Standard Deviations with Dr. Daniel Crosby

Standard Deviations with Dr. Daniel Crosby

Dr. Daniel Crosby

The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think...

Dr. Daniel Crosby - Embracing the Shadow: Lessons From Jungian Psychology on Living Your Most Meaningful Life

Dr. Daniel Crosby - Embracing the Shadow: Lessons From Jungian Psychology on Living Your Most Meaningful Life

Tune in to hear:What is remarkable about Quaking Aspen trees?How might the Quaking Aspen’s underground network mirror our own lives and what can we learn from this?What is “the shadow” in Jungian psychology and what is its significance in our day-to-day lives?What is the Latin etymology of the word persona?What does psychologist Carl Jung say about the significance of making the unconscious conscious?How can we bring our “shadow” to bear more often in our lives?LinksThe Soul of WealthConnect wit

Feb 20, • 11:42

Dr. Daniel Crosby - Knowing Yourself: What Does it Even Mean to Be Authentic?

Dr. Daniel Crosby - Knowing Yourself: What Does it Even Mean to Be Authentic?

Tune in to hear:Why is the phrase “just be yourself” so vague and unhelpful? What might be a more productive way of thinking about what this is trying to get at?What are the concepts of facticity and existentiality and what can we learn from them?What did Heidegger mean by “the thrownness of human existence?”What did living authentically look like to Heidegger? How does this differ from the popularized conception of “being true to yourself?”What can we learn from taking a closer look at the etym

Feb 13, • 10:42

Dr. Daniel Crosby - How Busyness Masks Meaning

Dr. Daniel Crosby - How Busyness Masks Meaning

Tune in to hear:What is a Rube Goldberg machine and what can we learn from them?What are some examples of how we substitute busyness for meaning making in our lives?What do Existential philosophers, like Kierkegaard, have to say about the importance of having a central purpose in one’s life?Why do people have a sense that they are busier than ever?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0335-U-25034

Feb 6, • 9:53

Dr. Daniel Crosby - The Subtle Way We Destroy Meaning Every Day

Dr. Daniel Crosby - The Subtle Way We Destroy Meaning Every Day

Tune in to hear:Where is this quote from? “How did you go bankrupt? Two ways: gradually, then suddenly.” Also, how might this quote apply elsewhere in our lives?Why is self-deception so insidious and hard to address for many of us?Why are we so hard-wired to preserve ease, virtue and safety and why is there a dark side to this?What are some of the mental gymnastics we do when we are faced with the cognitive dissonance of doing the wrong thing and knowing better?Why is attempting to live your mos

Jan 30, • 10:27

Dr. Daniel Crosby - Purpose at Work: Unlocking the Transformative Power of Meaning in Your Workplace

Dr. Daniel Crosby - Purpose at Work: Unlocking the Transformative Power of Meaning in Your Workplace

Tune in to hear:When and how did the popular phrase “going postal” become part of our contemporary lexicon?What did Herodotus say of the postal couriers of his time?How are purpose, performance and share price in the workplace correlated, if at all?How can we do a better job, as both employers and employees, of cultivating a culture of purpose in the workplace?What common elements did Victor Strecher find among workplaces that foster a sense of purpose?LinksThe Soul of WealthConnect with UsMeet

Jan 23, • 10:05

Dr. Daniel Crosby - Happiness vs. Meaning: Lessons from Epicurus for a Fulfilling Life

Dr. Daniel Crosby - Happiness vs. Meaning: Lessons from Epicurus for a Fulfilling Life

Tune in to hear:What is our contemporary understanding of Epicureanism missing? How did Epicurus understand happiness differently than this connotation?What are the keys to genuine happiness according to Epicurus?What are kinetic and katastematic pleasures?Why does the pursuit of happiness often make happiness itself more elusive?How do happiness and meaning relate differently to past, present and future?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s Podcast

Jan 16, • 9:39

Dr. Daniel Crosby - The 3 Facets of a Meaningful Life

Dr. Daniel Crosby - The 3 Facets of a Meaningful Life

Tune in to hear:Why does the concept of the meaning of life often feel unknowable, undefinable and impractical for so many people?What is the etymology of the word meaning and what can we learn from this?How do coherence, significance and purpose relate to meaning and how can we harness these 3 facets of meaning to lead a more meaningful life?What is the Greek notion of Eudaimonia and how does it relate to significance and meaning?Why is purpose one of the most critical dimensions of meaning? Wh

Jan 9, • 15:11

Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services

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 their clients?Is it time for those who entered the business because they love picking stocks and crunchi

Dec 12, 2024 • 49:48

Breanna Blaney (Live at Future Proof)

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 would Breanna say to those advisors who are nervous they are going to open a “Pandora’s Box of emoti

Dec 5, 2024 • 26:10

Dr. Christina Lynn - Master Motivational Interviewing: A Game-Changer for Financial Advisors and Client Relationships

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?How can silence be a powerful tool in client meetings?How can advisors help their clients’ goals bec

Nov 14, 2024 • 38:23

Adam Tolliver - Understanding the Racial Wealth Gap

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 these?What cultural differences, and attitudes, towards money, risk and investing should non-black p

Nov 7, 2024 • 43:29

Dr. Daniel Crosby - Emotions and Money: If You Can’t Beat It, Join It

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 much we are willing to pay or sell an asset for also?What are somatic markers and how do they influenc

Oct 17, 2024 • 14:04

Michael Finke - The Role of Behavioral Science in Shaping Your Retirement Future

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 clients or should they wait for their clients to make the first move?Why is mean reversion such a power

Oct 10, 2024 • 32:01

Greg Davies - Advancing Behavioral Finance: Exploring the Path Ahead

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 us about risk and how widely implemented are these learnings in the field today?How does Greg think

Oct 3, 2024 • 42:12

Megan Gorman - All the Presidents’ Money

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 Hoover’s money story so captivating?Learn more about Jimmy Carter’s financial story.Which president

Sep 19, 2024 • 52:05

Cady North - The Art of Sabbatical: Why Taking a Break Could Be the Best Career Move You Make

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 financial realities of preparing for a sabbatical and how will they know when they’re ready?Is ther

Sep 12, 2024 • 36:10

Emily Blue - How Humanizing the M&A Process Leads to Better Outcomes for Employees and Stakeholders

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 advisors just one tip on maximizing their saleability, and standing out in a very crowded field, what w

Sep 5, 2024 • 44:47

Dr. Charles Eckhart - Navigating Family Wealth Dynamics: How to Build and Preserve Family Assets

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 mythologies at times?What are the psychological complexities of “The Great Wealth Transfer” that are of

Aug 15, 2024 • 38:47

Clare Flynn Levy - Good Behavior, Good Returns?

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 Clare’s team think about this and try to account for it?Recent research Clare and her team did shows

Aug 8, 2024 • 34:07

Tim Holland - What the 2024 Election Means for Your Wallet

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 views?Research has found that when investors’ political candidate of choice is not elected, they inve

Aug 1, 2024 • 35:48

Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management

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?What are some “comfort traps” advisors might fall into and what can The Beatles teach us about avoidin

Jul 18, 2024 • 35:30

Phil Bray - Mastering Effective Marketing Strategies in a Noisy, Competitive World

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 creators as they strive to stand out in a world inundated with content?What does the path look like fr

Jul 11, 2024 • 47:47

Andy Baxley - The Power of Financial Purpose: Transforming Your Finances for a Brighter Future

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 lives if we were to do so?How would Andy tease out the subtle differences between goals, values and pu

Jul 4, 2024 • 43:21

Nuala Wash - Unlock Smarter Choices: Ten Steps to Better Decision Making

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’s “PERIMETERS” mnemonic stand for and how can multiple layers of bias combine, making us sub-optimal

Jun 20, 2024 • 59:15

Shawn Sparks - The Advisor Transformation

Shawn Sparks - The Advisor Transformation

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?Among the advisors Shawn has encountered, what kinds of visions propelled them to great professional

Jun 13, 2024 • 51:14

Robert Sofia - Mastering Financial Advisor Marketing: Proven Techniques to Grow Your Practice

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 give to these individuals?How does Robert recommend that advisors go about segmenting their clients to

Jun 6, 2024 • 45:13

Jason Pereira - How AI is Shaping the Future of Wealth Management and Financial Advisory

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 compete in the race for AI?How, practically, can advisors start implementing AI to better their practic

May 16, 2024 • 37:18

Dr. Naomi Win - The Power of Embracing Uncertainty: Strategies for Success in a Volatile World

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 hot or deeply passive?What are the 4 most common emotional reactions to uncertainty?How can embracing

May 9, 2024 • 51:15

Dr. Randall Stutman - A Behavioral Approach to Leadership: How to Influence and Inspire Teams

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 between adhering to first principles while also flexing when contextually appropriate?What do leaders

May 2, 2024 • 40:12

Jane Adshead Grant - Master the Art of Listening: Tips for Becoming a Better Listener

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?What are the five levels of listening that Jane delineates?How should responses be crafted to encoura

Apr 18, 2024 • 45:34

Lindsey Lewis - Empowering Women in Investing: Breaking Barriers and Shaping the Future of Finance

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 more women to financial services when we know they are so well suited for the field?What can we be doi

Apr 11, 2024 • 55:38

Dr. Thomas Mathar - Financial Wellness vs. Financial Independence: How to Achieve Both for a Secure Future

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?What are the differences between financial wellbeing and financial independence?If financial indepe

Apr 4, 2024 • 52:10

Philip Courtenay - Humans and Money: Exploring the Relationship Between Emotions and Financial Choices

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 doing better as an industry?What is Philip’s “SHAPE” framework and how can it be applied to your busine

Mar 21, 2024 • 47:26

Dr. Derek Griner - Empathy in Action: The Transformative Role of Compassion in Building Stronger Connections

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 to solutions?What are some examples where compassion might look assertive, firm or even defiant?How

Mar 14, 2024 • 52:41

Dr. Daniel Crosby - Not Being Dumb Beats Being Brilliant

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 Charlie Munger say was a differentiator in Berkshire’s approach?LinksThe Soul of WealthConnect with UsMeet

Mar 7, 2024 • 9:57

Dr. Daniel Crosby - Not Caring What Others Think is a Valuable Asset (from The Soul of Wealth)

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?How social media may be playing a role in the loneliness epidemic.LinksThe Soul of WealthConnect wi

Feb 15, 2024 • 11:27

Dr. Daniel Crosby - Money Isn’t About the Numbers (from the Soul of Wealth)

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 own lives?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s Podca

Feb 8, 2024 • 15:06

Dr. Daniel Crosby - Giving is the Path to Abundance (from the Soul of Wealth)

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 cultural boundaries?It is clear that generosity makes us happier, but can it also make us richer?Links

Feb 1, 2024 • 16:59

Jon Dauphine - The Benefits of Offering Pro Bono Financial Planning

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 case can be made for doing pro bono financial planning from a business perspective?- What accounts fo

Jan 25, 2024 • 42:26

Richard Shotton - The Psychology Behind the Illusion of Choice: Why We Think We Have Control

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 these effects impact your client education?- Why can subtle tweaks in the framing of an appeal have su

Jan 18, 2024 • 40:35

Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 4)

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 discovery meetings- Why is differentiation such an important part of storytelling and how can we stand

Jan 11, 2024 • 48:35

Dr. Daniel Crosby - The Future of Everything is Human-First

Dr. Daniel Crosby - The Future of Everything is Human-First

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 particular?- How did France address the problem of people peeing in their metro stations?- How have behavio

Dec 21, 2023 • 48:58

Anthony Damtsis - Building Wealth Confidence: Key Strategies to Boost Your Financial Mindset

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?- Is there a sense in which $1,000,000 doesn’t actually get you that far with the rapidly increasing

Dec 14, 2023 • 40:23

Daniel Staker - How Behavioral Marketing Can Transform Your Advisory Practice

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 reality when emotions are so powerful at distorting one’s perspective?- What is Daniel Staker’s chapter o

Dec 7, 2023 • 53:06

Dr. Ali McCarthy - How Emotional Intelligence Can Help You Double Your Business Growth

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 of financial services?- What did Dr. McCarthy focus on in her dissertation work and what were her fi

Nov 30, 2023 • 38:48

Eric Crittenden - All Weather Investing Explained: How to Thrive in Both Bull and Bear Markets

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 sell product, run a business and make their clients happy with this very measured, all weather appro

Nov 16, 2023 • 53:54

Akhil Patel - The Hidden Order of Markets

Akhil Patel - The Hidden Order of Markets

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 that is hard to predict. Is there a behavioral thread that runs through the sorts of cycles Akhil t

Nov 9, 2023 • 48:31

Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 3)

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 embracing our shortcomings be so powerful and how can we use this to build trust in sales meetings?- How d

Nov 2, 2023 • 32:45

Saundra Davis - Mastering Client Communication: How to Balance Candor with Compassion

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 Fitness Coach and Accredited Personal Finance Coach. What are the most unexpected parts of these prog

Oct 19, 2023 • 1:00:53

Matt Reiner - The Path to Becoming the Advisor of the Future: Strategies for Building a Modern Advisory Practice

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 published a video 3 years ago about how advisors should approach AI. What did he say then and how might he s

Oct 12, 2023 • 46:57

Amanda Clayman - Navigating Money’s Messy Middle: Strategies for Financial Success

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?- What are family money scripts and what four pillars of family money scripts does Amanda set forth

Oct 5, 2023 • 48:52

Jay Coulter - Mastering the 5 Dimensions of a Great Advisory Practice for Business Growth

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?- What should client communication systems look like in an ideal setting?- What should an ideal wealth ma

Sep 28, 2023 • 41:06

Michael Kitces - Leveraging Social Accountability

Michael Kitces - Leveraging Social Accountability

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 potentially “the kiss of death” for tech vendors?https://www.kitces.comOrion Portfolio Solutions, LLC, an

Sep 14, 2023 • 53:07

Kathi Balasek - Becoming Grief Literate: A Comprehensive Guide to Coping with Loss and Supporting Others

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 simple as asking a deceased person’s name can be so meaningful to their loved ones.- What does it mean

Sep 7, 2023 • 56:56

Dr. Daniel Crosby - Mastering Life and Money: 7 Rules That Can Transform Your Future

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 yourself.- What “The Pratfall Effect” is and how can you use it to your advantage.Orion Portfolio Soluti

Aug 31, 2023 • 36:01

Dr. LaKeitha Poole - How Sports Psychology Can Improve Your Daily Life and Performance

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? Does this customization really help with overall buy in to the team culture and with collaboration

Aug 17, 2023 • 47:09

Sterling Johnson - The Path to Economic Equity: Addressing Inequality and Empowering Communities

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 economic equality?- Atlanta consistently ranks among the highest of American cities with the greatest econo

Aug 10, 2023 • 55:56

Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 2)

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 that effectively make their customers the hero of their brand story?- What role does a “villain” play

Aug 3, 2023 • 44:28

Neil Bage - The Vital Role of Self-Care in a Financial Advisor's Professional Growth

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 approachable without making our time with the client all about us?- What are the most common sources of stre

Jul 27, 2023 • 48:36

Nicole Casperson - Fintech is Femme: Breaking Barriers and Shaping the Future of Financial Technology

Nicole Casperson - Fintech is Femme: Breaking Barriers and Shaping the Future of Financial Technology

Tune in to hear:- Can Nicole speak to the power of podcasts, newsletters and new media and the role these play as she tries to fulfill her personal mission?- Can brands do anything to really humanize and authenticate themselves or do we just favor individual influencers and have a general distrust of institutions now?- What do we need to do as an industry to take women more seriously and how can we meet them where they’re at?- From a behavioral standpoint, women always do better in aggregate tha

Jul 13, 2023 • 55:18

Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 1)

Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 1)

Tune in to hear:Learn how to adapt cognitive biases to your benefit within a sales funnel.What is the mere exposure effect and why is it so powerful?Considering the mere exposure effect, what chance do boutique asset managers have going against giants like BlackRock and how can they set themselves apart?Is there such a thing as too much exposure and how can sales people intuit where to draw the line if so?What is the loss aversion bias and how can it be used to your benefit within a sales contex

Jun 30, 2023 • 42:49

Derek Hagen - Top Techniques for Navigating Change-Resistant Clients and Building Stronger Relationships

Derek Hagen - Top Techniques for Navigating Change-Resistant Clients and Building Stronger Relationships

Tune in to hear:- In studies, non-compliance with financial advice generally hangs around the 50% range. However, many advisors say that their clients are very compliant and that these stats don’t hold true for them. Has Derek noticed this and what does he think accounts for this difference?- What is the “stages of change” model and how might it be applied in practice with clients who are pushing back?- What is a concrete, actionable step an advisor can take to help move their client from the co

Jun 22, 2023 • 36:16

Dr. Michael Finke - The Science of Happy Retirement: Key Factors for a Fulfilling Life After Work

Dr. Michael Finke - The Science of Happy Retirement: Key Factors for a Fulfilling Life After Work

Tune in to hear:- Do certain people have a natural proclivity for deferring gratification for a greater reward at a later date (e.g. exercise and saving) or can this also be learned?- Is whether or not you are more forward-thinking or present-oriented hardwired in you from a young age?- What are some of the things that those who “get retirement right” might know that those who “get retirement wrong” don’t?- Why is working in retirement important for many people and how might this look different

Jun 15, 2023 • 42:49

Amy Mullen - 5 Essential Steps for Crafting a Values-Driven Financial Strategy

Amy Mullen - 5 Essential Steps for Crafting a Values-Driven Financial Strategy

Tune in to hear:- What role did Amy’s mom play in her professional journey and what drives her to do what she does?- What are the 5 steps of Amy’s process for providing effective guidance to advisors while leaving a bit of wiggle room for client personalization?- Her 1st step, “to establish and define a client, planner relationship,” aligns with the CFP’s 1st stage. What does she teach advisors in this stage that might look a little different than folks might expect?- How can we help facilitate

Jun 8, 2023 • 50:12

Brendan Frazier - 10 Essential Rules for Providing Human-First Financial Advice

Brendan Frazier - 10 Essential Rules for Providing Human-First Financial Advice

Tune in to hear:- What makes up Brendan’s list of the 10 guiding principles of financial psychology?- Brendan says that “goals shift, but values persist.” What does he mean by this and how do we move from illuminating values to tying those back to specific goals?- Brendan recently interviewed a “question expert” on his own podcast. What was the biggest takeaway from their conversation and how can we craft better questions?- Brendan’s third tenant is that “the more vivid your future, the more lik

Jun 1, 2023 • 52:15

Kelsey Willock - Transforming Financial Education: The Power of Gamification in Learning

Kelsey Willock - Transforming Financial Education: The Power of Gamification in Learning

Tune in to hear:- What was the spark or impetus that led Kelsey down the path to found Aura Finance?- Why is it so crucial to help people get in the right mindset to invest and how can we begin to do so?- What are some of the specific features of the Aura app that help promote financial mindfulness?- How has Kelsey tried to hone the gamified elements in the Aura app to bring out the best possible behaviors in its end users?- What are Kelsey’s thoughts on building a community within the app and h

