A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Chris Riggio, Chief Revenue Officer at LegitScript. Chris is focused on executing the company's strategic go-to-market initiatives, building a world-class global revenue organization and fostering seamless integration across sales, account management, marketing and customer success teams. He brings over 25 years of experience in Fintech, specializing in driving revenue growth for high-performing software organizations. Chris has held executive leadership roles at Confluence, Institutional Shareholder Services, and ICE, where he consistently delivered impactful results. He holds a Bachelor's degree in Economics, providing a strong foundation for his strategic approach to business. A passionate advocate for excellence, Chris prioritizes supporting LegitScript's global client base while inspiring individuals to achieve their best, both professionally and personally.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Allison Bonds Mazza, a Senior Managing Director of State Street Investment Management. In this role, Allison is responsible for defining and leading State Street Investment Management's distribution strategy, including management of the external, internal and hybrid sales teams, as well as the national accounts, home office research, model portfolio and defined contribution teams, across all intermediary and direct retail channels. In addition, she serves as President of State Street Global Advisors Funds Distributors, LLC and is a member of the State Street Investment Management Executive Management Group and State Street Corporation’s Operating Group.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Arthur Fratelli, aka “The Amazing Arthur,” a professional keynote speaker and entertainer. Arthur Fratelli-Silknitter has spent the last 25 years helping audiences stop scrolling, start laughing and rediscover something powerful: they’re not just part of a story—they’re the hero of it. A Second City Chicago graduate, NBC’s Last Comic Standing alum, TEDx speaker and proud member of two Toastmasters clubs, Arthur combines the energy of stand-up with the insight of personal development. He’s entertained millions through thousands of performances at conferences, schools and corporate events nationwide—anywhere people gather to look productive while secretly hoping for snacks. Arthur’s background is nothing short of eclectic. He’s a magician, mentalist, hypnotist, juggler, jump rope expert, yo-yo spinner, martial artist, former teacher, philosopher and current author of two upcoming books. His approach to speaking is visual, interactive and immersive—because he believes people listen best while watching. Whether he’s balancing a golf ball on a tee or reading someone’s mind, every skill becomes a metaphor with meaning.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Skylar Steinke, Managing Director-USA for The Ascent Group. With over 20 years of experience in the fund administration industry, including 10+ years focused on digital assets and blockchain, Steinke brings a wealth of expertise to the firm, including building Gen AI solutions and workflows for fund administrators. He has been pivotal in launching and servicing many of the first digital asset funds in the industry since 2015, while also leading traditional fund administration initiatives, from hedge funds and private credit funds to private equity and real estate funds.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Kim Arthur and James Maxwell, the Founding Partner and Vice President of Research at Main Management respectively. Kim D. Arthur is a founding partner of Main Management, LLC. He currently serves as Main’s CEO and Portfolio manager. In 2009 Kim was recognized by Institutional Investor Magazine as a “Rising Star” of Foundations and Endowments. Kim is a regular speaker at national conferences and was a featured speaker at the Inside ETFs conference in Hollywood, Florida in January 2018. Kim has been profiled in articles by Index Universe and referenced in Barron’s, Wall Street Journal, Business Week and Fortune Magazine among others. Kim began his financial career in 1987 when he joined Montgomery Securities in their Institutional Sales division, marketing U.S. equities to Japanese institutions. He was promoted to Managing Director of Institutional Sales in 1997 during the period when Montgomery was purchased by Nations Bank. By 1999 he had advanced to the transitional head of International Sales for Banc of America Securities, following Bank of America’s takeover of Nations Bank. From 2000-2001 Kim was named the head of the Institutional Sales and Trading Department overseeing 60 sales traders in 6 cities. From January 2002 through August 2002 he was appointed the head of Equity Product Marketing. He served on the Investment Policy Committee and the Executive Management Committee at Banc of America Securities from 2000-2002. James Maxwell joined Main Management full-time in June 2022 and currently serves as Vice President of Research, where he supports both the Director of Research and the Investment Committee. His responsibilities include overseeing market and economic data to inform strategy allocations, generating ideas driven by historical data analysis for the Investment Committee, and contributing to broader research and strategic planning efforts. Additionally, he leads initiatives such as Main’s Custom Model Partnership, offering one-on-one support to advisors to enhance efficiency and drive client success. A Bay Area native, James previously interned with Main from July 2020 to September 2021 while completing his undergraduate degree at Santa Clara University. In 2022, he graduated summa cum laude with a BS in Economics and was honored with the Charles and Barbara Hazel Award for Excellence in Undergraduate Economics, awarded annually to the top two graduating seniors in the department.