Jimmy Wayne, Dandelion, and Stella understood the assignment. Looking their best, ready to work, and bringing that model energy. 🐾💼 Got a pup who shows up like this every day? Click the link in our bio to learn how to submit them for the Best Paw Forward challenge!
Big congrats to our Best Paw Forward winners Pickles & Olive, Stella, Priscilla, and Remi! 🏆 These stars will be popping up on your Redtail login screens soon. Ready to see your pup in the spotlight? Click the link in our bio to learn how to submit yours! 🐶✨
A modern client experience isn’t a luxury—it’s a necessity. Give your clients the service they expect with technology that matches their evolving needs.
Learn More Here https://bit.ly/3BZOoJl
🧠 This week on Standard Deviations, Dr. Crosby is joined by Jason Pereira, Partner and Financial Planner at Woodgate Financial. Jason is first and foremost a financial planner who has lived and breathed topics related to financial planning for over 20 years.
✍️ Jason is a writer, commentator, speaker, podcaster, teacher, and expert in the areas of financial planning, practice management, and fintech.
🤖 In this episode, Daniel and Jason will dive deep into the future of AI in the Wealth Management space. They'll share best practices, where we've seen these trends before, and how you can utilize AI in your practice, today.
🎧 Listen wherever you get your podcasts! https://bit.ly/3V5yy6V
#Marketvolatility is always a hot topic (and especially this year). Naturally, this chatter has caused anxiety to spike for many investors — so, how do you help combat their nerves before they strike?
Daniel Crosby, Ph.D. shares his insights on navigating these potentially rocky waters in this week's free CE course, "Perspectives on Market Volatility."
What You'll Learn 🎓
1️⃣ Understand the historical context of market volatility
2️⃣ How to put volatility into a long-term perspective to help clients avoid problematic behavior
3️⃣ Ways to guide your clients to differentiate “noise” and “information”
What You Get ✅
1 Hour CFP®, CIMA®, CPWA®, RMA®
Get access to this course and more in #OrionAdvisorAcademy — our free, digital, and mobile-friendly online learning platform to start earning #CE in a 🫰.
Enroll today 👉 #linkinbio.
⚡ Ascent 2024 is here! The Orion Advisor Academy is taking over Orion's social media for the week. So, come with me to San Diego for a week of innovating, connecting, and becoming unstoppable! Are you ready?
#OrionAscent
Advisors wear many hats 🎩
Planner✅
Trader✅
Relationship Manager✅
Therapist? We don't think so ❌
⚖️ Learn how to balance client expectations without going beyond the means of your knowledge with this new podcast episode turned CE course!
Get access to this course and more in #OrionAdvisorAcademy
😊 Enroll today through our #linkinbio
⏰ Did you know? Research suggests that the best learning is done in 10-minute increments.
🧠 We've designed our content for the Orion Advisor Academy around this, so our courses are broken into 10-minute(ish) segments to help support your learning. Between sections, we include brain breaks, like the one below, to help you reset + recharge for more! 🌊
Get access to more in #OrionAdvisorAcademy — our free, digital, and mobile-friendly online learning platform to start earning #CE in a 🫰.
😊 #linkinbio to Enroll Today!
📢 Calling all CFP Board members! Are your ethics credits complete for 2024? We have them free, on-demand, mobile-friendly, and ready for YOU! Link in bio to get started.
✅ 2 Hour CFP® Ethics Credit
Get access to this course and more in #OrionAdvisorAcademy — our free, digital, and mobile-friendly online learning platform to start earning #CE in a 🫰.
"And one such cross-cultural truism is the paradox that giving is the path to greater abundance."
This week on Dr. Daniel Crosby's popular #StandardDeviations podcast, get a sneak preview of an essay from his upcoming book, "The Soul of Wealth." In this thought-provoking, can't-miss episode, tune in to hear:
🤔 What common ground, if any, can be found across nearly all spiritual and religious traditions on the globe?
💸 What does academic research have to say about the benefits that accrue to those who are generous?
🏃 Why doesn’t spending money on ourselves bring about long-lasting joy and what role does the “hedonic treadmill” play in this?
🗺️ Why do the benefits of giving transcend economic and cultural boundaries?
💙 It's clear that generosity makes us happier, but can it also make us richer?
Don't miss it! 🎧 Listen at our #linkinbio 👇
