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
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.
Saundra Davis – Balancing Candor and Compassion in Client Communications
Matt Reiner – Becoming the Advisor of the Future
Amanda Clayman – Money’s Messy Middle
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.
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.
Aligning Investments and Personal Values with Crossmark Global Investments’ Bob Doll
FinTech Trends That Help Advisors Win More Business with Orion’s George Svagera and Ryan Donovan
ETF Model Portfolios and Factor Investing with Astoria Portfolio Advisors’ John Davi
How to Navigate the ETF Marketplace with ETF Action’s Mike Akins
The Complexity of Managing High-Net-Worth Portfolios with City National Rochdale’s Vern Montross
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
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.
Defined Duration Investing with Cullen Roche
Regulatory Compliance Strategies with Jeffrey Lang
The views expressed herein are exclusively those of Orion Portfolio Solutions, LLC, a registered Investment Advisor, and are not meant as investment advice and are subject to change. Information contained herein is derived from sources we believe to be reliable, however, we do not represent that this information is complete or accurate and it should not be relied upon as such. This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person.
Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com.
The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.
The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.
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