Aug 30 2023 36 mins 40
Tune in to hear:
- What the landscape of financial planning looks like broadly in the United States.
- How working with a financial advisor plays a prophylactic role that extends just beyond mere performance and into mental health and one’s interpersonal relationships.
- Why money is an emotional hair trigger for so many people.
- Whether or not you can take your clients further than you’ve taken yourself.
- What “The Pratfall Effect” is and how can you use it to your advantage.
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.
Compliance Code: 2129-OAS-8/2/2023
Ad Compliance Code: 2120-OPS-8/2/2023
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