Latest Invesment Podcast Episodes
Jane Adshead Grant - Becoming a Better Listener
Standard Deviations with Dr. Daniel Crosby - April 18, 2024 04:00 - 45 minutes ★★★★★ - 102 ratingsTune 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 “lis...
Lindsey Lewis - Women and Money
Standard Deviations with Dr. Daniel Crosby - April 11, 2024 04:00 - 55 minutes ★★★★★ - 102 ratingsTune 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 a...
Dr. Thomas Mathar - Financial Wellness vs. Financial Independence
Standard Deviations with Dr. Daniel Crosby - April 04, 2024 04:00 - 52 minutes ★★★★★ - 102 ratingsTune 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 sali...
Philip Courtenay - Humans and Money
Standard Deviations with Dr. Daniel Crosby - March 21, 2024 04:00 - 47 minutes ★★★★★ - 102 ratingsTune 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...
Dr. Derek Griner - Compassion: Empathy in Action
Standard Deviations with Dr. Daniel Crosby - March 14, 2024 04:00 - 52 minutes ★★★★★ - 102 ratingsTune 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 ...
Dr. Daniel Crosby - Not Being Dumb Beats Being Brilliant
Standard Deviations with Dr. Daniel Crosby - March 07, 2024 05:00 - 9 minutes ★★★★★ - 102 ratingsTune 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 market...
Dr. Daniel Crosby - Not Caring What Others Think is a Valuable Asset (from The Soul of Wealth)
Standard Deviations with Dr. Daniel Crosby - February 15, 2024 05:00 - 11 minutes ★★★★★ - 102 ratingsTune 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 psych...
Dr. Daniel Crosby - Money Isn’t About the Numbers (from the Soul of Wealth)
Standard Deviations with Dr. Daniel Crosby - February 08, 2024 05:00 - 15 minutes ★★★★★ - 102 ratingsTune 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 Regre...
Dr. Daniel Crosby - Giving is the Path to Abundance (from the Soul of Wealth)
Standard Deviations with Dr. Daniel Crosby - February 01, 2024 05:00 - 16 minutes ★★★★★ - 102 ratingsTune 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 a...
Jon Dauphine - The Case for Pro Bono Financial Planning
Standard Deviations with Dr. Daniel Crosby - January 25, 2024 20:49 - 42 minutes ★★★★★ - 102 ratingsTune 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 o...
Richard Shotton - The Illusion of Choice
Standard Deviations with Dr. Daniel Crosby - January 18, 2024 05:00 - 40 minutes ★★★★★ - 102 ratingsTune 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 do...
Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 4)
Standard Deviations with Dr. Daniel Crosby - January 11, 2024 05:00 - 48 minutes ★★★★★ - 102 ratingsTune 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 ...
Dr. Daniel Crosby - The Future of Everything is Human-First
Standard Deviations with Dr. Daniel Crosby - December 21, 2023 05:00 - 48 minutes ★★★★★ - 102 ratingsTune 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 impl...
Anthony Damtsis - Growing Your Wealth Confidence
Standard Deviations with Dr. Daniel Crosby - December 14, 2023 05:00 - 40 minutes ★★★★★ - 102 ratingsTune 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...
Daniel Staker - Behavioral Marketing Lessons for Financial Services
Standard Deviations with Dr. Daniel Crosby - December 07, 2023 05:00 - 53 minutes ★★★★★ - 102 ratingsTune 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 Dan...
Dr. Ali McCarthy - Doubling Your Business with Emotional Intelligence
Standard Deviations with Dr. Daniel Crosby - November 30, 2023 05:00 - 38 minutes ★★★★★ - 102 ratingsTune 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? -...
Eric Crittenden - All Weather Investing
Standard Deviations with Dr. Daniel Crosby - November 16, 2023 05:00 - 53 minutes ★★★★★ - 102 ratingsTune 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-oriente...
Akhil Patel - The Hidden Order of Markets
Standard Deviations with Dr. Daniel Crosby - November 09, 2023 05:00 - 48 minutes ★★★★★ - 102 ratingsTune 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...
Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 3)
Standard Deviations with Dr. Daniel Crosby - November 02, 2023 04:00 - 32 minutes ★★★★★ - 102 ratingsTune 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...
Saundra Davis - Balancing Candor and Compassion in Client Communications
Standard Deviations with Dr. Daniel Crosby - October 19, 2023 04:00 - 1 hour ★★★★★ - 102 ratingsTune 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 d...
Matt Reiner - Becoming the Advisor of the Future
Standard Deviations with Dr. Daniel Crosby - October 12, 2023 04:00 - 46 minutes ★★★★★ - 102 ratingsTune 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 fin...
Amanda Clayman - Money’s Messy Middle
Standard Deviations with Dr. Daniel Crosby - October 05, 2023 04:00 - 48 minutes ★★★★★ - 102 ratingsTune 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 fi...
Jay Coulter - The 5 Dimensions of a Great Advisory Practice
Standard Deviations with Dr. Daniel Crosby - September 28, 2023 04:00 - 41 minutes ★★★★★ - 102 ratingsTune 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 bou...
Michael Kitces - Leveraging Social Accountability
Standard Deviations with Dr. Daniel Crosby - September 14, 2023 04:00 - 53 minutes ★★★★★ - 102 ratingsTune 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 ...
Kathi Balasek - Becoming Grief Literate
Standard Deviations with Dr. Daniel Crosby - September 07, 2023 04:00 - 56 minutes ★★★★★ - 102 ratingsTune 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...
Dr. Daniel Crosby - Seven Rules for Life and Money
Standard Deviations with Dr. Daniel Crosby - August 31, 2023 04:00 - 36 minutes ★★★★★ - 102 ratingsTune 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 emoti...
Dr. LaKeitha Poole - Sports Psychology for Everyday
Standard Deviations with Dr. Daniel Crosby - August 17, 2023 04:00 - 47 minutes ★★★★★ - 102 ratingsTune 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 in...
Sterling Johnson - Working Toward Economic Equity
Standard Deviations with Dr. Daniel Crosby - August 10, 2023 04:00 - 55 minutes ★★★★★ - 102 ratingsTune 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, government...
Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 2)
Standard Deviations with Dr. Daniel Crosby - August 03, 2023 04:00 - 44 minutes ★★★★★ - 102 ratingsTune 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 with...
Neil Bage - The Importance of Financial Advisor Self-Care
Standard Deviations with Dr. Daniel Crosby - July 27, 2023 04:00 - 48 minutes ★★★★★ - 102 ratingsTune 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 woun...
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