Tune in to hear:

• What can Queen Elizabeth I, of England, teach us about the power of saying “no?”
• Why is saying “no” just as important, if not more important, than saying “yes” in our journey towards a purposeful life?
• What can be our guidepost when deciding when to say “yes” and when to say “no?”
• How does living a purposeful life improve decision-making behavior going forward?
• What 3-step process does Oliver Burkeman lay out for saying “yes” to our highest purpose and saying “no” to things that do not serve it?

Links

• The Soul of Wealth
• Orion’s Market Volatility Portal

Connect with Us

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

Compliance Code: 1507-U-25150

Tune in to hear:

• What is Rudyard Kipling’s poem “If –” about and what can it teach us about remaining poised in the face of chaos?
• What are some qualities of the investors who fare best in turbulent markets?
• What roles does EQ (Emotional Intelligence) play in investment decision making?
• What are some practical steps for remaining calm in a churning world?
• Why is “sleeping on it” such powerful advice when it comes to investment decision making?
• How can we anchor to non-financial metrics to regain a measure of control during market downturns?

Links

• The Soul of Wealth
• Orion’s Market Volatility Portal

Connect with Us

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

Compliance Code: 1048-U-25099

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