Tune in to hear:

• What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere?
• Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward?
• What is an example of a compelling promise a wealth management firm could make to their clients?
• Is it time for those who entered the business because they love picking stocks and crunching numbers to roll off, re-educate or learn new skills? Also, what can we do to attract the next generation of talent?
• When Joe looks at the RIAs he’d want to invest in vs. those he would pass on, what are the defining differences between them?
• How can Joe separate the wheat from the chaff during their vetting process?

Links

• Joe Duran on LinkedIn
• Rise Growth Partners
• Joe Duran on Twitter

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 3066-OAS-11/27/2024

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?

Links

• Breanna Rae Blaney
• Breanna Rae Blaney on LinkedIn
• Dimensional Fund Advisors

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 3061-OAS-11/27/2024

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?

Links

• Dr. Christina Lynn on LinkedIn
• Mariner Wealth Advisors

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 2455-OAS-9/23/2024