Building Trust Through Authenticity in Financial Advisory

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

• Connect With Bre on LinkedIn
• Watch Tune Out the Noise ~ Code: MARKETSWORK
• Work with Dimensional
• You Know More about Investing Than You Think

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