Posts tagged orion advisor solutions
Dr. Derek Griner - Compassion: Empathy in Action
Daniel CrosbyStandard Deviations Podcast, compassion focused therapy, parasympathetic nervous system, behavioral psychology, empathic, the compassionate mind foundation, empathic listening, Dr. Daniel Crosby, active listening, compassion centered therapy, Behavioral Finance, emotional systems, investing podcast, compassion, orion investments, empathy, self-care, self-help, dr. derek griner, sympathetic nervous system, BeFi, behavioral finance, compassion focused therapy workbook, orion advisor solutions, fight or flight, how to show compassion, orion advisor tech, emotional regulation
Dr. Daniel Crosby - Money Isn’t About the Numbers (from the Soul of Wealth)
Daniel CrosbyAlexander the Great, Standard Deviations Podcast, Wellness, Wellbeing, financial wellbeing, financial wellness, behavioral psychology, setting goals, setting realistic goals, Dr. Daniel Crosby, how to set goals, Behavioral Finance, BeFI, investing 101, saving for retirement, conflict resolution, resolutions, the standard deviations podcast, goal setting, goals, goals-based planning, goals based investing, reaching goals, achieving goals, the PERMA model, befi, bronnie ware, The Behavioral Investor, siege of tyre, orion advisor solutions, orion wealth tech, orion portfolio solutions, reaching your goals, mental health, Standard Deviations, the top five regrets of the dying, new year's resolutions, behavioral science, Martin Seligman, Orion advisor tech, the soul of wealth, how to invest, The Laws of Wealth, retirement
Dr. Daniel Crosby - Giving is the Path to Abundance (from the Soul of Wealth)
Daniel CrosbyStandard Deviations Podcast, psychology podcast, philanthropy, philanthropic giving, philanthropist, charitable gift, charitable gifting, charitable donation, charity work, donating to charity, charitable giving, charity, generosity, empathy, Dr. Daniel Crosby, BeFi, Behavioral Finance, behavioral science, how to invest, The Laws of Wealth, The Behavioral Investor, orion advisor solutions, orion potfolio solutions
Eric Crittenden - All Weather Investing
Daniel Crosby60/40, Standard Deviations Podcast, Standard Deviations, rebalancing a portfolio, rebalancing, Fintech, Fintwit, asset allocation, asset classes, Dr. Daniel Crosby, the stock market, investing 101, Behavioral Finance, BeFi, The Laws of Wealth, The Behavioral Investor, Eric Crittenden, orion potfolio solutions, orion advisor solutions, orion portfolio solutions, orion wealth tech, all weather investing, rate of return, bonds, fixed income, 60/40 portfolio, alternative investment, alternative investments, systematic investing, how to invest
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
Jay Coulter - The 5 Dimensions of a Great Advisory Practice
Daniel Crosbyfinancial planners, financial planning, financial planner, CFP, certified financial planner, the protocol system, Standard Deviations, Standard Deviations Podcast, financial advice, financial advisor, financial advisors, behavioral psychology, Dr. Daniel Crosby, Behavioral Finance, BeFi, depression, investing 101, advisory practices, advisory services, orion advisor solutions, orion wealth tech, investing podcast, Jay Coulter, Befi, The Behavioral Investor, finance podcast, cfp, behavioral psych, practice management, fintwit, meditation, anxiety, investing philosophy, how to invest, The Laws of Wealth, wellbeing, financial wellbeing, wellness, financial wellness
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
Nicole Casperson - Fintech is Femme
Daniel CrosbyStandard Deviations Podcast, fostering diversity, diversifying, diversity, filipino, fintech is femme, Dr. Daniel Crosby, influencer culture, influencers, finfluencers, finfluencer, financial podcast, financial planning, financial planner, inclusivity, filipino food, behavioral finance, BeFi, representation, investing 101, how to invest, women in investment, women in investing, women in finance, women investor, women investors, women and investing, women and finance, financial concerns for women, wome, pay gap, gender inequality, gender equality, gender and finance, gender pay gap, authenticity, brand authenticity, lgbtq, marketing and authenticity, marketing, Nicole Casperson, podcasting, orion wealth tech, orion advisor solutions, The Laws of Wealth, Diversification
Dr. Michael Finke - The Science of Happy Retirement
Daniel Crosbystandard, investment pod, dr. dan, wealth man, retiring, retire, retirement planning, retirement goal, retirement, retirement expert, retirement strategies, retiring early, retirement psychology, retirement goals, retirement approaches, retirement advice, retiring well, how to retire, planning retirement, saving for retirement, financial independence retire early, wealth management, financial advice, financial planning, BeFi, financial advisors, investing 101, how to retire well, retiring happy, creating a retirement plan, money and happiness, Dr. Michael Finke, deferred gratification, delayed gratification, orion advisor solutions, orion wealth tech, Standard Deviations, top financial advisors, investment philosophy, investing philosophy, how to invest
Brendan Frazier - 10 Rules for Human-First Financial Advice
Daniel CrosbyThe Human Side of Money, money story, money stories, brendan frazier, Standard Deviations Podcast, money script, money scripts, Financial Psychology, Fintech, BeFi, Behavioral Finance, asking the right questions, financial psych, investing goals, discovery meeting, discovery meetings, empathic listening, dr. daniel crosby, active listening, behavioral coaching, future self, future selves, financial advice, investing 101, recap email, wired planning, financial values, values based investing, financial goals, reflective listening, psychology of investing, The Behavioral Investor, orion advisor solutions, financial planning, financial advisors, financial planner, active listener, human-first financial advice, Daniel Crosby, Dr. Daniel Crosby, how to invest, The Laws of Wealth, asking good questions
Kelsey Willock - Gamifying Financial Education
Daniel Crosbyfinancial mindfulness, mindfulness, Standard Deviations Podcast, Standard Deviations, aura finance, investment podcast, saving money, investment app, buying a house, Kelsey Willock, Dr. Daniel Crosby, Aura Finance App, wealth management, finance app, investing 101, investing podcast, financial wellbeing, financial app, The Behavioral Investor, The Laws of Wealth, finance podcast, orion advisor solutions, orion wealth tech, client relations, ETFs, Standar, investing app, investing, aura app, millennials and investment, millennials and the market, millennials and investing, millennials and money, how to invest, the laws of wealth, aura, wellbeing
Manish Khatta - On Markets and Marketing
Daniel Crosbyregistered investment advisor, how to stand out, staying the course, Dr. Crosby, investment podcast, potomac, fintech, Dr. Daniel Crosby, Behavioral Finance, NYT Best Selling Author, buying stocks, investing 101, psychology of the market, ria, potomac fund, building trust, BeFi, The Behavioral Investor, The Laws of Wealth, orion advisor solutions, orion wealth tech, financial advisors, entrepreneur, Fintwit, investing, nyt best seller, marketing, psychology of the stock market, yahoo finance, manish khatta, how to invest, the laws of wealth, building in public, how to market your business
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