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Dick Fredericks, founding partner at Main Management. J. Richard Fredericks was the United States Ambassador to Switzerland and Liechtenstein from October 29, 1999 to July 6, 2001. He was appointed by President Bill Clinton. He received a B.S. in Business Administration from Georgetown University and an M.B.A. from Columbia University. In 2010, Speaker Nancy Pelosi appointed Fredericks as a member of the trust fund board of the Library of Congress. Dick is also a grower and board member for Turley Wine Cellars.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Wes Gray, CEO and Co-CIO of Alpha Architect. After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife's hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray's interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Darol Ryan, Managing Partner at Main Management. Darol Ryan joined Main Management in 2019, overseeing the Institutional Advisor business. Prior to joining Main Management, he enjoyed a long career at some of the largest investment banks on Wall Street including Bank of America and JP Morgan. He ran the Derivatives Import Business for Morgan Stanley (focusing much time on European clients) from New York and then went on to run Asia Derivatives for them in Hong Kong. Darol started his career with Kim Arthur in 2001 at Banc of America Securities. Born in Houston, Texas, Darol received his Bachelor of Arts at University of California at Berkeley while also taking Mandarin courses at Middlebury College. He also attended summer programs at Stanford and Oxford.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Brent Widman. Brent Widman is a dynamic speaker and elite leadership coach who pushes high performers to their next level. As an Elite and Executive Sales and Leadership Coach, Brent has over 17+ years of proven sales experience and 10,000+ hours of coaching. He has worked with hundreds of companies across industries ranging from small businesses to Fortune 500 executives. Daily, Brent applies all of the skills he spent decades honing to his professional career, where he’s found passion as a sales director, district manager and division director. He’s shared his passion and story with countless executives as he’s helped them achieve their own goals and find the levels of success they have spent their careers pursuing. Brent resides in Minnesota with his beautiful wife, Jenny, and his three children Jack, Elle, and Hudson. After graduating high school, Brent joined the military where he built strong mental fortitude, leadership, and perseverance skills. He earned a degree from Minnesota State University in Mass Communications, with an emphasis in public relations and a speech communications minor. He then went on to earn his MBA from Augsburg University.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Tom Lydon. Tom Lydon has been the President of Global Trends Investments as well as editor and proprietor of ETFtrends.com. With more than 25 years experience in asset management, Mr. Lydon began his career with Fidelity Investments Institutional Division prior to launching Global Trends Investments and ETF Trends which is now part of VettaFi.com. Mr. Lydon is a frequent contributor to major print, radio and television media including Forbes, The Wall Street Journal, Investor’s Business Daily, Barron’s, MarketWatch and Investment News. His popular seminar, “How to Manage a Million Dollar Portfolio” has been attended by thousands of investors around the country. As the author of iMoney and The ETF Trend Following Playbook, Mr. Lydon is a highly sought after speaker. His frequent appearances on CNBC, Yahoo Finance and Fox Business make him one of the most recognized and well-respected commentators in the ETF industry. He is the the expert behind the ETF of the Week with Tom Lydon podcast, Mr. Lydon has been a high profile presenter at the largest industry trade shows and investment conferences, as well as a moderator of webinars. He is an ETF influencer and industry luminary.