The Fuse Show

By Orion Advisor Technology

Join Natalie Wolfsen, Orion CEO, and Brian McLaughlin, President of Advisor Tech, in this special takeover season of Orion’s The Fuse Show, where they’ll share compelling stories of innovation across ... more

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FAQs about The Fuse Show:

How many episodes does The Fuse Show have?

The podcast currently has 52 episodes available.

The Fuse Show episodes:

November 01, 2022Integrating Behavioral Finance and Wealthtech Solutions with Daniel Crosby
Advisor-client relationships are multifaceted, influenced by various factors ranging from market conditions to the client’s circumstances. The ability to provide holistic financial advice requires an understanding of psychological influences that affect decision-making.
In this episode, George and Ryan talk with Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of the mind and markets. He co-authored a New York Times best-selling book titled, “Personal Benchmark: Integrating Behavioral Finance and Investment Management”.
Daniel talks with George and Ryan about how behavioral finance impacts advisor-client relationships, why behavioral finance will be the next big thing in financial planning, and what people look for in a financial advisor.

Key Takeaways
[02:34] - How behavioral finance impacts advisor-client relationships.
[05:08] - What Orion's Protect Live Dream is all about.
[09:54] - The River Jordan effect in financial planning.
[15:53] - Why it's better to ask about values before goals.
[17:16] - Why behavioral finance will be the next big thing in financial planning.
[20:08] - Some of the exciting new projects Daniel is working on for Orion.
[23:35] - What people look for in a financial advisor.
[28:26] - Why clients fire their advisors.
[29:55] - How Daniel helps clients apply behavioral finance to their businesses.
[32:02] - Daniel's key takeaways from the Fuse Conference.
[37:50] - Daniel’s upcoming events.
Quotes
[03:11] - "People who work with an advisor tend to do better financially. And psychologically, they are happier, have better marital communication, have higher levels of resilience, and are more prepared for an emergency. People with a long-term relationship with an advisor had 2.7 times the wealth of their same-salary peers who were DIY investors." ~ Daniel Crosby
[19:26] - "Behavioral finance lets you be more of who you are and connect with your clients in a way that's truly differentiating and always will be." ~ Daniel Crosby
[24:46] - "The number one predictor of whether or not a client follows through on their advisor's advice is whether or not they like them." ~ Daniel Crosby

Links
Daniel Crosby on LinkedIn
Orion Advisor Solutions
Standard Deviation Podcast
The Laws of Wealth: Psychology and the Secret to Investing Success
Protect Live Dream | Orion
Brinker Capital
Ashvin Chhabra
Personal Benchmark: Integrating Behavioral Finance and Investment Management
Connect with our hosts
Ryan Donovan
George Svagera
Subscribe and stay in touch
Apple Podcasts
Spotify
Google Podcasts