May 25, 2023 • 26:38

Heather Fortner - The Future of Financial Advising: Building a Human-First RIA Firm

Heather Fortner - The Future of Financial Advising: Building a Human-First RIA Firm

Tune in to hear:- How has Heather’s background in mental health shifted the way she leads and the way she goes to market?- What advice, skills or resources does she try to imbue her advisors with to inoculate them against taking on too much of the stresses they help their clients work through?- As practically as possible, what does “net worthwhile” look like and how does SignatureFD make it more than just a tagline?- What led Heather to start using a bucketing strategy in the first place and wha

May 18, 2023 • 46:36

Jen Clinehens - The Consumer Psychology of the World’s Best Brands

Jen Clinehens - The Consumer Psychology of the World’s Best Brands

Tune in to hear:- What are some of the psychology principles that Costco gets right as a brand?- Is it better to make customer onboarding super fluid and effortless or to make it a bit more arduous and engage with the "sunk cost fallacy?"- What is the “pratfall effect” and how was it used with great effect by brands like Apple, KFC and Domino’s?- What is the “cocktail party effect” and how can we use it to our advantage?- What does Nike do particularly well and how do they induce a sense of arti

May 11, 2023 • 50:09

Dr. Michael Thomas Jr. - How Financial Empathy Can Transform Your Money Management Approach

Dr. Michael Thomas Jr. - How Financial Empathy Can Transform Your Money Management Approach

Tune in to hear:- Why does discussing money remain such a persistent taboo in our culture?- Why is financial intimacy so critical and how can we work towards achieving it in our lives?- How does financial intimacy, or intimacy more generally, relate to “feeling seen?”- How can financial intimacy allow us to better see ourselves and unearth our personal money stories that have gone under our radar?- We have a cognitive understanding that we can’t take our wealth with us when we die, but why is th

May 4, 2023 • 39:01

Dave Nadig - Financial Futurism

Dave Nadig - Financial Futurism

Tune in to hear:- Dave is a “financial futurist.” What in the world is this and what does it look like practically in his day-to-day work?- What “behavioral hacks” does Dave bring to bear in his own practice when he tries to look out beyond 2 years and how does he try to stay out of his own way when thinking about what the future might look like?- Can the past be used as a vehicle for better understanding the future or is there not much to learn there and we are forecasting in ineffective ways b

Apr 27, 2023 • 48:56

Mac Gardner - Teaching Kids About Money: Essential Tips for Building Financial Literacy Early

Mac Gardner - Teaching Kids About Money: Essential Tips for Building Financial Literacy Early

Tune in to hear:- What life experiences gave rise to Mac Gardner’s mission to improve financial literacy particularly among children?- What is Mac’s book, The Four Money Bears, all about and how has his experience been when sharing it with others all over the globe?- Does Mac have any particularly memorable anecdotes about sharing the book in a classroom setting, or elsewhere, where he learned something unique from kids' reactions? - Where are we falling short as a society and industry that’s al

Apr 20, 2023 • 39:14

Manish Khatta - On Markets and Marketing

Manish Khatta - On Markets and Marketing

Tune in to hear:- Can Manish give a bit of background on Potomac and what has changed since he took the helm?- Potomac is very committed to transparency and the idea of building in public. What has this process been like and what benefits have they seen from this approach? When have they had to follow through on their commitment to being honest about their shortcomings?- Has there ever been a weakness or failing that sort of tested his willingness to be transparent about it?- How does Manish bal

Apr 13, 2023 • 45:08

Rusty Vanneman (Live at Ascent in Orlando, FL)

Rusty Vanneman (Live at Ascent in Orlando, FL)

Tune in to hear:- What is the philosophy of investing Rusty grounds himself in and how does it keep his head on straight when he makes investment decisions?- For someone who is in a position to make material decisions about others’ money - what responsibility do they have to “do the work” around understanding their own values, biases and behavior?- What steps does Orion, as an institution take, to try to avoid falling prey to behavioral missteps?- How do you make the distinction between being fl

Apr 6, 2023 • 34:02

Ben Nemtin (Live at Ascent in Orlando, FL)

Ben Nemtin (Live at Ascent in Orlando, FL)

Tune in to hear:- Ben had a crippling bout of anxiety and depression in college that effectively made him a shut-in at his parent’s house. What did he realize was at the root of these problems and what did he do next?- How did Ben’s two week “bucket list” roadtrip with friends transition into a decade plus long mission?- Ben’s project, The Buried Life, is also about helping other people realize their dreams too. Along this path, what are some of the coolest things he has helped to bring about in

Mar 30, 2023 • 19:15

Brian McLaughlin (Live at Ascent in Orlando, FL)

Brian McLaughlin (Live at Ascent in Orlando, FL)

Tune in to hear:- How does Brian McLaughlin’s entrepreneurial journey fit into the mold of Campbell’s Hero’s Journey?- What was Brian’s “call to adventure,” or his impetus for creating Redtail, and how did he take this leap?- Is this “call to adventure” for entrepreneurs, writ large, often about coming up with a practical solution to a particular problem they are facing?- What needs to be in place before an entrepreneur takes a leap and who should or shouldn’t go into business for themselves? Ho

Mar 23, 2023 • 33:08

Dr. Emily Koochel - How this Fresh Perspective on Financial Psychology Can Transform Your Money Habits

Dr. Emily Koochel - How this Fresh Perspective on Financial Psychology Can Transform Your Money Habits

Tune in to hear:- How does Dr. Koochel define financial wellness, how did she arrive at this definition and what practical difference does this make in her work?- What are three actionable steps advisors can take to incorporate financial wellness into their planning conversations?- How can advisors point out inconsistencies between someone’s professed values and their actions while remaining empathetic and thoughtful about how they communicate this? - What is the role of financial psychology in

Mar 16, 2023 • 45:06

Eben Burr - The Role of Risk Management in Fostering Peace and Sustainable Growth

Eben Burr - The Role of Risk Management in Fostering Peace and Sustainable Growth

Tune in to hear:- Why did Eben’s company Toews create the holiday “ National Investment Risk Management Day?”- What are some of Eben’s candidates for the worst investment ideas of the year?- How can we be open to innovation and progress without becoming too easy to fool?- For folks who did “everything right” last year, they still had a really tough year - how can we convince people to engage in prudent risk management behaviors when you are still going to take a hit sometimes regardless of doing

Mar 9, 2023 • 57:58

Dr. Sam Sivarajan - Ancient Wisdom and Modern Behavioral Science: Bridging the Gap for Personal Growth

Dr. Sam Sivarajan - Ancient Wisdom and Modern Behavioral Science: Bridging the Gap for Personal Growth

Tune in to hear:- In his new book, why did Dr. Sivarajan feel that a story was the best means to convey behavioral and philosophical truths?- What steps can we take to ensure we are “climbing the right ladder” and why do we often get this so wrong?- If we find ourselves pursuing the wrong goals and being motivated by the wrong things how can we start fresh?- What is the story of Ferrari vs. Lamborghini for those who don’t know and how does Dr. Sivarajan relate this to mimetic desire and mimetic

Mar 2, 2023 • 44:17

Rachel Robasciotti - Investing for Social Justice: Transforming Your Portfolio for a Better Future

Rachel Robasciotti - Investing for Social Justice: Transforming Your Portfolio for a Better Future

Tune in to hear:- What is Rachel’s origin story and what led her down a path that bridges social justice and finance?- What is redlining and why will climate change  disproportionately effect already marginalized groups?- Why did Rachel feel like finance was the best tool at her disposal for approaching social justice issues?- Rachel gets her investment data directly from the communities that are most impacted by the issues she is fighting for. How does she get this data, how does it differ from

Feb 23, 2023 • 42:25

Adam Holt - Navigating WealthTech's Future: The Role of Advice and Client Engagement in Financial Growth

Adam Holt - Navigating WealthTech's Future: The Role of Advice and Client Engagement in Financial Growth

Tune in to hear:- How did Adam move from the financial planning sphere into being a software entrepreneur? Did he see a gap that he thought needed to be filled?- What is Adam’s company Asset Map and how do they create a visual blueprint of someone’s holdings?- What has he observed, from a behavioral perspective, about the advantages of having something simple and visual?- What do people underestimate about the difficulty of becoming a FinTech CEO?- Financial planning is only getting adopted by r

Feb 16, 2023 • 35:56

Dr. Tom Howard - The Role of Behavioral Finance in Modern Asset Management: A Comprehensive Guide

Dr. Tom Howard - The Role of Behavioral Finance in Modern Asset Management: A Comprehensive Guide

Tune in to hear:- Why does behavioral investing often get focused on less than other elements of behavioral finance?- What role should pessimistic forecasts play, if any, in our financial decision making?- What are some behavioral barometers that can give us meaningful insights into forward return suggestions? What clues does he think these are providing in this particular moment?- If we do away with style boxes how will we differentiate appropriate style drift from just sloppy, undisciplined in

Feb 9, 2023 • 37:47

Jeff Bernier - The Money and Meaning Journey: How to Create a Life of Abundance and Purpose

Jeff Bernier - The Money and Meaning Journey: How to Create a Life of Abundance and Purpose

Tune in to hear:- What led Jeff to sometimes act inauthentically in the past and what snapped him out of this?- How does the client experience look different between those with an authentic, holistic advisor and those who have an advisor with a top producer type mindset?- What does Jeff see as the most common impediment that’s keeping people from creating a meaningful money life?- How do we get people to shift from a solipsistic approach to what Jeff describes as “other focused?” Considering thi

Feb 2, 2023 • 39:54

Jamie Hopkins - Financial Planning for a Purpose-Driven Life: Strategies for Success

Jamie Hopkins - Financial Planning for a Purpose-Driven Life: Strategies for Success

Tune in to hear:- Why is understanding our own money stories such a valuable principle? What is Jamie’s money story?- Did Jamie’s dad’s career trajectory or unexpected death shift the way Jamie approached his own career?- Is it pretty typical for people to full-heartedly accept or reject their family of origin’s money scripts/styles?- Why do we frequently search for external answers, rather than our intrinsic value, on how to maximize our wealth?- Does Jamie foresee a world where advisors take a

Jan 26, 2023 • 49:57

Derek Hagen - Exploring the Role of Money in Creating a Meaningful Life

Derek Hagen - Exploring the Role of Money in Creating a Meaningful Life

Tune in to hear:- What is the three part formula for meaning that Derek has proposed and how do these three aspects tend to shape a meaningful life?- What is the role of money in getting these three parts to work in unison? Can money help our lives be more purposeful, coherent and significant?- Why do we sometimes seem hardwired to pursue the “thin meaning” when the “thick meaning” is often accessible and a lot more conducive to our long-term happiness?- How can an awareness of our own finitude

Jan 19, 2023 • 46:54

Laura Larios - Master Your Mind, Master Your Money: The Nervous System’s Role in Financial Health

Laura Larios - Master Your Mind, Master Your Money: The Nervous System’s Role in Financial Health

Tune in to hear:- Why do we take our autonomic nervous system for granted and why does it have such a profound effect on our ability to be successful communicators?- What are the different hierarchical states of the nervous system and what role do each of these play in determining the stories we tell ourselves? - How would Laura’s work with a client look different than a CBT (Cognitive Behavioral Therapy) approach and why does she believe that nervous system work should come before one should at

Jan 12, 2023 • 47:21

Dr. Sonya Lutter - How Love and Money Impact Your Relationship: Balancing Emotions and Finances

Dr. Sonya Lutter - How Love and Money Impact Your Relationship: Balancing Emotions and Finances

Tune in to hear:- Why are love and money so uniquely combustible?- Why do we often not give our significant other the benefit of the doubt? How can we give our partners more grace and understanding?- What do you do if a couple is stonewalling one another?- Can understanding your partner’s money type or money script play a role in giving them this grace?- How accurately are couples assessing each other's spending habits and what can be done to combat this trap of both spenders getting the marriag

Dec 15, 2022 • 36:53

Alex Murguia and Wade Pfau - Understanding the Four Retirement Income Styles: Which One Is Right for You?

Alex Murguia and Wade Pfau - Understanding the Four Retirement Income Styles: Which One Is Right for You?

Tune in to hear:- What are some of the accomplishments of financial psychology thus far and where should we be headed next?- Why does Wade diverge from a lot of the popular thinking around insurance products and what does the industry get wrong when it comes to these products and retirement income?- Is it safe to say that a lot of the benefit of these “unpopular tools” is behavioral in nature? - What question was Wade hoping to answer when he dove into RISA (Retirement Income Style Awareness) re

Dec 8, 2022 • 46:43

Carl Richards (Live from Fuse in Park City)

Carl Richards (Live from Fuse in Park City)

Tune in to hear:- What are some problems that money solves well and what are some problems it does a poor job of solving?- Has Carl recently pivoted a bit in his career to focus more on the philosophical or, more broadly, “life stuff?” If so, why? - Has Carl found any common thread between people who feel a sense of security, both financially and in a broader sense?- What are some things that the financial services industry isn’t speaking about that are topical and need to be addressed?- How can

Dec 1, 2022 • 51:33

Tina Powell (Live from Fuse in Park City)

Tina Powell (Live from Fuse in Park City)

Tune in to hear:- What might account for the very low conversion rate following viral content on social media?- Are new followers a good metric for measuring the success of a post or not necessarily?- Why is it so difficult to “engineer virality” and why does this often fall flat?- Is it smart to try to monetize a viral moment with sponsored content or is this likely to backfire?- Some advisors are reluctant to become active on social media because it seems to favor negative content at times. Is

Nov 24, 2022 • 55:53

Anika Hoybjerg (Live from Fuse in Park City)

Anika Hoybjerg (Live from Fuse in Park City)

Tune in to hear:- What are some of the most common misconceptions about Anika’s work and more broadly about those on the autistic spectrum?- What is ABA and why is early intervention so important?- What might account for the precipitous growth in autism spectrum disorders? Is it superior diagnostic abilities or something else?- Why do autism spectrum disorders often go undiagnosed in girls?- What are some of the unique financial considerations for advisors with clients or children on the spectru

Nov 16, 2022 • 38:51

Shannon Spotswood (Live from Fuse in Park City)

Shannon Spotswood (Live from Fuse in Park City)

Tune in to hear:- What about the investment world clicked for Shannon, and drew her in, at such a young age?- Did Shannon start out as an analyst for a hedge fund manager or how did her career unfold?- Was it a difficult decision for Shannon to pivot from investment banking to managing a more DIY retail business?- What does RFG focus on in-particular and what did they win a “wealthie” award for?- Shannon built RFG in Alabama. How did she settle on such an unconventional place to build out her wo

Nov 10, 2022 • 49:56

Kurt Brown (Live from Fuse in Park City)

Kurt Brown (Live from Fuse in Park City)

Tune in to hear:- How did Kurt grow TownSquare in a span of about 5 years and to what does he attribute this meteoric rise?- How does Kurt Brown believe that their OCIO function can help wire house advisors make the transition to independence?- When should investors look for passive vs. active exposure and how can we avoid paying extra for those who are being deceptive and marketing effectively passive management as active?- In the current market we are in, which is of course a little volatile,

Nov 3, 2022 • 30:30

Tim Maurer - How a Logos-Centered Advising Approach Can Transform Your Client Relationships

Tim Maurer - How a Logos-Centered Advising Approach Can Transform Your Client Relationships

Tune in to hear:- What has Tim found helpful in helping clients to articulate their life purpose in a practical way?- What is an effective life planning strategy for ultra-high net worth individuals that don’t have a super specific “raison d’etre?”- How can we practically communicate to clients that they are whole and how do we create an environment that encourages them to draw from their internal resources?- Does Victor Frankl or Logo Therapy have anything to teach us about how to connect with

Oct 27, 2022 • 46:04

Ashley Quamme - Money and Mental Health: Understanding the Connection and Ways to Achieve Balance

Ashley Quamme - Money and Mental Health: Understanding the Connection and Ways to Achieve Balance

Tune in to hear:- A criticism that sometimes crops up is: what if this advisor didn’t sign up to be a therapist? What would Ashley say to this critique and what is the baseline set of therapeutic skills necessary for the average advisor?- When should a financial advisor make a referral to a mental health practitioner?- What is circular questioning and what is an example of where an advisor might apply this technique?- From a high level perspective, what is the notion of “stages of change readine

Oct 20, 2022 • 45:27

Paul Craven - Magic’s Lessons for Behavioral Finance

Paul Craven - Magic’s Lessons for Behavioral Finance

Tune in to hear:- What can magic teach us about behavioral science and psychology and how does Paul marry these two worlds together?- How do magicians see the world differently? Does magic make you more or less skeptical and do you now move through the world differently as a result of knowing about the art of how the mind fools us and how we fool each other?- What are the evolutionary origins of behavioral bias and what are the implications of overcoming them?- In his years of study in the field

Oct 13, 2022 • 1:06:35

Dr. Ben Hunt - Understanding the Metanarrative's Subtext: A Guide to Hidden Meanings

Dr. Ben Hunt - Understanding the Metanarrative's Subtext: A Guide to Hidden Meanings

Tune in to hear:- Dr. Hunt often questions - why am I hearing this now? Why is Dr. Hunt calling for greater thoughtfulness around timing?- How can we be thoughtful about “weaponized narratives” without succumbing to seeing boogeyman around every corner?- How do we think about this narrative formation process when it comes from the inside out? Is that something we should be seeking to do proactively or should we avoid it to truly be our “authentic selves?”- How can one “let their freak flag fly”

Oct 6, 2022 • 44:50

Ann Garcia - Paying for College: Scholarships, Grants and Financial Aid Explained

Ann Garcia - Paying for College: Scholarships, Grants and Financial Aid Explained

Tune in to hear:- Is this an era of particularly anti-college sentiments?- How can we incentivize the shift to better align societal needs with colleges?- How should you think about and weigh the personal passion angle vs. the job security angle when counseling families on potential college paths?- On average, how does being college educated affect one’s life in a broader sense (e.g. divorce rates, personal health)?- Are there any clear downsides to college education? If so, what are some groups

Sep 29, 2022 • 43:24

Tom Morgan - The Power of Personal Myth Making: Crafting Your Unique Narrative

Tom Morgan - The Power of Personal Myth Making: Crafting Your Unique Narrative

Tune in to hear:- What is the role of personal myth making in ameliorating the psychological crisis of modernity that we find ourselves in?- Thinking about the current state of generalized despair at play in the world - are we consuming the wrong messages as we move through the world?- What is the 1st step in Joseph Campbell’s Hero’s Journey?- Why aren’t we answering the call to adventure and, realistically, are we all able to answer it?- What’s the explore / exploit dissonance?- How can we iden

Sep 22, 2022 • 39:47

Morgan Housel - The Psychology of Money (Your Questions Answered)

Morgan Housel - The Psychology of Money (Your Questions Answered)

