Posts tagged orion wealth tech
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
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
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