Invest Well, Be Well

Naomi Win - Bridging Wealth and Well-Being

Episode Summary

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 Naomi Win, Orion’s Behavioral Analyst. Dr. Naomi Win is the Behavioral Analyst at Orion, leveraging applied psychology to deepen advisor-client relationships, augment investor resilience, and fortify returns in times of turbulence. Dr. Win draws on clinical practice and current research to clarify the psychological factors that shape decision-making. By mapping the cognitive and emotional drivers that define financial behaviors, she upskills those seeking adaptive strategies to enhance both well-being and wealth. Dr. Win received her master's degree in Psychoanalysis from Brunel University of London and her Doctorate of Psychology from the University of Colorado, Denver. Outside of analyzing investor behavior, Naomi enjoys time with her three sons, good food with friends, and movies by herself.

Episode Notes

In this episode, we discuss how to reframe uncertainty into a strength rather than a liability, how advisors and leaders can build resilience for market shocks, how advisors can better integrate investing well with living well, why repairability trumps compatibility in teams and relationships and much more.

Learn more about Naomi’s research and her role at Orion Advisor Solutions.
How should a high-performing investor, or leader, reframe uncertainty so that it becomes a strength rather than a liability?
What does Naomi see as the most common de-railers for investors when markets turn volatile and how can advisors and leaders build resilience for upcoming shocks?
How can we get people to become more comfortable sitting with uncertainty without rushing to coping strategies and quick fixes?
What are some of the key levers that advisors can use to move their clients from feeling like they are just invested to feeling that they are living well?
What role does vulnerability play in decision making and how does it map onto investment behaviors in a world that celebrates confidence?
Why does Naomi think repairability trumps compatibility in relationships and how does this manifest in investment teams?
What can firms do to engineer better investor behavior and better decision-making behavior?
What behavioral tools or frameworks does Naomi recommend to close the gap between what clients say they want and what they actually want?
When an advisor is growing their firm, how should they weave in some of these behavioral questions into their work on prospecting and during the onboarding process?
What role does advisor self-awareness play in forging trust with clients?
In Naomi’s view, how do habits in physical fitness, social connection and mental health connect with investment behaviors?
What are some emerging tools, from the standpoint of behavioral science and wealth technology, that Naomi recommends advisors look into?
What is one behavioral bias that kills long-term investing discipline and what's one actionable fix Naomi has used with clients to deal with that?

Quote

“Uncertainty being treated as if it’s just naturally a liability would be like saying ‘being alive is a liability,’ which is entirely correct but not necessarily helpful. So, if we think about uncertainty in terms of how we break it down psychologically…we want to embrace space to make meaning in that. If something is ambiguous, that can be a little scary and also it gives us space to make meaning.” - [02:30] Naomi Win

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