Standard Deviations with Dr. Daniel Crosby
Dr. Daniel Crosby 336 episodes Nov 5, 2026
Standard Deviations is a weekly podcast that explores money, mind and meaning through a psychological lens. Psychologist and New York Times bestselling author Dr. Daniel Crosby interviews guests with expertise ranging from finance to literature to wellness. Each guest offers three concrete ways listeners can apply what was learned that week. Episodes are brief, research-based and designed to fit within a commute.
Episodes
Dr. Daniel Crosby - The Psychology of Family Money Conversations and Inheritance: Why Families Avoid Talking About Inheritance and How Advisors Can Lead the Conversation
Tune in to hear:Why do so many ultra-high net worth individuals feel that their heirs are ill-prepared and what is to be done about this? Also, why do so many families put off the difficult conversation of succession?Why is The Great Wealth Transfer, at its root, a behavioral problem and not a fiscal one?What are five psychological barriers that keep families from talking about money and successio
Dr. Daniel Crosby - The Psychology of Financial Anxiety: Five Types of Anxious Clients and What Actually Calms Them
Tune in to hear:What critical point do the formal ways of measuring financial anxiety miss out on?What are some of the meaningful qualitative differences between how financial anxiety may present for different clients? What are 5 different archetypes of anxious clients you might encounter? What is one way that advisors can address clients’ anxiety-driven avoidance?How can advisors help t
Dr. Tyler Rosier - Wired for Wealth
Tune in to hear:
What did Dr. Rosier see in his clinical work that convinced him that the way in which people handle money is, at its core, partially a brain problem?
What does clinical neuropsychology add to the behavioral finance picture when we are trying to understand why people do what they do with money and why they can know the right thing but still fail to do the right thing?
What is o
Peter Lazaroff - The Perfect Portfolio: How to Build an Investment Strategy That Fits Your Behavior, Goals and Life
Tune in to hear:
Why did the writing of Peter’s new book end in his family getting a new puppy?
Why does Peter believe that the perfect portfolio is the one that best suits the particular individual who owns it? Why does he think portfolio construction should be centered around human behavior instead of what is mathematically optimal?
What are some of the most effective guardrails advisors can
Dr. Daniel Crosby - The Psychology of Sports Betting and Investing: How Gambling Culture Reshapes Retail Investor Behavior and What Advisors Should Do About It
Tune in to hear:
What did Betterment’s 2026 Retail Investor Survey uncover about Gen Z investors and sports betting and why is this finding so significant?
Do Gen Z’s financial prospects look more promising than Gen X and the millennials, according to the data? Are they more or less likely to contribute to workplace retirement programs?
Why is the dopamine hit of sports betting, and simi
Ryan Eisenman - Making Private Markets More Accessible
Tune in to hear:
What did Ryan see about the way people were managing private investments that made him think his company Arch needed to exist?
How does Ryan think the constant feedback and news around public markets affects investors and can the relative quiet of private markets give us a different experience from a behavioral perspective?
What can the longer time horizon of private markets t
John Crawford IV - The Case for Value and Dividend Investing: Building Wealth, Income and Resilience
Tune in to hear:
What is one thing that the investment community has made more complicated than it needs to be, in John’s opinion?
How does an oldschool, value and dividend focused shop like John’s get folks interested in this style of investing that is so well supported but seems to almost be forgotten in the present day?
Has John found that when clients have an income element to their portfo
Matt Halloran - Shut Up and Listen
Tune in to hear:
If Matt could take one lesson from his former life as a therapist and impart it to all the advisors that he serves, what would that lesson be?
What compelled Matt to write his new book, Shut the F Up and Listen, and why did he think this message was particularly important in this moment we are in?
The impulse to listen in order to respond, or to listen in order to solve a prob
Jay Mooreland - The Emotional Investor: Behavioral Finance, Investor Psychology & Making Better Decisions in Market Downturns
Tune in to hear:
Where’s the current interest and momentum in Behavioral Finance and where does Jay see it going next?
Why are investors so bad at affective forecasting (i.e. imagining how they’ll actually behave during a major market downturn)?
How can we get investors and advisors to “buy an umbrella when the sun is shining?”
