Orion Behavioral Finance

We stand on the cutting edge of education, psychology, communications, technology, and industry research to help you differentiate yourself, so you can strengthen your client relationships and your practice.

Purpose-Driven Practice

Modern investors value a relational approach over a transactional approach in the advisor-client relationship. Orion Behavioral Finance focuses on helping you build a Purpose-Driven Practice to better serve your clients, so they can achieve their goals.

Advisor Practice Assessment

Take our proprietary assessment—which evaluates your practice across five key competencies—and receive a customized report, straight to your inbox, which we will use to build a customized learning experience just for you. The Advisor Practice Assessment serves as your key to unlock all Orion Behavioral Finance has to offer.
Take Assessment

Education, Application, Community

Our three-part model for demonstrable advisor success empowers you to strengthen your client relationships, improve efficiency, increase referrals, adapt to changing roles, and enhance your reputation in the marketplace.

BeFi20

Today’s investors expect more than a transaction; they want a relationship. Create deeper connections with clients and distinguish your firm from other advisors with the latest BeFi tool from Orion.

Advisor Education that Changes the Conversation

Orion Behavioral Finance is your destination for a fully-personalized, evidence-based, on-demand educational and practice management program—because we know you are unique, and so are your clients.

Contact PracticeManagement@orion.com to get started.

Education

With individualized onboarding, you’ll receive a customized course curriculum within our streaming academic experience, based on your results from our Advisor Practice Assessment.

Application

Apply your new knowledge by accessing the Orion Network, a constellation of curated resources, tools, solutions, and technology.

Community

Access opportunities for continual engagement, targeted around important and timely industry topics through our Outcomes Community.

Evidence-Based Growth

Research has shown advisors trained in behavioral finance doubled their referrals, resulting in millions of dollars of extra revenue.

Our Education, Application, Community model is designed to specifically address the changing roles of the modern financial advisor, so you can enhance your practice to better serve your clients.

Purpose-Driven Practice

It has become increasingly apparent investors value a relational approach over a transactional approach in the advisor-client relationship, as it continuously evolves, largely due to proliferation of technology.

Orion Behavioral Finance offers proprietary courses, tools, resources, solutions, technology, and opportunities not found elsewhere in the industry. The entirety of our offering revolves around providing you the education you need to strengthen your client relationships and your practice.

Education

Our on-demand academic experience offers more than just continuing education—it offers the education you need, and nothing you don’t.

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Advisor Practice Assessment

The Advisor Practice Assessment is your key to unlock everything offered within Orion Behavioral Finance. Based on Orion’s fiduciary framework, the assessment focuses on evaluating five key areas of demonstrable advisor success—Purpose, Prospect, Plan, Invest, and Achieve.

Take Assessment

Application

The Orion Network is a constellation of curated resources, tools, solutions, and technology, sorted through convenient pillars—Manage, Engage, Protect, and Attain.

Apply your new knowledge by accessing the best solutions available and implementing them in your practice. The Orion Network also hosts specialized content, resources, and solutions for advisors in transition.

Community

Access opportunities for continual engagement through the Outcomes Community. Fill in your knowledge gaps by participating in supplementary events and discussions. We offer office hours, talks, and more, so you can enhance your knowledge with the help of industry subject matter experts.

Shareable Content

Download Some Things I’ve Learned About Money, an infographic by Dr. Daniel Crosby and share this free content with clients, peers, or on social media.

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