Tune in to hear:

• How does Guy de Maupassant’s short story, The Necklace, illustrate the importance of gratitude and how a lack of it can lead to personal misfortune?
• What does contemporary Psychology research show about the transformative power of gratitude in our lives?
• What are some examples of reciprocal altruism in the Animal Kingdom, aside from humans?
• Why is gratitude sometimes called the mother of all virtues?

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:

Tune in to hear:

• What novel approach did Hungarian Mathematician Abraham Wald utilize to better understand which parts of American planes needed improved armor during WWII?
• What is “survivorship bias” and how did Abraham Wald avoid this?
• Why does professor Scott Galloway suggest that we should follow our talent, or gift, rather than our passion?
• What are the key differences between a fixed mindset and a growth mindset and what do life’s outcomes for each mindset look like, on average?
• Why is effort more predictive of success in romantic relationships than passion?
• Why do we tend to lose intrinsic motivation, or passion, for tasks for which there is an extrinsic reward like a paycheck?

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: 1954-U-25202

Tune in to hear:

• What can we learn from Leonardo da Vinci about harnessing curiosity to fill our lives with purpose?
• Why does science writer Sharon Begley think that curiosity is the mental counterpart to physical hunger?
• What is an example of how curiosity is hardwired into our genetic makeup?
• What can “convergent” and “divergent” ways of thinking tell us about why creativity must be actively cultivated to avoid squelching it?
• What did author Susan Engle discover about how curiosity steadily diminishes throughout grade school if it’s not actively attended to?
• How is curiosity correlated to longevity, if at all?
• What are some actionable ways we can cultivate creativity in our daily lives?

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: 1967-U-25202

Tune in to hear:

• What are anti-goals and why are they often just as, if not more, powerful than goals?
• What does the prospect theory of behavioral economics have to say about the uniquely motivating power of a villain?
• Why do humans have asymmetrical risk preferences and what does this reveal about human nature?
• What did famous investor Charlie Munger mean by his famous quote “invert, always invert?”
• What is the Stoic exercise of “Premitatio Malorum” and how can it be used in everyday life?

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: 1754-U-25176

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

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

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?

Links

• Dr. Christina Lynn on LinkedIn
• Mariner Wealth Advisors

Connect with Us

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

Compliance Code: 2455-OAS-9/23/2024