Tune in to hear:

• If Matt could take one lesson from his former life as a therapist and impart it to all the advisors that he serves, what would that lesson be?
• What compelled Matt to write his new book, Shut the F Up and Listen, and why did he think this message was particularly important in this moment we are in?
• The impulse to listen in order to respond, or to listen in order to solve a problem, is a really human impulse. How can we move beyond this and begin listening just for the sake of listening?
• What does it look like when one enters a conversation with intent and how does that look different from more opportunistic forms of listening?
• How can advisors best read what’s not being said in the room, through body language or otherwise, while remaining sensitive?
• How would Matt advise advisors to think about creating the optimal conditions for psychological safety in their offices?
• Is there ever a time that advisors should be more directive with their clients?

Links

• Matt Halloran on LinkedIn
• Matt Halloran on Instagram
• Shut the F Up and Listen

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: 2499-U-26243

Tune in to hear:

• Where’s the current interest and momentum in Behavioral Finance and where does Jay see it going next?
• Why are investors so bad at affective forecasting (i.e. imagining how they’ll actually behave during a major market downturn)?
• How can we get investors and advisors to “buy an umbrella when the sun is shining?”
• Why does taking action during market downturns feel so right and what practically can we do, as financial advisors, to try and keep people from taking action?
• Are there any ways that Jay thinks AI and technology may help us make better decisions going forward, or does he think it's all bad news?
• What does success look like, from a behavioral perspective, if we are never going to rid ourselves of emotion?

Links

• Jay Mooreland on LinkedIn
• Behavioral Advisor Academy
• The Emotional Investor 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: 2443-U-26233

Tune in to hear:

• Why do we need to begin to think about wealth in more qualitative terms with the upcoming Great Wealth Transfer?
• How can we better prepare heirs to understand their newfound relationship with wealth?
• Why does successful, multi-generational wealth preservation depend on more than investment performance? According to studies, what factors are key for the preservation of wealth across generations?
• What are the four invisible inheritances that accompany the inheritance of wealth?
• What is behavioral capital, and why do we inherit this long before we inherit financial capital?
• What is relational capital, and why is this a form of invisible inheritance?
• What are some of the crucial psychological differences between earned wealth and received wealth?

Links

• The Soul of Wealth

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: 2442-U-26233