Why does taking action during market downturns feel so right and
Dr. Daniel Crosby - The Psychology of Wealth Transfer and Why Inheriting Wealth Changes More Than Just a Balance Sheet
Tune in to hear:
Why do we need to begin to think about wealth in more qualitative terms with the upcoming Great Wealth Transfer?
How can we better prepare heirs to understand their newfound relationship with wealth?
Why does successful, multi-generational wealth preservation depend on more than investment performance? According to studies, what factors are key for the preservation of wealth a
Alex Edmans - The Madness of Markets
Tune in to hear:
If markets are as mad as Alex and Dr. Crosby suggest, why do we still see that most active managers have such a difficult time trying to beat markets?
When Alex tells stories about how sporting events or the weather might move the market, is there any signal there for the average investor or is he simply making a broader point about how our emotions may color the way we think a
Adam Cockerham - Your Money and Your Mind
Tune in to hear:
Does Adam believe that most people have a money problem, or a meaning problem that money simply reveals?
What are some signs that someone is trying to solve a meaning problem with money and what would Adam counsel them to do instead if they saw this in themselves?
How does Adam define financial freedom in a more nuanced way than the layman’s concept of financial freedom?
What
Kendra Wright - The Marketing Mistakes Holding Financial Advisors Back (And How to Fix Them)
Tune in to hear:
What is the biggest lie advisors tell themselves about why their growth may be stagnating or slower than they might like?
What would Kendra say to advisors who are casting a really wide net about why they should drill down and create a more bespoke marketing funnel?
When Kendra is looking at an advisor’s social media channels, what are some signs that their approach is effecti
Christopher Norton - Financial Advisor Marketing: How to Build an Authentic Brand That Attracts the Right Clients
Tune in to hear:
What does the financial services industry get wrong about the role marketing and sales should play in an organization? How does Potomac approach marketing differently than other firms?
If Christopher had to distill his marketing ethos down to 2-3 principles, what would those be?
Why does Christopher believe that it is just as important to repel people as it is to attract them
Dr. Christine Whelan - Dr. Christine Whelan - Finding Your Purpose: What Actually Leads to a Meaningful Life?
Tune in to hear:
Why does Dr. Whelan think that purpose is something we build rather than something we discover? Also why, as a culture, do we view purpose more like an epiphany rather than something we actively construct?
How are happiness and purpose distinguished and how should we optimize for one or the other? How did Plato’s philosophy separate the two and did he believe they were mutually
Jamie Bosse - Investing for Tweens
Tune in to hear:
Why do tweens seem to fall between the cracks, in terms of products, advice and services aimed at them, and why did Jamie focus on this niche demographic for her new book?
From a developmental perspective, what should parents and caregivers understand about how 10-14 year olds think, learn and make decisions?
When thinking about jobs for teenagers, how should parents think abo
Cullen Roche - Your Perfect Portfolio: Stop Chasing Returns and Start Building Better Portfolios
Tune in to hear:
Why does Cullen argue in his new book that there is no perfect portfolio and argues that we should be worrying more about process?
How do we begin to move our clientele from this search for a silver bullet to start thinking about their portfolios in a more systematic, bespoke way?
Why does Cullen believe that advisors should match assets to future liabilities rather than just
Derrick Kinney - Money Mindset, Building Wealth & The Good Money Revolution
Tune in to hear:
Why did Derrick Kinney leave behind his career as a financial advisor to become an author and public speaker?
What does Derrick think money reveals about people that we may be slow to admit?
How does Derrick suggest people get started with philanthropy if they’ve been hesitant for whatever reason?
As people try to reorient their relationship with money, what are some rain clo
Neil Bage - This is Your Brain on Money
Tune in to hear:
What gives money such immense emotional power over us?
Does Neil think that some of the problems people have with money come from them trying to treat it as this utilitarian thing rather than tapping into the deeper subtext of it?
What does Neil think is the biggest mismatch between the brain we’ve inherited from our ancestral predecessors and the world we find ourselves navig
Ben Carlson - Risk and Reward
Tune in to hear:
How can we make the lessons of market history feel salient to present day investors?
Is the South Sea Bubble Ben’s favorite historical anecdote around investing and money?
What is the “now show Japan” mindset and how does it steer people awry?
