Tune in to hear:

• Why does the concept of the meaning of life often feel unknowable, undefinable and impractical for so many people?
• What is the etymology of the word meaning and what can we learn from this?
• How do coherence, significance and purpose relate to meaning and how can we harness these 3 facets of meaning to lead a more meaningful life?
• What is the Greek notion of Eudaimonia and how does it relate to significance and meaning?
• Why is purpose one of the most critical dimensions of meaning? What effect does purpose have on coherence and significance?
• Learn about Dr. Crosby’s “The 3 B’s” shorthand for the quest to a meaningful existence

Links

• The Soul of Wealth

Connect with Us

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

Compliance Code: 0066-U-25008

Tune in to hear:

• What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere?
• Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward?
• What is an example of a compelling promise a wealth management firm could make to their clients?
• Is it time for those who entered the business because they love picking stocks and crunching numbers to roll off, re-educate or learn new skills? Also, what can we do to attract the next generation of talent?
• When Joe looks at the RIAs he’d want to invest in vs. those he would pass on, what are the defining differences between them?
• How can Joe separate the wheat from the chaff during their vetting process?

Links

• Joe Duran on LinkedIn
• Rise Growth Partners
• Joe Duran on Twitter

Connect with Us

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

Compliance Code: 3066-OAS-11/27/2024

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

• Breanna Rae Blaney
• Breanna Rae Blaney on LinkedIn
• Dimensional Fund Advisors

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