Behavioral Finance and Leadership with Natalie Wolfsen from Orion
This episode features an interview with Natalie Wolfson, CEO of Orion, who shares her extensive background in the financial services industry and her journey to becoming CEO. The discussion covers topics such as Orion's innovative technology and services, insights on behavioral finance and customization, use cases and regulation in the financial industry, challenges and opportunities in the financial planning industry, trends and future outlook in the RIA industry, insights on security, technology, and client experience, the role of financial advisors, and personal reflections on finance. The episode provides valuable insights for professionals interested in financial technology and investing.