Both from the advisor perspective, and also the end-investor perspective, how do we get people to realize the value of doing nothing a
Clare Flynn Levy - Stock Market Maestros: The Winning Habits, Strategies and Mindsets of the World’s Best Investors
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Clare Flynn Levy, CEO and Founder of Essentia Analytics. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1B of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately “
Douglas & Heather Boneparth - Money Together: Aligning Your Financial Stories and Goals
Tune in to hear:
Was there anything that Doug and Heather learned about each other, in the process of writing their book, that surprised them?
What are some common disagreements among couples that are ostensibly about money, but in actuality are about something much deeper?
How do Heather and Doug suggest that people begin to examine their money stories to begin to understand their beliefs abo
Jamie Hopkins - Your Retirement Sketchbook
Tune in to hear:
Why is spending our own money so psychologically difficult and have we as an industry scared people into thinking that they can’t spend their money and enjoy their lives? How can we, as advisors, help spending stop feeling like a loss for people in retirement?
What are some practical tips for advisors and individuals to help them make the switch to spending thoughtfully in reti
Dr. Joseph Moore - How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t)
Tune in to hear:
After studying 300 years of history, what is Dr. Moore’s current view with respect to the American Dream?
Is it maybe simultaneously true that it’s easier to get ahead than ever for the average American, but that there is also rampant corruption and nepotism at a high level?
How does the current U.S. housing crisis compare in severity to those in our past?
What are some commo
Marla Sofer - AI and BeFi: Why Tech and Human First Advice Go Together
Tune in to hear:
Where do people consistently misperceive their own behaviors and their own financial tendencies? Also, what are the forces that drive those blindspots?
Why do so many financial planning tools optimize for all the wrong things and how can we make client services better center the client and their goals?
What are Marla’s hopes for the world of tech when it comes to minimizing th
Dr. Daniel Crosby - Write Your Story
Tune in to hear:What does Swiss-born British author Alain de Botton have to say about Macbeth’s cynical soliloquy on the brevity and meaningless of life? Why does he state that despair and hope are two sides of the same coin?How does storytelling make a truth durable in our minds by linking an idea to an ego?Why is our internal dialogue one of the most important stories that we tell? How can we go
Brad Johnson - Live from Future Proof
Tune in to hear:What mindset differences does Brad notice between advisors who are barely getting by and the ones who are 2-4xing their business?Why is focusing on talent acquisition and having a convincing growth story such an important part of growing your business?What is the baseline mindset that Brad often has to move advisors away from to encourage their growth?What distinguishes high-growth
Dr. Daniel Crosby - The Case for Calm: Being Still in a Turning World
Tune in to hear:What is Rudyard Kipling’s poem “If –” about and what can it teach us about remaining poised in the face of chaos?What are some qualities of the investors who fare best in turbulent markets?What roles does EQ (Emotional Intelligence) play in investment decision making?What are some practical steps for remaining calm in a churning world?Why is “sleeping on it” such powerful advice wh
Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services
Tune in to hear:What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere?Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward?What is an example of a compelling promise a wealth management firm could make to thei
Breanna Blaney (Live at Future Proof)
Tune in to hear:What does Dimensional see about the future of the industry that encouraged them to launch something like ‘Life Invested.’Why does a “human first” investment model have the power to endure in a way that other investment models, such as those centered around sales, have not?How can we give the “human first” approach more definitional clarity for those who are new to the concept?What
Dr. Christina Lynn - Master Motivational Interviewing: A Game-Changer for Financial Advisors and Client Relationships
Tune in to hear:Examples of when emotional connection can play a decisive role in sales.How, practically, can advisors shift their focus a bit from the technical to fostering deep, emotional connections with their clients?What is motivational interviewing, what is based on and what does it look like in practice?Where does the discovery process often go wrong and what can we do to make it go right?
