view and interact with money.

Today's guest is psychologist and behavioural finance expert, Doctor Daniel Crosby.Daniel is Chief Behavioral Officer at Orion Advisor Solutions, a wealth-tech investment management firm in Nebraska. He's also the author of several books, including The Laws of Wealth, and the New York Times Best-Seller, Personal Benchmark: Integrating Behavioral Finance and Investment Management.Don't worry though, we're not going to deep dive into financial management today, but you get the picture - Daniel is an influential voice in the world of investments. He's even constructed something called the “Irrationality index” - a sentiment measure that gauges greed and fear in the marketplace. Yet something tells us Daniel has a soft heart. He has delivered Tedx talks on love and behavioral finance. He posts to his 20,000 LinkedIn followers about the power of storytelling. And he is the first to hail the benefits of procrastination and taking it easy...You'll find Daniel on Twitter at https://twitter.com/danielcrosby?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorSubscribe to the podcast to enjoy our incredible lineup of interviews about hustle culture, work, success and happiness. Say hi to us at instagram.com/antihustle.hustleclubIntro music by Ant Henderson soundcloud.com/antphenderson

Dr. David Dowdy, Infectious Disease Epidemiologist at the Johns Hopkins Bloomberg School of Public Health, discusses concerns about employees returning to work as the delta variant pushes Covid cases higher. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Distressed Debt Reporter Lucca de Paoli talk about Lucca's Businessweek story The Simple Flaw That Sank Greensill's Complex Financial Empire. Bloomberg News Technology Reporter Spencer Soper explains that Amazon is announcing a TV line to compete with Roku and Google. And we Drive to the Close with Noreen Beaman, President of Orion Advisor Solutions. Hosts: Tim Stenovec and Sonali Basak. Producers: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Dr. David Dowdy, Infectious Disease Epidemiologist at the Johns Hopkins Bloomberg School of Public Health, discusses concerns about employees returning to work as the delta variant pushes Covid cases higher. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Distressed Debt Reporter Lucca de Paoli talk about Lucca's Businessweek story The Simple Flaw That Sank Greensill's Complex Financial Empire. Bloomberg News Technology Reporter Spencer Soper explains that Amazon is announcing a TV line to compete with Roku and Google. And we Drive to the Close with Noreen Beaman, President of Orion Advisor Solutions. Hosts: Tim Stenovec and Sonali Basak. Producers: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Our guest on the podcast today is psychologist and author Dr. Daniel Crosby. Daniel is the chief behavioral officer at Orion Advisor Solutions. Daniel has written numerous books on behavioral finance, including The Behavioral Investor, The Laws of Wealth: Psychology and The Secret to Investor Success, and You're Not That Great. Daniel also hosts his own podcast called Standard Deviations. He received his Bachelor of Science and doctorate at Brigham Young University. BackgroundBioThe Behavioral Investor, by Daniel CrosbyThe Laws of Wealth: Psychology and the Secret to Investor Success, by Dr. Daniel CrosbyYou're Not That Great, by Daniel Crosby, Ph.D.Standard Deviations podcastOrion Advisor Solutions Current Environment“3 Tips to Handle Financial Peer Pressure With Ease,” ally.com, Aug. 18, 2021.“Loneliness and Social Isolation as Risk Factors for Mortality: A Meta-Analytic Review,” by Julianne Holt-Lunstad and Timothy Smith, scholarsarchive.byu.edu, 2015.“Episode #337: Professor Richard Thaler, University of Chicago, ‘When Somebody Would Fire Us, It Was Almost Always at Exactly the Wrong Time,'” The Meb Faber Show podcast, mebfaber.com, Aug. 4, 2021.“Help Wanted: How Investor Behavior Is Rewriting the Job Description of Financial Professionals,” Natixis Global Survey of Individual Investors, fa-mag.com, 2016.Orion Advisor TechnologyBetterment“Jason Zweig: Temperament Is Everything for Most Investors,” The Long View podcast, Morningstar.com, June 29, 2021.Pandemic“The Strange Psychology of COVID-19 and Investor Behavior,” by Daniel Crosby, Kiplinger.com, Aug. 11, 2020.“Daniel Crosby: Investing Rules for Uncertain Times,” by Daniel Crosby, investec.com, June 4, 2020.“When It Rains,” by Daniel Crosby, blog.brinkercapital.com, 2020.“How COVID-19 Will Impact the Future of Investor Behavior,” by Daniel Crosby, blog.brinkercapital.com, 2020.Behavioral Finance and Investing“Daniel Crosby on the Three E's of Behavioral Investing,” financialplanningassociation.org, August 2021.“The BIG List of Behavioral Nudges,” by Daniel Crosby, blog.brinkercapital.com, 2019. “Robert Shiller: 'Wild West' Mentality Is Gripping Housing, Stocks and Crypto,” by Stephanie Landsman, cnbc.com, May 24, 2021.“Dr. Daniel Crosby's Three Drivers of Human Behavior,” E-book by Daniel Crosby, orionadvisortech.com. “The Formula for Happiness: Wanting What You Have,” by Daniel Crosby, blog.brinkercapital.com, 2019.“Can Money Buy Happiness? Sort Of,” by Daniel Crosby, linkedin.com, July 19, 2016.“What Is the PERMA Model?” corporatefinanceinstitute.com.Denise ShullDaniel KahnemanStandard Deviations Podcast“Christine Benz--Goals Based Approaches to Retirement,” Standard Deviations podcast with Daniel Crosby, standarddeviationspod.com, April 11, 2019.“Morgan Housel--The Psychology of Money,” Standard Deviations podcast with Daniel Crosby, standarddeviationspod.com, Sept. 4, 2019. “Jim O'Shaughnessy--What Works on Wall Street,” Standard Deviations podcast with Daniel Crosby, podcasts.apple.com, Aug. 14, 2019.

