Accounting for Anxiety
Includes a Live Web Event on 05/28/2026 at 10:00 AM (MDT)
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Brought to you by the Applied Behavioral Economics Knowledge Circle, the advisor’s role is evolving. Sound strategies alone are no longer enough; clients expect to feel heard, supported, and confident in their decisions. Financial anxiety sits at the center of this shift; advisors who ignore it risk eroding trust and becoming replaceable.
This presentation equips advisors with evidence-based tools to help clients manage anxiety, tolerate uncertainty, and make better decisions—especially during market volatility—thereby guiding them toward grounded, values-aligned action.
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: 0
Dr. Naomi Win, Psy.D.
Behavioral Analyst
Orion
Dr. Naomi Win, Psy.D., is a licensed psychologist and serves asBehavioral Analyst at Orion AdvisorSolutions, where she applies psychology to strengthen advisor–clientrelationships, build investor resilience, and support better outcomes duringmarket turbulence.
Dr. Win holds a master’s in Psychoanalysis from Brunel University London and a Doctoratein Psychology from the University ofColorado Denver.
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