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Emily Binder. Emily Binder is an entrepreneur, speaker, and marketing leader. She’s the Founder of voice/AI marketing SaaS WealthVoice and boutique agency Beetle Moment Marketing specializing in financial services. Applying 15+ years of experience as quarterback for hundreds of successful marketing initiatives from startups to Fortune 500 brands, Emily helps clients stay relevant and grow their business. Her work focuses on marketing, brand strategy, voice / AI, podcasting and original content. As a speaker, she has presented at over 100 events as main stage or panelist. Emily hosts an award-winning mini-podcast, Voice Marketing with Emily Binder reaching over 7,000 subscribers per week. Emily is a media commentator in dozens of publications, including: Marketing Brew, AP News, Business Insider, InvestmentNews, WealthManagement.com and Morning Consult.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Skip Schweiss, Chief Executive Officer at Sierra Investment Management. Skip Schweiss, CFP, oversees all operational activities of the organization, focusing on the growth of the firm and demonstrating the value of Sierra’s investment strategies to investors. Skip previously served as president of TD Ameritrade Trust Company and Managing Director of Advisor Advocacy for TD Ameritrade Institutional. Before joining TD Ameritrade, Skip spent 20 years in various management positions, including Executive Vice President at Fiserv Investment Support Services. Skip earned a BS in Business Administration from the University of South Dakota and an MS in Finance from the University of Colorado. He is past board president of the Financial Planning Association, and current board chair of the FPA Political Action Committee.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Brittany Mason, President and Chief Marketing Officer at Banríon Capital Management. Brittany’s diverse background has given her a unique perspective stepping into the role as President & Chief Marketing Officer at Banríon Capital. Throughout her career she has embraced challenging projects proving her ability to lead the development and the successful launch of brands. From staffing, branding, and marketing, Brittany has spent the last 20 years working in the fashion and entertainment industry with some of the world’s most iconic brands. This includes but is not limited to event management and production for high scale events like the Superbowl, Indianapolis 500, TAO Group, NYFW, Miami Fashion Week, product launches at Salesforce’s Dreamforce, CES, and partnerships with brands such as John Frieda, Eleven Australia, and Valentino. Her extensive work in the industry motivated Brittany to produce her own events. In 2013 her first directorial project was to spread awareness for Prostate Cancer. This 1 minute campaign video reached 13 million in just a few short weeks. This is when Brittany began producing charity fashion shows and coaching young entrepreneurs under her brand MOXIE Media. In Just one year Brittany worked with approximately 100 thousand students. In 2017 Brittany launched MOXIE Media Productions in Ireland, becoming the Director and license holder of Miss Universe Ireland. Brittany is known for the rebrand and launch of the Universe brand in Ireland and over the course of 5 years built a historical track record for the country that earned several global awards. Miss Universe Ireland became one of the country’s most exclusive and sought out events to attend. In 2019 MOXIE Media gained the right to Miss Indiana USA and Miss Indiana Teen USA making it the first production company in history to participate in the 3 largest competitions year after year; Miss Teen USA, Miss USA, and Miss Universe. Through her work she has shown her commitment to creating career opportunities and empowering others, especially women to become leaders within their own communities. ​ In 2021 Brittany had the desire to develop more in the financial industry leading her to take the role as a purchase banker for Rocket Mortgage. During her short time at Rocket Brittany quickly made a name for herself, licensed in 14 states she earned several production awards including winning March Madness as one of the top producing bankers in the country and the only female in the region. ​ Brittany studied international business at Ball State University, Fashion Law at Fordham Law School, as well as Film Production at Pulse Media College Ireland and Fashion Design at the Dublin Institute of Design.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Eric Clarke, the founding CEO of Orion Advisor Tech. Eric Clarke launched the firm in 1999 to provide portfolio accounting software to help independent financial advisors scale their businesses. Eric retired as Orion’s CEO in 2023 and continues to serve as an active member of the Board of Directors. Over Eric’s nearly 25 years of leadership, the firm grew and evolved into Orion Advisor Solutions - a premier provider of wealthtech solutions for fiduciary advisors. Today, Orion supports over five million technology accounts and thousands of independent advisory firms with an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Eric guided Orion through seven major acquisitions between 2018 and 2022 and integrated these critical pieces of cutting-edge wealthtech into Orion’s ecosystem, including FTJ FundChoice, Advizr, Brinker Capital, HiddenLevers, BasisCode Compliance, Redtail Technology and TownSquare Capital. By integrating these disparate