Contact: 800-206-5030
support@redtailtechnology.com
sales@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Billing:
Mon-Fri 6am-3pm
Pacific Time

Orion Podcasts – September 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.

Jay Coulter – The 5 Dimensions of a Great Advisory Practice

Michael Kitces – Leveraging Social Accountability

Kathi Balasek – Becoming Grief Literate

Dr. Daniel Crosby – Seven Rules for Life and Money

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.

Vulnerable Residential Real Estate Prices: Prepare for the Future by Stress-Testing Different Scenarios with M2M Capital’s Marc Pfeffer

Rising Energy Prices: Prepare for the Future by Stress-Testing Different Scenarios with Teucrium’s Jake Hanley

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.

Investing in Freedom with Democracy Investments’ Julie Cane

What’s on Your Bookshelf with Orion’s Dr. Daniel Crosby

Investing in Value with Newton Investment Management Group’s Brian Ferguson

The Rise of Insourced Chief Investment Officer (ICIO) with Helios’ Chris Shuba

Replay: Investing in the Face of Market Risks with AQR’s Daniel Villalon

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

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


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.

Regulatory Compliance Strategies with Jeffrey Lang

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


2725-OAT-9/29/2023

Redtail dog with a headset

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