Tune in to hear:- Which of the ideas from ‘The Psychology of Money’ does Morgan find most useful in his own life? If he had to re-release the book today, what would he change about it or omit from the book?- What did Morgan expect readers to takeaway from the book and how does that contrast with the feedback he has received from readers?- How applicable does Morgan feel the lessons from his book are across cultures?- What’s the best conversation that Morgan has ever had about money and with whom

Sep 15, 2022 • 49:47

Taylor Schulte - An Abundance Mindset (Live from San Diego)

Taylor Schulte - An Abundance Mindset (Live from San Diego)

Tune in to hear:- Taylor was recently publicly criticized on social media. How did he think through how to thoughtfully craft his reaction to this and how did the community he's built help insulate him from this?- What role should community play for advisors and what can community provide that you couldn’t necessarily get through self-study or other means?- In setting up his podcast, what did Taylor find worked well and what ended up surprising him?- What differentiates marketing tactics and mar

Sep 8, 2022 • 41:03

Cullen Roche - Debunking Common Investment Myths (Live from San Diego)

Cullen Roche - Debunking Common Investment Myths (Live from San Diego)

Tune in to hear:- What is “all duration investing” and what behavioral upside might this approach have for investors?- How can you better organize a bucketing approach to reflect those investments’ time horizons?- What about the tendency for all time horizons to become today in the face of behavioral pressure - how can we protect ourselves from this?- Why is the myth that “China owns the USA” constantly perpetuated?- A lot of people think quantitative easing is just printing money - why is this

Sep 1, 2022 • 37:27

Shabana Siyed - Why Authentic Content is the Key to Building Trust and Driving Traffic (Live from LA)

Shabana Siyed - Why Authentic Content is the Key to Building Trust and Driving Traffic (Live from LA)

Tune in to hear:- A lot of the best content creators in this industry are a bit edgy. How can very large companies create good content when they are almost, by definition, required to not be edgy?- If your brand wants to be honest about who they are - how do you begin to introspect and have that conversation?- What’s a potentially interesting brand collaboration for a fintech firm?- When is it appropriate for a brand to take advantage of a viral trend and when might it make sense for them to sit

Aug 25, 2022 • 36:34

Alex Chalekian - Financial Literacy that Sticks (Live from LA)

Alex Chalekian - Financial Literacy that Sticks (Live from LA)

Tune in to hear:- What can Alex share about his financial literacy startup, Futurvest, and what needs or gaps did he see in the financial literacy space? - Knowing what we know about behavior, what does effective financial literacy education look like?- Is there a way we can take the fight of financial literacy to an institutional level? Also, is there any hope of having financial literacy win out when large companies often monetize people’s poor financial decisions?- If Alex had to do it all ov

Aug 18, 2022 • 38:59

Melina Palmer - Surprise and Delight: Unlocking Customer Loyalty with Simple Strategies

Melina Palmer - Surprise and Delight: Unlocking Customer Loyalty with Simple Strategies

Tune in to hear:- What are some of the psychological mechanisms that make our vision of ourselves so cloudy at times?- If Melina hoped to draw out a deeply personal answer to the question “what are your financial goals,” how would she go about constructing the question?- What are the hallmarks of a psychologically sophisticated brand and what is the psychological impact of this authenticity?- What is the “surprise and delight” approach and why isn’t it more ubiquitous in customer service and UI

Aug 11, 2022 • 53:57

Dr. Ashvin Chhabra - Mastering Mental Accounting: Strategies to Enhance Investor Decision-Making

Dr. Ashvin Chhabra - Mastering Mental Accounting: Strategies to Enhance Investor Decision-Making

Tune in to hear:- What does Ashvin propose as a better measure of investor success above risk adjusted returns?- What are the two main reasons why we invest? Ashvin thinks that, with a traditional portfolio, we will be disappointed with at least one of these two dimensions at any given moment - why is this the case?- What is the three-tiered investment approach that Ashvin came up with and how does it help ameliorate some of the disappointment implicit in investing?- How does this bucketing appr

Aug 4, 2022 • 30:19

Samantha Lamas - Mastering Simplicity: The Art of Simplifying Complexity

Samantha Lamas - Mastering Simplicity: The Art of Simplifying Complexity

Tune in to hear:- Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face?- Why might psychological shortcuts potentially lead to gender bias in asset allocation?- Are there any salient differences between men and women, on average, in regards to risk tolerance?- How can we systematize the information gathering process during client intake in order to give more equitable advice?- Why is there often a discrepancy between where clien

Jul 28, 2022 • 32:38

Dr. Sarah Asebedo - Effective Strategies for Resolving Financial Conflict

Dr. Sarah Asebedo - Effective Strategies for Resolving Financial Conflict

Tune in to hear:- What role does positive psychology play in financial planning? More broadly, what is positive psychology and how is it differentiated from the popular conception of behavioral finance as the study of bias?- What is the “three good things” intervention and why does it work? Is it applicable in a financial context as well?- What do you do when someone attributes the best things in life to happenstance or luck? How can you potentially reorient this into something with a more inter

Jul 21, 2022 • 49:17

Dr. Kristy Archuleta - How Financial Therapy Can Transform Your Relationship with Money

Dr. Kristy Archuleta - How Financial Therapy Can Transform Your Relationship with Money

Tune in to hear: - As one of the founders of the discipline of financial therapy, what light can Dr. Archuleta shed on the origin story of this unique discipline?- What are the lines of demarcation between financial planning, financial therapy and traditional therapy? Should financial planners look to make referrals, when necessary, for financial therapists or is this a largely academic discipline?- What’s a concrete example of a concern that is out of the scope of a traditional financial adviso

Jul 14, 2022 • 47:45

Nick Maggiulli - Personal Finance Myth-Busting: The Truth Behind Common Money Misconceptions

Nick Maggiulli - Personal Finance Myth-Busting: The Truth Behind Common Money Misconceptions

Tune in to hear:- How did Nick land on a kinder, more gentle approach, to personal finance?- What is the least conventional bit of financial advice that a reader may come across in Nick’s new book?- Nick’s new book states that most savings advice is problematic - where does he differ from the conventional wisdom with respect to savings advice?- How should we think about lifestyle creep from a data driven perspective?- How should people think about investing at a time when inflation is rising thi

Jul 7, 2022 • 40:00

Tim Houlihan - Unlock Lasting Change: How This Simple Framework Can Alter Your Behavior

Tim Houlihan - Unlock Lasting Change: How This Simple Framework Can Alter Your Behavior

Tune in to hear:- If Tim could personify himself as a guitar, what type of guitar would he be?- Tim thinks that engagement, performance and persuasion all begin with behavioral science and that behavioral science begins with the unconscious. What does this mean from a scientific perspective and how can we tap into these unconscious motivations?- The unconscious is pretty intensely guarded, and sometimes for good reason - how can we push through this and access information below the deck that is

Jun 30, 2022 • 49:21

Steve Atkinson - The Admired Advisor: How to Gain Respect and Build a Lasting Reputation

Steve Atkinson - The Admired Advisor: How to Gain Respect and Build a Lasting Reputation

Tune in to hear:- When we narrow down the financial advisors to those who we would trust to manage our spouse’s or parent’s finances, Steve thinks that we do so largely on behavioral factors alone. Which behavioral considerations make someone a trusted advisor?- From the outside looking in (i.e. if you don’t personally know an advisor beforehand), how can one make a determination about whether an advisor is going to be one of the handful of advisors that another advisor might entrust with their

Jun 23, 2022 • 39:07

Jeff Levine - How to Reduce Your Tax Burden

Jeff Levine - How to Reduce Your Tax Burden

Tune in to hear:- Jeff is known on Twitter for his complex deep dives into the world of tax legislation - what got him interested in this in the first place?- What is keeping us from a more simplified tax code? Is it really as complicated as it appears or is there some subterfuge here where the complexity is just a feature and not a bug?- When Jeff hears politicians and everyday people talking about tax schemes - which ideas sort of make him cringe and which ideas around taxation does he find to

Jun 16, 2022 • 49:26

Drew Dickson - Stay Invested, Stay Ahead

Drew Dickson - Stay Invested, Stay Ahead

Tune in to hear:- What was Drew’s experience studying under Richard Thaler like?- Drew thinks that you have to hold a willingness to be right and to be wrong in equal measure at all times - is this something that Thaler modeled in his behavior and how does he think about this in the context of his own firm?- What’s an analogy we can draw between Hank Aaron’s batting behavior and the act of picking stocks?- What are a few techniques Drew has discovered to de-bias his thinking a bit?- Drew is grea

Jun 9, 2022 • 47:35

Jez Groom - The Power of Behavioral Nudging: How Positive Influence Can Shape Better Outcomes

Jez Groom - The Power of Behavioral Nudging: How Positive Influence Can Shape Better Outcomes

Tune in to hear:- Where are we at, as an industry, in terms of the application of behavioral sciences to the world of work? Where does Jez see us headed next or what’s his outlook for the industry?- Compared to something like tech, where does the financial industry fall on the adoption curve of behavioral sciences? - In what field might we have the next big, unexplored vertical jump for applied behavioral sciences?- What was the case study about helping regular folks save more money and what pra

Jun 2, 2022 • 42:35

Herman Brodie - Unlocking the Power of Trust

Herman Brodie - Unlocking the Power of Trust

Tune in to hear:- What are some of the primary drivers of asset flows from a behavioral perspective?- Soft factors account for a lot more of clients’ decision-making process about their assets - what is the takeaway, for asset managers and financial advisors, from this revelation?- What are the three different types of trust that Herman breaks down in his book?- Interpersonal trust might be the most important pillar of trust, as well as being the most within an advisor’s sphere of control. What

May 26, 2022 • 54:00

Dr. Kurt Nelson - Unlocking Your Full Potential: How to Find Your Behavioral Groove for Success

Dr. Kurt Nelson - Unlocking Your Full Potential: How to Find Your Behavioral Groove for Success

Tune in to hear:- Has Kurt ever noticed a problem that isn’t ostensibly behavioral in nature that ended up being behavioral?- How can we craft a cohesive work culture without contributing to problems like group think?- From a leadership perspective, how can we open ourselves up to new ideas and not fall prey to confirmation bias? Also, if we are the person that’s going to question the status quo of an organization - how can we do that in a way that it’s likely to get picked up?- What is a when-t

May 19, 2022 • 36:47

Peter Lazaroff - Money Made Simple: Essential Tips for Building a Strong Financial Foundation

Peter Lazaroff - Money Made Simple: Essential Tips for Building a Strong Financial Foundation

Tune in to hear:- How did Peter get started reviewing frozen pizzas?- What is it that most people misunderstand about investing?- How does Peter, as an advisor, go about crafting a vivid and salient personal vision for his clients?- How can you bring clients back to a vision of their future selves in a difficult moment?- How, practically, does Peter try to maximize anxiety-adjusted returns when creating a portfolio?- What are some behavioral similarities between cake mixes and portfolios?- Why d

May 12, 2022 • 45:53

Natalie Taylor - Client-Centric Financial Advice: Navigating the Future of Wealth Management

Natalie Taylor - Client-Centric Financial Advice: Navigating the Future of Wealth Management

Tune in to hear:- How does technology shape the way we act? Sometimes we don’t even know the water that we are swimming in with regards to technology - how can this induce us to make good or poor decisions?- Is there a way that tech can facilitate some of the soft skills of client interaction (e.g. care, empathy and connection)?- What role should self-care, self-work and introspection play in advisors being better behavioral coaches for their clients?- When Natalie had realizations about persona

May 5, 2022 • 47:48

Meb Faber - Why Market Timing and Limited Liquidity Could Challenge Your Investment Beliefs

Meb Faber - Why Market Timing and Limited Liquidity Could Challenge Your Investment Beliefs

Tune in to hear:- How has Meb’s world, and domestic, travel shifted the way he thinks about investment?- What is Meb’s least popular idea about investing?- Why is it so important to codify and pre-commit to your own sell strategy?- What is Meb’s “red light, green light” approach? How does he think about market timing and tactical asset allocation?- Meb likes to give out free business ideas that he doesn’t have the bandwidth to take on himself. Has anyone ever run with one of these ideas and what

Apr 28, 2022 • 48:40

Seth Streeter - Money with a Mission

Seth Streeter - Money with a Mission

Tune in to hear:- What are some of the flimsy tethers in peoples’ lives that keep them from achieving financial greatness?- If an advisor’s number one job is not to make you money, what might it be?- What are the 11 different dimensions of wealth that Seth’s firm lays out? How did he arrive at these?- How do these provide a helpful framework for clients during times of crisis?- How do you balance giving your children a great amount of access without spoiling them or diminishing their self-relian

Apr 14, 2022 • 36:50

Dr. Rick Bookstaber - How the Psychology of Risk Shapes Our Choices

Dr. Rick Bookstaber - How the Psychology of Risk Shapes Our Choices

Tune in to hear:- How does Dr. Bookstaber think about and define risk in the most practical terms possible?- Does the way people like us talk about risk differ in an overly academic way from how people in the street think about it?- Which of the sort of commonly discussed current risks seem legitimate to Dr. Bookstaber and which might loom larger in peoples’ minds than they should?- Why aren’t geopolitical conflicts  more catastrophic to the market than they are with how intertwined the global e

Apr 7, 2022 • 48:37

Dr. Brian Portnoy - Behavioral Finance 2.0

Dr. Brian Portnoy - Behavioral Finance 2.0

Tune in to hear:- Dr. Portnoy says we’ve created a “Behavioral Finance entertainment complex that does very little to help real people make real decisions.” What does he mean by this?- Do you think we overlook the good behavioral finance has done because the good is subtle and simple?- What does he see as the good, the bad and the ugly of “nudging?” How can or can’t it be applied to the field of wealth management?- How can we make the distinction between normalizing clients’ maladaptive behavior

Mar 31, 2022 • 56:17

Dr. Sonya Lutter - The Link Between Money and Happiness: Can Wealth Truly Buy Joy?

Dr. Sonya Lutter - The Link Between Money and Happiness: Can Wealth Truly Buy Joy?

Tune in to hear:- Are various addictive behaviors (e.g. gambling, drug abuse) potentially symptoms of a larger societal issue?- What percentage of people in standard therapy might benefit from a finance-centric therapeutic approach?- What are some of the most common, or universal, expressions of financial dysfunction that Dr. Lutter sees in her work?- Are there some cases where having financially dependent adult children is an appropriate course of action because of cultural or other differences

Mar 24, 2022 • 47:58

Dr. Moira Somers - How to Give Financial Advice That Sticks: Key Strategies for Long-Term Impact

Dr. Moira Somers - How to Give Financial Advice That Sticks: Key Strategies for Long-Term Impact

Tune in to hear:- How does non-compliance with advice, and the gap between knowing and doing, present on a macro level and impact our lives?- Is the financial services industry, as a whole, guilty of delivering advice without much regard for how it is retained and implemented?- How is the term non-compliance potentially problematic?- What are some individual characteristics of advice givers that helps their advice be stickier?- What are some of the big drivers that cause professionals to use too

Mar 17, 2022 • 39:57

Jackie Wilke - Why You Are the Most Unique Asset in Your Business

Jackie Wilke - Why You Are the Most Unique Asset in Your Business

Tune in to hear:- As a student of great advisory practices, what are some of the consistent themes that Jackie encounters across the board? - Are there specific examples of advisors who have created a unique experiential piece for their clients. If so, what did these experiences look like?- Where do we get it wrong as an industry around some of the most discussed buzzwords?- What is a common misunderstanding about next generation investors?- How can one resolve the catch 22 of being intentional

Mar 10, 2022 • 45:50

Dr. Meghaan Lurtz - The Empathic Future of Financial Advice: How Compassion is Revolutionizing Wealth Management

Dr. Meghaan Lurtz - The Empathic Future of Financial Advice: How Compassion is Revolutionizing Wealth Management

Tune in to hear:- Of the “36 questions that lead to love,” what are a few that Dr. Lurtz zeros in on and what makes these questions so powerful? Can these be applied in client-advisor relationships as well? - What is the peak end rule and how can understanding it help us set better goals with our clients?- As practitioners, how can we drive home the salience of our future selves both for ourselves and our clients?- How can we distinguish financial stress from financial anxiety and what are some

Mar 3, 2022 • 55:37

Lauren Hunter - The Financial Impact of Death and Aging: Strategies for Planning Ahead

Lauren Hunter - The Financial Impact of Death and Aging: Strategies for Planning Ahead

Tune in to hear:- What are some different attitudes about aging and death held across the world? How particular is the western attitude about these things relative to the rest of the world?- How do these attitudinal perspectives shift the concrete outcomes (e.g. levels of happiness and fulfillment) for people who are themselves aging?- Where should one begin if they would like to start incorporating more eastern ideas around death and not push back so much against the natural aging process?- In

Feb 24, 2022 • 42:54

Rob Gardner - Financial Wellness in a World Worth Living In

Rob Gardner - Financial Wellness in a World Worth Living In

Tune in to hear:- Why is ESG such an important part of Rob’s financial practice?- How can we achieve financial wellness without merely paying lip service to things like environmentalism?- How can the average client strike an ideal balance of the three attributes of ESG? - Rob grew up in Argentina during a time of extreme inflation. What did these formative years in this environment teach him about financial wellness?- What practical steps can we take to reduce the wealth gap and ensure that less

Feb 17, 2022 • 58:48

Michelle Arpin Begina - Rewriting Your Money Story: Proven Strategies for Financial Empowerment

Michelle Arpin Begina - Rewriting Your Money Story: Proven Strategies for Financial Empowerment

Tune in to hear:- Now that she has space from it, and also expertise in the field, what were some of the factors that drove her parents to such conspicuous consumption?- Where do our money scripts originate from? Are we shaped definitively by our environment & upbringing or can we forge a new path for ourselves?- How did Michelle come to a place where she was more comfortable reckoning with her own money story and opening up about this to others?- How can we be aware of different life stages and

Feb 10, 2022 • 48:33

Spencer Jakab - Meme Stocks and Market Psychology: How Social Influence Shapes Investment Decisions

Spencer Jakab - Meme Stocks and Market Psychology: How Social Influence Shapes Investment Decisions

Tune in to hear:- What in particular about the environment, including the pandemic and lockdown, contributed to the sort of fervor and madness we saw around meme stocks like Gamestop?- Risk, excitement and novelty were somewhat systematically stripped from our lives during the initial quarantine - what role, if any, did this play in the meme stock phenomenon?- How did the trading apps themselves, and the gamification of trading, catalyze some of these behaviors?- Who is Keith Gill and how did he

Feb 3, 2022 • 42:40

Emily Guy Birken - Modern Money Management 101: Proven Strategies for Financial Freedom

Emily Guy Birken - Modern Money Management 101: Proven Strategies for Financial Freedom

Tune in to hear- Why did Emily feel the need to include elements of humor in her new book ‘Stacked: Your Super Serious Guide to Modern Money Management?’- What is “the one magical idea to rule them all” that Emily and Joe lay out in their book?- Do we ever need to do more digging to ensure that our financial goals are personal and authentic enough that they give us the fuel to take on the tough parts of saving and investing for our future?- Should we try to maximize our earning potential or cran

