Build Better Client Relationships with Behavioral Finance

Improve communication, create harmony, and help your clients stay invested with a suite of behavioral finance driven tools, developed by Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, and his team.

Fact Sheet

Help Improve Outcomes

These three powerful tools — the 3D Risk Profile, Protect, Live, Dream, and BeFi20 are all designed to help you manage behavior, not just money.

Learn how you can increase your client engagement and grow your business by:

Introducing investors to their money persona and use those insights to launch deeper conversations
Understanding your client’s risk tolerance so you can create more personalized recommendations
Building a goal-based investing strategy to help clients stay the course

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Bolster Your BeFi Skills

Grow your business and earn CE credit with free, on-demand practice management and behavioral finance courses from Orion.

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This website is intended for investment professionals only. It is not intended for use by private investors. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.