Podcast Episodes
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Nathan Astle - Building Trust and Support: The Power of Empathy in Advisory Practices
Episode 143
Nathan Astle is the founder of Relational Money LLC where he offers training to financial advisors and money coaches on basic financial therapy skill…
5 years, 7 months ago
Tim Holland - Making Sense of the 2020 Market
Episode 142
Tim Holland is the Chief Investment Officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfoli…
5 years, 7 months ago
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, 7 months 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, 7 months 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, 7 months 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, 7 months 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, 7 months 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, 8 months 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, 8 months 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, 8 months ago