Invest Well, Be Well

In this episode, we discuss how to reframe uncertainty into a strength rather than a liability, how advisors and leaders can build resilience for market shocks, how advisors can better integrate investing well with living well, why repairability trumps compatibility in teams and relationships and much more.  Learn more about Naomi’s research and her role at Orion Advisor Solutions. How should a hi...

In this episode, we discuss Bob’s ilustrious and varied career, what he remembers about growing up in Germany during WWII, his thoughts on the role of central banks and crypto currency, why he believes Keynesian Economics is fundamentally flawed and much more. What did growing up in Germany during WWII teach Bob about risk, scarcity and humility, both professionally and personally? What was Bob’s...

In this episode, we discuss the problem Parti Pris is solving for advisors and their clients, the non-negotiable principles of wise investing, how to achieve true diversification at a household level, the most crucial risk management tools, how Joe’s entrepreneurial journey has shifted the way he thinks, how the ETF and Direct Indexing landscape may evolve in the coming five years and much more. W...

In this episode, we discuss the underlying principles of technical analysis, why so many institutional investors overlook or misunderstand technical analysis, what disciplined investing looks like, how quantitative investing and behavioral investing overlap with technical analysis and much more.  Learn a bit about Dave’s professional journey and what he’s doing today. In Dave’s own words, what is...

Tune in to hear: In this episode, we discuss how to best balance tech efficiency and human empathy, how data is changing the way advisors serve investors, why advisors and investors should consider allocating with boutique managers, advice for business founders in present day and much more.  In Robbie’s view, what is the right balance between tech efficiency and human empathy in wealth management?...

Tune in to hear: In this episode, we discuss Fritz’s work at 3EDGE, three timeless investment principles, the difference between real risk and perceived risk, how diversification in today’s world may be more nuanced than ever and much more. Learn about 3EDGE and the work that Fritz does there. At the highest level, what would Fritz say are three investment principles that are timeless? From Fritz’...

Tune in to hear: In this episode, we discuss how to take great investment theory and make it actionable for the everyday investor, some of the biggest behavioral mistakes Donald has seen in both individual and professional investors and how to synthesize the cultures of two merging finance firms. Learn more about Mercer’s culture and investment philosophy from their CIO How does Mercer balance the...

Tune in to hear: In this episode, we discuss Randy’s work at Intention.ly , what being future ready means and why it is so urgent now, what separates firms that strive through industry change from those that struggle, how Randy helped craft the culture at Orion and much more. How would Randy describe his professional journey and what led him to his current work at Intention.ly? What does being “fu...

Tune in to hear: In this episode, we discuss why The Great Wealth Transfer is often overstated and we add some nuance to that conversation, how wealth managers should rethink their strategies to better serve the next generation, what product innovations are true innovations and which are overhyped and why next gen investments like tokenization & sports betting may be here to stay, for better or fo...

Tune in to hear: In this episode, we discuss how to foster cross-functional collaboration when silos start to form, what leadership practices are transferable across different disciplines, how the Fintech industry will continue to shape the investment landscape and much more. What first drew Chris into the fintech and financial services industry and what helps him stay energized about it today? As...

Tune in to hear: In this episode, we discuss why ETFs are such a powerful tool for wiser investing, how the ETF industry may evolve going forward and lessons of resilience from Allison who lost her home and all her belongings to the LA wildfires. Learn more about Allison’s career and what led her to her current role at State Street Investment Management What does Allison believe are the qualities...

Tune in to hear: In this episode, we discuss the importance of storytelling and laughter in building client relationships, some tips for preparing for big public speaking engagements, tips for non-verbal communication in online conferencing and much more. Learn about Arthur’s professional journey and how he got to where he is today. Why does Arthur think communication is so important for professio...

Tune in to hear: In this episode, we discuss how tokenization will change the future of asset management, alternative investments, artificial intelligence and how functional medicine can improve performance in your life and career. What drew Skyler to alternatives and digital assets originally? How does Skylar define alternative investments? What role should alternatives play in building sound, lo...

