Join Dr. Daniel Crosby, Orion’s Chief Behavioral Officer and New York Times Best-Selling author, and Andy Rosenberger, CFA, Head of Orion Custom Indexing, as they dive deep into the fascinating realm of custom indexing and its psychological impact. Discover the hidden forces that drive investor behavior and the unique strategies employed in custom indexing to optimize portfolio performance.
You’ll learn how you can:
- Enhance a client’s perceived value in investments through portfolio customization
- Use personalization to help investors become less susceptible to market fluctuations and peer influence
- Leverage three powerful avenues of personalization: Social Screening Customization, Planning Oriented Customization, and Market Outlook Customization
- Demystify the tax transitioning process for investors (and avoid time-consuming and repetitive work)
- Generate a tailored proposal to help bring the investor story to life
Orion Advisor Technology, LLC is not affiliated with WealthManagement.com.
1567-OAT-6/8/2023
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Daniel Crosby, Ph.D.
Chief Behavioral Officer
Orion Advisor Solutions
Andrew Rosenberger, CFA
Deputy CIO, Orion Custom Indexing
Orion Advisor Solutions
Shannon Rosic - Host
Director of WealthStack Content & Solutions
WealthManagement.com