Jan 27, 2022 • 44:44

James Fletcher - Exploring ESG and EM Investment Strategies with Ethos Invest

James Fletcher - Exploring ESG and EM Investment Strategies with Ethos Invest

Tune in to hear:- Of all times to start a boutique fund, why would James start one in the current climate where the 3 largest asset managers control  more of the market share than ever before?- What edge does a small, boutique asset manager have in a world where there are such well-resourced competitors?- How are ESG like suggestions typically met by the companies that James invests in?- What’s it like to run a high conviction fund? How does James think about conviction and diversification and w

Jan 6, 2022 • 44:16

Brendan Frazier - Understanding the Fuel and Friction Model of Behavioral Finance

Brendan Frazier - Understanding the Fuel and Friction Model of Behavioral Finance

Tune in to hear:- Behavioral Coaching is one of the most important things a financial professional can do for their client, yet surveys show that clients don’t put a lot of value on it. How can we bridge this gap and help our clients see how much value we can deliver here?- Brendan claims that many advisors are creating “reverse rapport” in their first client meetings. What does he mean by this and how are they getting it wrong?- How do we help our clients prepare for an uncertain future when no

Dec 30, 2021 • 47:43

Phil Huber - Exploring the Case for Alternative Investments: A Smart Strategy for Financial Growth

Phil Huber - Exploring the Case for Alternative Investments: A Smart Strategy for Financial Growth

Tune in to hear:- What are some potential arguments against a traditional 60/40 portfolio and how do they hold up?- How would Phil define alternative investments? Also, is their bad reputation deserved for any reason and where did this reputation originate from?- What are 2-3 potential criteria to help discern the which alts can act as legitimate diversifiers in your portfolio vs. those that might have some bad actors or ulterior motives?- What is one of the alternative investment strategies in

Dec 23, 2021 • 52:53

Kristin Shea - The Six Pillars of Neuromarketing

Kristin Shea - The Six Pillars of Neuromarketing

Tune in to hear:- What exactly is Neuromarketing and what makes it so powerful?- There are more brands and advertisements vying for our attention every year. How does Nueromarketing fit into this picture and help brands really stand out?- What are the six pillars of Neuromarketing that Kristin eventually settled on and where did she source these ideas from?- Why is making marketing highly personal so important and what might a concrete example of this look like within financial services?- What d

Dec 17, 2021 • 54:59

Dr. Mary Bell Carlson - Unlocking Financial Wellness: Key Lessons from Financial Therapy

Dr. Mary Bell Carlson - Unlocking Financial Wellness: Key Lessons from Financial Therapy

Tune in to hear:- What are some unique financial considerations for those with high-level government security clearances?- What role does financial instability often play in cases of corporate and governmental espionage?- Financial instability is often at the root of why people participate in espionage. What implications does this tendency have for the broader population?- We often have very different subjective realities than our partners regarding personal finance. How can we better bridge thi

Dec 9, 2021 • 45:05

Robert Sofia - The Five Essential Principles of Marketing Psychology Every Advisor Should Know

Robert Sofia - The Five Essential Principles of Marketing Psychology Every Advisor Should Know

Tune in to hear:- Robert says in marketing “you must get past the mental filter.” If we are going to get past the mental filter, how can we do it in a way that doesn’t land flat on its face or go too far?- How can one evoke an emotional response in a nuanced way without seeming corny or disingenuous? Are there certain business for whom this approach may not be effective?- How can a marketing approach build familiarity without becoming overly repetitive, rote or in your face?- Irresistible offers

Dec 2, 2021 • 36:14

Brad Johnson - Investing in Trading Cards

Brad Johnson - Investing in Trading Cards

Tune in to hear:- How did Brad originally get into the finance industry and how did he get into trading cards?- What are some of the draws, or compulsions, that get people into card collecting?- What time period was referred to as “the junk wax era” in Baseball Cards and why was this such a poor time to collect?- Are there any big takeaways that we can learn about broader capital markets from the ebbs and flows of sports trading card history?- "Fanatics" is taking over Topps long held spot as th

Nov 25, 2021 • 51:01

Emilie Hill - “The Market is Uncertainty Distilled”

Emilie Hill - “The Market is Uncertainty Distilled”

Tune in to hear:- Is the market always crazy or does it go through long periods of predictability in many peoples’ lifetimes? Is uncertainty implicit in capital markets?- There’s always going to be a reason to fear, there’s always going to be a reason not to invest. What pragmatic steps can we take to invest thoughtfully in the face of this?- Why might concentrated, active portfolios make more sense for some subset of the population?- What are some potential catalysts that could bring active man

Nov 18, 2021 • 41:26

Dr. Julie Ragatz - Empathy and the History of Behavioral Economics

Dr. Julie Ragatz - Empathy and the History of Behavioral Economics

Tune in to hear:- What might the lay person, who is enthusiastic about behavioral economics, not know about its historical origins?- What was the larger zeitgeist that gave rise to an envy of physics, and hard science, within economics?- Are there commonly used methods in the world of financial planning that may be rooted in some unexamined assumptions?- When consulting clients, how do we strike a balance between realizing that our theories and knowledge will always be imperfect while we also kn

Nov 11, 2021 • 53:27

Robert Balentine - The 3 Key Principles for Building Enduring Wealth and a Lasting Legacy

Robert Balentine - The 3 Key Principles for Building Enduring Wealth and a Lasting Legacy

Tune in to hear:- The old American adage of “shirtsleeves to shirtsleeves in three generations” seems to be an enduring sentiment across many other cultures. Why is it such a tricky thing to sustain wealth across multiple generations and what can be done to remedy this?- Why is pointing the finger at the third generation an overly reductive approach? What could the first generation do differently to help sustain their wealth legacy?- For those who want to leave a financial gift to future generat

Nov 4, 2021 • 46:38

Penny Phillips - The Power of Practice Management for Financial Advisors

Penny Phillips - The Power of Practice Management for Financial Advisors

- As someone who works in practice management and as a trainer, how does Penny get advisors to embrace the power of practice management when there are plenty of advisors who are financially successful who are violating all the best practices?- If Penny created her own top 25 advisor list, what criteria would she choose to decide who belongs on that list?- What are some practical means of gaining psychographic insights into clients’ and is there a framework one can use when thinking about clients

Oct 14, 2021 • 43:04

Dr. Steve Wendel - Designing for Behavior Change

Dr. Steve Wendel - Designing for Behavior Change

Tune in to hear:- Morningstar recently conducted an in-depth study on the financial biases that people bring to the table. What are the real world, fiscal impacts of these biases?- In the study, were they able to quantify a percentage or a dollar amount difference between biased and unbiased folks?- 2% of people in their study showed no evidence of bias - are their really people out there that are almost completely bias free, or was this an anomaly in the study?- There was only one bias that sho

Oct 7, 2021 • 38:27

Ric Edelman (Live from Ascent)

Ric Edelman (Live from Ascent)

Tune in to hear:- Ric Edelman started off as a reporter - does Ric think that an advisor could start “Edelman 2.0", so to speak, using the same formula with education at the forefront?- Why might it be wise to “narrowcast” rather than broadcast?- What are two or three actionable steps that American investors can take now?- Why does Ric think that Blockchain technology is one of the top four inventions in the history of commerce?- How does one strike a balance between being enthusiastic about Blo

Sep 30, 2021 • 26:39

Phillip Toews (Live from Ascent)

Phillip Toews (Live from Ascent)

Tune in to hear:- Many are very focused on the behavioral coaching elements of behavioral finance, but overlook the upside of integrating the findings of behavioral finance into actual asset management. How can we be better about balancing the two?- Toews’ portfolios attempt to anticipate declines. How specifically does he go about that and what specific signals is he looking for?- How can we think about tactical signals in a world that moves so quickly, like we saw with the corona crisis?- What

Sep 23, 2021 • 23:38

Dr. Tom Howard -  How Behavioral Portfolio Management Enhances Investor Performance and Decision-Making

Dr. Tom Howard - How Behavioral Portfolio Management Enhances Investor Performance and Decision-Making

Tune in to hear:- What event prompted Dr. Howard to move from using a  market efficiency / rational markets framework to a framework of behavioral finance?- How can we discover market inefficiencies that are exploitable if the price is almost always wrong and not reflecting true value?- If the behavioral dislocations of market prices are so vast, and the price is always wrong, why is the industry so bad at generating persistent returns?- It appears that the “best ideas” of active managers do out

Sep 16, 2021 • 47:50

Gagan Biyani - Lessons from a Lifelong Entrepreneur

Gagan Biyani - Lessons from a Lifelong Entrepreneur

Tune in to hear:- What was the process of launching Dr. Biyani’s business Udemy like?- As an entrepreneur, how do you know when you’re a visionary that may be early to an idea vs. when the market is simply telling you your idea isn’t worthwhile?- What advantages does virtual learning have over traditional learning and where might it fall short?- Does Dr. Biyani think that a lot of the all-star talent in a particular field get pulled into online teaching, leaving universities weakened or less rel

Sep 9, 2021 • 38:58

Drs. Chase and Pogge (Live From Ascent)

Drs. Chase and Pogge (Live From Ascent)

Tune in to hear:- What gap did Dr. Chase see in the market? How has investment talent been traditionally vetted and how does this compare to how it optimally should be?- What specific personality assessments do they use and how do they settle on these?- How do Drs. Chase and Pogge utilize Rorschachs to vet different personality styles?- Taking results from a test like The Big 5 at face value might not tell you enough about someone’s personality. How can we further break these down into their con

Sep 1, 2021 • 36:42

Dr. Sarah Newcomb - Master Your Finances: The Power of Rewriting Your Money Story for Wealth Building

Dr. Sarah Newcomb - Master Your Finances: The Power of Rewriting Your Money Story for Wealth Building

Tune in to hear:- Why do conversations about finances often take on such a moralistic tenor?- Is the moralizing of money a uniquely American problem or does this happen all over the world?- How can we accrue the benefits of being well off without falling prey to the lack of passion that can accompany this at times?- The possession-self link states that we don’t necessarily differentiate between the things we are and who we are. How does this play out practically?- Those with a clear mental pictu

Aug 31, 2021 • 1:21:00

Eben Burr - Master the Art of Client Planning: Tips for Tailored Solutions and Long-Term Success

Eben Burr - Master the Art of Client Planning: Tips for Tailored Solutions and Long-Term Success

Tune in to hear:- In a study that Eben helped conduct, clients were three times as likely to say they are very knowledgable about markets than their advisors were likely to say about them. Men had a similarly outsized response and were three times more likely than women to say they were knowledgable. Are clients overestimating their ability to understand markets or are their advisors not giving them enough credit?- What can the financial services community do to minimize the delta between who pe

Aug 26, 2021 • 1:01:52

Jordan Hutchison - Flow States in Finance

Jordan Hutchison - Flow States in Finance

Tune in to hear:- What is “flow” in a behavioral science context?- How do you begin to measure and study something like flow, which seems very ephemeral and hard to pin down?- Is it possible to reach a flow state performing a task/job you dislike?- How to we push past the stumbling block phase, with a challenging skill like drawing or skateboarding, and eventually work to a level of expertise or ease where flow states become possible?- We have a good sense of what flow looks like in athletics an

Aug 19, 2021 • 37:29

Charlotte Blank - The Science of Motivation Explained: Uncovering What Really Drives Us to Achieve

Charlotte Blank - The Science of Motivation Explained: Uncovering What Really Drives Us to Achieve

Tune in to hear:- What does Charlotte’s day to day role as a Chief Behavioral Officer look like?- Has the science of motivating employees shifted a great deal since The Great Depression or do other cultural or economic factors play into people’s loyalty to a particular company?- How accurately can people assess what motivates them to work?- What wrong assumptions do people routinely make about what motivates human behavior?- What is a simple randomized control trial (RCT) that a business could r

Aug 12, 2021 • 35:33

The Power of Niching Down: Insights from Reese Harper of Elements

The Power of Niching Down: Insights from Reese Harper of Elements

Tune in to hear:- Reese Harper has an advisory business, Dentist Advisors, that is exclusively for dentists. How did he take the first step to say no to everything else and how did choosing such a specific niche serve him well?- How did he land on dentists, in particular, as his niche?- Why do dentists, on average, retire 6 years later than their fellow Americans when they make 4x as much as the average American?- Dentists and Financial Advisors have the highest rates of suicide of any professio

Jul 23, 2021 • 56:58

Dr. Preston Cherry - Unique Financial Considerations for Unique Personalities

Dr. Preston Cherry - Unique Financial Considerations for Unique Personalities

Tune in to hear:- How does Dr. Cherry implement “The Big 5” personality test in his practice? Does he approach clients with different personality traits in novel ways to better help them problem solve?- How were The Big 5 traits ultimately arrived upon?- How might one shift communication with their client if the client displays high levels of anxiety? Should the actual asset allocation look different for them or is the anxiety simply approached in the coaching process?- How can financial profess

Jul 8, 2021 • 34:07

Jeff Kreisler - Dollars and Sense: How Behavioral Economics Influences Your Financial Choices

Jeff Kreisler - Dollars and Sense: How Behavioral Economics Influences Your Financial Choices

Tune in to hear:- How did Jeff’s professional path evolve from lawyer, to standup comedian and finally to behavioral science / economics?- What lessons could behavioral science stand to learn from the art of standup comedy?- If two different comedies tell a joke with similar content, the joke might land for one of them while feeling really caustic and tone deaf for the other. What might account for this difference and how can one exude more empathy and authenticity in such a retelling?-  What do

Jul 1, 2021 • 45:03

Richard Nisbett - Does Introspection Actually Matter?

Richard Nisbett - Does Introspection Actually Matter?

Tune in to hear:- On a previous podcast, Richard Nisbett expressed that the most central message of psychology is that we have no access to most of what goes on in our heads. What studies are illustrative of this dramatic conclusion he reached?- What are the implications of this stream of thought, particularly in regards to free will and determinism?- In light of this research, are things like introspection valuable or do they simply feel meaningful?- If environment is highly influential in our

Jun 24, 2021 • 49:38

Anthony Oneal - Building Your Network, Net Worth and Mindset: A Holistic Approach to Success

Anthony Oneal - Building Your Network, Net Worth and Mindset: A Holistic Approach to Success

Tune in to hear:- How did Anthony move from being homeless, and in a great deal of debt, to being one of the nation’s top educators on money matters and part of the Dave Ramsey franchise? What four steps were critical in this journey?- Anthony stresses the importance of intentionality in one’s spiritual journey, network journey, net worth journey and their overall mindset. Are these elements broadly applicable to the general population, or did they simply work for Anthony?- Where does Anthony se

Jun 18, 2021 • 28:26

Joe Saul-Sehy - How to Master Personal Finance: 3 Essential Steps for Financial Freedom

Joe Saul-Sehy - How to Master Personal Finance: 3 Essential Steps for Financial Freedom

- Three steps to mastering personal finance.- What is the knowledge or education gap in financial literature that Joe Saul-Sehy’s new book ‘Stacked’ fills?- What role might humor play in a successful financial plan?- How can we move people towards financial goals that are more visceral and poignant and away from mimetic, or culturally inherited, goals?- Why is automation such a powerful financial tool and how does Joe recommend people best utilize it?- What advice does John Saul offer on finding

Jun 15, 2021 • 46:04

Colin Lancaster - Fed Policy Implications: What Investors Need to Know in the Current Economic Landscape

Colin Lancaster - Fed Policy Implications: What Investors Need to Know in the Current Economic Landscape

Tune in to hear:- What is Colin’s perspective on the extreme fear and greed that arose throughout the pandemic in 2020? These are constants within the market, but why were they of particular interest in this cycle?- Are investors primed for misbehavior because of what we went through last year?- Learn more about Colin’s new book Fed Up: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader- Colin believes that both Quantitative Easing and Central Banks have a net negative impa

Jun 10, 2021 • 30:18

Michael Falk - How Emotional Intelligence Drives Investment Alpha: Unlocking the Power of EQ in Finance

Michael Falk - How Emotional Intelligence Drives Investment Alpha: Unlocking the Power of EQ in Finance

Tune in to hear:- What might the personality of an ideal hire for a leadership position in asset management look like?- How can one measure things like emotional intelligence and curiosity that can seem kind of ethereal or hard to get your arms around?- Has Michael come across any counterintuitive, or surprising, discoveries in his research as he’s tried to fill talent gaps in the financial services industry?- How does a company best walk the line between having adequate conflict, to fully vet a

Jun 1, 2021 • 46:38

Carl Richards - Top Tips for Setting and Sticking to Financial Goals for Long-Term Success

Carl Richards - Top Tips for Setting and Sticking to Financial Goals for Long-Term Success

Tune in to hear:- Carl Richards speaks about serving real financial advisors. This of course presupposes the existence of fake financial advisors, so what’s the difference between a real financial advisor and a fake financial advisors?- What practical advice can help one avoid a financial advisor that doesn’t have your best interests at heart?- How do we help clients articulate powerful goals that are salient and motivating without failing prey to this trip of false precision?- How do we begin t

May 20, 2021 • 51:06

Jamie Hopkins - How to Think About Retiring: A Guide to Financial Security and Peace of Mind

Jamie Hopkins - How to Think About Retiring: A Guide to Financial Security and Peace of Mind

Tune in to hear:- Is the classic retirement trope of working hard until your 65 and retiring to a life of leisure sort of an antiquated way of thinking about retirement?- Is the prospect of people having to work later in their life net good or net negative for most individuals?- Research shows that people who are retired, on average, are happier than those who aren’t. However, there’s also an outlier group of retired individuals who are much more depressed than those who continue to work. Is thi

May 13, 2021 • 48:57

Q & A with Michael Batnick of Animal Spirits

Q & A with Michael Batnick of Animal Spirits

Tune in to hear:- Why might the narrative that “our parents’ generation had it much easier financially than we do now” be incorrect? What assumptions does it make?- When yields on a 50/50 stock and bond portfolio, yields are historically anemic right now. What are investors supposed to do in a time like this and how do we prevent them from just chasing yield and moving up the risk spectrum?- What has Michael’s personal experience with NFTs been like and how does he think about that part of the m

May 6, 2021 • 43:26

Q & A with Michael Batnick of Animal Spirits

Q & A with Michael Batnick of Animal Spirits

Tune in to hear:- Why might the narrative that “our parents’ generation had it much easier financially than we do now” be incorrect? What assumptions does it make?- When yields on a 50/50 stock and bond portfolio, yields are historically anemic right now. What are investors supposed to do in a time like this and how do we prevent them from just chasing yield and moving up the risk spectrum?- What has Michael’s personal experience with NFTs been like and how does he think about that part of the m

May 6, 2021 • 43:26

Mike Carter - How Mission-Driven Capitalism is Shaping the Future of Ethical Business Practices

