How Orion Leverages Tech Know-How and Behavioral Finance for Advisors
By Orion (Sponsored)
Orion has established itself as one of the top wealth tech providers by combining tech know-how with cutting-edge offerings in the behavioral finance field that offer financial advisors a unique set of services.
Now, Orion is being recognized in eight separate categories as part of the Think Advisor Luminaries Class of 2024.
To better understand the company’s approach, CEO Natalie Wolfsen, who is nominated this year in the Executive of the Year category, and Chief Behavioral Officer Dr. Daniel Crosby, who is nominated in the Thought Leader of the Year category, recently sat down with Think Advisor Contributor Bobbie Turner to discuss the company’s goals and philosophy.
Wolfsen and Crosby also discuss:
> What Orion’s "choose your own adventure” strategy means for advisors;
> How behavioral finance and psychology are changing the financial advisor field; and
> What advisors should be thinking about in 2025
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.