In today's episode, Rusty and Robyn talk to Grant Engelbart, Senior Portfolio Manager at Brinker Capital. Grant has been in the industry for more than a decade. His focus is on trading and managing assets, including ETF mutual funds and single securities. Before working as a portfolio manager, Grant was part of the trading and investment research team at Orion Advisor Solutions. Grant talks with Rusty and Robyn about ETF investment strategies, crypto as a new alternative asset class, and the non-financial skills needed in finance. "One of the biggest issues we have in the advisor and investor world today is income generation. With cryptocurrencies, if done the right way, you can create pretty substantial income streams and uncorrelated income streams off of these products." ~ Grant Engelbart Main Takeaways  When choosing an ETF, the first step is to know the exposure you'll gain from it. Other factors to consider are ETF concentration, maximum security weight, index ETF, and consistent growth. Crypto can be a new alternative asset class. The possibilities with crypto are endless, especially with the creation of crypto ETFs and the growth of decentralized finance (DeFi). Getting familiarized with programming languages, improving your writing, and maintaining positive client relationships are non-financial skills needed in finance. Be disciplined and recognize the power of staying in the market long-term. Having a consistent yet adaptable process that is aligned with the client's investment beliefs is important. Links Grant Engelbart on LinkedIn Sirius by The Alan Parsons Project Brinker Capital Brinker Capital on Twitter CLS Investments Chartered Alternative Investment Analyst Association (CAIA) Index Methodology Morningstar ETFs Davis ETFs JP Morgan US Value Funds Simplify ETFs Matt Hogan Dave Abner Python R Animal Spirits Podcast Corey Hoffstein's Liquidity Cascades: The Coordinated Risk of Uncoordinated Market Participants Flirting With Models Podcast Upside-Down Markets: Profits, Inflation, and Equity Valuation in Fiscal Policy Regimes By Jesse Livermore+ | O'Shaughnessy Asset Management Long Vol: It's Always Different by Dave Nadig ETF Trends - ETF Strategist Channel - Brinker Capital Nebraska Huskers Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2011-OAS-7/13/2021

BIG TECH TRANSFORMATION From Human Captivity to Kingdom Opportunity In this very inspiring and informing episode Kailash shares his journey as a big-tech executive living a secular existence in San Francisco, as a cultural Hindu, to becoming a passionate Catholic committed to the Kingdom. We discuss the nature of Big Tech in hopeful terms of it presenting a new frontier with tremendous opportunity for evangelization. Kailash was born in the Tampa Bay, Florida region. He graduated college from Emory University in Atlanta and moved to San Francisco to start a career in the technology sector as a software engineer. He was most recently the founder of a technology startup, Pantenix. Pantenix is an artificial intelligence platform that helps wealth advisors automate manual data entry workflows from unstructured data. Pantenix was acquired by  financial advisor end-to-end technology vendor Orion Advisor Solutions in Spring 2021. Kailash has now moved back to the Tampa Bay area and is working to expand the Kingdom of God however he can.  If you are interested in helping us extend this message and movement further, find out more and please financially support us. Go to: ILoveMyFamily.us.   JOIN OUR INVIGORATING Belief & Beverages Nights on the 3rd Thursdays of every month. LISTEN NOW! SHARE! JOIN US FOR THE 7 WEEK CHALLENGE!  GO: MISSION ONE We are families united in making our homes places of ever-deepening encounter with Jesus Christ. Join us.   GO: PENTECOST 365 We are igniting men in everyday faith. It's never too late to begin. Join us.   GO: SUPPORT IGNITE Radio Live! is an outreach of Mass Impact | Image Trinity. We're about a way of life in Jesus Christ. 95% of this marriage, family, and culture-transforming movement is free. We depend upon partners united in this mission. Please consider becoming a monthly partner. Veni Sancte Spiritus! (Come, Holy Spirit!)

