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Orion Podcasts – November 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.

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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.

Eric Crittenden – All Weather Investing

Akhil Patel – The Hidden Order of Markets

Stacy Havener – The Scientist and the Storyteller Miniseries (Pt. 3)


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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.

Geopolitical Risks: Prepare for the Future by Stress-Testing Different Scenarios with New York Life Investments’ Lauren Goodwin


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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.

The Five Criteria for Building Successful Client Relationships with Invesco Consulting’s Brett Van Bortel

Investing in High-Quality International Stocks with Polen Capital Management’s Todd Morris and Daniel Fields

The Rise of Liquid Alternatives with Simplify Asset Management’s Michael Green

Growth Investing and the Future of Active Management with Columbia Management’s Tom Galvin

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

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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.

The Changing World of Wealth Management with Noreen Beaman



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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.