Latest Investor psychology Podcast Episodes
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...
Nicole Casperson - Fintech is Femme
Standard Deviations with Dr. Daniel Crosby - July 13, 2023 04:00 - 55 minutes ★★★★★ - 102 ratingsTune 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 di...
Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 1)
Standard Deviations with Dr. Daniel Crosby - June 30, 2023 15:18 - 42 minutes ★★★★★ - 102 ratingsTune 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 th...
Derek Hagen - Working with Change-Resistant Clients
Standard Deviations with Dr. Daniel Crosby - June 22, 2023 05:00 - 36 minutes ★★★★★ - 102 ratingsTune 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? ...
Dr. Michael Finke - The Science of Happy Retirement
Standard Deviations with Dr. Daniel Crosby - June 15, 2023 04:00 - 42 minutes ★★★★★ - 102 ratingsTune 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? - Wh...
Amy Mullen - 5 Steps for Values-Based Financial Planning
Standard Deviations with Dr. Daniel Crosby - June 08, 2023 04:00 - 50 minutes ★★★★★ - 102 ratingsTune 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 establis...
Brendan Frazier - 10 Rules for Human-First Financial Advice
Standard Deviations with Dr. Daniel Crosby - June 01, 2023 04:00 - 52 minutes ★★★★★ - 102 ratingsTune 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 intervie...
Kelsey Willock - Gamifying Financial Education
Standard Deviations with Dr. Daniel Crosby - May 25, 2023 04:00 - 26 minutes ★★★★★ - 102 ratingsTune 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 mi...
Heather Fortner - Building the Human-First RIA
Standard Deviations with Dr. Daniel Crosby - May 18, 2023 04:00 - 46 minutes ★★★★★ - 102 ratingsTune 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 throug...
Jen Clinehens - The Consumer Psychology of the World’s Best Brands
Standard Deviations with Dr. Daniel Crosby - May 11, 2023 04:00 - 50 minutes ★★★★★ - 102 ratingsTune 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 ...
Dr. Michael Thomas Jr. - Financial Empathy
Standard Deviations with Dr. Daniel Crosby - May 04, 2023 04:00 - 39 minutes ★★★★★ - 102 ratingsTune 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 ...
Dave Nadig - Financial Futurism
Standard Deviations with Dr. Daniel Crosby - April 27, 2023 04:00 - 48 minutes ★★★★★ - 102 ratingsTune 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 ...
Mac Gardner - Kids and Money
Standard Deviations with Dr. Daniel Crosby - April 20, 2023 04:00 - 39 minutes ★★★★★ - 102 ratingsTune 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 part...
Manish Khatta - On Markets and Marketing
Standard Deviations with Dr. Daniel Crosby - April 13, 2023 04:00 - 45 minutes ★★★★★ - 102 ratingsTune 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...
Rusty Vanneman (Live at Ascent in Orlando, FL)
Standard Deviations with Dr. Daniel Crosby - April 06, 2023 04:00 - 34 minutes ★★★★★ - 102 ratingsTune 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” ar...
Ben Nemtin (Live at Ascent in Orlando, FL)
Standard Deviations with Dr. Daniel Crosby - March 30, 2023 04:00 - 19 minutes ★★★★★ - 102 ratingsTune 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 int...
Brian McLaughlin (Live at Ascent in Orlando, FL)
Standard Deviations with Dr. Daniel Crosby - March 23, 2023 04:00 - 33 minutes ★★★★★ - 102 ratingsTune 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...
Dr. Emily Koochel - A Fresh Perspective on Financial Psychology
Standard Deviations with Dr. Daniel Crosby - March 16, 2023 04:00 - 45 minutes ★★★★★ - 102 ratingsTune 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...
Eben Burr - Peace and Growth: The Case for Risk Management
Standard Deviations with Dr. Daniel Crosby - March 09, 2023 05:00 - 57 minutes ★★★★★ - 102 ratingsTune 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 d...
Dr. Sam Sivarajan - Ancient Wisdom Meets Modern Behavioral Science
Standard Deviations with Dr. Daniel Crosby - March 02, 2023 05:00 - 44 minutes ★★★★★ - 102 ratingsTune 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 ...
Rachel Robasciotti - Investing for Social Justice
Standard Deviations with Dr. Daniel Crosby - February 23, 2023 05:00 - 42 minutes ★★★★★ - 102 ratingsTune 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 f...
Adam Holt - Advice Engagement and the Future of WealthTech
Standard Deviations with Dr. Daniel Crosby - February 16, 2023 05:00 - 35 minutes ★★★★★ - 102 ratingsTune 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 ...
Dr. Tom Howard - Behavioral Finance and Asset Management
Standard Deviations with Dr. Daniel Crosby - February 09, 2023 05:00 - 37 minutes ★★★★★ - 102 ratingsTune 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 forwar...
Jeff Bernier - The Money and Meaning Journey
Standard Deviations with Dr. Daniel Crosby - February 02, 2023 05:00 - 39 minutes ★★★★★ - 102 ratingsTune 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 se...
Jamie Hopkins - Financial Planning for a Life on Purpose
Standard Deviations with Dr. Daniel Crosby - January 26, 2023 05:00 - 49 minutes ★★★★★ - 102 ratingsTune 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 t...
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