Mike Carter - How Mission-Driven Capitalism is Shaping the Future of Ethical Business Practices

Tune in to hear:- Why is Adam Smith considered to be the original behavioral economist?- Mike is advocating for mission driven capitalism. How does this contrast with a more classic approach to Capitalism that’s focused on shareholder value?- Why might mission driven corporations outperform the S&P 500? Is there a specific mechanic at play here?- How can consumers and investors separate out true mission driven corporations from those that are merely posturing as mission driven corporations?- How

Apr 29, 2021 • 34:46

Cady North - The Resiliency Effect

Cady North - The Resiliency Effect

Tune in to hear:- Why do we often defer our dreams for so long and how might we be more proactive in seeking them out?- Reflecting back on their lives, many people wish they had taken more risks. Why might we see this with such clarity at the end of our lives, while actually living it in the present is so difficult for most of us?- Is “following your dream” good advice for everyone, or do you have to be situated in a certain way to pursue this in a meaningful way? Is this a biased concept that o

Apr 22, 2021 • 38:35

Dr. Richard Smith - The Stock Market Explained as a System: Principles, Mechanics and Strategies

Dr. Richard Smith - The Stock Market Explained as a System: Principles, Mechanics and Strategies

Dr. Richard Smith believes that risk literacy is essential not only for independent investors; it’s essential for anyone looking to succeed in today’s exploding digital marketplaces. Pulling from his expertise in mathematics and technology, Dr. Smith advises his clients on how to navigate the noise and distractions presented by the media and social platforms, allowing them to direct their attention to the things that matter most in their personal & investment lives. Dr. Smith studied mathematics

Apr 15, 2021 • 48:47

Tra Williams - Boss Brain: Revolutionizing the Future of Entrepreneurship in the Digital Age

Tra Williams - Boss Brain: Revolutionizing the Future of Entrepreneurship in the Digital Age

Tune in to hear:- Why does Tra’s new book on entrepreneurship, Boss Brain, start with a focus on evolutionary psychology and brain science?- Does our wiring lead to a certain determinism or can we embolden ourselves by understanding our inner workings?- What are some cases where business owners confuse predictability with control?- Currently, 93% of people are working for the other 7% of people - Tra predicts that, unless swift action is taken, 99% of us will work for the other 1%. Why is this p

Apr 5, 2021 • 45:03

Daniel Crosby & Neil Bage - The Laws of Wealth

Daniel Crosby & Neil Bage - The Laws of Wealth

This week, Dr. Crosby is joined by fellow behavioral finance geek Neil Bage. Neil is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. In this episode, we turn the tables and Neil interviews Daniel in celebration of the 2nd Edition release of Dr. Crosby's book 'The Laws of Wealth.' Tune in to hear: How does one go about controlling the controllable in their personal and financial life and what does one do if somethi

Apr 1, 2021 • 50:10

JC Parets - Combining Technical Analysis and Behavioral Finance for Smarter Trading Decisions

JC Parets - Combining Technical Analysis and Behavioral Finance for Smarter Trading Decisions

JC Parets launched the All Star Charts Research Platform in September of 2014 to provide technical analysis commentary across all asset classes to investors worldwide. He also has his own podcast, Technical Analysis Radio, which helps others grow their knowledge of technical analysis. JC grew up in Miami, FL and is a big sports fan. When he’s not looking through charts, he’s probably cooking, eating or watching a game. JC is also a certified sommelier and sake expert. Tune in to hear: What’s c

Mar 30, 2021 • 46:11

Johnny Sandquist - Empathic Advertising: How Emotional Intelligence Can Transform Your Marketing Strategy

Johnny Sandquist - Empathic Advertising: How Emotional Intelligence Can Transform Your Marketing Strategy

Johnny Sandquist is the Founder & CEO of Three Crowns Marketing. He's focused on supporting RIA firms and advisor technology companies for over a decade now. He has a wife and three kids and is a huge Star Wars geek. Tune in to hear: Does Johnny advise his marketing clients to avoid or pursue engaging their target market by taking a stance on divisive, political issues? If so, what might be the most prudent way to approach this? In such a painful and tumultuous time, like Coronavirus, ho

Mar 25, 2021 • 47:12

Lindsey Bell and Callie Cox of Ally - Investor Psychology in 2021

Lindsey Bell and Callie Cox of Ally - Investor Psychology in 2021

Lindsey Bell is Ally Invest’s Chief Investment Strategist, responsible for shaping the company’s point of view on investing and the global markets. She is also President of Ally Invest Advisors, responsible for its robo advisory offerings. Lindsey has a broad background in finance, with experience on the buy-side and sell-side, in research, and in investment banking, and has held roles at JPMorgan, Deutsche Bank, Jefferies, and CFRA Research. Lindsey holds a passion for teaching individuals how

Mar 23, 2021 • 48:48

Stacy Havener - Why Storytelling Matters: Exploring the Power of a Compelling Narrative

Stacy Havener - Why Storytelling Matters: Exploring the Power of a Compelling Narrative

In 2010, Stacy Havener founded Havener Capital Partners, an independent third party marketing firm, to provide sales and marketing services to a select group of high quality managers. Well recognized for her expertise in the Registered Investment Advisor and wealth management channel, Stacy has significant experience in product development as well as raising assets through successful distribution strategies. Previously, Stacy was a co-founder of third party marketing firm Candlewood Advisory Par

Mar 18, 2021 • 48:36

Nathan Astle - Empathy in Advising

Nathan Astle - Empathy in Advising

Nathan Astle is the founder of Relational Money LLC where he offers training to financial advisors and money coaches on basic financial therapy skills. This will help them be better at their jobs, retain more clients, and improve the quality of care. Tune in to hear: What are some of the key differences and similarities between financial therapy, clinical psychology and behavioral finance? While we fixate on money and wealth in popular culture and in the media, Americans are also really relu

Mar 16, 2021 • 36:14

Tim Holland - Making Sense of the 2020 Market

Tim Holland - Making Sense of the 2020 Market

Tim Holland is the Chief Investment Officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to his current role, Tim was the Global Investment Strategist at Brinker Capital where he worked with senior members of the investment team to develop and deliver Brinker Capital’s macroeconomic and capital markets outlook, including the company’s investment views and portfolio positioning. Tim has

Mar 11, 2021 • 33:54

Rusty Vanneman - Cautiously Optimistic

Rusty Vanneman - Cautiously Optimistic

Rusty Vanneman serves as the Chief Investment Strategist for Orion Advisor Solutions, where he is responsible for overseeing the investment strategies at Orion Portfolio Solutions (turnkey asset management program) and at Orion Advisor Technology (financial technology). Previously, Rusty was the Chief Investment Officer for Orion Advisor Solutions and prior to that was the President and Chief Investment Officer of CLS Investments. Before joining Orion in 2012, Rusty served as the Chief Investmen

Mar 9, 2021 • 42:22

Phil Bak - How ETFs Teach Valuable Investment Lessons: A Guide for Beginners and Pros

Phil Bak - How ETFs Teach Valuable Investment Lessons: A Guide for Beginners and Pros

Phil is widely regarded as a thought leader in the asset management industry. As Founder & CEO of Exponential ETFs Phil raised $1.8 Billion in AUM in just over three years after launching the company from scratch. As Managing Director at NYSE Phil exceeded 90% market share of ETF listings. Phil is the author of two patents on innovative ETF structures, has led market structure enhancements that have become industry standard and pioneered new investment strategies into the market. Phil is fea

Mar 4, 2021 • 40:41

Hoda Mehr - What’s Next for DIY Trading? A Look into the Future of Independent Investing

Hoda Mehr - What’s Next for DIY Trading? A Look into the Future of Independent Investing

An economist by trade, Hoda manages her company’s successful flagship portfolio. She also applies behavioral economics, data journalism and storytelling to their product development. Before starting her own company, Hoda worked as a strategist at Sony, Aimia and Symantec. Outside of the world of work, Hoda is a certified wine specialist who loves Rottweilers. Tune in to hear: What was Hoda’s “aha” moment that lead her to become a Fintech CEO? When did Hoda realize that awareness of behaviora

Mar 2, 2021 • 47:29

Jean-Michel Pailhon - The Case for Crypto

Jean-Michel Pailhon - The Case for Crypto

Jean-Michel Pailhon is Vice-president at Ledger, the leading company in security solutions for crypto-assets, where he’s heading the company’s product initiatives. He joined Ledger in early 2017 when the company had 20 employees initially leading the finance, strategy and corporate development initiatives. Before that, Jean-Michel spent 15+ years in the financial industry, working for Euronext and then the New York Stock Exchange, where he held various management positions covering finance, stra

Feb 25, 2021 • 35:10

Eric Clarke - How to Drive Better Investor Behavior: Expert Tips for Enhanced Financial Decision Making

Eric Clarke - How to Drive Better Investor Behavior: Expert Tips for Enhanced Financial Decision Making

Eric Clarke serves as CEO for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization’s brand entities: Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments and Brinker Capital Investments. Prior to his current role, Eric was the founding CEO of Orion Advisor Tech, which he continues to lead, and previously served as COO for CLS In

Feb 23, 2021 • 45:42

Kelly Eng & Lynsey Freeman - Women and Investing

Kelly Eng & Lynsey Freeman - Women and Investing

Tune in to hear:What are some of the advantages of being a woman that make them uniquely suited to financial advising?How might some of women’s strengths, when overextended, become weaknesses or impediments to investing?In spite of women’s outperformance, surveys show that the general public believes men are better money managers. How can the financial industry begin to remedy this misunderstanding?Women, on average, are less confident in their ability to manage money than men. How can we narrow

Feb 4, 2021 • 32:37

Chau Lai - How to Become More Human: Unlocking Your Full Potential

Chau Lai - How to Become More Human: Unlocking Your Full Potential

Tune in to hear:How to keep your clients grounded in the present while making space for dreaming about future possibilities?Some takeaways from someone who grew up with conflicting money scripts / parental examplesWays we can become self-aware of detrimental financial habits that we take for grantedShould financial professionals be candid about their personal history and relationship to finance or might this hinder their ability to serve their clients’ interests?Are financial professionals trend

Jan 28, 2021 • 54:08

Samantha Russell - Marketing for a Better World

Samantha Russell - Marketing for a Better World

Samantha Russell is the Chief Marketing & Business Development Officer at Twenty Over Ten. Utilizing her background in Public Relations, Marketing and Client Relations, Sam focuses on helping new clients understand the value of their online presence and connecting them with the marketing tools and digital solutions they need to effectively manage their brand. Samantha was featured on Wealth Management’s “10 to Watch” and Investment News “40 Under 40” 2020 lists. Apart from her job, Sam enjoys c

Jan 26, 2021 • 42:40

Nick Saleem - Immigrants + Finance (Pt. Three)

Nick Saleem - Immigrants + Finance (Pt. Three)

Tune in to hear:What are some of the unique fiscal or emotional challenges immigrants sometimes face?Nick’s perspective, as an immigrant, on “The American Dream”Why immigrants are often more inclined to entrepreneurial ventures than people born in the USAre there structural or systemic reasons why immigrants are often kept from more traditional forms of employment, choosing instead to forge their own path?How financial professionals can help clients balance financial best practices with their sp

Nov 19, 2020 • 30:43

Maddie Quinlan - Unearthing and Sculpting the Self: Mastering the Process of Inner Evolution

Maddie Quinlan - Unearthing and Sculpting the Self: Mastering the Process of Inner Evolution

Maddie has a Masters in Behavioral Science from the London School of Economics. She is the co-founder and director of Salient, which is a behavioral science consultancy, and she is head of membership at the newly formed Global Association of Applied Behavioral Scientists. Maddie also enjoys teaching yoga whenever she can. Tune in to hear: Western philosophy tends to think of the self as static and immutable, while Eastern philosophy thinks about the self in more contextual ways. Which concepti

Oct 29, 2020 • 57:06

Maxine Gray - Why Sustainable Investing is the Future: How to Invest Responsibly and Make a Positive Change

Maxine Gray - Why Sustainable Investing is the Future: How to Invest Responsibly and Make a Positive Change

Maxine Gray is the Business Strategy Development and Implementation Manager at Investec Wealth, South Africa. She is an ambassador for the United Nations Global Compact of young SDG innovators. Maxine has also been a board member of imagine.nation (NPO) since 2015, and she is the founder of Winter Warmer drive (2010-2020), helping over 20,000 people keep warm during winter. Tune in to hear: What are the UN’s sustainable development goals and how do they relate to investing and business? How

Oct 15, 2020 • 42:01

Jess Von Bank - The World of Work in the Age of Covid

Jess Von Bank - The World of Work in the Age of Covid

Jess Von Bank (also known as JVB) is the head of marketing at Leapgen and the founder of the global world of work community Now of Work. JVB is proficient with, and passionate about, HR tech and connecting talent to opportunity. She lives in Minneapolis, MN with her three daughters and enjoys obstacle races and dark chocolate. Tune in to hear: What are potential long-term changes to the world of work as a result of the massive spike in unemployment? How freelance and contract work can be mut

Oct 1, 2020 • 45:37

Roger Whitney - The Agile Methodology Explained: Benefits, Principles and Best Practices

Roger Whitney - The Agile Methodology Explained: Benefits, Principles and Best Practices

Roger is the host of the Retirement Answer Man podcast and Roger That! YouTube series where he helps hundreds of clients secure their ideal retirements. He has worked as a CFP for more than 25 years and is passionate about making sure people are prepared for retirement while living their best lives along the way. He authored the book Rock Retirement: A Simple Guide to Help You Take Back Control and Be More Optimistic About the Future, and he is an instructor for the CFP program at The University

Sep 17, 2020 • 35:25

John Lentz - How to Improve Cash Flow Management for Small Business Growth

John Lentz - How to Improve Cash Flow Management for Small Business Growth

Tune in to hear:Why is it potential a mistake for small business owners to count on monetizing their business at a later date?How to create cashflows today for your small business rather than relying on a future exitHow does one get their clients to consider potential negative events when it’s so hard to swallow that these could be on the horizon?Why it’s prudent for business owners to consider their exit strategy from day 1 when starting a businessWhat qualities do financial professionals share

Sep 3, 2020 • 52:34

Dani Fava - Augmented Investing

Dani Fava - Augmented Investing

In her role as the Director of Innovation at TD Ameritrade Institutional, Dani oversees the development of advanced investment management and technology tools designed to help independent registered investment advisors compete and thrive in a world of accelerating change. Dani is also responsible for implementing voice-first capabilities at TD Ameritrade, which will employ conversational AI that can communicate with advisors. Dani joined TD Ameritrade in 2012 and puts more than 15 years of wealt

Aug 6, 2020 • 40:59

Joy Lere - Taking Stock and Staying Well

Joy Lere - Taking Stock and Staying Well

Dr. Joy Lere is a psychologist and consultant who practices where Freud meets finance.  She works with foot planted in the field of psychology and the other waltzing on Wall Street.  She has previously served as an Associate Clinical Professor of Clinical Psychology at George Washington University and has held clinical and research positions at Children's National Medical Center, Penn Medicine Princeton Health, and the Department of Defense. Website: www.joylere.com LinkedIn: www.linkedin.com/in

Jul 23, 2020 • 49:28

Phil Pearlman - The Cognitive Theory of Noise

Phil Pearlman - The Cognitive Theory of Noise

Phil Pearlman is the Chief Community Officer at Stocktwits, the world’s largest community of investors and traders. Phil previously worked as the Director of Marketing at Bank OZK and as the Interactive Editor at Yahoo Finance. On his blog Eight Fat Swine, Phil looks at questions about behavior and irrationality and seeks out solutions that foster lasting, and adaptive, change. Phil is interested in the psychology of investor behavior, UI and the development of online communities. He has a docto

Jul 9, 2020 • 1:04:59

Larry Swedroe - The Four Horsemen of the Retirement Apocalypse: How to Protect Your Savings from Financial Catastrophe

Larry Swedroe - The Four Horsemen of the Retirement Apocalypse: How to Protect Your Savings from Financial Catastrophe

Larry Swedroe is the Chief Research Officer at Buckingham Strategic Wealth. He is a pioneer within evidence-based investing that focuses on a scientific approach to investment. He is the author of seven books, including The Only Guide to a Winning Investment Strategy You’ll Ever Need, and the co-author of eight other investment books. At Buckingham, Larry synthesizes peer-reviewed financial journals to come up with custom investment strategies for the firm. He’s made appearances on NBC, CNBC, CN

Jun 25, 2020 • 59:53

Neil Bage and Brian Portnoy - Finance in the Time of Coronavirus

Neil Bage and Brian Portnoy - Finance in the Time of Coronavirus

Tune in to hear: Ways investors can confront their fear of loss aversion when this fear holds them back How financial professionals can have meaningful conversations with their clients about times of great market uncertainty and volatility, like what we are seeing as a result of coronavirus Is there a such thing as too much communication with clients during times of uncertainty and unrest? Coronavirus has allowed many people extra time to take stock of their lives and priorities - will t

Jun 22, 2020 • 41:24

Ivan Watanabe - Immigrants + Finance (Pt. Two)

Ivan Watanabe - Immigrants + Finance (Pt. Two)

Tune in to hear:How do various cultures differ on their views of wealth and propensity to openly discuss financial matters?What are some of the unique financial concerns and strengths faced by immigrant families?Financial preparation takeaways from coronavirus and other disruptive, unexpected events.For many first generation families, owning property is a sign of financial success and a big priority - what is the genesis of this belief, and how does one counsel their clients to take a more diver

Jun 11, 2020 • 38:38

Ashvin Chheda - Immigrants + Finance (Pt. One)

Ashvin Chheda - Immigrants + Finance (Pt. One)

Tune in to hear:What impact from coronavirus is Ashvin seeing on his clients?Which workforce sectors are getting hardest hit, so far, by Covid-19?Potential approaches financial professionals can take when there are unprecedented levels of uncertaintyWhat the concept of “bucketing” means within a financial plan and how this can encourage positive investment behaviorHow to counsel a client set on sending money home to family abroad without having their own stable financial houseWhile every person’

May 28, 2020 • 52:36

Justin Castelli - Brand and Community Building Strategies for Long-Term Success

Justin Castelli - Brand and Community Building Strategies for Long-Term Success

Justin Castelli is a financial advisor and the founder of RLS Wealth Management. RLSWM was founded in 2015 with the belief that independent, unbiased financial planning and investment management should be available to everyone looking for it. In addition to working with clients regardless of their asset level or income, Justin runs the financial planning blog ‘All About Your Benjamins.’ He loves spending quality time with his family and listening to hip-hop. Tune in to hear: What does authenti

May 28, 2020 • 40:38

Joy Lere - Overcoming Imposter Syndrome: Tips for Thriving in Life and Work

Joy Lere - Overcoming Imposter Syndrome: Tips for Thriving in Life and Work

Dr. Joy Lere is a psychologist with a practice focused on the merger of money and mindset. She has worked internationally with driven, achievement-oriented professionals who are motivated to reach the next level in their careers and finances. Tune in to hear: What is “an existential boundary experience?” How we can hold on to, and harness, the clarity that moments of hardship and grief can afford us How saying “no” more often can help you lead your best life What to consider when saying

