Advisors are commonly asked to have a distinct value proposition that they can share with their clients and prospective clients. Most focus on serving the decision-maker(s) in their client families, which prevents them from providing their "whole" value to the clients they serve. In this podcast, Dr. Richard Orlando will share what it means to love one's clients and why this is important to Advisors and the clients they serve.
About Our Guest Speaker
For the past twenty-five years, Dr. Orlando has sat at boardroom tables and kitchen tables alike, advising high and ultra-high net worth client-families—many at the helm of a family enterprise—as well as training thousands of advisors to build upon financial advising to include the qualitative, multigenerational planning needs of their client-families.
Prior to founding Legacy Capitals, Dr. Orlando led Merrill Lynch’s Global Practice Management Consulting Group for fifteen years and served in Merrill’s Family Office. He has been referenced in numerous publications, including The New York Times, Bloomberg Business, and The Wall Street Journal online, among others.
His interdisciplinary background includes computer science, business, and psychology. After earning a Bachelor of Science in computer science and business from St. John’s University, he pursued a career on Wall Street, earning his Series 7 and 63 licenses. Returning to school, he received a master’s degree in counseling/theology from Trinity International University, then a doctorate in family systems from Seton Hall University with a dissertation on wealth management family teams.
Dr. Orlando is an approved instructor for the Investments & Wealth Institute’s Certified Private Wealth Advisor (CPWA) Certification Program, a faculty member of the UHNW Institute, holds a certificate in family wealth advising from the Family Firm Institute, and is certified as a professional coach from the International Coach Federation’s accredited program.
Additionally, he is the author of Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions and Love Your Clients: the tale of the Whole Family Advisor®. Dr. Orlando sits on the board of directors for Urban Hope in Staten Island. Born and raised in New York City, he resides in Bucks County, Pennsylvania, with his wife and children.
Meet Our Host
Melissa Mitchell-Blitch helps families develop skills to navigate decisions, transitions, and conflict related to business and wealth.
She is a former CPA and financial advisor -- who left her career in finance to earn a Master's in Psychology and focus on the "people side" of family business and wealth. She has an empathetic yet direct style, which allows her to work...
