Tune in to hear:

• Why do humans seem to have such limited access to understanding what they want, from a financial perspective?
• Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical?
• Should we try to expand our clients’ notion of capital and what might be the broader impact on their lives if we were to do so?
• How would Andy tease out the subtle differences between goals, values and purpose and is one of these more fundamental than the rest of them?
• Does Andy often see dissonance between clients’ professed values and how they spend their money and time? How can we help our clients achieve better alignment with their values?
• How can advisors take a client’s values and transmute that into a statement of financial purpose?
• What would Andy say to clients who want an advisor who is effectively just a stock picker and not a guide to fulfilling their financial purpose?
• Why is a purpose-centered portfolio a great “regret minimization tool?”
• How often should clients revisit their financial purpose thesis?
• What are some of the benefits that accrue to both clients and advisors who go with a more bespoke, meaning-centered financial plan?

Links

• Andy Baxley On LinkedIn
• The Planning Center
• Statement of Financial Purpose

Connect with Us

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

Compliance Code: 1304-OAS-5/23/2024

Tune in to hear:

• What drove Nuala to write her new book, Tune In: How to Make Smarter Decisions in a Noisy World ?
• In her book, Nuala talks about four factors that amplify the risk of noise, obscuring our ability to arrive at the truth. What are these factors and why are they so important?
• How do we overcome the very entrenched obstacles we face when trying to make informed decisions?
• What does Nuala’s “PERIMETERS” mnemonic stand for and how can multiple layers of bias combine, making us sub-optimal decision makers?
• What is the role of power in our decision making process, and how can it confound our best efforts?
• What is the correct stance to take, with regards to power or status, when making decisions?
• How does memory differ from the “filing cabinet” stereotype that many of us have?
• What is the “peak end rule” and how does it apply to our decision making process?
• When can emotion be additive to the decision making process and when is it a distraction that should be avoided?
• How has Nuala changed as a result of having written her book?
• What are one or two practical, actionable things listeners can do today to become a better decision maker?

Links

• Nuala Wash on LinkedIn
• Nuala’s Website
• Tune In: How to Make Smarter Decisions in a Noisy World

Connect with Us

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

Compliance Code: 1359-OAS-5/30/2024

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?

Links

• Shawn Sparks on LinkedIn
• The Advisor Transformation

Connect with Us

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

Compliance Code: 0936-OAS-4/17/2024

Tune in to hear:

• How should advisors go about optimizing SEO for their practice and why is it so critical?
• Why do advisors who offer texting as a communication option get 400% more opt-ins?
• Why is email so powerful and how can advisors build out a list that will serve them well?
• Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
• How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
• When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
• What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?

Links

• Robert Sofia on LinkedIn
• Snappy Kraken

Connect with Us

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

Compliance Code: 0924-OAS-4/16/2024

Tune in to hear:

• What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field?
• What is "general purpose AI" and how does it differ from models like ChatGPT? What about "artificial super intelligence?"
• Why is the developing world, on average, more optimistic about AI than the developed world? Will our pessimism in the west around AI hamper our ability to compete in the race for AI?
• How, practically, can advisors start implementing AI to better their practice?
• What are some of Jason’s favorite AI tools he has discovered?
• How good are current AI marketing tools and where could they improve?
• What does the deeply personal future of financial planning look like and how will AI augment our ability to build out bespoke approaches for each client?
• What are some of the first things that will be taken off advisors' plates by AI and what processes will remain firmly human-first?
• Will AI free us up to serve way more clients than we have previously?
• How should we think about the ethical piece of AI in a way that doesn’t totally stifle innovation?

Links

• Jason Pereira on LinkedIn
• Jason Pereira on Twitter

Connect with Us

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

Compliance Code: 0935-OAS-4/17/2024

Tune in to hear:

• Why is it that we hate uncertainty even more than bad news?
• How does our dread of uncertainty impact our decision making process?
• If a client comes in agitated vs. paralyzed, does the means by which we resolve this uncertainty look different from reaction to reaction or do they share a common solution?
• Is normalization part of regulating your clients emotionally whether it is deeply hot or deeply passive?
• What are the 4 most common emotional reactions to uncertainty?
• How can embracing uncertainty sometimes lead to outperformance and a greater sense of purpose?
• Why is uncertainty often a prerequisite for growth and learning?

