Posts tagged client advisor relationship
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
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
Kathi Balasek - Becoming Grief Literate
Daniel CrosbyStandard Deviations Podcast, disenfranchised grief, financial advisor, financial advisors, the grieving process, client advisor relationship, Kathi Balasek, psych, counseling, sitting with grief, Dr. Daniel Crosby, grief and investing, behavioral finance, BeFi, financial literacy, finlit, fintwit, finance 101, grieving, the stages of change, stages of grief, how to grieve, mourn, mourning, how to mourn, grief literacy, grief counselor, CFP, Standard Deviations, financial planner, wellness, financial wellness, wellbeing, financial wellbeing, grief literate, grief counseling
Peter Lazaroff - Making Money Simple
Daniel CrosbyPeter Lazaroff, Dr. Daniel Crosby, Daniel Crosby, market timing, market strategies, navigating the market, market downturn, bubble, market, market volatility, market history, market cycles, investing 101, investing in esg, Stock Market, yahoo finance, millennials and the market, The Behavioral Investor, Standard Deviations podcast, standard deviations, client advisor relationship, empath, empathy, active listening, stock market, stock market podcast, investment podcast, investing podcast, investing, Investment Theories, Investment Technologies, investment models, Investment Tech, investments