Podcast Episodes
Back to Search
Rusty Vanneman - Why Cautiously Optimistic Thinking Can Lead to Better Decision-Making
Episode 141
Rusty Vanneman serves as the Chief Investment Strategist for Orion Advisor Solutions, where he is responsible for overseeing the investment strategie…
5 years ago
Phil Bak - How ETFs Teach Valuable Investment Lessons: A Guide for Beginners and Pros
Episode 140
Phil is widely regarded as a thought leader in the asset management industry. As Founder & CEO of Exponential ETFs Phil raised $1.8 Billion in AUM in…
5 years ago
Hoda Mehr - What’s Next for DIY Trading? A Look into the Future of Independent Investing
Episode 139
An economist by trade, Hoda manages her company’s successful flagship portfolio. She also applies behavioral economics, data journalism and storytell…
5 years ago
Jean-Michel Pailhon - The Case for Crypto: Key Benefits and Risks of Investing in Cryptocurrency
Episode 138
Jean-Michel Pailhon is Vice-president at Ledger, the leading company in security solutions for crypto-assets, where he’s heading the company’s produc…
5 years ago
Eric Clarke - How to Drive Better Investor Behavior: Expert Tips for Enhanced Financial Decision Making
Episode 137
Eric Clarke serves as CEO for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering c…
5 years ago
Kelly Eng & Lynsey Freeman - The Surprising Truth: How Women Outperform Men in Investment Strategies
Episode 136
Tune in to hear:
What are some of the advantages of being a woman that make them uniquely suited to financial advising?
How might some of women’s stren…
5 years, 1 month ago
Chau Lai - How to Become More Human: Unlocking Your Full Potential
Episode 135
Tune in to hear:
How to keep your clients grounded in the present while making space for dreaming about future possibilities?
Some takeaways from someo…
5 years, 1 month ago
Samantha Russell - The Power of Purpose-Driven Marketing: Creating a Better World Together
Episode 134
Samantha Russell is the Chief Marketing & Business Development Officer at Twenty Over Ten. Utilizing her background in Public Relations, Marketing an…
5 years, 1 month ago
Nick Saleem - Immigrants + Finance (Pt. Three)
Episode 133
Tune in to hear:
What are some of the unique fiscal or emotional challenges immigrants sometimes face?
Nick’s perspective, as an immigrant, on “The Ame…
5 years, 3 months ago
Maddie Quinlan - Unearthing and Sculpting the Self: Mastering the Process of Inner Evolution
Episode 132
Maddie has a Masters in Behavioral Science from the London School of Economics. She is the co-founder and director of Salient, which is a behavioral …
5 years, 4 months ago