Deepen Client Conversations with Orion’s New BeFi20 Tool
Money is a universal stressor on relationships whether you’re a new couple or longtime partners.
Join Dr. Daniel Crosby, Chief Behavioral Officer, and Cade DeNazario Akers, Financial Planning Product Manager, as they present a bold vision and tool for infusing BeFi into prospecting and financial planning conversations resulting in stronger advisor-client relationships.
Developed by Chief Behavioral Officer, Dr. Daniel Crosby, Orion’s new BeFi20 tool is grounded in research and designed to help advisors engage prospects and clients on the topics of money in relationships, money personas, fears and risk tolerance, spending and saving habits, and the overall importance of money.
Learn how to make a meaningful first impression and provide immediate value to prospects and clients through Orion’s blend of BeFi, advisor technology, and digital marketing tools.
Orion Behavioral Finance: Where Money Meets Meaning.