In this episode, we discuss innovation, what to look for in growth tech companies, Main Management’s ETF TMAT, large language models and how to “own your future.” What advice does James have to offer for other young professionals hoping to enter the financial services industry?  What does Main Management believe is not currently working about the traditional ways of capturing growth in the markets...

Tune in to hear: In this episode, we discuss how Dick’s varied career experiences have shaped his outlook on life, the power of optimism, traits Dick has observed across successful leaders and the power of deep reading and a love of knowledge.  Looking back over Dick’s varied career, what guiding principles have guided his decision making across such different areas? What does Dick believe makes a...

Tune in to hear: In this episode, we discuss Wes’s career and company, how his experience in the Marines has shaped his investing philosophy, the importance of transparency in investment strategy and how investors can balance simplicity and sophistication in their portfolios. Learn about Wes’s career history and what led him to build a firm that really does things differently with Alpha Architect?...

Tune in to hear: In this episode, we discuss Darol’s career, how alternative income funds with option overlays fit into long-term investment plans, common misconceptions about options strategies and day-to-day routines that will help you stay grounded. When it comes to investment management firms, why does Darol think culture is so important? What does Darol believe are the key principles of wise,...

Tune in to hear: In this episode, we discuss Brent’s journey to coaching and leadership development, common mindset blocks that limit professional and personal success and some of the under appreciated traits shared by great leaders. Brent’s business is called “Your Limitless Coach.” What does being limitless mean to Brent and how does he help others realize that? What are Brent’s core beliefs, or...

Tune in to hear: In this episode, we discuss Tom’s career, how certain ETF strategies can stand out in an increasingly crowded space and David Brooks’ idea of “The Second Mountain” and what that looks like for Tom. If Tom had to describe his career journey in a single sentence, what would that sentence be? What drew Tom to investing, in general, and more specifically to ETFs? Was there a moment or...

Tune in to hear: In this episode, we discuss what inspired Emily to focus on voice marketing and personal branding in particular, why Emily believes “attention is the new oil,” why personal branding is so critical in an industry centered around trust and why “individual-market fit” is just as crucial as product-market fit. How did Beetle Moment Marketing come to be and what inspired Emily to focus...

Tune in to hear: In this episode, we discuss Skip’s career, the future of the independent IRA industry, how we can “keep the soul” of financial advice and so much more! What are some of the pivotal moments that really shaped Skip’s professional path? What lessons has Skip learned about creating impact across an organization, or across an industry? From Skip’s perspective, what’s the state of the i...

Tune in to hear: In this episode, we discuss Brittany’s career, her passion for travel and her wellness and meditation routine that centers her personal and professional life. We also take a closer look at the exciting future of alternative investments.  Learn more about Brittany’s background, Banríon Capital’s mission and what sets Banríon apart in the alternative space. Banríon is focused on “de...

Tune in to hear: In this episode, we discuss Eric’s career, the importance of servant leadership, the future of Fintech and how to maintain perspective and resilience during life’s most challenging times. What originally inspired Eric to create the Orion platform and how did his personal values shape the company’s mission? As Orion grew, how did Eric maintain a company culture centered around purp...

Tune in to hear: In this episode, we discuss Jim’s career, the relationship of company culture to performance, the human-side of investing and how firms that work remotely can still cultivate a strong company culture. What experience shifted Jim’s focus to the “human-side” of investing? Which one of Jim’s books best captures his philosophy today and what core message from that book still resonates...

Tune in to hear: In this episode, we discuss Jurrien’s career, his uniquely narrative approach to technical analysis and his secrets for unlocking resilience and wellness in daily life. What has been most rewarding about working and growing in Jurrien’s career at Fidelity? Also, learn more about his current position Was there a formative moment in Jurrien’s career that shaped his approach to techn...