1835-OAT-10/3/2022
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41min
October 18, 2022 The Beauty of Direct Indexing with Andrew Rosenberger
In the past few years, we have seen a shift in how investors view their portfolios. A greater emphasis is placed on personalization and achieving specific goals. This has led to a demand for more customized solutions.
In this episode, Ryan and George talk with Andrew Rosenberger, Head of Tax Managed Solutions at Orion Advisor Solutions. In his role, Andrew oversees the firm's direct indexing solution as means of helping financial advisors solve complex problems for their clients. He creates scalable custom solutions from transitioning legacy securities into a custom-tailored portfolio to proactive tax loss harvesting to tilting portfolios towards ESG/SRI and other personalized preferences.
Andrew talks with Ryan and George about the beauty of direct indexing, how custom indexing will be a key differentiator for advisors and the industry as investors seek greater personalization for their portfolios, and what advice he has for advisors looking for opportunities in direct indexing.
Key Takeaways
[01:42] - Andrew's perspective on how custom indexing can benefit clients.
[03:31] - The power of technology in portfolio customization.
[06:48] - How advisors delivered custom solutions in the early days.
[10:01] - How Orion helps advisors manage multiple portfolios.
[12:12] - Andrew's advice to advisors looking for opportunities in direct indexing.
[14:36] - Why do investors open accounts with the intention of losing money?
[17:34] - One of the most important things an advisor can do for clients.
[22:08] - How direct indexing can be done at the household level.
Quotes
[08:55] - "Everybody has a unique financial situation. Everybody has unique tax circumstances and their own retirement goals. To the extent that we can continue to hone in on how we create a better portfolio to meet those financial objectives, I see the use case of direct indexing much more than just tax harvesting and tax transitioning. It's how we bring the planning together with the investment portfolio." ~ Andrew Rosenberger
[12:42] - "Anytime you're working with high-net-worth clients, tax management is a central theme of what a custom index can do. We can build custom portfolios around tax management, tax harvesting, and tax transitioning. The higher the client tax rate, the more impactful we can be with the tax savings." ~ Andrew Rosenberger
[19:28] - "By calling out the tax savings number or the customization pieces of the portfolio, we can change the narrative the advisor is having with the end client." ~ Andrew Rosenberger
Links
Andrew Rosenberger on LinkedIn
Orion Advisor Technology
Daniel Crosby
Direct Indexing | Orion Advisor Tech
Connect with our hosts
Ryan Donovan
George Svagera
The Fuse Show Website
Subscribe and stay in touch
Apple Podcasts
Spotify
Google Podcasts
1740-OAT-9/23/2022
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26min
October 06, 2022The Fuse Show Is Back!
The Fuse Show is back! In each episode, Ryan Donovan and George Svagera will bring you insightful and entertaining dialogue from some of the greatest thought leaders in the industry. They will also dig into the specifics of how you can implement the best solutions, workflows, and processes into your business.
A lot has changed and there’s a lot to talk about. Our first episode will be dropping soon. Subscribe now, wherever you listen to podcasts. Learn more at orion.com.

Connect with our hosts
Ryan Donovan
George Svagera
Subscribe and stay in touch
Apple Podcasts
Spotify
Google Podcasts
...more
3min
April 05, 2021 The Fuse Show | Episode 19: Raj Udeshi & Praveen Ghanta go under the hood on portfolio stress-testing, risk analysis & business intelligence
Raj Udeshi & Praveen Ghanta go under the hood on portfolio stress-testing, risk analysis & business intelligence.

1140-OAS-04/05/2021
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38min
February 09, 2021 The Fuse Show | Episode 18: Tim Bello on what's driving the change in the RIA M&A landscape & how wealthtech is evolving
Tim Bello, managing partner at Merchant Investment Management, on what's driving the change in the RIA M&A landscape & how wealthtech is evolving.
Show notes:
Register here for Orion’s “Making the Break” Breakaway Bootcamp.
Register here for Orion’s 2021 Ascent Conference.

0455-OAS-02/09/2021
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35min
December 15, 2020 The Fuse Show | Episode 17: Jon Dauphiné on providing pro-bono financial planning services for those in need
The Fuse Show | Episode 17: Jon Dauphiné on providing pro-bono planning services for those in need
Donate here.

3340-OAS-12/14/2020
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29min
November 12, 2020 The Fuse Show | Episode 16: Heather Fortner on executing a sustainable & profitable path for business growth
The Fuse Show | Episode 16: Heather Fortner on executing a sustainable & profitable path for business growth
...more
38min
October 12, 2020 The Fuse Show | Episode 15: Brian McLaughlin on building a successful fintech partnership
The Fuse Show | Episode 15: Brian McLaughlin on building a successful fintech partnership

2590-OAS-10/12/2020
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30min
September 17, 2020 The Fuse Show | Episode 14: Daniel Crosby, Ph.D on the power of fintech & behavioral finance working together
The Fuse Show | Episode 14: Daniel Crosby, Ph.D on the power of fintech & behavioral finance working together
...more
43min
August 26, 2020 The Fuse Show | Episode 13: Orion's CSO Hussain Zaidi talks One Client Portal, Bringing Together Financial Planning & Investments for Advisors
The Fuse Show | Episode 13: Orion's CSO Hussain Zaidi talks One Client Portal, Bringing Together Financial Planning & Investments for Advisors
...more
25min

FAQs about The Fuse Show:

How many episodes does The Fuse Show have?

The podcast currently has 52 episodes available.