Adam Tolliver - Understanding the Racial Wealth Gap
Tune in to hear:Get a better sense of the size and scope of the racial wealth gap problem in the US.Should financial advisors play a role in addressing these inequalities? Also, do historical factors, such as systemic discrimination and redlining, largely to blame for the genesis of this disparity?What sort of systemic inequities and injustices are we up against today and what can we do to combat
Dr. Daniel Crosby - Emotions and Money: If You Can’t Beat It, Join It
Tune in to hear:What elements do “tulip mania,” the roaring twenties and the .com bubble share and what should be our biggest takeaway from these historic market events?What is the "affect heuristic" and how should we be thinking about it in relation to our investment decision making?How do the emotional states of euphoria and despair effect our risk tolerance? Do these emotions also effect how mu
Michael Finke - The Role of Behavioral Science in Shaping Your Retirement Future
Tune in to hear:From Michael’s vantage point, what did he observe during this recent market downturn?How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events?How can we better inoculate people against volatility before it happens?During a significant financial downturn is it more effective for advisors to be proactively counseling their cli
Greg Davies - Advancing Behavioral Finance: Exploring the Path Ahead
Tune in to hear:Relative to all the other behavioral experts out there, what stands out about Greg and his work? How did he arrive at this unique point of emphasis?How has Behavioral Finance come full circle in recent years?What have been the biggest shifts in Behavioral Finance in the past decade? Also, how does he anticipate it might change in the decade to come?What can Behavioral Finance teach
Megan Gorman - All the Presidents’ Money
Tune in to hear:What was Megan’s favorite finding in the deep research she did for this book?Learn about Truman’s financial anxiety and how this impacted him.Why is it harder to pivot and recover from financial pitfalls than it used to be?What advice did Calvin Coolidge get from his stock broker?How did George Washington make his money and what differentiated him from his peers?Why does Megan find
Cady North - The Art of Sabbatical: Why Taking a Break Could Be the Best Career Move You Make
Tune in to hear:Did Cady’s recent book, The Art of the Sabbatical, come from a place that was very personal and meaningful to Cady? If so, what was it that made this project so personal for her?In Cady’s experience, are many of those hoping to take a sabbatical doing so to just take a break from work or are they in search of a deeper, transformative end goal?How should one start to think about the
Emily Blue - How Humanizing the M&A Process Leads to Better Outcomes for Employees and Stakeholders
Tune in to hear:What is the disconnect between selling an advisory business, as it is popularly conceived, and as it usually goes down in the real world? What should people know about the process that they may not currently understand?What are the big things that are missing from the “highlight reel” version of selling a business and how can people become more aware of this?If Emily could give adv
Dr. Charles Eckhart - Navigating Family Wealth Dynamics: How to Build and Preserve Family Assets
Tune in to hear:What got Dr. Eckhart into Psychology in the first place, and how did he end up moving into family wealth consulting?What are some of the significant differences in family dynamics among upper middle class families and ultra high net worth families?What does Dr. Eckart mean, exactly, when he refers to family mythology and how might future generations struggle to perpetuate these myt
Clare Flynn Levy - Good Behavior, Good Returns?
Tune in to hear:What does Clare and her team at Essentia Analytics focus on specifically?How can one score the decision making skill involved in stock picking when so much is relative to timing? How does Essentia Analytics score all 7 data points they lay out on their website?One of the trick things about behavioral investing is you can get a good result for a bad reason and vice versa. How does C
Tim Holland - What the 2024 Election Means for Your Wallet
Tune in to hear:How should we think about the “presidential election cycle pattern” as a forecasting tool? Does it have much merit and how is it playing out so far in 2024?How should we think about time effects in an election year? Also, what is the trend for election year market performance like as you move through the year?What would Tim tell clients who want to invest based on their political v
Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management
Tune in to hear:What can Elton John’s stage name teach advisors about how to make and set goals?What can Weezer teach advisors about workflows?What is the DICE acronym that can help advisors create a process around their practice?How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advisors approach due diligence when selecting a partner?Wh
Phil Bray - Mastering Effective Marketing Strategies in a Noisy, Competitive World
Tune in to hear:How did Phil pivot from a financial advisor position to roles focused on marketing?Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically?How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders or dentists)?What should be top of mind for content cr
Andy Baxley - The Power of Financial Purpose: Transforming Your Finances for a Brighter Future
