Accounting for Anxiety

The May Applied Behavioral Economics Knowledge Circle will be held on Thursday, May 28th at 12 pm ET.

Guest speaker Naomi Win will be presenting, "Accounting for Anxiety."

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.

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.