Links

• Orion Advisor Academy

Connect with Us

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

Compliance Code: 0682-OAS-3/20/2024

Tune in to hear:

• Why does Dr. Stutman use a behavioral, rather than a psychological, approach to leadership? What are the differences between these two approaches?
• What are some of the common qualities shared by many of the world’s best leaders? Also, were any of these particularly surprising or unexpected?
• What role does admiration play in effective leadership?
• How do great leaders strike a balance between adhering to first principles while also flexing when contextually appropriate?
• What do leaders who engender great followership have in common? Did any of this particularly stand out to Dr. Stutman?
• When we think of leaders who drive results, our caricature is perhaps that they are hard nosed and detail oriented. Is this often the case, or are many results focused leaders quite different from this caricature? If so, what qualities do they often have?
• What advice would Dr. Stutman give to financial advisors who want to go at it alone for their personal investment portfolio?
• What tips does Dr. Stutman have for picking out admired leaders in an interview process?

Links

• Admired Leadership Institute
• All American Speakers

Connect with Us

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

Compliance Code: 0623-OAS-3/11/2024

Tune in to hear:

• What life experiences put Jane on a path to become a listening coach?
• What is generative listening and how does it differ from other forms of listening?
• In what ways did becoming familiar with generative listening transform Jane’s life?
• What does Jane mean when she says “listening to ignite thinking in others?”
• What role does empathy play in the process of being a generative listener?
• What are the five levels of listening that Jane delineates?
• How should responses be crafted to encourage or deepen generative listening?
• What does Jane’s mnemonic “EARS” stand for?
• Why do speaking skills get so much attention, in books and coaching, while listening often goes ignored?
• Some tips on how to listen to those who you don’t necessarily share values with.
• How can we be better about remembering names after meeting others?
• How might we carve out more time to just think deeply in our work lives?

Links

• Jane Adshead Grant
• Jane’s Books
• Jane Adshead Grant on LinkedIn
• Time to Think

Connect with Us

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

Compliance Code: 0625-OAS-3/11/2024

Tune in to hear:

• What makes women so uniquely good as behavioral investors?
• Why have many thought of women as particularly risk averse for so many years and what systems, on the trading floor and elsewhere, have perpetuated this misconception?
• Some book recommendations on women in investing and its history.
• Examples of how insidious the bias against women in finance can be.
• What can we do to attract more women to financial services when we know they are so well suited for the field?
• What can we be doing better, as an industry, around how we treat and communicate with our clients who are women?
• Why is the financial services industry seeing fewer and fewer new recruits and how can we get young talent interested in this work? Might career changers play a big role here?
• If Lindsey were to design a training and hiring program for new advisors, what changes might she make to improve the terrible attrition rate the industry currently has?

Links

• Lindsey Lewis on LinkedIn
• Lindsey Lewis on Instagram
• The Center for Women in Financial Services
• Women Working in Wealth Podcast

Connect with Us

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

Compliance Code: 0620-OAS-3/11/2024

Tune in to hear:

• How might financial planning conversations need to change in light of the new longevity many will experience?
• How will the “100 year life” affect the 3 life stages (education, work and retirement) that used to be more clearly delineated?
• How might we be able to give more salience and power to our mental image of a future self? What does Dr. Mathar’s research around this topic suggest?
• What are the differences between financial wellbeing and financial independence?
• If financial independence is all about a dollar value, how does financial wellbeing look different?
• Are there any heuristics Dr. Mathar can offer about following the money vs. following your dreams?

Links

• Dr. Thomas Mathar on LinkedIn
• Aegon UK

Connect with Us

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

Compliance Code: 0564-OAS-3/6/2024