In this episode, Jack talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. Daniel is a psychologist and a behavioral finance expert who helps advisors and investors understand the psychology of financial markets. He believes that through tools, such as the Irrationality Index and the new 3D Risk Profile from Orion, we'll be able to assess emotional reactions to volatility. Daniel and Jack discuss the benefits of risk management tools, the role of human behavior and psychology in investing, and the future of behavioral finance. "We need to educate clients and advisors about the realities of behavioral finance. We need the right environment, the right portfolio mix for them, but we also need that encouragement that's happening just in time to educate people when they're on the precipice of making a decision.” ~ Daniel Crosby Main takeaways  Leverage the three ‘T's to ensure clients implement the best advice: training, tools, and technology. Look at risk from a variety of angles so portfolio management and asset allocation are consistent throughout. A risk tolerance questionnaire can give you insights into an individual's human behavior and psychology. The biggest value an advisor can provide is behavioral coaching, emotional management, and decisional coaching. Teaching people about achieving high returns is just secondary. Precommitment in investing is a vital part that measuring risk composure fulfills. It makes sure investors are aligned with their set preferences, and it prevents future deviations. The future of behavioral finance is embedded in the three ‘E's: education, environment, and encouragement. Links Daniel Crosby on LinkedIn Daniel Crosby on Twitter Brinker Capital Eric Clarke HiddenLevers Alexandria McCarthy Personal Benchmark: Integrating Behavioral Finance and Investment Management by Charles Widger Warren Buffet Dalbar Morningstar Michael Lee Daniel Kahneman Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions and multi-published author, talks with Ross Marino about behavioral finance.What does a Chief Behavioral Officer do? Daniel talks with Ross about what his position encompasses. Using tools, training, and technology, Daniel devises systems to educate advisors on how to implement behavioral finance into their practice. Daniel and Ross discuss how to address behavioral phenomena clients exhibit--including behavior toward risk, fighting  about money and mental accounting--while transitioning into retirement and other ways the inclusion of behavioral finance can improve your practice.Connect with Daniel:LinkedInTwitterDaniel Crosby's Authored Works: Buy on AmazonLearn more about OrionLearn about The Retirement & Longevity SummitGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

In the episode, Josh and Jay discuss the technology platforms used by their respective firms Gulf Coast Financial Advisors and First Protective. While GCFA and First Protective are not affiliated companies, they both have experienced significant growth over the past few years, and both have leveraged technology and platforms to service their growing client base. Josh and Jay discuss not just using client facing tech for tech's sake; the best platforms are easy to use and make both the advisor's life and the client's life easier.   Tune in to learn how Josh, in his role of owner of Gulf Coast Financial Advisors, has focused on a couple of tech platforms to service his clients: Orion Advisor Solutions for investment management, Orion's corresponding financial planning tool Advizr; Precise FP for electronic risk tolerance quizzes, digital fact finders, onboarding questionnaires and satisfaction surveys; and finally, QuickBooks to help his clients get a better handle on their monthly cash flow. In his role serving advisors along the Gulf Coast, Jay has leveraged Virtual Sales Assistant to provide his advisor clients with up-to-date, non-carrier specific educational content, such as sales materials and one-pagers; Vive and iPipeLine to streamline the insurance application and avoid the paper based (and mistake prone) insurance application process of the past; and finally Doc-u-Sign for efficient and accurate delivery of policies and agreements.   Want To Know More About Josh and Jay? You can reach out to Gulf Coast Financial Advisors to set up a no-cost, no-obligation discussion about your particular needs by call 251-327-2124, emailing jnull@gulfcoastfa.com, or setting an appointment on our website at Gulf Coast Financial. Independent and semi-independent agents and advisors can reach Jay Stubbs at jaystubbs.com. ////// Disclosure: Advisory services offered through Prime Capital Investment Advisors, LLC (“PCIA”) a federally registered investment adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). PCIA and Gulf Coast Financial Advisors are not affiliated. Gulf Coast Financial Advisors (GCFA) , Prime Capital Investment Advisors (PCIA), Prime Capital Wealth Management (PCWM) and Qualified Plan Advisors (QPA) do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. The information provided herein is not a complete analysis of every material fact regarding any strategy; it is intended only to provide insight into the opinions of the author. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

The markets got caught a bit flat footed by the changes to the Dot Plot and the Fed's hawkish tone, says Tim Holland of Orion Advisor Solutions. It seems markets think this spike in prices is transitory and we think that's right, he adds. He expects greater volatility when the Fed starts to move, so be broadly diversified. He thinks economic data, inflation, and the employment numbers are going to be the things to watch as we recovery. He is watching the JOLTS number.

We are joined by Dr. Daniel Crosby, Clinical Psychologist and Chief Behavioral Officer at Orion Advisor Solutions. We discuss audience behavior and understanding how behavioral finance affects markets. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

Over the last decade, FlexShares has been researching how and where advisors are seeking to better scale and grow their businesses, all while building a better client experience. In this episode, Laura Gregg and David Partain welcome Noreen Beaman, President of Orion Advisors Solutions. Noreen has been a supporter of Flexshares' Race to Scalability research … Continue reading Ep 42: The Race To Scalability — With Noreen Beaman, President, Orion Advisor Solutions →