Tune in to hear:

• Where do people consistently misperceive their own behaviors and their own financial tendencies? Also, what are the forces that drive those blindspots?
• Why do so many financial planning tools optimize for all the wrong things and how can we make client services better center the client and their goals?
• What are Marla’s hopes for the world of tech when it comes to minimizing the “knowing-doing gap?”
• Do people need more financial literacy or self-literacy/self-awareness?
• In the medium term, how does Marla see the role of the financial advisor changing with respect to AI? What’s the place of behavioral coaching in this new world?
• How does Marla think about the “creep factor” in her own business and how can we see clients for who they are without overreaching?
• What lessons, as an entrepreneur and business owner, has Marla learned from introspection about how to uplift herself after a hard day?

Links

• Marla Sofer on LinkedIn
• Knowing Me, Knowing You Podcast
• Knomee

Connect with Us

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

Compliance Code: 1005-U-26086

Tune in to hear:

• What does Swiss-born British author Alain de Botton have to say about Macbeth’s cynical soliloquy on the brevity and meaningless of life? Why does he state that despair and hope are two sides of the same coin?
• How does storytelling make a truth durable in our minds by linking an idea to an ego?
• Why is our internal dialogue one of the most important stories that we tell? How can we go about making it a more productive dialogue and less self-depricating?
• How can Albert Ellis’ “ABC Model” help us counteract irrational thoughts and cognitive distortions?
• What is an exercise you can work through to help correct detrimental self-speak?
• What is The Significant Objects Project and what can it teach us about the importance of narrative as it relates to valuation?

Links

• The Soul of Wealth
• Orion’s Market Volatility Portal

Connect with Us

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

Compliance Code: 3328-U-25338

Tune in to hear:

• What mindset differences does Brad notice between advisors who are barely getting by and the ones who are 2-4xing their business?
• Why is focusing on talent acquisition and having a convincing growth story such an important part of growing your business?
• What is the baseline mindset that Brad often has to move advisors away from to encourage their growth?
• What distinguishes high-growth cultures from mediocre cultures and what are some actionable ways a company can improve their culture?
• What’s the psychology behind closing the knowing-doing gap for advisors?
• What are two actionable things listeners can begin practicing today to grow themselves or their business?

Links

• The Soul of Wealth
• Orion’s Market Volatility Portal
• Brad Johnson on Twitter

Connect with Us

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

Compliance Code: 2721-U-25279