Discover the intriguing origins of the phrase 'going postal' and its implications for modern work culture. Learn how workplaces infused with purpose outshine others, demonstrating a staggering 1,681% return over a decade and a half. Explore Victor Strecher's findings on the essential elements that foster meaningful employment. Gain insights into aligning personal aspirations with organizational goals to cultivate a thriving, purpose-driven environment.

Join Joe Duran, founder of United Capital and Rise Growth Partners, as he brings a human-centric approach to wealth management. He shares insights on why many firms stick to outdated educational methods instead of embracing client-centric tools. Joe discusses the importance of aligning financial planning with clients' life goals and the need for wealth managers to adapt their skills. He also highlights how to differentiate between promising RIAs and those to avoid by focusing on values and behaviors rather than just numbers.

Breanna Blaney, a human-first investment expert at Dimensional, shares transformative insights on connecting life and investing. She discusses the industry’s shift towards a ‘Life Invested’ approach, emphasizing that emotional intelligence is key to fostering trust between advisors and clients. Breanna tackles the fears advisors face about vulnerability, advocating for authenticity in financial discussions. She also offers self-reflection tips for advisors to enhance their practice and build meaningful client relationships.

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?LinksDr. Christina Lynn on LinkedInMariner Wealth AdvisorsConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 2455-OAS-9/23/2024

Tune in to hear:Get a better sense of the size and scope of the racial wealth gap problem in the US.Should financial advisors play a role in addressing these inequalities? Also, do historical factors, such as systemic discrimination and redlining, largely to blame for the genesis of this disparity?What sort of systemic inequities and injustices are we up against today and what can we do to combat these?What cultural differences, and attitudes, towards money, risk and investing should non-black practitioners be aware of when working with black clientele?What can we do as an industry to win some trust back and will part of that be through education and outreach?Does Adam see tech as a potential equalizer or exacerbator of the racial wealth gap?How can we best meet each client where they are at, as individuals?Citations17 cents on the dollarInheritance likelihood and magnitudeBlack wealth holdings228 YearsLinksAdam Tolliver on LinkedInAdam Tolliver on YoutubeArtisan Financial StrategiesThe Hidden Cost of Being African AmericanThe Black Tax: The Cost of Being Black in AmericaConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with Orion The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.Compliance Code: 2356-OAS-9/13/2024

Tune in to hear:What elements do “tulip mania,” the roaring twenties and the .com bubble share and what should be our biggest takeaway from these historic market events?What is the "affect heuristic" and how should we be thinking about it in relation to our investment decision making?How do the emotional states of euphoria and despair effect our risk tolerance? Do these emotions also effect how much we are willing to pay or sell an asset for also?What are somatic markers and how do they influence our decision making process?What can we learn from “circular techniques” in martial arts?What is the “Save More Tomorrow” Campaign and how does it exploit our status quo bias for good?How can goals based investing create more emotional buy in to your portfolio?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 2339-OAS-9/12/2024

Michael Finke, Chair of economic security research at the American College of Financial Services, dives into the intricacies of behavioral finance in retirement planning. He discusses how fear during market downturns can lead to impulsive decisions and the importance of proactive advising. Finke reveals the necessity for personalized investment strategies and elaborates on mean reversion's role in market dynamics. Additionally, he explores how tracking savings can positively and negatively influence financial habits, emphasizing a balanced approach to managing personal finances.

Greg Davies, a leader in behavioral finance, shares his innovative insights on the evolving landscape of this field. He discusses how emotional factors heavily influence financial decision-making and warns against over-relying on intuition. The integration of AI with behavioral finance is also highlighted, revealing opportunities for hyper-personalized financial advice. Plus, Greg provides valuable perspectives on navigating risk preferences within households and the historical shifts in behavioral finance, particularly after the 2008 crisis.

Tune in to hear:What was Megan’s favorite finding in the deep research she did for this book?Learn about Truman’s financial anxiety and how this impacted him.Why is it harder to pivot and recover from financial pitfalls than it used to be?What advice did Calvin Coolidge get from his stock broker?How did George Washington make his money and what differentiated him from his peers?Why does Megan find Hoover’s money story so captivating?Learn more about Jimmy Carter’s financial story.Which president was the best money manager and which was the worst and what can we learn from their examples?How much should a candidate’s personal finance skills impact our vote, if at all?LinksMegan Gorman on LinkedInChequers Financial ManagementAll the Presidents’ MoneyConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionThe Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.Compliance Code: 2008-OAS-8/8/2024

Tune in to hear:Did Cady’s recent book, The Art of the Sabbatical, come from a place that was very personal and meaningful to Cady? If so, what was it that made this project so personal for her?In Cady’s experience, are many of those hoping to take a sabbatical doing so to just take a break from work or are they in search of a deeper, transformative end goal?How should one start to think about the financial realities of preparing for a sabbatical and how will they know when they’re ready?Is there an optimal length of time, on average, for a sabbatical to be?What would Cady say to someone who fears using FMLA, for reasons of burnout, for fear of stigma or a reputational shift at their place of work?Why is there such a big stigma around taking breaks from work? Where did the paradigm come from that we should work for decades and then have decades of leisure, rather than a more integrated process of taking breaks throughout our working life?What are a couple fundamental do’s and don’ts of putting together a successful sabbatical?What can be done to minimize career harm upon re-entry post sabbatical?Are there any stories from Cady’s clients’ lives that illustrate really transformative experiences that happened over a sabbatical?For those with a few weeks vacation time, what might be a productive way of thinking about how to best use that time?LinksCady North on LinkedInNorth Financial AdvisorsCady NorthThe Art of the SabbaticalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionThe Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.Compliance Code: 1993-OAS-8/7/2024