Tune in to hear:Why do humans seem to have such limited access to understanding what they want, from a financial perspective?Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical?Should we try to expand our clients’ notion of capital and what might be the broader impact on their li
Nuala Wash - Unlock Smarter Choices: Ten Steps to Better Decision Making
Tune in to hear:What drove Nuala to write her new book, Tune In: How to Make Smarter Decisions in a Noisy World ?In her book, Nuala talks about four factors that amplify the risk of noise, obscuring our ability to arrive at the truth. What are these factors and why are they so important?How do we overcome the very entrenched obstacles we face when trying to make informed decisions?What does Nuala’
Shawn Sparks - The Advisor Transformation: Unlocking New Strategies for Financial Success
Tune in to hear:What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation?What distinction does Shawn draw between success and significance?How does Shawn bring vision into his work at Triad in a way that better synthesizes work and life?What is Martin Seligman’s PERMA Model and what can we learn about finding fulfilling work from this model?A
Robert Sofia - Mastering Financial Advisor Marketing: Proven Techniques to Grow Your Practice
Tune in to hear:How should advisors go about optimizing SEO for their practice and why is it so critical?Why do advisors who offer texting as a communication option get 400% more opt-ins?Why is email so powerful and how can advisors build out a list that will serve them well?Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert gi
Jason Pereira - How AI is Shaping the Future of Wealth Management and Financial Advisory
Tune in to hear:What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field?What is "general purpose AI" and how does it differ from models like ChatGPT? What about "artificial super intelligence?"Why is the developing world, on average, more optimistic about AI than the developed world? Will our pessimism in the west around AI hamper our ability to com
Dr. Naomi Win - The Power of Embracing Uncertainty: Strategies for Success in a Volatile World
Tune in to hear:Why is it that we hate uncertainty even more than bad news?How does our dread of uncertainty impact our decision making process?If a client comes in agitated vs. paralyzed, does the means by which we resolve this uncertainty look different from reaction to reaction or do they share a common solution?Is normalization part of regulating your clients emotionally whether it is deeply h
Dr. Randall Stutman - A Behavioral Approach to Leadership: How to Influence and Inspire Teams
Tune in to hear:Why does Dr. Stutman use a behavioral, rather than a psychological, approach to leadership? What are the differences between these two approaches?What are some of the common qualities shared by many of the world’s best leaders? Also, were any of these particularly surprising or unexpected?What role does admiration play in effective leadership?How do great leaders strike a balance b
Jane Adshead Grant - Master the Art of Listening: Tips for Becoming a Better Listener
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?W
Lindsey Lewis - Empowering Women in Investing: Breaking Barriers and Shaping the Future of Finance
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 mo
Dr. Thomas Mathar - Financial Wellness vs. Financial Independence: How to Achieve Both for a Secure Future
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
Philip Courtenay - Humans and Money: Exploring the Relationship Between Emotions and Financial Choices
Tune in to hear:What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice?What can the industry do to reduce economic barriers to entry for getting advice?What about reducing emotional barriers to entry for getting advice?What mistakes do advisors make when it comes to changing behavior and what could we be doi
Dr. Derek Griner - Empathy in Action: The Transformative Role of Compassion in Building Stronger Connections
Tune in to hear:What lead Dr. Griner to focus his work and research around compassion specifically?When clinicians like Dr. Griner talk about compassion, what are they talking about exactly and how might this differ from the popular conception of compassion?How do we balance our desire to want to end someone’s suffering without falling into the trap of just wanting to fix everything or go directly
Dr. Daniel Crosby - Not Being Dumb Beats Being Brilliant
Tune in to hear:What is the “Dumb Ways to Die” music video and why was it originally created?Was the above an effective behavioral intervention or did it fall short?Why is buy-in for employer sponsored retirement savings plans so low and what might be done to remedy this?Why might marketing campaigns with behavioral interventions outperform more overt, standard marketing approaches?What did Charli
Dr. Daniel Crosby - Not Caring What Others Think is a Valuable Asset (from The Soul of Wealth)
Tune in to hear:What were some of Nikola Tesla’s eccentricities?What is “The Spotlight Effect” that Morgan Housel observed when working as a valet at a high-end hotel in Los Angeles?What is Morgan Housel’s “Man in the Car Paradox” and what lessons can be learned from it?What is the psychological principle “The Anchoring Effect?”Why does ego driven spending do so little to sate our desire to belong
Dr. Daniel Crosby - Money Isn’t About the Numbers (from the Soul of Wealth)
