Tune in to hear:

• What does the financial services industry get wrong about the role marketing and sales should play in an organization? How does Potomac approach marketing differently than other firms?
• If Christopher had to distill his marketing ethos down to 2-3 principles, what would those be?
• Why does Christopher believe that it is just as important to repel people as it is to attract them with your brand? Why is this brand authenticity so important?
• How can you turn your personal passions into a compelling story and draw for your brand?
• What is the real reason so many advisors shy away from content creation? The ostensible answer is that they are too busy, but is there often a deeper reason?
• How would Christopher encourage brands to be authentic, but to do so in a way that appears natural and not too overt or forced?
• If an advisor has very little brand recognition and wants to change this, what are one or two things that they can do and one or two things that they should ignore while trying to grow their brand?

Links

• Christopher Norton on LinkedIn
• Potomac

Connect with Us

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

Disclosures:

These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Compliance Code: 2085-U-26196

Tune in to hear:

• Why does Dr. Whelan think that purpose is something we build rather than something we discover? Also why, as a culture, do we view purpose more like an epiphany rather than something we actively construct?
• How are happiness and purpose distinguished and how should we optimize for one or the other? How did Plato’s philosophy separate the two and did he believe they were mutually exclusive on some level?
• Does Dr. Whelan think that we, as a society, over optimize for short-term, hedonic happiness and don’t focus enough on long-term eudemonic flourishing?
• How can we better recognize the purposeful things we are already doing in our lives? Why is taking a moment to acknowledge this so powerful?
• How do we keep this from becoming just another item on an already too full to-do list, another weight on our backs or another form of perfectionism?
• On the one hand, we know that service and living for others can bolster our purpose, but we also know this can be overextended at the expense of ourselves. How does Dr. Whelan propose that we better balance these two facets of purpose?
• When our values seem to be at odds with each other, how should we ascertain which values we should be prioritizing?
• Is there anything about happiness and living with purpose that Dr. Whelan has had a 180 on since dedicating herself so deeply to this research?

Links

• Dr. Whelan’s Website
• Finding Your Purpose
• Dr. Christine Whelan on LinkedIn
• Dr. Christine Whelan on Instagram

Connect with Us

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

Disclosures:

These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Compliance Code: 2081-U-26196

Tune in to hear:

• Why do tweens seem to fall between the cracks, in terms of products, advice and services aimed at them, and why did Jamie focus on this niche demographic for her new book?
• From a developmental perspective, what should parents and caregivers understand about how 10-14 year olds think, learn and make decisions?
• When thinking about jobs for teenagers, how should parents think about jobs that build work ethic and resilience versus higher paying jobs that might more effectively prepare them for the future?
• When you’re teaching your tweens about saving, investing and working, how should you incorporate education around gratitude and avoiding entitlement?
• Tweens are growing up with digital payments, investing apps, crypto, TikTok influencers etc - how does this change the parents’ responsibility and the way they should teach about financial literacy?
• How can we, as parents, examine our own money scripts before we start teaching the next generation?
• What mistakes does Jamie see parents making, when it comes to teaching tweens about money, and what would she have them do differently?
• If there’s one positive thing that every parent listening to this could implement to help their tween build a healthy relationship with money, what should that be?

Links

• Jamie's Website
• Jamie Bosse on LinkedIn
• Money Boss Mom (Book)
• Investing For Tweens (Book)

Connect with Us

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

Disclosures:

These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Compliance Code: 2007-U-26188