May 14, 2020 • 40:05

Kyle Van Pelt - The Future of Fintech: Key Predictions and Opportunities for Growth

Kyle Van Pelt - The Future of Fintech: Key Predictions and Opportunities for Growth

Kyle specializes in connecting the dots between the future of technology and finance, building strategic relationships and connecting people. He’s currently working with SS & C Advent and is focused on shaping the Black Diamond Wealth Platform for large financial service firms. Kyle lives in Georgia with his wife and 4 children and he’s passionate about golf, craft coffee, southern cooking, the ATL falcons and charitable works. Tune in to hear: What we can learn from financial failures W

Apr 30, 2020 • 30:35

Lisa Brenneman - What’s Your Financial Personality? Unlock the Secrets to Better Money Management

Lisa Brenneman - What’s Your Financial Personality? Unlock the Secrets to Better Money Management

Lisa Brenneman is the Behavioral Finance and Strategic Innovation leader at TD Wealth. She created the TD Wealth Personality Assessment Tool using the Five Factor Model of Personality, enabling clients and advisors to identify their financial and investing blind spots. Tune in to hear: What are the “Big 5” measures of personality? What lessons can financial advisors learn from the Big 5 personality elements? How openness to experience impacts one’s financial decision-making How gender pl

Apr 16, 2020 • 53:11

Jack Forehand - Value Investing in a Changing World: Strategies for Success in Modern Markets

Jack Forehand - Value Investing in a Changing World: Strategies for Success in Modern Markets

Jack Forehand is a partner at Validea Capital and is responsible for the firm's overall operations and portfolio management. Working in conjunction with founder John Reese, Jack led the development and optimization of Validea Capital's quantitative investment models. He is also the co-author of The Guru Investor: How to Beat the Market Using History's Best Investment Strategies. Jack graduated from the honors program of the University of Connecticut with a B.A. in Economics and is a CFA charterh

Apr 2, 2020 • 34:52

Paul Hebert - Leveraging Uncertainty

Paul Hebert - Leveraging Uncertainty

Paul Hebert is the Vice President of Individual Performance Strategy at Creative Group, and is widely considered an expert on motivation and incentives focused on influencing behaviors that drive business results through employees, channel partners and consumers. Using tested behavioral economic and motivational ideas he has driven engagement programs at Michelin, Chrysler Service and Parts, Toyota Financial Services, AT & T, Goodyear and a variety of other Fortune 1000 companies. Tune in to

Mar 19, 2020 • 52:09

Dennis Moseley Williams - The Rise of the Experience Economy: Transforming Consumer Expectations

Dennis Moseley Williams - The Rise of the Experience Economy: Transforming Consumer Expectations

Bio: Dennis Moseley Williams is an entrepreneur, founder of DMW Strategic Consulting and author of ‘Serious Shift: How Experience Staging Can Save Your Practice.’ He’s also a certified expert of the Experience Economy (Pine and Gilmore). He lives with his wife Sherri, two daughters and a yellow lab. He loves spending his winters skiing as much as possible. In the summer he spends time with family at their cottage, Pine Lodge, in the Quebec wilderness. Tune in to hear: how luck plays into perso

Mar 5, 2020 • 51:37

Emily Binder - The Future of Voice

Emily Binder - The Future of Voice

Emily Binder is an entrepreneur, speaker, and founder of Beetle Moment Marketing.  She focuses on AI and voice assistants, branded audio content, and digital strategy. Tune in to hear: if synchronicity can be cultivated or if it is just random why people often dislike their own voice why voice is more compelling than text or visuals what ingredients make for a successful podcast if the podcast phenomena reached it's peak Web: https://beetlemoment.com/ & www.emilybinder.com

Feb 20, 2020 • 36:56

Sean Brown - Mapping the Market: Strategies to Navigate and Predict Market Movements

Sean Brown - Mapping the Market: Strategies to Navigate and Predict Market Movements

President and CEO of YCharts, a Chicago-based, cloud provider of financial data and analysis/visualization tools. They help enable smarter investment decisions via providing robust data, intuitive tools and outstanding customer support. Sean received his MBA in Finance and Entrepreneurship from Stanford’s Graduate School of Business and he graduated in the top 10% of his class. Tune in to hear: how to be selective about the data for your investment strategy why loss can make us better leader

Feb 6, 2020 • 49:16

Greg Zuckerman - The Man Who Solved the Market: How Jim Simons Revolutionized Wall Street

Greg Zuckerman - The Man Who Solved the Market: How Jim Simons Revolutionized Wall Street

Gregory Zuckerman is a Special Writer at The Wall Street Journal. He writes about big financial trades, hedge funds, private-equity firms and other investing and business topics. In the past, Greg wrote the "Heard on the Street" column and covered the credit markets for the paper. Greg is the author of "The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters," published November 2013 by Penguin Press. He's also the author of “The Greatest Trade Ever: The

Jan 23, 2020 • 35:17

Coach Dana Cavalea - RBIs and ROIs

Coach Dana Cavalea - RBIs and ROIs

Coach Dana Cavalea is the former Director of Strength & Conditioning and Performance for the New York Yankees. He led the team to a World Championship in 2009. He is also the author of his new book, ‘Habits of a Champion, Nobody Becomes a Champion By Accident.’ Tune in to hear: why influence is a cornerstone of performance how to hate losing while not becoming overly risk averse why too much data can adversely effect performance why living “one pitch at a time” can lead to success

Jan 9, 2020 • 53:14

The Psychology of Commitment vs. Context: Understanding the Key Differences

The Psychology of Commitment vs. Context: Understanding the Key Differences

The Psychology Of Commitment Vs. Context by Dr. Daniel Crosby

Nov 25, 2019 • 11:00

Jim Lake - From Career to Reflection: How Introspection and Storytelling Can Transform Your Retirement

Jim Lake - From Career to Reflection: How Introspection and Storytelling Can Transform Your Retirement

Tune in to hear:Why retirement is the #1 financial concern of most peopleHow storytelling and introspection are revelatory when considering which financial retirement option suits you bestWhat qualities to look for in a financial professional who will bring your best interests to the table when preparing you for retirementAdvice for those who simply cannot save 20% of their present income for retirementWhy Jim doesn't feel that "retirement" is a good word to describe the contemporary shift in pe

Oct 17, 2019 • 47:46

Corey Phillips - Effective Community Leadership Strategies for Small Business Success

Corey Phillips - Effective Community Leadership Strategies for Small Business Success

Corey Phillips is a successful financial advisor with the Bulfinch Group in Boston as well as a co-owner of a retail liquor-store,  community advocate that sits on the Board of four different non-profits, a youth sports coach, and a dad of one and one-on-the-way, we ask Corey Phillips, how do you do it all?  Corey explores how to manage the illusive time-to-value ratio so that we can decide what doing it all looks like for each of us.  Additionally, Corey shares how, as a business owner and entr

Sep 26, 2019 • 41:03

The Four Pillars of Investor Psychology

The Four Pillars of Investor Psychology

The Four Pillars of Investor Psychology by Dr. Daniel Crosby

Sep 3, 2019 • 54:13

Brett McKay - The Art of Manliness

Brett McKay - The Art of Manliness

Brett McKay - The Art of Manliness Brett McKay is an attorney and the founder of The Art of Manliness, the largest men's interest magazine on the web. He drops by Standard Deviations this week to shatter one-dimensional notions of masculinity and tell us what's going right with men and boys. Tune in to hear: How Brett started this runaway success by accident How he tries to stand out from caricatures of manliness and cultivate real depth Why men today are lonelier than ever before Why li

Aug 29, 2019 • 55:33

Nichole Mayer - Breaking the Chains of Debt: Your Path to a Debt-Free Life and Financial Empowerment

Nichole Mayer - Breaking the Chains of Debt: Your Path to a Debt-Free Life and Financial Empowerment

Nichole is wealth management advisor with Westpac Wealth Partners who has 13 years of industry experience. She joins Dr. Crosby this week to discuss the good, bad and ugly of taking on personal debt. Listen in to learn: How certain types of debt can actually be good What she thinks can be done about the student debt crisis Why you might not be able to afford as much home as that mortgage calculator suggests What to consider when taking on credit card debt Many personal finance professionals cons

Aug 22, 2019 • 35:27

Jim O'Shaughnessy - What Works on Wall Street

Jim O'Shaughnessy - What Works on Wall Street

Jim O'Shaughnessy is the founder of O'Shaughnessy Asset Management and the author of "What Works on Wall Street", one of the most influential investing books of all time. He joins me this week to discuss: How we can overcome the "illusion of uniqueness" and understand that we are just as prone to bias as the next person -Whether or not he in fact killed value investing -The primary psychological risks of both active and passive investing -How to raise well-adjusted, successf

Aug 14, 2019 • 1:07:08

Andrew Guyton - All in the Family: How to Navigate the Challenges of Running a Family Business

Andrew Guyton - All in the Family: How to Navigate the Challenges of Running a Family Business

Andrew Guyton is a financial advisor with seven years of experience who joins us today to talk about the pros and perils of family business. In specific, we discuss: What he and his father do to make financial planning fun and engaging How he maintains a personal identity within a family business What his father required him to do to prove himself before signing on How he and his father manage to keep work and family separate in the off hours If you've ever considered getting into business with

Aug 8, 2019 • 33:25

Laurie Ruettimann - Should I Write a Book?

Laurie Ruettimann - Should I Write a Book?

Laurie Ruettimann is an HR consultant, keynote speaker, entrepreneur, and now, the proud owner of a pretty sweet book deal. In this candid interview she speaks to the ins and outs of something that 80% of Americans hope to accomplish: writing a book. Specifically, we discuss: Why writing a book is a goal for so many people -How to know if you have what it takes -How much money you stand to make from writing -First steps to take on the path to authorship Laurie is witty, knowledgeable, and give

Aug 1, 2019 • 41:59

Kathleen Burns Kingsbury - Breaking the Silence on Money: Strategies for Open Conversations and Financial Empowerment

Kathleen Burns Kingsbury - Breaking the Silence on Money: Strategies for Open Conversations and Financial Empowerment

Kathleen Burns Kingsbury is on a mission to break money silence and shatter taboos around finance. She joins us this week to discuss: Why we are more comfortable talking about sex, politics and religion than money -How to talk to children about money in a manner that's meaningful to them -The pros and cons of financial literacy Join us for this fascinating discussion that will lead you to break down walls in your own financial life.

Jul 25, 2019 • 48:09

Marty Nachemson - Adapting to a Changing World: Essential Skills for Success in Uncertain Times

Marty Nachemson - Adapting to a Changing World: Essential Skills for Success in Uncertain Times

Marty Nachemson is a partner at Prosperian Wealth Management where he specializes in holistic financial planning. Today, he joins us to discuss how he stays adaptable in a business world that's always changing. We touch on: How "adaptability quotient" or AQ, differs from IQ and EQ Is the world really changing faster than ever? Harvard's take on the three keys to having high AQ How to create a culture that is comfortable with change

Jul 18, 2019 • 33:13

Doug Shaw - The Ultimate Guide to Cultivating Creativity for Personal and Professional Growth

Doug Shaw - The Ultimate Guide to Cultivating Creativity for Personal and Professional Growth

Doug Shaw believes that we are all artists and teaches business professionals to regain the natural enthusiasm for creativity we all had as children. Join us this week to learn: How we can regain our former skill with and love of creative thinking -Why the World Economic Forum rates creativity as one of the top 3 skills needed for the future -How to focus on creative process rather than outcomes How to overcome the fear of failure that chokes out creative thinking Join us for this candid conve

Jul 11, 2019 • 44:53

Perth Tolle - Investing in Freedom

Perth Tolle - Investing in Freedom

Perth Tolle is the founder of the Life + Liberty index, the methodology underlying the launch of a new ETF. She joins us to discuss how she lives her mission of "We invest in freedom." Tune in to learn: -How Perth and her team measure the abstract concept of freedom -Why countries like the Philippines, with high profile human rights abuses, are still represented in the index -The unique danger AI presents for the flourishing of freedom You'll leave this interview inspired and better eq

Jul 1, 2019 • 51:04

Bob Seawright - 10 Effective Techniques to Combat Behavioral Bias and Boost Rational Thinking

Bob Seawright - 10 Effective Techniques to Combat Behavioral Bias and Boost Rational Thinking

Bob Seawright is the Chief Investment Officer of Madison Avenue Securities and a widely read blogger at Above the Market. He joins us to discuss: -How to actively seek out dissenting opinions -How investors can become educated without being inundated -Some practical tips for overcoming overconfidence Listen in to see what the king of long-form behavioral finance writing has to say about overcoming bias.

Jun 26, 2019 • 53:38

Andrea Schaffer - Tax-Smart Investing: Strategies to Minimize Tax Burden and Grow Wealth

Andrea Schaffer - Tax-Smart Investing: Strategies to Minimize Tax Burden and Grow Wealth

Andrea Schaffer CLU® ChFC® CFP® is with Pacific Advisors in Claremont, California. Her practice focuses on individual and business planning, with special knowledge in charitable and investment planning, tax offset strategies, executive tax issues, executive benefits, and business succession. She joins us today to talk about opportunity zones, including: • What is an opportunity zone anyway? • From a social responsibility standpoint, why might OZ make sense? Join us to learn more about one of th

Jun 20, 2019 • 35:37

Ron Carson - Building a Financial Advice Empire

Ron Carson - Building a Financial Advice Empire

Ron Carson is one of the most successful financial advisors in the world in addition to being a bestseling author and sought after coach. He joins Standard Deviations to share his journey from college dorm room to the top of the mountain. Within, we discuss: How Ron moved from loving to hating the financial advice business Why he thinks that tech giants pose a threat to the world of finance His vision for the future of machine learning and artificial intelligence You won't want to miss this pe

Jun 14, 2019 • 46:34

Brent Beshore - Building a Baby Berkshire: Essential Strategies for Growing Wealth Like Warren Buffett

Brent Beshore - Building a Baby Berkshire: Essential Strategies for Growing Wealth Like Warren Buffett

Brent Beshore, author of The Messy Marketplaces, is on a mission to build a wealth compounding enterprise comprised of the sort of small business that make up the backbone of American commerce. Join us as we talk: -How he maintains an attitude of "principled contrarianism" -The 10 ideas that have shaped his approach to life and business -His disdain for the term "irrationality" with respect to human behavior Join us for a conversation with one of the most principled individua

Jun 6, 2019 • 43:58

Change Your Environment, Change Your Life

Change Your Environment, Change Your Life

Change Your Environment, Change Your Life by Dr. Daniel Crosby

May 31, 2019 • 7:35

Nick Maggiuli - Of Dollars and Data: A Comprehensive Guide to Data-Driven Financial Strategies

Nick Maggiuli - Of Dollars and Data: A Comprehensive Guide to Data-Driven Financial Strategies

Nick Maggiuli is unrivaled in his ability to illustrate complex financial ideas simply using data. He joins Standard Deviations this week to discuss: How he manages bias in his search for the best data What he believes to be "the most important asset" Rules of thumb for deciding whether to trade time for money His innovative take on competition (or the lack thereof) Tune in and let Nick's data help you better manage your dollars.

May 30, 2019 • 37:52

Morgan Housel - The Psychology of Money

Morgan Housel - The Psychology of Money

Morgan Housel is one of the world's foremost leaders on all things money and human nature. He joins us this week to discuss: -Why education improves outcomes in other disciplines but not always in finance -The just-world fallacy as it pertains to wealth -The inescapability of our personal histories -The appropriate balance between optimism and pessimism Don't miss this conversation with one of the deepest thinkers in finance!

May 22, 2019 • 58:07

Jason Voss - The Intuitive Investor: Unlocking the Secrets of Smarter Investing

Jason Voss - The Intuitive Investor: Unlocking the Secrets of Smarter Investing

Jason is the CEO Active Investment Management Consulting, a former asset manager, the author of The Intuitive Investor and innovator in the world of financial services around making the field more introspective and empathic. He is one of the most original thinkers in finance and you won't want to miss this episode in which we discuss: Jason's take on the future of the asset management industry "Alpha wounds" or things that asset managers do that destroy value How people of all stripes

May 16, 2019 • 1:05:38

Clare Flynn Levy - Unlock Better Decision-Making with Behavioral Science Insights

Clare Flynn Levy - Unlock Better Decision-Making with Behavioral Science Insights

Clare Flynn Levy is a former fund manager who is now the CEO of Essentia Analytics, a behavioral finance platform designed to help managers make better decisions. In this episode, we discuss: -Why Clare believes in active management at a time when fund flows suggest otherwise -How she tells some of the richest people in the world, "You're wrong" -The most common behavioral errors she sees among fund managers

May 9, 2019 • 51:28

Jamie Catherwood - The Top Financial Lessons from History: How Past Trends Shape Today's Economy

Jamie Catherwood - The Top Financial Lessons from History: How Past Trends Shape Today's Economy

Jamie is a rising star in the world of finance who has burst onto the scene with his in-depth analysis of financial history. In this episode, Jamie helps us understand the lessons of financial history with an eye to learning from past mistakes. Our discussion includes: -How can learn from financial history without drawing spurious correlations? -Why the roots of modern ETFs actually begin in Medieval Europe Jamie's favorite books on financial history Tune in to learn from the consensus FinTwit

May 2, 2019 • 36:20

Andy Swan - Investing in the Digital Age: Using Twitter Sentiment to Predict Market Trends

Andy Swan - Investing in the Digital Age: Using Twitter Sentiment to Predict Market Trends

Andy Swan is the founder of LikeFolio, a company that provides consumer behavior insights to investors and corporations. In this episode, we discuss using social media sentiment from sites like Twitter to make investment decisions. Our conversation includes: How accurate is Twitter sentiment at helping predict market moves? -Why Andy believes in concentrated portfolios The benefits of running a tech company from a non-traditional location Andy is a true contrarian with ideas that you won't wan

Apr 25, 2019 • 43:32

Joleen Mainz - Facing Tragedy Through Preparation: Essential Steps for Building Resilience

Joleen Mainz - Facing Tragedy Through Preparation: Essential Steps for Building Resilience

When her life was upended by a series of tragic events, Joleen Mainz wasn't sure how to proceed. Luckily, she found strength in taking much of the same advice that she had given her clients over the years. Listen to this heart wrenching episode to learn: Why "eating your own" cooking is a must for financial professionals How Joleen maintains hope in the face of tragedy What you can do today to prepare for the unthinkable

Apr 18, 2019 • 40:02

Mindful Minute - The Science Behind Happiness: A Simple Formula for Lasting Contentment

Mindful Minute - The Science Behind Happiness: A Simple Formula for Lasting Contentment

Mindful Minute - The Formula For Happiness by Dr. Daniel Crosby

Apr 15, 2019 • 7:53

Christine Benz - Goals Based Approaches to Retirement

Christine Benz - Goals Based Approaches to Retirement

This week on Standard Deviations, Dr. Crosby is joined by Christine Benz, the Director of Personal Finance at Morningstar and author of "30 Minute Money Solutions: A Step-by-Step Guide to Managing your Finances." They take on the intersection of retirement and psychology, specifically focusing on goals-based approaches to retirement readiness. Talking points include: What is a goals-based approach to retirement and what are its potential psychological advantages? What is mental account

Apr 11, 2019 • 45:52

Dr. Jordan Turner - Understanding the Myers Briggs Type Indicator (MBTI)

Dr. Jordan Turner - Understanding the Myers Briggs Type Indicator (MBTI)

The Myers-Briggs Type Indicator is the world's most popular personality instrument but isn't without its controversies. Loved by loyalists and sneered at by many social scientists, Dr. Turner gives a candid assessment of the strengths and weaknesses of the MBTI and speaks directly to how it can be used to deepen our understanding of self. Specifically, we discuss: The origins of the MBTI Common criticisms of the MBTI including validity and reliability Each of the four personality scales The idea

Apr 8, 2019 • 53:20

How to Give Advice That Sticks: Proven Techniques for Influencing Positive Change

How to Give Advice That Sticks: Proven Techniques for Influencing Positive Change

Bad news: Only about 40% of Americans get financial advice. Worse news: Only about half of those that receive financial advice actually follow it through. Dr. Moira Somers book, Advice That Sticks, has 5 keys for giving advice that is actually implemented.

