When choosing financial advisors to invest with, it is important they care about your wants and needs when trusting them with your finances. Start with Orion Advisor Services.
In this episode, Matt Ackermann is joined by CEO of Orion Advisor Services, Erik Clarke and Chief Behavioural Officer Daniel Crosby. Erik and Daniel discuss the behavioural mindset approach they use when interacting with and ultimately investing for clients. They reveal the importance of trusting your financial advisor and how they create long-lasting relationships with their clients.
Erik Clarke and Daniel Crosby discuss:
- How their advisors have enhanced their value proposition through a behavioural mindset
- Ways you can “future proof” your business
- How important it is to create a level of trust between clients and financial advisors
- How to maximize your impact through investing
- And more
Connect With Erik Clarke and Daniel Crosby:
Connect With Matt Ackermann:
- [email protected]
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guests:
Erik Clarke, CEO of Orion Advisor Services has been working with fee-based investment advisors, supporting their portfolio accounting needs for over 15 years. Prior to Orion, Erik has had experience serving on several advisory boards including the Ameritrade Advisor Panel, Rydex Financial Services Advisory Board, NorthStar Financial Services Group and many more.
Dr. Daniel Crosby is a psychologist and behavioural finance expert who helps organizations understand the intersection of minds and markets. Within this, Dr. Daniel Crosby constructed the “Irrationality Index”, a sentiment measurement that gauges greed and fear in the marketplace from month to month. His work has been featured in the Huffington Post, Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News. Additionally, Dr. Crosby recently co-authored a New York Times Best-Selling book titled ‘Personal Benchmark” Integrating Behavioural Finance and Investment Management.
Together, Erik and Daniel are working to create a different approach to financial advising that also considers behavioural mindsets, the risk and anxiety around money, as well as the way COVID has impacted people’s daily stressors surrounding finances.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Erik Clarke is Chief Operating Officer of Orion Advisor Services and Dr. Daniel Crosby is Chief Behavioural Officer of Orion Advisor Services and are separate entities and not affiliated with Integrated Partners and LPL Financial.