Tune in to hear:

• Why do so many ultra-high net worth individuals feel that their heirs are ill-prepared and what is to be done about this? Also, why do so many families put off the difficult conversation of succession?
• Why is The Great Wealth Transfer, at its root, a behavioral problem and not a fiscal one?
• What are five psychological barriers that keep families from talking about money and succession planning? What are some of the ways advisors can work with their clients to overcome these barriers?
• Why is status quo bias a potent obstacle in succession planning?
• Why does perceived inequity in inheritance create such a charged emotional reaction among children? What is the deeper issue it betrays?
• What are the five conversations that parents should have with their heirs as a part of the psychological and emotional work required for effective succession planning?
• How can advisors automate the succession planning process as much as possible? What are the 6 steps of this process?

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: 2872-U-26278

Tune in to hear:

• What critical point do the formal ways of measuring financial anxiety miss out on?
• What are some of the meaningful qualitative differences between how financial anxiety may present for different clients?
• What are 5 different archetypes of anxious clients you might encounter?
• What is one way that advisors can address clients’ anxiety-driven avoidance?
• How can advisors help their hypervigilant clients? Why does simple reassurance often backfire and actually encourage hypervigilant behavior?
• How should advisors best counsel clients who are prone to catastrophizing? Why is scenario planning so helpful in this case?
• What is the “control-seeker” archetype like in practice and how can advisors best help them?
• What is the “scarcity survivor” investor archetype and what should advisors do to help them?

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: 2870-U-26278

Tune in to hear:

• What did Dr. Rosier see in his clinical work that convinced him that the way in which people handle money is, at its core, partially a brain problem?
• What does clinical neuropsychology add to the behavioral finance picture when we are trying to understand why people do what they do with money and why they can know the right thing but still fail to do the right thing?
• What is one place where an underlying neurological mechanism gives birth to a behavior that a behavioral finance expert might flag and what should we do about this?
• Why do money scripts have such staying power for us, even when we may become consciously aware of them?
• What are some practical ways we can bring our money scripts to our awareness and are there some common money scripts we should be on the look out for?
• Is this the kind of thing that people need a financial therapist, or a psychotherapist, to root out or can it just be done with selfwork and introspection?
• Why are high-achievers still vulnerable to scarcity mindsets, even when it is so divergent from their present reality?
• How can people apply Dr. Rosier’s “wired framework” and what is it exactly?
• Once someone has woken up to previously unexamined money scripts, how can they sort of jam the signal when our wiring is so limbic and deep?
• If someone were to design a financial environment that makes good decisions easy and bad decisions hard, what might this look like in particular?
• What signals should investors look for that it’s time to take a step back or time to take a pause before making a decision?
• What is it that creates the gap between the financial life we say we want and the financial life we lead?

Links

• Dr. Tyler Rosier on LinkedIn
• Dr. Rosier’s Website
• Wired for 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: 2524-U-26243

Tune in to hear:

• Why did the writing of Peter’s new book end in his family getting a new puppy?
• Why does Peter believe that the perfect portfolio is the one that best suits the particular individual who owns it? Why does he think portfolio construction should be centered around human behavior instead of what is mathematically optimal?
• What are some of the most effective guardrails advisors can implement in portfolios to protect against the detrimental effect loss aversion can have on investor behavior?
• Why does Peter describe attention itself as an investment risk factor in his new book? Also, what is to be done about this from a practical standpoint?
• Does Peter have any thoughts, tips or tricks for getting investors to avoid confirmation bias more often?
• Why is our brain so eager to turn our most recent experiences into a forecast about the future and how does Peter handle this with the clients he serves?
• If people could make one financial change after reading Peter’s book, what would he hope that change would be?

Links

• Peter Lazaroff on LinkedIn
• Plancorp Wealth Management
• The Perfect Portfolio (Book)
• Making Money Simple (Book)
• The Long Term Investor (Podcast)

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: 252​-U-26243

Tune in to hear:

• What did Betterment’s 2026 Retail Investor Survey uncover about Gen Z investors and sports betting and why is this finding so significant?
• Do Gen Z’s financial prospects look more promising than Gen X and the millennials, according to the data? Are they more or less likely to contribute to workplace retirement programs?
• Why is the dopamine hit of sports betting, and similar “financial entertainment,” so psychologically powerful? Also, why are variable reward schedules such strong reinforcers of behavior?
• How do the psychological principles of recency bias, near-miss effects, social proof and loss chasing reinforce the addictiveness of gambling?
• What are the important distinctions between an investor, a trader, a speculator and a gambler? What are the different questions each of these individuals are asking?
• Why is the gamification of investing so detrimental to investor performance?
• What are some effective ways advisors can start a healthy discourse around risky investment behaviors, like sports betting or day trading?

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: 2501-U-26243

Tune in to hear:

• What did Ryan see about the way people were managing private investments that made him think his company Arch needed to exist?
• How does Ryan think the constant feedback and news around public markets affects investors and can the relative quiet of private markets give us a different experience from a behavioral perspective?
• What can the longer time horizon of private markets teach us about patience, conviction, how to invest and delayed gratification?
• For investors who rely exclusively on public markets, what sorts of exposure might they be missing from their portfolio? What role should private markets play in filling these potential gaps in exposure?
• What are Ryan’s thoughts around who should have access to private markets?
• What role can tech play in making private market investing more equitable?
• Does the Arch diligence tool ever tell investors to run far away from certain investments?
• Should the technique used to vet private companies differ in a meaningful way from the way investors and advisors vet public companies?
• Do some of the constraints around investing in private companies (e.g. the project just beginning to break ground) lead to more optimal or suboptimal investor behavior?
• What is Ryan’s prediction for the future of private markets?
• What is something that someone has done for Ryan, or something that he has experienced, that has fundamentally changed how he thinks about showing up for the people around him?

Links

• Ryan Eisenman on LinkedIn
• Ryan Eisenman on Twitter
• Arch

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: 2522-U-26243

Tune in to hear:

• What is one thing that the investment community has made more complicated than it needs to be, in John’s opinion?
• How does an oldschool, value and dividend focused shop like John’s get folks interested in this style of investing that is so well supported but seems to almost be forgotten in the present day?
• Has John found that when clients have an income element to their portfolio, they are more settled and more able to stay the course?
• How does Crawford Investment Counsel think about risk reduction in a portfolio, both behaviorally and otherwise?
• Does John look at things like beta, or is he looking exclusively at absolutely fundamental things in terms of the quality of the company?
• Where in a company’s lifecycles does Crawford Investment Counsel look and why do they believe this is a source of potential alpha?
• How does Crawford Investment Counsel ensure that they never stray from their first principles in difficult times?
• What in particular has John done to raise gentle, kind and grateful children in a world where children of means can sometimes act entitled?
• If John was approached by a 30 year old investor today, and they were asking for one piece of personal financial advice, what would he tell them?

Links

• Crawford Investment Counsel

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: 2521-U-26243

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