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Orion Behavioral Finance

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.

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Community Education Application

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

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

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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.

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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


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.


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.




Program Overview Whitepaper

Program Overview Brochure

Communication Application Education seal

Program Quick Look

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Protect, Live, Dream Whitepaper

Risk Tollerance Whitepaper Cover Image

Risk Tolerance Whitepaper

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Science of Influence Handout

Market Volatility: Losing is Scary

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Market Volatility: Overcoming Fear


Perspectives on Volatility: The 10 Commandments of Investor Behavior


Perspectives on Volatility: Expectations in Turbulent Markets


Perspectives on Volatility: Market Corrections


Perspectives on Volatility: Tuning Out Market Noise


Take Assessment

Complete this form and click “Submit.” You will then be redirected to the Advisor Practice Assessment.