Tune in to hear:

• What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field?
• What is "general purpose AI" and how does it differ from models like ChatGPT? What about "artificial super intelligence?"
• Why is the developing world, on average, more optimistic about AI than the developed world? Will our pessimism in the west around AI hamper our ability to compete in the race for AI?
• How, practically, can advisors start implementing AI to better their practice?
• What are some of Jason’s favorite AI tools he has discovered?
• How good are current AI marketing tools and where could they improve?
• What does the deeply personal future of financial planning look like and how will AI augment our ability to build out bespoke approaches for each client?
• What are some of the first things that will be taken off advisors' plates by AI and what processes will remain firmly human-first?
• Will AI free us up to serve way more clients than we have previously?
• How should we think about the ethical piece of AI in a way that doesn’t totally stifle innovation?

Links

• Jason Pereira on LinkedIn
• Jason Pereira on Twitter

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 0935-OAS-4/17/2024

Tune in to hear:

• Why is it that we hate uncertainty even more than bad news?
• How does our dread of uncertainty impact our decision making process?
• If a client comes in agitated vs. paralyzed, does the means by which we resolve this uncertainty look different from reaction to reaction or do they share a common solution?
• Is normalization part of regulating your clients emotionally whether it is deeply hot or deeply passive?
• What are the 4 most common emotional reactions to uncertainty?
• How can embracing uncertainty sometimes lead to outperformance and a greater sense of purpose?
• Why is uncertainty often a prerequisite for growth and learning?

Links

• Orion Advisor Academy

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 0682-OAS-3/20/2024

Tune in to hear:

• Why does Dr. Stutman use a behavioral, rather than a psychological, approach to leadership? What are the differences between these two approaches?
• What are some of the common qualities shared by many of the world’s best leaders? Also, were any of these particularly surprising or unexpected?
• What role does admiration play in effective leadership?
• How do great leaders strike a balance between adhering to first principles while also flexing when contextually appropriate?
• What do leaders who engender great followership have in common? Did any of this particularly stand out to Dr. Stutman?
• When we think of leaders who drive results, our caricature is perhaps that they are hard nosed and detail oriented. Is this often the case, or are many results focused leaders quite different from this caricature? If so, what qualities do they often have?
• What advice would Dr. Stutman give to financial advisors who want to go at it alone for their personal investment portfolio?
• What tips does Dr. Stutman have for picking out admired leaders in an interview process?

Links

• Admired Leadership Institute
• All American Speakers

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 0623-OAS-3/11/2024