Standard Deviations with Dr. Daniel Crosby artwork

Standard Deviations with Dr. Daniel Crosby

291 episodes - English - Latest episode: 8 days ago - ★★★★★ - 102 ratings

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 more and be more.

Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/

Standard Deviations is presented by Orion.

Education invesment how to invest dr. daniel crosby behavioral finance fintech daniel crosby befi behavioral economics investor psychology investor emotion
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Episodes

Philip Courtenay - Humans and Money

March 21, 2024 04:00 - 47 minutes - 43.4 MB

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 ...

Dr. Derek Griner - Compassion: Empathy in Action

March 14, 2024 04:00 - 52 minutes - 48.2 MB

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...

Dr. Daniel Crosby - Not Being Dumb Beats Being Brilliant

March 07, 2024 05:00 - 9 minutes - 9.12 MB

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? Links The Soul of Wealth ...

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

February 15, 2024 05:00 - 11 minutes - 10.5 MB

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. Links The Soul...

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

February 08, 2024 05:00 - 15 minutes - 13.8 MB

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? Links The Soul of Wealth Connect with Us Meet Dr. Daniel Crosby Check Ou...

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

February 01, 2024 05:00 - 16 minutes - 15.6 MB

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 u...

Jon Dauphine - The Case for Pro Bono Financial Planning

January 25, 2024 20:49 - 42 minutes - 38.9 MB

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? - Wh...

Richard Shotton - The Illusion of Choice

January 18, 2024 05:00 - 40 minutes - 37.2 MB

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 ...

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

January 11, 2024 05:00 - 48 minutes - 44.5 MB

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...

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

December 21, 2023 05:00 - 48 minutes - 44.8 MB

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? - ...

Anthony Damtsis - Growing Your Wealth Confidence

December 14, 2023 05:00 - 40 minutes - 37 MB

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...

Daniel Staker - Behavioral Marketing Lessons for Financial Services

December 07, 2023 05:00 - 53 minutes - 48.6 MB

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 St...

Dr. Ali McCarthy - Doubling Your Business with Emotional Intelligence

November 30, 2023 05:00 - 38 minutes - 35.5 MB

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...

Eric Crittenden - All Weather Investing

November 16, 2023 05:00 - 53 minutes - 49.4 MB

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 w...

Akhil Patel - The Hidden Order of Markets

November 09, 2023 05:00 - 48 minutes - 44.4 MB

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 cycl...

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

November 02, 2023 04:00 - 32 minutes - 30 MB

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 meet...

Saundra Davis - Balancing Candor and Compassion in Client Communications

October 19, 2023 04:00 - 1 hour - 55.7 MB

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 ...

Matt Reiner - Becoming the Advisor of the Future

October 12, 2023 04:00 - 46 minutes - 43 MB

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 ho...

Amanda Clayman - Money’s Messy Middle

October 05, 2023 04:00 - 48 minutes - 44.7 MB

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 Aman...

Jay Coulter - The 5 Dimensions of a Great Advisory Practice

September 28, 2023 04:00 - 41 minutes - 37.6 MB

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...

Michael Kitces - Leveraging Social Accountability

September 14, 2023 04:00 - 53 minutes - 48.6 MB

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.com Orion Portfolio So...

Kathi Balasek - Becoming Grief Literate

September 07, 2023 04:00 - 56 minutes - 52.1 MB

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...

Dr. Daniel Crosby - Seven Rules for Life and Money

August 31, 2023 04:00 - 36 minutes - 33 MB

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 ...

Dr. LaKeitha Poole - Sports Psychology for Everyday

August 17, 2023 04:00 - 47 minutes - 43.2 MB

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 col...

Sterling Johnson - Working Toward Economic Equity

August 10, 2023 04:00 - 55 minutes - 51.2 MB

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 gr...

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

August 03, 2023 04:00 - 44 minutes - 40.7 MB

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 ...

Neil Bage - The Importance of Financial Advisor Self-Care

July 27, 2023 04:00 - 48 minutes - 44.5 MB

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 sourc...

Nicole Casperson - Fintech is Femme

July 13, 2023 04:00 - 55 minutes - 50.6 MB

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 a...

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

June 30, 2023 15:18 - 42 minutes - 39.2 MB

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 ...

Derek Hagen - Working with Change-Resistant Clients

June 22, 2023 05:00 - 36 minutes - 33.2 MB

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 f...

Dr. Michael Finke - The Science of Happy Retirement

June 15, 2023 04:00 - 42 minutes - 39.2 MB

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 loo...

Amy Mullen - 5 Steps for Values-Based Financial Planning

June 08, 2023 04:00 - 50 minutes - 46 MB

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...

Brendan Frazier - 10 Rules for Human-First Financial Advice

June 01, 2023 04:00 - 52 minutes - 47.8 MB

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, ...

Kelsey Willock - Gamifying Financial Education

May 25, 2023 04:00 - 26 minutes - 24.4 MB

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...

Heather Fortner - Building the Human-First RIA

May 18, 2023 04:00 - 46 minutes - 42.7 MB

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 p...

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

May 11, 2023 04:00 - 50 minutes - 45.9 MB

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...

Dr. Michael Thomas Jr. - Financial Empathy

May 04, 2023 04:00 - 39 minutes - 35.7 MB

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,...

Dave Nadig - Financial Futurism

April 27, 2023 04:00 - 48 minutes - 44.8 MB

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 ineffect...

Mac Gardner - Kids and Money

April 20, 2023 04:00 - 39 minutes - 35.9 MB

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 indust...

Manish Khatta - On Markets and Marketing

April 13, 2023 04:00 - 45 minutes - 41.3 MB

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 doe...

Rusty Vanneman (Live at Ascent in Orlando, FL)

April 06, 2023 04:00 - 34 minutes - 31.2 MB

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 betw...

Ben Nemtin (Live at Ascent in Orlando, FL)

March 30, 2023 04:00 - 19 minutes - 17.6 MB

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 brin...

Brian McLaughlin (Live at Ascent in Orlando, FL)

March 23, 2023 04:00 - 33 minutes - 30.3 MB

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 th...

Dr. Emily Koochel - A Fresh Perspective on Financial Psychology

March 16, 2023 04:00 - 45 minutes - 41.3 MB

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 ps...

Eben Burr - Peace and Growth: The Case for Risk Management

March 09, 2023 05:00 - 57 minutes - 53.1 MB

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 regardl...

Dr. Sam Sivarajan - Ancient Wisdom Meets Modern Behavioral Science

March 02, 2023 05:00 - 44 minutes - 40.6 MB

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 ...

Rachel Robasciotti - Investing for Social Justice

February 23, 2023 05:00 - 42 minutes - 38.8 MB

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...

Adam Holt - Advice Engagement and the Future of WealthTech

February 16, 2023 05:00 - 35 minutes - 32.9 MB

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 gettin...

Dr. Tom Howard - Behavioral Finance and Asset Management

February 09, 2023 05:00 - 37 minutes - 34.6 MB

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, undi...

Jeff Bernier - The Money and Meaning Journey

February 02, 2023 05:00 - 39 minutes - 36.5 MB

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?” Con...

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