- 30 minutes 42 secondsChristopher Norton - Financial Advisor Marketing: How to Build an Authentic Brand That Attracts the Right Clients
Tune in to hear:
- What does the financial services industry get wrong about the role marketing and sales should play in an organization? How does Potomac approach marketing differently than other firms?
- If Christopher had to distill his marketing ethos down to 2-3 principles, what would those be?
- Why does Christopher believe that it is just as important to repel people as it is to attract them with your brand? Why is this brand authenticity so important?
- How can you turn your personal passions into a compelling story and draw for your brand?
- What is the real reason so many advisors shy away from content creation? The ostensible answer is that they are too busy, but is there often a deeper reason?
- How would Christopher encourage brands to be authentic, but to do so in a way that appears natural and not too overt or forced?
- If an advisor has very little brand recognition and wants to change this, what are one or two things that they can do and one or two things that they should ignore while trying to grow their brand?
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These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.Compliance Code: 2085-U-26196
6 August 2026, 4:00 am - 32 minutes 35 secondsDr. Christine Whelan - Dr. Christine Whelan - Finding Your Purpose: What Actually Leads to a Meaningful Life?
Tune in to hear:
- Why does Dr. Whelan think that purpose is something we build rather than something we discover? Also why, as a culture, do we view purpose more like an epiphany rather than something we actively construct?
- How are happiness and purpose distinguished and how should we optimize for one or the other? How did Plato’s philosophy separate the two and did he believe they were mutually exclusive on some level?
- Does Dr. Whelan think that we, as a society, over optimize for short-term, hedonic happiness and don’t focus enough on long-term eudemonic flourishing?
- How can we better recognize the purposeful things we are already doing in our lives? Why is taking a moment to acknowledge this so powerful?
- How do we keep this from becoming just another item on an already too full to-do list, another weight on our backs or another form of perfectionism?
- On the one hand, we know that service and living for others can bolster our purpose, but we also know this can be overextended at the expense of ourselves. How does Dr. Whelan propose that we better balance these two facets of purpose?
- When our values seem to be at odds with each other, how should we ascertain which values we should be prioritizing?
- Is there anything about happiness and living with purpose that Dr. Whelan has had a 180 on since dedicating herself so deeply to this research?
Links
- Dr. Whelan’s Website
- Finding Your Purpose
- Dr. Christine Whelan on LinkedIn
- Dr. Christine Whelan on Instagram
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Disclosures:
These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.Compliance Code: 2081-U-26196
30 July 2026, 4:00 am - 31 minutes 55 secondsJamie Bosse - Investing for Tweens
Tune in to hear:
- Why do tweens seem to fall between the cracks, in terms of products, advice and services aimed at them, and why did Jamie focus on this niche demographic for her new book?
- From a developmental perspective, what should parents and caregivers understand about how 10-14 year olds think, learn and make decisions?
- When thinking about jobs for teenagers, how should parents think about jobs that build work ethic and resilience versus higher paying jobs that might more effectively prepare them for the future?
- When you’re teaching your tweens about saving, investing and working, how should you incorporate education around gratitude and avoiding entitlement?
- Tweens are growing up with digital payments, investing apps, crypto, TikTok influencers etc - how does this change the parents’ responsibility and the way they should teach about financial literacy?
- How can we, as parents, examine our own money scripts before we start teaching the next generation?
- What mistakes does Jamie see parents making, when it comes to teaching tweens about money, and what would she have them do differently?
- If there’s one positive thing that every parent listening to this could implement to help their tween build a healthy relationship with money, what should that be?
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Disclosures:
These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.Compliance Code: 2007-U-26188
23 July 2026, 4:00 am - 32 minutes 26 secondsCullen Roche - Your Perfect Portfolio: Stop Chasing Returns and Start Building Better Portfolios
Tune in to hear:
- Why does Cullen argue in his new book that there is no perfect portfolio and argues that we should be worrying more about process?
- How do we begin to move our clientele from this search for a silver bullet to start thinking about their portfolios in a more systematic, bespoke way?
- Why does Cullen believe that advisors should match assets to future liabilities rather than just chasing returns? From a behavioral perspective, why is this shift hard for investors to internalize at times?
- Do most “diversified portfolios” fail Cullen’s test of diversification?
- If a listener adopted Cullen’s investing framework, what would they likely do differently during a period of market stress compared to an average investor?
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Disclosures:
These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.Compliance Code: 2000-U-26188
16 July 2026, 4:00 am - 35 minutes 22 secondsDerrick Kinney - Money Mindset, Building Wealth & The Good Money Revolution
Tune in to hear:
- Why did Derrick Kinney leave behind his career as a financial advisor to become an author and public speaker?
- What does Derrick think money reveals about people that we may be slow to admit?
- How does Derrick suggest people get started with philanthropy if they’ve been hesitant for whatever reason?
- As people try to reorient their relationship with money, what are some rain clouds or obstacles they might run into and how can they better prepare for these?
- What is a belief about money that’s ostensibly responsible but that might lead us away from self-actualization and generosity?
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Disclosures:
These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.Compliance Code: 1952-U-26181
9 July 2026, 4:00 am - 32 minutes 10 secondsNeil Bage - This is Your Brain on Money
Tune in to hear:
- What gives money such immense emotional power over us?
- Does Neil think that some of the problems people have with money come from them trying to treat it as this utilitarian thing rather than tapping into the deeper subtext of it?
- What does Neil think is the biggest mismatch between the brain we’ve inherited from our ancestral predecessors and the world we find ourselves navigating in the present day?
- What are one or two high-level tips for helping our old brains thrive in this new world?
- Why does Neil describe the brain as a prediction machine rather than a thinking machine? What are the implications of this on peoples’ financial decision making?
