Posts tagged financial planner
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
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
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
Nicole Casperson - Fintech is Femme
Daniel CrosbyStandard Deviations Podcast, fostering diversity, diversifying, diversity, filipino, fintech is femme, Dr. Daniel Crosby, influencer culture, influencers, finfluencers, finfluencer, financial podcast, financial planning, financial planner, inclusivity, filipino food, behavioral finance, BeFi, representation, investing 101, how to invest, women in investment, women in investing, women in finance, women investor, women investors, women and investing, women and finance, financial concerns for women, wome, pay gap, gender inequality, gender equality, gender and finance, gender pay gap, authenticity, brand authenticity, lgbtq, marketing and authenticity, marketing, Nicole Casperson, podcasting, orion wealth tech, orion advisor solutions, The Laws of Wealth, Diversification
Derek Hagen - Working with Change-Resistant Clients
Daniel Crosbycompliance, meaningful money, Dr. Daniel Crosby, cognitive biases, cognitive bias, financial advice, investing 101, change rulers, Derek hagen, the stages of change, The Behavioral Investor, CFP, financial advisor, changing client behavior, changing behavior, righting reflex, non-compliance, financial planning, financial planner, willingness to change, stages of change, scaling questions, how to invest, The Laws of Wealth, Standard Deviations Podcast
Brendan Frazier - 10 Rules for Human-First Financial Advice
Daniel CrosbyThe Human Side of Money, money story, money stories, brendan frazier, Standard Deviations Podcast, money script, money scripts, Financial Psychology, Fintech, BeFi, Behavioral Finance, asking the right questions, financial psych, investing goals, discovery meeting, discovery meetings, empathic listening, dr. daniel crosby, active listening, behavioral coaching, future self, future selves, financial advice, investing 101, recap email, wired planning, financial values, values based investing, financial goals, reflective listening, psychology of investing, The Behavioral Investor, orion advisor solutions, financial planning, financial advisors, financial planner, active listener, human-first financial advice, Daniel Crosby, Dr. Daniel Crosby, how to invest, The Laws of Wealth, asking good questions
Adam Holt - Advice Engagement and the Future of WealthTech
Daniel CrosbyAdam Holt, Dr. Daniel Crosby, Daniel Crosby, Daniel Crosby PhD, Standard Deviations Podcast, Standard Deviations, finance podcast, investment podcast, investing podcast, Investment Technologies, investment 101, Fintech, wealth management, wealth allocation, AI, Dalle, Chat Gpt, Openai, befi, behavioral training, behavioral intervention, behavioral finance, psychological research, psychology and money, ETFs, asset map, asset manager, financial planning, financial planner, cfp, cpa, entrep, tips for entrepreneurs, entrepreneur, entrepreneurship, entre