Tune in to hear:What strategy did Alexander the Great use to overtake Tyre in 332 BC? Why did this military victory leave Alexander feeling more grief stricken than triumphant in the end?Why did Hephaestion’s death mark a turning point for the Macedonian Empire?What are “The Top Five Regrets of the Dying?”What makes up Martin Seligman’s “PERMA” model of well-being and how can we apply this in our
Dr. Daniel Crosby - Giving is the Path to Abundance (from the Soul of Wealth)
Tune in to hear:What common ground, if any, can be found across nearly all spiritual and religious traditions on the globe?What does academic research have to say about the benefits that accrue to those who are generous?Why doesn’t spending money on ourselves bring about long-lasting joy and what role does the “hedonic treadmill” play in this?Why do the benefits of giving transcend economic and cu
Jon Dauphine - The Benefits of Offering Pro Bono Financial Planning
Tune in to hear:- With all of the possibilities out there, why has Jon landed on his current path and why does he think that pro bono work is so vital?- Jon’s organization just completed a very comprehensive study on pro bono financial planning. Were there any results that really stood out or surprised him?- What did Jon’s research unearth about the moral case for doing financial planning?- What c
Richard Shotton - The Psychology Behind the Illusion of Choice: Why We Think We Have Control
Tune in to hear:- If so much of what accounts for our behavior is habitual, what hope do we have and how can we change that as we look to the New Year?- Why do such small bits of friction have an outsized influence on our behavior?- Does publicly stating your goals have any drawbacks or does it help you stay accountable?- What is the rhyme-as-reason or fluency effect and how might understanding th
Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 4)
Tune in to hear:- Why do overly linear, or bullet-pointy, stories tend to fall short? What are the risks of making your backstory too similar to a resume?- What is the psychological principle “peak-end rule” and how can it be applied to better your backstory?- Why is knowing your audience such an important part of effective storytelling?- Why “time of possession” is so important, especially in dis
Dr. Daniel Crosby - Embracing the Human-First Future: How It Will Shape Every Industry
Tune in to hear:- Why will AI, automation and algorithms likely lead to an increase in human centered connection in the financial services industry and beyond?- What is one of Thomas Hobbes’ most famous remarks and how do people take it out of context?- Why loneliness has far reaching implications for longevity that exceed even obesity.- How did Volvo make their cars more safe for women in particu
Anthony Damtsis - Building Wealth Confidence: Key Strategies to Boost Your Financial Mindset
Tune in to hear:- Why do only 13% of American millionaires describe themselves as wealthy? Why don’t we recognize our abundance for what it is?- What is wealth confidence and what are its broader implications within portfolio management?- Wealth confidence is definitely somewhat correlated with portfolio performance, but why is net worth alone not a sufficient measure for one’s wealth confidence?-
Daniel Staker - How Behavioral Marketing Can Transform Your Advisory Practice
Tune in to hear:- Why does Daniel Staker call his new book “a book from a breakdown?”- Why is behavior such a fundamental building block of marketing?- How do we get to the bottom of what our clients really want when they are often so bad at articulating it for themselves?- What does Daniel Staker mean when he says that “people often fail to respect reality?”- How can we get people to accept reali
Dr. Ali McCarthy - How Emotional Intelligence Can Help You Double Your Business Growth
Tune in to hear:- We frequently hear the term “emotional intelligence” thrown around pretty loosely, but what is a deeper dive into its definition?- Does Dr. McCarthy see people frequently using emotional intelligence towards Machiavellian ends or is this quite uncommon in her experience?- Why is EQ so important for leaders and individuals more broadly and why is it extra important in the context
Eric Crittenden - All Weather Investing Explained: How to Thrive in Both Bull and Bear Markets
Tune in to hear:- What is all weather investing and what are its behavioral underpinnings?- Does Eric strategically rebalance the all weather portfolios or are the allocations fairly static? If they are dynamic, what signals do they look for when making a change?- What is the trend-oriented global macro program that Eric implements?- How can one strike a balance between the realities of trying to
Akhil Patel - The Hidden Order of Markets Explained: Discover the Secrets Behind Market Movements
Tune in to hear:- What convinces Akhil that we can forecast markets with any level of precision when lots of highly intelligent people have tried and failed?- How often does Akhil think market cycles occur, on average, and how can we use that to our benefit?- Once novel market anomalies or truths are discovered, they tend to get arbitraged away to zero unless they have a behavioral element to them
Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 3)
Tune in to hear:- What is the backfire effect and how can you get your prospects to drop their old fund manager without crushing their ego?- Why is solving an emotional problem with a rational solution rarely effective? How can we encourage behavior change while giving our prospects a chance to save face?- What is the blemishing effect and how does it relate to the Pratfall effect?- Why can embrac