- What role does Neil think emotion should play in financial decision making? Should we ignore or embrace emotion?
- It also seems true that letting emotion lead our financial decision making too much is a mistake, so how do we strike a balance between emotion and rationality?
- Why does the human brain do such a poor job of relating to its future self?
- If Neil could correct one misunderstanding that financial advisors have about human behavior, what would it be?
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Disclosures:
These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.Compliance Code: 1954-U-26181
2 July 2026, 4:00 am - 29 minutes 21 secondsBen Carlson - Risk and Reward
Tune in to hear:
- How can we make the lessons of market history feel salient to present day investors?
- Is the South Sea Bubble Ben’s favorite historical anecdote around investing and money?
- What is the “now show Japan” mindset and how does it steer people awry?
- Both from the advisor perspective, and also the end-investor perspective, how do we get people to realize the value of doing nothing and passive investing?
- When Ben says there are two types of Bear Markets, what does he mean and how do they differ?
- What is Ben’s analogy about winning points versus winning matches between tennis and financial markets?
- Ben lays out the 20 things he believes about investing in the Epilogue of his new book. What is the 1 of these 20 things that he thinks is most important for investors and advisors to understand?
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Disclosures:
These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.
Compliance Code: 1730-U-26156
25 June 2026, 4:00 am - 41 minutes 29 secondsClare Flynn Levy - Stock Market Maestros: The Winning Habits, Strategies and Mindsets of the World’s Best Investors
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Clare Flynn Levy, CEO and Founder of Essentia Analytics. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1B of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately “went native” into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare’s vision for Essentia is based on years of being the customer, followed by years of listening to the customer.
Tune in to hear:
- Why do people so desperately overvalue being right, even in environments where payoff matters more than accuracy?
- How do we begin to get comfortable with being wrong and not being overconfident when the discomfort of being wrong is so poignant for us as humans?
- How do we convince everyone, from mom and pop investors to hedge fund managers, that rules are the most reliable thing when intuition tells us that it should be personal intelligence?
- How does Clare think about knowing when Alpha has decayed versus just holding on to a true principle that has fallen out of favor momentarily?
- What boxes did one need to tick to become a stock market maestro in Clare’s new book? Also, what were some of her favorite rules or quirks that reflect how these maestros did things a bit differently?
- How does true investment skill, as Clare measures it, differ from investment skill in the popular imagination?
- How does Clare apply the lessons she has learned from Wall Street around quality decision making to her parenting and her personal life?
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These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.
Compliance Code: 1718-U-26155
18 June 2026, 4:00 am - 35 minutes 57 secondsDouglas & Heather Boneparth - Money Together: Aligning Your Financial Stories and Goals
Tune in to hear:
- Was there anything that Doug and Heather learned about each other, in the process of writing their book, that surprised them?
- What are some common disagreements among couples that are ostensibly about money, but in actuality are about something much deeper?
- How do Heather and Doug suggest that people begin to examine their money stories to begin to understand their beliefs about money that are often subconscious and inherited?
- Why is the idea that “there is no normal” when it comes to money an empowering message for advisors and investors to internalize?
- How should couples think about value and contribution when one person’s contributions may not show up on a paycheck?
- What are some of the common myths around fairness and contributions? Also, how can couples work together to create a sense of fairness when the world doesn’t necessarily award all types of work equally?
- If Doug and Heather could eliminate one piece of financial advice that’s commonly given to couples, what would it be and why?
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Disclosures:
These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.
Compliance Code: 1716-U-26155
11 June 2026, 4:00 am - 35 minutes 41 secondsJamie Hopkins - Your Retirement Sketchbook
Tune in to hear:
- Why is spending our own money so psychologically difficult and have we as an industry scared people into thinking that they can’t spend their money and enjoy their lives? How can we, as advisors, help spending stop feeling like a loss for people in retirement?
- What are some practical tips for advisors and individuals to help them make the switch to spending thoughtfully in retirement? What structures or advice helps give individuals the peace of mind and permission to spend in retirement?
- Why does Jamie use the metaphor of a sketchbook for retirement, instead of a blueprint, and how does this metaphor apply to how retirement unfolds in real life?
- What does Jamie think folks could be doing to better prepare for the emotional component of retirement?
- What’s the most surprising thing Jamie has learned about happiness in retirement that has nothing to do with money?
- When it comes to the intersection of retirement and wellbeing, do high net worth individuals struggle differently or face unique challenges?
- What is the “FIRE” movement and what does Jamie think it gets right and wrong?
- If someone listening is 5 years from retirement, what is something non-financial that they should do to better prepare for what is to come?
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Disclosures:
These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.Compliance Code: 1676-U-26153
4 June 2026, 4:00 am - 36 minutes 35 secondsDr. Joseph Moore - How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t)
Tune in to hear:
- After studying 300 years of history, what is Dr. Moore’s current view with respect to the American Dream?
- Is it maybe simultaneously true that it’s easier to get ahead than ever for the average American, but that there is also rampant corruption and nepotism at a high level?
- How does the current U.S. housing crisis compare in severity to those in our past?
- What are some common misconceptions about what works and what doesn’t work when it comes to building wealth?
- Why does Dr. Moore think of real estate as an active investment?
- What was the conceptual shift that led us to start valuing net worth so much?
- What lessons did Dr. Moore learn from creating his own cryptocurrency?
- What are some of the other financial experiments that Dr. Moore undertook while writing his new book?
- What distinction does Dr. Moore make between “fast time” and “slow time?”
Links
- Dr. Joseph Moore on LinkedIn
- Dr. Joseph Moore on Twitter
- How to Get Rich in American History (Book Pre-order)
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Compliance Code: 1007-U-26086
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