Tune in to hear:

• What life experiences put Jane on a path to become a listening coach?
• What is generative listening and how does it differ from other forms of listening?
• In what ways did becoming familiar with generative listening transform Jane’s life?
• What does Jane mean when she says “listening to ignite thinking in others?”
• What role does empathy play in the process of being a generative listener?
• What are the five levels of listening that Jane delineates?
• How should responses be crafted to encourage or deepen generative listening?
• What does Jane’s mnemonic “EARS” stand for?
• Why do speaking skills get so much attention, in books and coaching, while listening often goes ignored?
• Some tips on how to listen to those who you don’t necessarily share values with.
• How can we be better about remembering names after meeting others?
• How might we carve out more time to just think deeply in our work lives?

Links

• Jane Adshead Grant
• Jane’s Books
• Jane Adshead Grant on LinkedIn
• Time to Think

Connect with Us

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

Compliance Code: 0625-OAS-3/11/2024

Tune in to hear:

• What makes women so uniquely good as behavioral investors?
• Why have many thought of women as particularly risk averse for so many years and what systems, on the trading floor and elsewhere, have perpetuated this misconception?
• Some book recommendations on women in investing and its history.
• Examples of how insidious the bias against women in finance can be.
• What can we do to attract more women to financial services when we know they are so well suited for the field?
• What can we be doing better, as an industry, around how we treat and communicate with our clients who are women?
• Why is the financial services industry seeing fewer and fewer new recruits and how can we get young talent interested in this work? Might career changers play a big role here?
• If Lindsey were to design a training and hiring program for new advisors, what changes might she make to improve the terrible attrition rate the industry currently has?

Links

• Lindsey Lewis on LinkedIn
• Lindsey Lewis on Instagram
• The Center for Women in Financial Services
• Women Working in Wealth Podcast

Connect with Us

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

Compliance Code: 0620-OAS-3/11/2024

Tune in to hear:

• How might financial planning conversations need to change in light of the new longevity many will experience?
• How will the “100 year life” affect the 3 life stages (education, work and retirement) that used to be more clearly delineated?
• How might we be able to give more salience and power to our mental image of a future self? What does Dr. Mathar’s research around this topic suggest?
• What are the differences between financial wellbeing and financial independence?
• If financial independence is all about a dollar value, how does financial wellbeing look different?
• Are there any heuristics Dr. Mathar can offer about following the money vs. following your dreams?

Links

• Dr. Thomas Mathar on LinkedIn
• Aegon UK

Connect with Us

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

Compliance Code: 0564-OAS-3/6/2024