Apr 8, 2019 • 6:14

The Ultimate Guide to Financial Truths: Essential Insights for Financial Success

The Ultimate Guide to Financial Truths: Essential Insights for Financial Success

...

Apr 4, 2019 • 4:33

The 5 Key Points of Friction Around Money and How to Overcome Them

The 5 Key Points of Friction Around Money and How to Overcome Them

Disagreements about money are the #1 reason for divorce in North America. But what do couples fight about when they fight about money? Dr. Crosby is here to share the five points of friction around wealth.

Apr 1, 2019 • 8:35

Joseph Fitzgerald - Understanding the Retirement Savings Crisis: What It Means for Your Future

Joseph Fitzgerald - Understanding the Retirement Savings Crisis: What It Means for Your Future

Joe Fitzgerald is worried. As a financial advisor, he sees the retirement savings crisis in America for what it is and has thoughts on how to fix it. Tune in to learn: Which cultural differences drive savings behaviors around the world The common behaviors shared by the best savers How to avoid "lifestyle creep" and living beyond your means

Mar 28, 2019 • 33:20

Unlock Wealth: The 6 Key Behaviors That Guarantee Financial Prosperity

Unlock Wealth: The 6 Key Behaviors That Guarantee Financial Prosperity

You may not have money today, but will you down the line? New research from Dr. Sarah Stanley Fallaw has the answer.

Mar 25, 2019 • 4:07

Aaron Klein - New Horizons in Risk Profiling: How Advanced Techniques are Shaping Financial Strategies

Aaron Klein - New Horizons in Risk Profiling: How Advanced Techniques are Shaping Financial Strategies

Aaron Klein is the CEO and co-founder of Riskalyze, a fintech company that has taken the world of financial advice by storm over the past five years. In this episode, Aaron touches on: The Riskalyze origin story Why he favors numerical over psychometric approaches to measuring risk What the future of fintech looks like How Riskalyze hires and trains for culture

Mar 21, 2019 • 58:08

The Pratfall Effect Explained: The Surprising Power of Imperfection

The Pratfall Effect Explained: The Surprising Power of Imperfection

Our favorite people are competent but just human enough to be believable. Tip: To be well loved be authentic about your weaknesses.

Mar 18, 2019 • 5:14

Corey Hoffstein - A Day at the Factor Zoo

Corey Hoffstein - A Day at the Factor Zoo

Corey Hoffstein is one of the brightest minds in quant investing and has a unique knack for making hard-to-understand concepts palatable for novice investors. Tune in this week to understand: • Why a risk-first approach to managing money could make sense • Why pain may actually be sought out when considering investment factors • What set of circumstances would cause Corey to reconsider a cherished investment factor • Why honesty and candor can be essential characteristics of good asset managers

Mar 14, 2019 • 1:00:48

Money and Marriage: How to Build Financial Harmony in Your Relationship

Money and Marriage: How to Build Financial Harmony in Your Relationship

Disagreements about money are the #1 reason cited for divorce in North America. In this Money Minute, we dig in to three reasons why couples have so much trouble with being candid about their finances.

Mar 11, 2019 • 7:56

Noreen Beaman - Key Leadership Lessons Every Leader Should Know

Noreen Beaman - Key Leadership Lessons Every Leader Should Know

Noreen Beaman is living the American Dream. After starting at Brinker Capital three decades ago, and having worked in every vertical in the company, she is now the CEO of the multi-billion dollar asset management firm. In this episode, Noreen shares the lessons of leadership she learned along the way, including: How she defines leadership The steps she takes to ensure that Brinker's culture remains vibrant What she learned from her biggest professional mistake The place of failure and hardship i

Mar 7, 2019 • 41:04

Dr. Daniel Crosby - Why Goals-Based Investing is the Key to Achieving Your Financial Dreams

Dr. Daniel Crosby - Why Goals-Based Investing is the Key to Achieving Your Financial Dreams

The Power of Goals Based Investing - Dr. Daniel Crosby by Dr. Daniel Crosby

Mar 4, 2019 • 56:12

Michele Lee Fine - The Hidden Keys to Financial Success: Unconventional Tips for Wealth Building

Michele Lee Fine - The Hidden Keys to Financial Success: Unconventional Tips for Wealth Building

Today on the podcast, Dr. Crosby is joined by Michele Fine, an award-winning financial professional based in New York. We discuss: What's broken and what works in today's wealth management industry The importance of managing fees, risk and taxes How to prevent lifestyle creep Under-considered investment strategies

Feb 28, 2019 • 40:35

Dr. Daniel Crosby - The Role of Behavioral Finance in Modern Investment Management Practices

Dr. Daniel Crosby - The Role of Behavioral Finance in Modern Investment Management Practices

A discussion of the 4 Cs of behavioral investment management as found in The Laws of Wealth: Psychology and the Secret to Investing Success.

Feb 25, 2019 • 57:11

Doug Boneparth - Navigating the Future of Retirement: Essential Strategies for Planning Ahead

Doug Boneparth - Navigating the Future of Retirement: Essential Strategies for Planning Ahead

Douglas Boneparth is an InvestmentNews 40 Under 40 alum, the co-author of The Millennial Money fix, and financial Twitter's resident hair and coffee expert. In this episode, we discuss: Whether or not online interactions can take the place of "in real life" connection The case for authenticity and being candid about our own struggles The changing shape of retirement and what it will look like in the future So, grab a cup of your favorite caffeinated beverage and join us.

Feb 21, 2019 • 51:44

Blair DuQuesnay - Is It Time to Fire Your Male Broker?

Blair DuQuesnay - Is It Time to Fire Your Male Broker?

After her recent New York Times op-ed, "Consider Firing Your Male Broker", Blair duQuesnay precipitated some soul-searching and started some great conversations about gender equality on Wall Street. This week, she joins Standard Deviations to give further insights into why she thinks the future of wealth management is female. Listen to learn: What Blair views as the source of women's strong investment performance Why both women and men view women as less competent with money, despite d

Feb 14, 2019 • 41:04

Life Lessons: A Letter To My Daughter

Life Lessons: A Letter To My Daughter

Life Lessons: A Letter To My Daughter by Dr. Daniel Crosby

Feb 11, 2019 • 19:44

Dr. Daniel Crosby - The 10 Laws of Wealth: Unlocking the Secrets to Financial Success

Dr. Daniel Crosby - The 10 Laws of Wealth: Unlocking the Secrets to Financial Success

The 10 Laws of Wealth - Dr. Daniel Crosby by Dr. Daniel Crosby

Feb 11, 2019 • 1:11:05

Sonya Dreizler - Doing Well by Doing Good: How Ethical Practices Lead to Business Success

Sonya Dreizler - Doing Well by Doing Good: How Ethical Practices Lead to Business Success

Some call it ESG, others SRI, while still others refer to as "impact" or "values-based investing." But whatever you call it, Sonya Dreizler can help you make sense of how you can wear your heart on your sleeve and still secure your financial future. In this episode we discuss: Whether or not divesting of public equities has the intended impact Why shareholder engagement is the future of values-based investing How owning stocks of companies you hate might actually make a lot o

Feb 7, 2019 • 52:16

Can Embracing Weirdness Lead to Wealth and Happiness?

Can Embracing Weirdness Lead to Wealth and Happiness?

Audio of a TEDx presentation given by Dr. Daniel Crosby

Feb 4, 2019 • 17:39

James Matthews - Millennial Money Mythbusting

James Matthews - Millennial Money Mythbusting

With all of the negative stereotypes around Millennials and money, it can be hard to separate fact from fiction. Luckily, Standard Deviations is joined by James Matthews, who is just the man for that job. Listen in to learn: Couples' five most common sources of disagreement about money Why James and Daniel are not fans of budgeting How a deeply felt personal purpose can lead to better financial decisions

Jan 31, 2019 • 1:02:53

Dr. Daniel Crosby - Exploring the Influence of Love, Money and Irrationality on Everyday Choices

Dr. Daniel Crosby - Exploring the Influence of Love, Money and Irrationality on Everyday Choices

Audio of my second TEDx talk, given in Huntsville, Alabama.

Jan 28, 2019 • 18:09

John Nolan - Business Lessons From a Spy: Unconventional Wisdom for Leaders

John Nolan - Business Lessons From a Spy: Unconventional Wisdom for Leaders

This week, Dr. Crosby is joined by John Nolan, who may just be the most interesting man in the world. Mr. Nolan is a Vietnam veteran who then spent 22 years in the CIA before going on to found and sell his own corporate espionage firm. Listen in for fascinating discussion of: The one skill that separates good from great spies The surprising lengths to which companies and countries go to steal secrets How to get complete strangers to share their secrets Learn more about John: https://www.expectli

Jan 24, 2019 • 58:08

TEDxHuntsville - Daniel Crosby - You're Not That Great: A Motivational Speech

TEDxHuntsville - Daniel Crosby - You're Not That Great: A Motivational Speech

Audio of my first ever TEDx talk, given in Huntsville, Alabama. I also created a book based on the ideas presented here, which can be found here: https://www.amazon.com/Youre-That-Great-Daniel-Crosby/dp/1595718362

Jan 23, 2019 • 19:09

Daniel Crosby - The Behavioral Investor

Daniel Crosby - The Behavioral Investor

This week on Standard Deviations, the tables are turned as Daniel passes the mic to Dr. Brian Portnoy, author of The Geometry of Wealth. Brian and Daniel discuss Dr. Crosby's new book, The Behavioral Investor, touching on: The four primary types of investor misbehavior What can be done to manage behavioral risk The future of behavioral finance For fans of psychology, personal finance and the elusive search for happiness, this episode is a can't miss. Read Daniel's book: https://www.amazon.com/g

Jan 17, 2019 • 50:17

Jennifer McClure - On Becoming a Public Speaker

Jennifer McClure - On Becoming a Public Speaker

What’s the recipe for a great presentation? This week Jennifer McClure, an entrepreneur, keynote speaker, leadership success coach, and former HR executive who works with business leaders to build their influence, think strategically, and create maximum positive impact at work and in life, provides a masterclass on sharing ideas with the world generally as well as specific advice around common clichés to avoid and for how to create a business around public speaking. Learn more about Jennifer: ht

Jan 10, 2019 • 1:08:16

Tra Williams - Feed Your Unicorn

Tra Williams - Feed Your Unicorn

During the last holiday season, entrepreneurship consultant Tra Williams was feeling especially thankful for his gifts and said so on social media. His gratitude was immediately thrown back in his face by an online troll who suggested that he "go feed his unicorn." Originally taken aback by the rudeness, Tra decided not to let the bully get him down and instead determined he would follow his advice; He WOULD feed his unicorn, thank you very much. Listen to this episode to learn: How to

Jan 3, 2019 • 37:01

Randy Norton - Why Value Investing is the Key to Success in Real Estate Markets

Randy Norton - Why Value Investing is the Key to Success in Real Estate Markets

Randy Norton - Applying Value Investing to Real EstateThis week the Standard Deviations is pleased to welcome Randy Norton, Managing Partner and Global Head of Real Estate and Alternative Investments at Green Mesa Capital.Randy provides excellent guidance on how to think about seldom-considered asset classes in a conversation that touches on:How the wisdom of value investing can be applied to real estateThe most common behavioral traps among real estate investorsConsiderations for buying a REIT

Dec 27, 2018 • 44:00

Joey Fishman - ESG in Action: A Practical Discussion on How to Drive Sustainable Growth

Joey Fishman - ESG in Action: A Practical Discussion on How to Drive Sustainable Growth

Joey Fishman - A Practical Conversation About ESG This week on Standard Deviations, Dr. Crosby speaks with Joey Fishman who heads up the socially responsible investing arm of Ritholtz Wealth Management and oversees their "Portland Portfolio." Their discussion of ESG investing includes: A definition of the differences between SRI, ESG and impact investing How to think about risk and return tradeoffs in values-based portfolios A hard look at whether or not SRI brings about the desired ch

Dec 20, 2018 • 34:08

Tyrone Ross Jr. - The Lessons of Failure: How Embracing Setbacks Leads to Success

Tyrone Ross Jr. - The Lessons of Failure: How Embracing Setbacks Leads to Success

Tyrone Ross is a financial advisor, cryptocurrency enthusiast and Olympic Trials qualifier in the 400 meters. In this week's episode, Tyrone shares intensely personal stories of how his brushes with defeat have made him the success that he is today. Our longest episode to date, you'll understand why we needed all 1.5 hours to have this important conversation! Listen in to learn: How a handful of heartbreaking failures set Tyrone on his current path to success What gave him hope in his darkest ho

Dec 11, 2018 • 1:17:09

Dan Egan - Good Behavior Through Good Design

Dan Egan - Good Behavior Through Good Design

Our guest this week is Dan Egan, Director of Investing and Personal Finance at Betterment. Dan is an expert at improving decisions through smart technological design and he brings that wisdom to a show that includes talk of: How "centaur" approaches (combining human advisors with tech) are the future of finance Why investors need to have faith in their own approach The future of behavioral finance Whether it is most effective to change the person or the product Learn more about Dan: ht

Dec 6, 2018 • 46:24

Dr. Sarah Stanley Fallaw - The Next Millionaire Next Door

Dr. Sarah Stanley Fallaw - The Next Millionaire Next Door

Dr. Sarah Stanley Fallaw - The Next Millionaire Next Door Standard Deviations welcomes Sarah Stanley Fallaw, Ph.D. the founder and President of DataPoints LLC, a research-based technology company that gives advisors tools to identify and guide better financial behaviors in their clients. Dr. Fallaw is continuing and furthering the important work begun by her father, Thomas Stanley, author of The Millionaire Next Door. In this data-packed episode, Dr. Fallaw shares with us: What to look for in an

Nov 29, 2018 • 36:48

Chris Turchanksy - The Financial Advisor of the Future

Chris Turchanksy - The Financial Advisor of the Future

Chris Turchansky - The Financial Advisor of the Future Standard Deviations is pleased this week to welcome Chris Turchansky, President of ATB Investor Services. Chris's role is unique in that he leads a team of investment and financial services professionals with a singular focus on serving the residents of Alberta, Canada. Chris believes that investing is about more than just money and that it is directly tied to things like happiness and family security. Listeners to this week's episode will l

Nov 22, 2018 • 41:04

Annette Hammortree - Navigating Financial Planning for Families with Special Needs Children

Annette Hammortree - Navigating Financial Planning for Families with Special Needs Children

Annette Hammortree is the owner of Hammortree Financial Services and the parent of a child with special needs. With a passion born of personal experience, Annette provides us with a detailed look at the unique financial considerations of those who love someone with special needs. Listeners will learn: The biggest misconceptions and misunderstanding around money and children with special needs How living with a special child impacts daily living The financial considerations that are unique to fam

Nov 15, 2018 • 50:30

Neil Bage - Exploring the Intersection of Behavioral Finance and FinTech: How Technology Shapes Investor Decision-Making

Neil Bage - Exploring the Intersection of Behavioral Finance and FinTech: How Technology Shapes Investor Decision-Making

Neil Bage - Behavioral Finance and FinTech This week, Dr. Crosby is joined by fellow behavioral finance geek Neil Bage, co-founder of the award winning fintech Be-IQ. Neil is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. In this episode, we explore the intersection of technology and psychology by discussing: How behavioral finance can move from diagnosing bias toward more practical solutions Whether education is s

Nov 7, 2018 • 43:12

Kristin Scroggin - Millennials and Money: Key Insights into Their Financial Priorities and Challenges

Kristin Scroggin - Millennials and Money: Key Insights into Their Financial Priorities and Challenges

Kristin Scroggin - Millennials and Money The world "millennial" was recently deemed so loaded and negative that the New York Times struck it from their style book. But are millennials really as entitled as the popular press would have us believe? This week, generational expert Kristin Scroggin joins us to cut through the noise and provide facts and figures around millennials and money. In this stereotype-destroying hour you will learn: How early bad experiences with investing have sens

Nov 1, 2018 • 49:04

Brian Ford - The Eight Pillars of Financial Wellness: Expert Insights

Brian Ford - The Eight Pillars of Financial Wellness: Expert Insights

Brian Ford - The Eight Pillars of Financial Wellness This week on Standard Deviations, Dr. Crosby sits down with financial wellness executive Brian Ford to understand the eight pillars of financial readiness. Discussion points include: The behavioral benefits of automation The most ignored source of additional money The psychological and planning benefits of giving money away Learn more about Brian: https://www.momentumonup.com/ Brian's book about the 8 pillars: https://www.amazon.com/8-Pillars

Oct 25, 2018 • 46:56

Travis Scribner - Are You Prepared for 30 Years Without a Paycheck? Start Planning Now

Travis Scribner - Are You Prepared for 30 Years Without a Paycheck? Start Planning Now

October is Retirement Readiness Month and Travis Scribner is ready to tell us what it takes to be prepared. Travis initially worked on Wall Street before discovering his true passion; simplifying the complex world of finance for the benefit of everyday investors. In his current role as Managing Partner of WestPac Wealth Partners he oversees more than 25 financial representatives as well as hosting his own radio show, "Las Vegas Money Resource." My talk with Travis includes: A discussio

Oct 18, 2018 • 42:44

Jeff Zentner - How to Write a Book: Expert Tips for Aspiring Authors

Jeff Zentner - How to Write a Book: Expert Tips for Aspiring Authors

Jeff Zentner - How to Write a Book Dr. Crosby is joined this week by Jeff Zentner, author of New York Times Notable Book The Serpent King as well as Goodbye Days. His third book, Rayne & Delilah’s Midnite Matinee is forthcoming in February 2019. He is the winner of the William C. Morris Award, the Amelia Elizabeth Walden Award, the International Literacy Association Award, and the Westchester Fiction Award. His books have been nominated and longlisted for the Carnegie Medal, and he has been

Oct 11, 2018 • 37:20

Meredith Jones - Women and Wall Street

Meredith Jones - Women and Wall Street

Standard Deviations is pleased to welcome Meredith Jones, award-winning author of Women of the Street and an internationally recognized expert on women and investing. She was named one of Inc. magazine’s “17 Inspiring Women To Watch in 2017” and a Distinguished Author by the Securities and Exchange Commission in 2018. She has been a regular columnist for Institutional Investor and is a contributor for Market Watch. In this episode, Meredith tackles Wall Street's diversity problem while making t

Oct 4, 2018 • 37:52

Unlock Your Full Potential: Life on Your Terms with Eric McDermott

Unlock Your Full Potential: Life on Your Terms with Eric McDermott

In this episode of Standard Deviations, Eric McDermott, a Managing Partner at Pacific Advisors, Financial Specialist and marketing guru breaks down the steps investors can take to operate from a “risk first” mentality. Learn fascinating facts about the origins of insurance as an industry and how to overcome overconfidence en route to having candid conversations about risk. Eric’s book recommendation: Man’s Search for Meaning Follow up with Eric: http://www.pacificadvisors.com/team/eric-mcdermot

Sep 27, 2018 • 41:08

Brian Portnoy - The Geometry of Wealth

Brian Portnoy - The Geometry of Wealth

This week on Standard Deviations, Dr. Crosby speaks with Brian Portnoy, Ph.D., CFA, an expert at simplifying the complex world of money. In his two books, The Investor's Paradox and The Geometry of Wealth, he tackles the challenges of not only making better investment decisions but also how money figures in to a joyful life. He is currently the Director of Investment Education at Virtus Investment Partners and has spent the last 25 years as educator, investor, and strategist. He holds a doctorat

Sep 25, 2018 • 41:36

How to Spot a Financial Bubble: 6 Warning Signs Explained

How to Spot a Financial Bubble: 6 Warning Signs Explained

In today's episode we run through the six signs of a financial bubble.

