Posts tagged financial planners
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
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