Posts tagged Orion
Saundra Davis - Balancing Candor and Compassion in Client Communications
Daniel Crosbyfinancial planning, financial planner, certified financial planner, financial planners, Standard Deviations Podcast, client advisor relationship, Sage Financial Solutions, financial therapy association, FTA, Dr. Daniel Crosby, Orion, orion wealth tech, orion advisor solutions, Behavioral Finance, BeFi, building client trust, CFP, befi, building client rapport, The Behavioral Investor, The Laws of Wealth, soft skills, soft skill, financial professional, financial advice, financial advisor, financial advisors, financial wellbeing, financial wellness, wellness, wellbeing, the laws of wealth, financial therapy, certified financial therapist, financial therapist
Matt Reiner - Becoming the Advisor of the Future
Daniel CrosbyWela Strategies, behavioral psychology, financial services, financial services industry, financial podcast, financial advisor, the stock market, investing 101, orion wealth tech, Orion, orion advisor solutions, Behavioral Finance, BeFi, certified financial planner, CFP, financial advice, financial planning, financial planner, Dr. Cole Cash, financial advisors, the future of financial advice, Capital Investment Advisors, befi, ready to be rich, The Behavioral Investor, The Laws of Wealth, top financial advisors, financial service, How to Invest
Sterling Johnson - Working Toward Economic Equity
Daniel Crosbywealth gap, racism, the wealth gap, gender pay gap, gender inequality, Standard Deviations Podcast, Standard Deviations, equitable investing, equitable, Georgia, Atlanta, reparations, social justice, social injustice, diversity, economic disparity, diversity and inclusion, fostering diversity, Dr. Daniel Crosby, Sterling Johnson, economic inequality, income inequality, wealth inequality, inequality, inclusivity, racial justice, orion advisor solutions, Orion, orion wealth tech, structural racism, PSE, partnership for southern equity, segregation, inclusion, systemic racism, race wealth gap, The Behavioral Investor, The Laws of Wealth
Rusty Vanneman (Live at Ascent in Orlando, FL)
Daniel CrosbyStandard Deviations Podcast, investment committees, mutual funds, mutual fund, institutional investing, crypto, Cryptocurrency, Cryptocurrencies, alt coin, Behavioral Finance, goals based investing, goals-based planning, goal setting, cognitive biases, cognitive bias, investing 101, investment podcast, investment philosophy, The Behavioral Investor, The Laws of Wealth, BeFi, psychology of finance, befi20, psychology of the stock market, psychology of investing, Orion, orion advisor solutions, the weighing machine, values based investing, ETFs, exchange traded funds, behavioral bias, Standard Deviations, investing, portfolio manager, investment committee, investing philosophy, investment, How to invest
Rusty Vanneman - Cautiously Optimistic
Daniel CrosbyEFTs, asset classes, 2020, managing risk, active investing, active management, asset management, passive investing, passive management, Rusty Vanneman, Orion, Radiohead, behavioral investing, behavioral finance, behavioral economics, behavioral psychology, Daniel Crosby, Dr. Daniel Crosby, The Laws of Wealth, The Behavioral Investor, investing, investment, investor psychology, psychology of investing, Standard Deviations Podcast, stock market, Standard Deviations, How to invest, Investor emotion