systems, Orion addressed advisors’ biggest pain point – disconnected technology. As a visionary leader and prominent voice in the financial advisory industry, Eric is at the forefront of advancing and transforming the RIA and wealthtech industries. He has written frequent articles that have appeared in InvestmentNews and The Journal of Financial Planning. Eric has received numerous industry awards including WealthManagement’s CEO of the Year for 2022, ThinkAdvisor’s IA25 multiple times, received a Luminaries award in 2022 and an InvestmentNews’ Icon & Innovators Award in 2019, and led the Orion team to four Wealthies Awards in 2023. Eric earned his Bachelor of Science in Accounting and Information Systems from Brigham Young University and Master of Business Administration from their rival at the University of Utah.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Jim Ware, CFA. Jim is the founder of Focus Consulting Group, a firm dedicated to helping investment leaders leverage their talent. James is also a highly acclaimed industry author and international speaker on the subjects of investment leadership, culture and building high performing teams. A frequent keynote speaker at CFA Institute, Mutual Fund Educational Alliance, Investment Adviser Association, U.S. Institute and other major industry conferences, James is recognized for his insightful, inspiring and entertaining presentations. His most recent books are Type, Talent and Teams (2018), Lessons on Leadership (LOL) (2018) and Money, Meaning, and Mindsets (2017). Prior books include Investment Leadership: Building a Winning Culture for Long-Term Success (Wiley, 2003) and High Performing Investment Teams (Wiley, 2006). They identify elements of leadership and teamwork that lead to sustainable success for investment firms. His articles have been published in the FAJ and JPM. James has 20 years’ experience as a research analyst, portfolio manager, and director of buy-side investment operations. He has been a guest lecturer on the topic of investment firm management at the Kellogg Graduate School of Management at Northwestern University. His educational background includes a Masters in Business from the University of Chicago and a degree in philosophy from Williams College, where he graduated Phi Beta Kappa.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Jurrien Timmer, Director of Global Macro at Fidelity Investments. He has 30 years' experience in the investment world and is a 22-year veteran at Fidelity. Mr. Timmer plays a key role in Fidelity's $425 billion Global Asset Allocation group, where he specializes in asset allocation and global macro strategy. As an investment strategist, his work comprises a unique blend of macro-economic, technical, and quantitative disciplines. Mr. Timmer's global macro research is widely followed within Fidelity by its portfolio managers, analysts, and senior executives. In addition to this internal role, he has become one of Fidelity's primary spokesmen. In this role, Mr. Timmer regularly presents his investment outlook to Fidelity's clients and associates at meetings and conferences in the US and around the world. He also publishes a monthly investment outlook for clients, and appears regularly in TV and in print. Mr. Timmer joined Fidelity in 1995 as a technical research analyst and in 1998 became Fidelity's chief market strategist. In this role, he became involved with Fidelity's legendary Chart Room. Mr. Timmer joined the Asset Allocation group in September 2005. He received a Bachelor of science degree in finance from Babson College in Wellesley, Massachusetts, in 1985.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Dr. Phil Pearlman. Dr. Pearlman is the founder of The Pearl Institute, a new venture dedicated to inspiring resilience, fitness, and joy via long-term personal health planning and performance training. He is the author of the Prime Cuts Newsletter, which focuses on cultivating a healthy lifestyle, mindset, and identity through the powers of creativity, reinvention, and grit. Phil is an advisor to and investor in social/digital media at all stages of development. Previously, he served as CBO and CMO at Osprey Funds, EVP at Bank OZK, Executive Editor at Stocktwits, and Interactive Editor at Yahoo Finance. Phil ran a hedge fund which focused on behavioral strategies and currently runs a private account. He earned a doctorate in clinical psychology from Argosy University. He lives in Montebello, NY with his wife and two boys.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. This week, we spoke with Dr. Daniel Crosby, Orion’s Chief Behavioral Officer. Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making. Daniel was named one of the “12 Thinkers to Watch” by Monster.com, a “Financial Blogger You Should Be Reading” by AARP and a member of InvestmentNews prestigious "40 Under 40". When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children.

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well will explore the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. Stay tuned for our pilot episode next week with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions.