Behavioral Finance

Engage the Behavioral Side of Finance.
Create Space for Deeper Conversations.

The Orion BeFi 20 introduces you to behavioral finance and empowers us, your financial advisors, to have more in-depth client conversations.

Today’s investors expect more than a transaction; they want a relationship. Our firm merges EQ and IQ with Orion’s latest tool: BeFi20. This assessment, developed by Orion’s Chief Behavioral Officer, Dr. Daniel Crosby, provides us with emotional and attitudinal insights on you to facilitate more meaningful investing conversations from day one.

Each of the potential BeFi20 Financial Personas you may get as your result gives an overview of how you feel about money, plus the potential strengths and weaknesses inherent in your personality type. Every persona provides a jumping-off point for meaningful conversation to begin. 

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