About the Episode:

In this episode, The Orion CEO, shares what inspires the creation of Orion’s many offerings, who has most impacted his leadership style and how trust played a pivotal role in a critical acquisition.

He goes on to discuss his views around the importance of AI and Behavioral Finance in wealth management and why he’s so bullish on direct indexing.

Plus, his heartfelt Big Reveal that is love letter to the industry.

About the Episode:

In this episode, The Cambridge CEO and self-described adrenaline junkie, shares the important role an “internship” played in her journey into the financial services industry,

what she always asks herself before taking a risk, the topic that keeps many advisors up at night and why crisis management skills can make or break a great leader. Plus her views on the importance of creating inclusive cultures, and a BIG Reveal that may cause many to rethink their hiring criteria.

Dr Preston Cherry: His View on the important role Behavioral Finance plays in planning, questions every advisor needs to ask prospects and why he swears by his Costco niche practice philosophy

In this episode, Dr Cherry discusses the critical role psychology plays when talking to clients about money, the number one mistake that can derail any marketing plan, his must ask questions to prospects and why he’s betting on Gen X to fuel his practice. 

He also shares what the financial planning students he teaches are the most curious about and what drew them to their major.

Plus: Vinyl Record collection musings and a Big Reveal that we all can “read” about next year!