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How Orion Looks to Apply Behavior Finance to Today’s Markets

by Orion Advisor Solutions (sponsored)

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Behavioral finance is growing in popularity and changing how advisors view the market. Behavioral finance also requires advisors to take a more sophisticated approach when interacting with clients.

As part of the “Meet the Luminaries” video series, Orion Advisor Solutions CEO Eric Clarke and Dr. Daniel Crosby, Chief Behavioral Officer at Orion, speak with moderator Roger Wohlner about their recognition as members of the Luminaries Class of 2022, and how behavioral finance is changing the industry. In this video, Clarke and Crosby also discuss:

  • How Orion has grown over the last several years due to several acquisitions and key strategic partnerships;
  • The role that behavior financial plays in today’s market and what advisors need to know about this emerging field;
  • How understanding clients’ behavior helps advisors make better investing decisions and builds trust within the relationship.

Click play to watch the video.

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