Saundra Davis - Mastering Client Communication: How to Balance Candor with Compassion
Tune in to hear:- Saundra really balances being warm and welcoming with a great deal of candor. How has this served her professionally over the years?- How do people find the strength of will and confidence to call their clients out on behavior that is incongruent with their goals if their designations alone don’t provide this confidence?- Saundra has created two certificate programs - Financial F
Matt Reiner - The Path to Becoming the Advisor of the Future: Strategies for Building a Modern Advisory Practice
Tune in to hear:- Matt interviewed hundreds of advisors and leaders in their space to gather how they envisioned the future of financial advice. What themes or common threads started to emerge in these interviews?- How, specifically, might things become "more human" moving forward in the financial services industry?- Why does Matt believe that advisors should never lower their fees?- Matt publishe
Amanda Clayman - Navigating Money’s Messy Middle: Strategies for Financial Success
Tune in to hear:- What is Amanda’s story about her “$19k haircut” and how did it lead her down the path she’s on today?- How did Amanda’s parents react to her financial situation when she finally decided to disclose it? Did this transform their relationship much?- Amanda thinks that all financial problems should be approached with two premises in mind. What are these and how did she settle on them
Jay Coulter - Mastering the 5 Dimensions of a Great Advisory Practice for Business Growth
Tune in to hear:- What are the 5 coaching dimensions that Jay uses to help advisors and how did he arrive at these?- What is “the protocol system” and how has Jay utilized it to better his mental and physical wellbeing?- What was it that allowed Jay to put himself back together after a bout of acute depression?- What role should leadership and accountability play in a great advisory practice?- Wha
Michael Kitces - How to Leverage Social Accountability for Better Customer Relationships and Brand Growth
Tune in to hear:- How does salience work with respect to different advisory fee models?- How can we use social accountability to better help clients see through their plans?- As the “meat and potatoes” of financial planning gets automated away, what does the future look like for financial planners? Will they operate in a broader life coach type capacity or does this feel off base?- Why is AI poten
Kathi Balasek - Becoming Grief Literate: A Comprehensive Guide to Coping with Loss and Supporting Others
Tune in to hear:- What life journey brought Kathi to a place where she focused on grief professionally?- Why did Kathi experience guilt and shame around her lack of financial literacy in a moment of crisis?- People often say very inappropriate things when they are struggling to address the grieving, even if well-intentioned. Why is this the case and what can be done about it?- Why something as sim
Dr. Daniel Crosby - Mastering Life and Money: 7 Rules That Can Transform Your Future
Tune in to hear:- What the landscape of financial planning looks like broadly in the United States.- How working with a financial advisor plays a prophylactic role that extends just beyond mere performance and into mental health and one’s interpersonal relationships.- Why money is an emotional hair trigger for so many people.- Whether or not you can take your clients further than you’ve taken your
Dr. LaKeitha Poole - How Sports Psychology Can Improve Your Daily Life and Performance
Tune in to hear:- What’s the number one misconception about sports psychology? What are the Monday morning quarterbacks missing when they comment on a game?- Has Dr. Poole noticed any common thread shared by the championship teams she has worked with over the years?- How do teams really individualize their overarching goal above and beyond simply aiming to win and take home the championship trophy
Sterling Johnson - The Path to Economic Equity: Addressing Inequality and Empowering Communities
Tune in to hear:- What does the Partnership for Southern Equity really focus on and what is Sterling’s role there?- What is the difference between equity and equality and why is this an important distinction to make when talking about the kind of work the PSE does?- What things, governmentally or institutionally, are still in place structurally that disadvantage Black and brown people from economi
Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 2)
Tune in to hear:- Why does Stacy believe that every company should have a well crafted origin story? Why does this speak to the authenticity of a brand?- What’s the importance of a hook or conflict within a corporate brand story?- How can we present a hook that helps with brand buy-in without the story relying on the classic narrative tools of danger, suspense and intrigue?- What are some brands t
Neil Bage - The Vital Role of Self-Care in a Financial Advisor's Professional Growth
Tune in to hear: - Some people think that “we can only take our clients as far as we have gone ourselves and that we must do our own work.” Does Neil believe this and, if so, what does “doing the work” look like in the context of a financial professional?- What is Carl Jung’s idea of “a wounded healer?” Also, in terms of our own story, how can we walk the line between being vulnerable and approach
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