Posts tagged certified financial planner
Jon Dauphine - The Case for Pro Bono Financial Planning
Daniel CrosbyJon Dauphine, Dr. Daniel Crosby, The Laws of Wealth, The Behavioral Investor, Standard Deviations Podcast, investment podcast, investing podcast, economics podcast, FFP, foundation for financial planning, Behavioral Finance, BeFi, certified financial planner, pro bono, cognitive biases, cognitive bias, finance podcast, CFP, pro bono financial planning, giving back, charity work, charitable giving, donating to charity, charity, philanthropy, philanthropist, philanthropic giving, how to invest, orion potfolio solutions
Saundra Davis - Balancing Candor and Compassion in Client Communications
Daniel Crosbyfinancial planning, financial planner, certified financial planner, financial planners, Standard Deviations Podcast, client advisor relationship, Sage Financial Solutions, financial therapy association, FTA, Dr. Daniel Crosby, Orion, orion wealth tech, orion advisor solutions, Behavioral Finance, BeFi, building client trust, CFP, befi, building client rapport, The Behavioral Investor, The Laws of Wealth, soft skills, soft skill, financial professional, financial advice, financial advisor, financial advisors, financial wellbeing, financial wellness, wellness, wellbeing, the laws of wealth, financial therapy, certified financial therapist, financial therapist
Matt Reiner - Becoming the Advisor of the Future
Daniel CrosbyWela Strategies, behavioral psychology, financial services, financial services industry, financial podcast, financial advisor, the stock market, investing 101, orion wealth tech, Orion, orion advisor solutions, Behavioral Finance, BeFi, certified financial planner, CFP, financial advice, financial planning, financial planner, Dr. Cole Cash, financial advisors, the future of financial advice, Capital Investment Advisors, befi, ready to be rich, The Behavioral Investor, The Laws of Wealth, top financial advisors, financial service, How to Invest
Jay Coulter - The 5 Dimensions of a Great Advisory Practice
Daniel Crosbyfinancial planners, financial planning, financial planner, CFP, certified financial planner, the protocol system, Standard Deviations, Standard Deviations Podcast, financial advice, financial advisor, financial advisors, behavioral psychology, Dr. Daniel Crosby, Behavioral Finance, BeFi, depression, investing 101, advisory practices, advisory services, orion advisor solutions, orion wealth tech, investing podcast, Jay Coulter, Befi, The Behavioral Investor, finance podcast, cfp, behavioral psych, practice management, fintwit, meditation, anxiety, investing philosophy, how to invest, The Laws of Wealth, wellbeing, financial wellbeing, wellness, financial wellness
Michael Kitces - Leveraging Social Accountability
Daniel Crosbythe future of investing, financial planning, financial planner, financial planners, certified financial planner, Standard Deviations Podcast, financial advice, financial advisor, financial advisors, life coach, client advisor relationship, Dr. Daniel Crosby, Behavioral Finance, BeFi, AI, Michael Kitces, salience, investing 101, artificial intelligence, befi, The Behavioral Investor, CFP, Financial Advisor, investing, psychology, how to invest, the laws of wealth, orion potfolio solutions
Dr. Daniel Crosby - Seven Rules for Life and Money
Daniel CrosbyDr. Crosby, Dr. Daniel Crosby, Standard Deviations Podcast, Standard Deviations, the psychology of money, money and emotion, money and happiness, Behavioral Finance, BeFi, investing 101, How to Invest, financial planning, financial planner, financial wellness, wellness, wellbeing, certified financial planner, cfp, investing, orion portfolio solutions, money and psychology, the pratfall effect, cognitive biases, cognitive bias, psychology, psychology of the market, psychology of finance, psychology of investing, psychology of markets
Amy Mullen - 5 Steps for Values-Based Financial Planning
Daniel Crosbydiscovery meeting, discovery meetings, Standard Deviations Podcast, Standard Deviations, future self, certified financial planner, goals based investing, cognitive biases, cognitive bias, money quotient, investing 101, investing podcast, The Behavioral Investor, finance podcast, financial planning, values based investing, cfp, standard deviations, financial advisors, financial advice, Amy Mullen, Daniel Crosby, Dr. Daniel Crosby, How to invest, the laws of wealth