Sponsored By

Is the Future of Finance Behavioral?Is the Future of Finance Behavioral?

Dr. Daniel Crosby discusses Orion’s pursuit to have advisors utilize technology to help deepen client conversations, differentiate themselves and grow their firms.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

March 20, 2023

Orion has officially introduced BeFi20, a behavioral finance tool developed by Dr. Daniel Crosby, to aid advisor-client money conversations. Dr. Crosby discusses Orion’s pursuit to have advisors utilize technology to help deepen client conversations, differentiate themselves and grow their firms.

Watch More WealthStack TV

THE FUTURE OF WEALTH MANAGEMENT IS DIGITAL, and cutting-edge technology is powering a new generation of growth-minded advisors. Find out more at WealthStack.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

See more from Shannon Rosic - Moderator