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Orion Podcasts – June 2023

Category: Resources
Orion Podcasts - Standard Deviations

Orion produces a lot of great podcast content each month to assist you in your journey as an advisor. We’re pleased to provide links to recent episodes here and hope you’ll find many of these informative and/or inspiring.

Standard Deviations podcast icon

Standard Deviations

Get the best in BeFi with Dr. Daniel Crosby’s weekly Standard Deviations podcast, which takes a look at money, mind and meaning, all through a psychological lens.

Derek Hagen – Working with Change-Resistant Clients

Dr. Michael Finke – The Science of Happy Retirement

Amy Mullen – 5 Steps for Values-Based Financial Planning

Brendan Frazier – 10 Rules for Human-First Financial Advice

You can also follow Standard Deviations on LinkedIn for a monthly summation of recent episodes.

 


Weighing The Risks podcast icon

Weighing the Risks

Prepare for the certainty of uncertainty in this monthly podcast focusing on market scenarios with Rusty Vanneman, CFA, CMT, BFA, Orion Chief Investment Officer – Wealth Management.

2023 Banking Crisis: Prepare for the Future by Stress-Testing Different Scenarios with Janus Henderson’s Kevin Preloger

You can also follow Weighing the Risks on LinkedIn for a monthly summation of recent episodes.

 

 


The Weighing Machine podcast icon

The Weighing Machine

Tune into Orion’s The Weighing Machine with Rusty Vanneman, CFA, CMT, BFA, Orion Chief Investment Officer – Wealth Management, to cut through the market clamor and help investors reach their long-term financial goals.

Macro-Economy and Market Dynamics with Invictus Research’s Mike Singleton

The Five Key Concepts of Building Successful Investment Models with Dynamic Advisor Solutions’ Kostya Etus

Tactical Income Strategies with Hilton Capital Management’s Alex Oxenham

You can also follow The Weighing Machine on LinkedIn for a monthly summation of recent episodes.

 


The Fuse Show podcast icon

The Fuse Show

Orion’s Ryan Donovan and George Svagera discuss and debate what’s trending in fintech, plus share how advisors can innovate beyond the traditional, disrupt the status quo and win more business.

Empowering Advisors in the Era of Alternative Investments with Matt Brown

You can also follow The Fuse Show on LinkedIn for a monthly summation of recent episodes.

 


1728-OAT-6/26/2023

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Posted by: Redtail Technology
About:Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.