Tune in to hear:

• What can Elton John’s stage name teach advisors about how to make and set goals?
• What can Weezer teach advisors about workflows?
• What is the DICE acronym that can help advisors create a process around their practice?
• How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advisors approach due diligence when selecting a partner?
• What are some “comfort traps” advisors might fall into and what can The Beatles teach us about avoiding these?
• What will it take to make people more proactive and thoughtful about succession planning and what can Lynyrd Skynyrd teach us about this?

Links

• Matt Ackermann on LinkedIn
• Center Stage: How to Become the Star of Your Practice
• Integrated Partners

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 1373-OAS-5/30/2024

Tune in to hear:

• How did Phil pivot from a financial advisor position to roles focused on marketing?
• Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically?
• How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders or dentists)?
• What should be top of mind for content creators as they strive to stand out in a world inundated with content?
• What does the path look like from someone realizing they need an advisor to landing on your webpage and even filling out a contact form? What can be done to facilitate this process for would be clients?
• What can advisors do to have a better digital presence, aside from the obvious of having a well-crafted website?
• Why does Phil suggest advisors share knowledge freely on LinkedIn and elsewhere?
• Can marketing help with client retention for next gen and widowed clients?

Links

• Phil Bray on LinkedIn
• The Yardstick Agency

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 1350-OAS-5/29/2024

Tune in to hear:

• Why do humans seem to have such limited access to understanding what they want, from a financial perspective?
• Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical?
• Should we try to expand our clients’ notion of capital and what might be the broader impact on their lives if we were to do so?
• How would Andy tease out the subtle differences between goals, values and purpose and is one of these more fundamental than the rest of them?
• Does Andy often see dissonance between clients’ professed values and how they spend their money and time? How can we help our clients achieve better alignment with their values?
• How can advisors take a client’s values and transmute that into a statement of financial purpose?
• What would Andy say to clients who want an advisor who is effectively just a stock picker and not a guide to fulfilling their financial purpose?
• Why is a purpose-centered portfolio a great “regret minimization tool?”
• How often should clients revisit their financial purpose thesis?
• What are some of the benefits that accrue to both clients and advisors who go with a more bespoke, meaning-centered financial plan?

Links

• Andy Baxley On LinkedIn
• The Planning Center
• Statement of Financial Purpose

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 1304-OAS-5/23/2024