3-D Advisor Growth: Next Level Processes to Elevate Your Firm

Wednesday, August 25, 2021

11:15 AM EDT | 8:15 AM PDT

60 minutes

Summary Already Registered? Click here »

Growth while maintaining your commitment to service, relationships and well-being requires a new approach. Traditional business development and client service skills and manpower aren’t enough. Learn the 3-dimensions of scalable growth to help you improve acquisition, increase referrals, expand your share of wallet, and drive efficiency through technology.

Presented by:

Sponsored by:

Approved for 1 hour CE:

CFA®, CPWA®, CIMA®, CIMC®, RMA®,  Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.


Daniel Crosby, Ph.D. Headshot

Daniel Crosby, Ph.D.
Chief Behavioral Officer

Daniel Crosby is the Chief Behavioral Officer at Brinker Capital Investments. In this role, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achieving better outcomes.

In 2018, Daniel released his fourth book, The Behavioral Investor, a comprehensive guide to psychological, biological, and neurological impediments to sound investment-decision making. His 2016 book, The Laws of Wealth, was named the best investment book of the year by Axiom Business Book Awards. In 2014, Daniel co-authored his second book with Chuck Widger, Founder and Executive Chairman of Brinker Capital. The New York Times bestseller, Personal Benchmark: Integrating Behavioral Finance and Investment Management, outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both more enjoyable and more rational. Daniel’s first book, You’re Not that Great (2012), applies elements of behavioral finance to the pursuit of a meaningful life.

Daniel is at the forefront of behavioralizing finance. His ideas and commentary have appeared in major news outlets including, CNBC, the Huffington Post, ThinkAdvisor, and InvestmentNews. He was named one of the “12 Thinkers to Watch” by Monster.com, a “Financial Blogger You Should be Reading” by AARP, and one of the “Top 40 Under 40” by InvestmentNews. Daniel earned his bachelor and doctoral degrees from Brigham Young University and completed postdoctoral training at Emory University.

Todd Bertucci Headshot

Todd Bertucci
National Sales Manager

As SVP of Enterprise Sales, Todd consults with some of the industry’s largest independent financial firms to help align them with the tools they need to grow their business and improve efficiency. His approach to the sales process is uncovering each firm’s unique needs and educating them on how the right solution can positively impact their business.

Todd values Orion’s constant innovation to remain a top technology solution for advisors. He believes Orion sets itself apart with its culture and with people who truly care about what we do for the industry.

George Svagera Headshot

George Svagera
SVP of Business Development

As Senior Vice President of Business Development at Orion,GeorgeSvagerais responsible for connecting with financial advisors across the southwestern United States. He works every day to show firms how Orion’s technology and integrations can help them grow and improve efficiency.

Prior to joining Orion,Georgeserved as an Internal Wholesaler for CLS Investments, Orion’s sister company. This experience gaveGeorgea strong background of working directly with financial advisors and great insight into how properly implemented technology can drive the growth of an RIA.

Georgebelieves one of the most important parts of his role at Orion is the ability to listen and truly understand what advisors are trying to accomplish with their technology. He enjoys having a positive impact on an advisor’s business by challenging some of their processes and suggesting better ways to accomplish what they’re already doing.

When he’s not at work, Orion enjoys spending time and traveling with his wife and two children. He also sits on the board of Mustaches for Kids Omaha and Mustaches for Kids International, which have raised millions for children’s charities.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.