Sep 7, 2018 • 5:00

The Surprising Secret to Greatness: Embracing Mediocrity

The Surprising Secret to Greatness: Embracing Mediocrity

In this episode, Dr. Crosby asserts that owning our personal mediocrity is paradoxically the key to personal exceptionalism. Huh? Listen in to hear why owning that you're not that great could be the key to greatness.

Sep 3, 2018 • 9:43

Understanding the Psychology of Diversification: How to Make Smarter Investment Choices

Understanding the Psychology of Diversification: How to Make Smarter Investment Choices

Investment diversification is widely-accepted best practice for financial reasons but the psychology of not putting all of your eggs in one basket is at least as powerful. Listen in to understand the psychology of winning by not losing.

Aug 31, 2018 • 11:16

Why Feeling Excited About an Investment Could Signal a Bad Idea

Why Feeling Excited About an Investment Could Signal a Bad Idea

A debate rages about the impact of emotion on investment decision-making. Some believe it to be a source of signal where others just see noise. In today's episode, we look at some of the research around investing and emotion and suggest that exciting investing is often bad investing.

Aug 27, 2018 • 9:36

How To Watch Financial News

How To Watch Financial News

In most endeavors, staying informed is a positive. So why is it that people who watch less financial news tend to be outperformed than the truly plugged in when considering investing? Listen in to understand how to consume financial media without being consumed by the hype.

Aug 24, 2018 • 8:20

How to Thrive in Volatile Markets: Key Do's and Don'ts for Smart Investing

How to Thrive in Volatile Markets: Key Do's and Don'ts for Smart Investing

The stock market can be extremely volatile, but with a little understanding of market history and dynamics, you can navigate its ups and downs with greater ease.

Jun 29, 2018 • 14:11

10 Key Questions Every Investor Should Ask Their Financial Advisor

10 Key Questions Every Investor Should Ask Their Financial Advisor

On this week's episode we review the evidence around whether or not to hire a financial advisor and offer ten questions for separating great advisors from the not so great.

Jun 15, 2018 • 15:43

Master the 12 Laws of Wealth: Essential Rules for Building Lasting Prosperity

Master the 12 Laws of Wealth: Essential Rules for Building Lasting Prosperity

Investing has been described as simple but not easy. By listening to this podcast, you will understand the 12 steps necessary to create lasting wealth. The implementation? That's up to you.

Jun 8, 2018 • 15:46

Is It Time for New Friends? 5 Key Reasons You Should Rethink Your Social Group

Is It Time for New Friends? 5 Key Reasons You Should Rethink Your Social Group

In this episode, we take on the age old questions: "Do birds of a feather flock together?" or "Do opposites attract?" We also make the bold statement that your friends are lame and are keeping you from being as smart and well-rounded as you ought to be.

Jun 1, 2018 • 8:18

Is Investing Luck Or Skill Based?

Is Investing Luck Or Skill Based?

Is investing a game of luck or skill? In this episode, we examine the three criteria needed to distinguish a game of luck from skill and find that financial markets land somewhere in the middle. We then discuss the implications of this finding for selecting appropriate investment vehicles.

May 26, 2018 • 15:30

You’re Worrying About the Wrong Things: What to Focus on Instead

You’re Worrying About the Wrong Things: What to Focus on Instead

It's human nature to worry about low probability/high salience things and ignore threats that are far more immediate and pervasive. Tune in to learn why and what to do about it.

May 18, 2018 • 10:47

How Behavioral Feedback Loops Shape Financial Market Dynamics

How Behavioral Feedback Loops Shape Financial Market Dynamics

Feedback loops exist in relationships, nature and especially in financial markets. In today's episode, we examine how capital markets operate in boom and bust cycles due to our subjective perceptions.

May 15, 2018 • 14:57

When to Trust Your Gut: Understanding the Two Crucial Conditions

When to Trust Your Gut: Understanding the Two Crucial Conditions

Can you trust your gut? Well...sometimes. Today on the podcast we look at the two conditions that must be met in order for intuition to be useful. Even the best-informed intuition is only as good as the milieu in which it finds itself and environmental cues remain the best predictor of whether or not intuition can be trusted. In the absence of a certain level of predictability and rapid feedback, neither of which are present in financial markets, intuition lacks soil fertile enough to take root.

May 14, 2018 • 12:00

Why Positivity Beats Negativity In Bringing About Behavior Change

Why Positivity Beats Negativity In Bringing About Behavior Change

Listen in this week to learn: Why positivity brings about more lasting change than negativity How making lists of "not to do" can have a paradoxical effect Why labeling ourselves and others can blind us to the true state of things

May 7, 2018 • 17:24

The Paradox of Knowledge: How More Info Can Create More Problems

The Paradox of Knowledge: How More Info Can Create More Problems

It is often assumed that there is a positive, linear relationship between information and market efficiency. It stands to reason, at least to a point, that the more publicly available information we have about a security, the greater our ability to accurately price that security. But is it possible that too much information can be as bad for efficiency as too little? As reported in Scientific American, the amount of data that we produce doubles each year. To put it more concretely, in 2016, huma

Apr 29, 2018 • 20:43

You Will Never Have Enough Money: Key Reasons and How to Break the Cycle

You Will Never Have Enough Money: Key Reasons and How to Break the Cycle

We’re all familiar with the term “keeping up with the Joneses” but it’s doubtful that we understand just how deeply ingrained this is in our concept of wealth and success. Each year, a Gallup poll asks Americans to determine “What is the smallest amount of money a family of four needs to get along in this community?” Gallup finds that the answers to this question moves up in line with average incomes of the respondents. A recent Princeton study set out to answer the age-old question, “Can money

Apr 23, 2018 • 16:19

Exploring Investment Momentum: The Psychological Factors Influencing Market Trends

Exploring Investment Momentum: The Psychological Factors Influencing Market Trends

Momentum has existed for hundreds of years and has persisted for two decades post discovery. This sort of staying power in capital markets full of hungry arbitrageurs is always the mark of human psychology. Many experts consider momentum to not just be a factor but THE factor. Fama and French don’t mince words, “The premier market anomaly is momentum. Stocks with low returns over the past year tend to have low returns for the next few months, and stocks with high past returns tend to have high

Apr 16, 2018 • 13:25

Understanding the Shape of Financial Bubbles: Key Patterns and Indicators

Understanding the Shape of Financial Bubbles: Key Patterns and Indicators

In this episode we look answer: How do financial bubbles form? How likely is a bubble to burst? How can I know a bubble when I see one?

Apr 9, 2018 • 15:50

The Most Powerful Yet Underrated Phrase You Should Know

The Most Powerful Yet Underrated Phrase You Should Know

What seldom-uttered phrase can make you wealthier and more likeable? Why did a bank robber use lemonade to commit crimes? Why don't dumb people know how dumb they are?

Apr 3, 2018 • 12:17

Your Money and Your Brain: Unlocking the Connection Between Finance and Psychology

Your Money and Your Brain: Unlocking the Connection Between Finance and Psychology

Your brain is a miracle unrivaled by even the most sophisticated technology, but it is a miracle equipped for a different time and place. After millennia of fighting famine, war and pestilence, we now live in a society of greater and greater ease that is increasingly left to fight psychological battles. Obesity will kill more people this year than hunger. Suicide claims more lives annually than war, terrorism and violent crime combined. Your brain is still fighting a war won eons ago and you mus

Mar 26, 2018 • 12:40

The Joys and Pains of Comparing Yourself to Others: Finding Balance in a World of Comparison

The Joys and Pains of Comparing Yourself to Others: Finding Balance in a World of Comparison

Let me ask you a question, “Do you like laugh tracks?” Didn’t think so. If laugh tracks are so universally disliked, why do Hollywood executives continue to include them? These executives understand something that we may not; however irksome canned laughter may be, it provides valuable social cues to viewers. Research has repeatedly shown that laugh tracks cause viewers to laugh longer and harder and to rate the viewing experience as more enjoyable. In fact, laugh tracks have been shown to be m

Mar 19, 2018 • 9:44

Why Is Change So Hard? Understanding the Psychology Behind Resistance to Change

Why Is Change So Hard? Understanding the Psychology Behind Resistance to Change

How many decisions would you guess that you make in a given day? Take a second, mentally walk through your day and hazard a guess. Most people I ask this question land somewhere around 100, which is way off – try 35,000. That’s right, you make 35,000 decisions per day. Canonical models of decision-making deal with two types of decisions – certain (i.e., with a known set of alternatives with certain outcomes) and uncertain (just the opposite). In theory, decisions made under conditions of certain

Mar 12, 2018 • 13:28

Humankind's Greatest GIft Is Also Its Greatest Liability

Humankind's Greatest GIft Is Also Its Greatest Liability

If bees organize by innate mandate and chimps through tight-knit social interactions, the miracle of human ascendance in the animal kingdom owes to a penchant for behaving in accordance with social narratives. To put it bluntly, we act as if the stories we make up are real. As Harari writes in the magisterial Sapiens, “As far as we know, only Sapiens can talk about entire kinds of entities that they have never seen, touched or smelled.” A monkey can say, “There is a caribou by the river” but cou

Mar 6, 2018 • 13:26

Why What You Desire Won’t Be Satisfying Once You Achieve It: Understanding the Truth Behind Fulfillment

Why What You Desire Won’t Be Satisfying Once You Achieve It: Understanding the Truth Behind Fulfillment

We’re all familiar with the term “keeping up with the Joneses” but it’s doubtful that we understand just how deeply ingrained this is in our concept of success and how the neurological processes we’ve touched on here contribute. Each year, a Gallup poll asks Americans to determine “What is the smallest amount of money a family of four needs to get along in this community?” Gallup finds that the answers to this question moves up in line with average incomes of the respondents. “Enough”, it seems,

Feb 28, 2018 • 13:17

How to Avoid Financial Scams: Top Tips to Protect Your Money

How to Avoid Financial Scams: Top Tips to Protect Your Money

How to Avoid Financial Scams Stephen Greenspan is a psychologist and author of the Annals of Gullibility: Why We Get Duped and How to Avoid It. Greenspan’s book outlines notable instances of gullibility including the Trojan Horse, the failure to locate weapons of mass destruction in Iraq and the bad science surrounding cold fusion. Most of the book focuses on anecdotes, but the final chapter sets forth the anatomy of being fooled and attributes it to some combination of the following factors: •

Feb 20, 2018 • 9:20

Market Corrections Are As Regular As Your Birthday

Market Corrections Are As Regular As Your Birthday

There are three things that intelligent investors must understand if they are to truly inoculate themselves against the fear peddled by the profiteers of peril: corrections and bear markets are a common part of any investment lifetime, they represent a long-term buying opportunity and a systematic process is required to take advantage of them. A “correction” is defined as a 10% drop in stock prices, whereas a “bear market” is defined as a 20% drop. Both definitions are entirely arbitrary, but in

Feb 17, 2018 • 5:13

Crowd Wisdom And The Anatomy Of A Good Decision

Crowd Wisdom And The Anatomy Of A Good Decision

We rely on the crowd to do everything from run our governments to help us select a place to eat, but does the wisdom of the crowd apply to the stock market? By examining the anatomy of a good decision set forth by Richard Thaler we arrive at the conclusion that crowds are wise in some respects but can lead us astray in others.

Oct 13, 2017 • 11:31

3 Essential Tests to Identify an Investable Idea

3 Essential Tests to Identify an Investable Idea

It has been said that "this time is different" is the most expensive phrase in investing but what can be said to be the most profitable words in investing? In this episode, we look at the three tests of an investable idea, providing a tri-part test for discovering enduring alpha.

Aug 28, 2017 • 13:36

Did You Choose to Listen to This Podcast? Exploring Choice and Decision-Making

Did You Choose to Listen to This Podcast? Exploring Choice and Decision-Making

Did you choose to listen to this podcast? The question seems so simple as to be laughable, but new research paints an increasingly complicated picture with respect to the limits of willpower and free will. In this episode, we tackle such questions as: Why do Audi drivers cheat on their spouses? and Would you have hidden Anne Frank in the attic?

Aug 22, 2017 • 20:28

The One Phrase That’s Always True in Every Situation

The One Phrase That’s Always True in Every Situation

Let's face it, life is complicated. That being the case, it tends to defy easy description and silly platitudes. But one phrase proves to be applicable to every market and life circumstance. Listen in to learn the phrase that can humble you in times of prosperity and give you solace in times of struggle.

Aug 15, 2017 • 11:12

Should You Trust Your Gut? The Science Behind Intuition and Decision-Making

Should You Trust Your Gut? The Science Behind Intuition and Decision-Making

We are a nation in love with the idea of trusting intuition, but does it actually help us to make effective decisions? In today's episode we examine some of the research in favor of - and against - this notion of trusting your gut. What emerges is a complex picture that shows intuition to have some real, almost metaphysical power, that is domain specific in the usefulness of its application.

Aug 7, 2017 • 18:05

Mastering Self-Awareness: 5 Practical Tips to Combat Overconfidence Bias

Mastering Self-Awareness: 5 Practical Tips to Combat Overconfidence Bias

Excessive ego is the enemy of both good living and good investing and yet it is simultaneously a big part of what gets us out of bed in the morning. In this podcast, you'll learn 5 practical ways to make better decisions by beginning to see the world more clearly.

Aug 1, 2017 • 13:43

Why You’ll Never Change Anyone’s Mind on Facebook: The Psychology of Online Arguments

Why You’ll Never Change Anyone’s Mind on Facebook: The Psychology of Online Arguments

Many of us have had the experience of bickering with friends and loved ones on social media about political, religious or ethical differences of opinion. But does any of it do any good? In this episode, we examine the persistence of belief, the difficulty in changing minds and the reasons why challenging someone with cold, hard facts may only make them MORE wed to their existing bad ideas.

Jul 25, 2017 • 14:41

Why Investing Can Be Physically Painful: Understanding the Stress and Strain

Why Investing Can Be Physically Painful: Understanding the Stress and Strain

We commonly speak of how "stressed out" we are today but as recently as a century ago, the idea of stress was viewed as unscientific. In this episode, we talk about the physical psychological impact of stress on investment decision-making and risk appetites. The takeaway? Good investing is so difficult partially because it is physically painful.

Jul 17, 2017 • 8:14

The Impact of Storytelling in Investing: Transform Your Strategy with Compelling Narratives

The Impact of Storytelling in Investing: Transform Your Strategy with Compelling Narratives

Stories are powerful means of transmitting information and making sense of our own lives, but do they serve us well as investors? In this episode, we will answer these and other questions by looking at the price of a sequined glove, the performance of initial public offerings and how stories can hijack our brain on the way to our hearts.

Jul 10, 2017 • 9:13

Value Investing And Why You Hate Cheap Things

Value Investing And Why You Hate Cheap Things

It's counterintuitive, but a growing body of research suggests that you just don't like cheap things. In this episode, we discuss how price as a proxy for quality can be in dangerous in investing and give clues as to how behavioral investors can sever this spurious connection.

Jun 29, 2017 • 10:19

Ten Best Ways To Ruin Your Financial Future

Ten Best Ways To Ruin Your Financial Future

Today's episode is a tongue-in-cheek examination of the ten best ways to ruin your investment future.

Jun 23, 2017 • 8:13

The Uncomfortable Truth: Why Discussing Money Makes Us Uncomfortable

The Uncomfortable Truth: Why Discussing Money Makes Us Uncomfortable

We love to fantasize about winning the lottery or buying a yacht, but have difficulty having sensible conversations about money with those we love. Dr. Crosby examines some of the religious, social and behavioral impediments to having conversations about money and issues a challenge to do better.

Jun 15, 2017 • 14:10

The Time Will Never Be Right: Stop Waiting, Start Living

The Time Will Never Be Right: Stop Waiting, Start Living

Our brains are designed to privilege safety and certainty over happiness and growth. Understanding this simple truth, we begin to realize that the time will never be perfect to do the thing we've always dreamed of and learn to press forward in spite of our fears.

Jun 6, 2017 • 8:22

The Role of Self-Esteem in Bernie Madoff's Ponzi Scheme: Unmasking the Myth

The Role of Self-Esteem in Bernie Madoff's Ponzi Scheme: Unmasking the Myth

Does everyone deserve a trophy? In today's episode we look at the research around self-esteem and examine how the need to feel special may have played in to the biggest Ponzi scheme in history.

Jun 2, 2017 • 10:04

The Top Five Regrets Of The Dying: Insights to Live a Fulfilling Life

The Top Five Regrets Of The Dying: Insights to Live a Fulfilling Life

What are the top 5 regrets of the terminally ill and how can they help you live a more fulfilled life?

May 23, 2017 • 7:52

Switch to the Fountain App