About the Episode:

In this episode, The Orion CEO, shares what inspires the creation of Orion’s many offerings, who has most impacted his leadership style and how trust played a pivotal role in a critical acquisition.

He goes on to discuss his views around the importance of AI and Behavioral Finance in wealth management and why he’s so bullish on direct indexing.

Plus, his heartfelt Big Reveal that is love letter to the industry.

About the Episode:

In this episode, The Cambridge CEO and self-described adrenaline junkie, shares the important role an “internship” played in her journey into the financial services industry,

what she always asks herself before taking a risk, the topic that keeps many advisors up at night and why crisis management skills can make or break a great leader. Plus her views on the importance of creating inclusive cultures, and a BIG Reveal that may cause many to rethink their hiring criteria.

Dr Preston Cherry: His View on the important role Behavioral Finance plays in planning, questions every advisor needs to ask prospects and why he swears by his Costco niche practice philosophy

In this episode, Dr Cherry discusses the critical role psychology plays when talking to clients about money, the number one mistake that can derail any marketing plan, his must ask questions to prospects and why he’s betting on Gen X to fuel his practice. 

He also shares what the financial planning students he teaches are the most curious about and what drew them to their major.

Plus: Vinyl Record collection musings and a Big Reveal that we all can “read” about next year!

In this episode, The Hightower CEO discusses the present state of M&A deal flow and his advice for sellers now, how culture is taking center stage at his firm, the important role technology plays in a firm’s growth strategy and why making an impact has become a priority.  

He also shares what made him choose wealth management as a career, his role in advancing the InvestmentNews 40 under 40 initiative, and a Big Reveal that, up until a short time ago, he would not have revealed.

Marguerita Cheng: Her Advice on everything from building her practice from scratch and becoming referrable to the importance of empathy, ethics and risk.

In this episode, the CEO of Blue Ocean Global Wealth, shares how she used her own life experience to jumpstart her career as a planner, the keys to making yourself referrable and the undeniable power of empathy.

She also shares practice management tips, why she teaches ethics and her methods for communicating with clients during uncertain times.

Plus: Her Big Reveal that is certain to leave an impact

In Episode One of Season Three, the CEO of Invent discusses his vision for solving our industry’s technology integration problem, why data is the "heartbeat' of your business, what most firms get wrong when it comes to advisor tech adoption and how a scene from a 2002 movie may hold the secret to the future of wealthtech.

He also shares the advice Jud Bergman, the co founder of Envestnet, gave to him that he uses every day in business and how his experience in coming to America at age 18 shaped who he is as a business leader today.