Posts tagged financial planning
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
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
Dr. Michael Finke - The Science of Happy Retirement
Daniel Crosbystandard, investment pod, dr. dan, wealth man, retiring, retire, retirement planning, retirement goal, retirement, retirement expert, retirement strategies, retiring early, retirement psychology, retirement goals, retirement approaches, retirement advice, retiring well, how to retire, planning retirement, saving for retirement, financial independence retire early, wealth management, financial advice, financial planning, BeFi, financial advisors, investing 101, how to retire well, retiring happy, creating a retirement plan, money and happiness, Dr. Michael Finke, deferred gratification, delayed gratification, orion advisor solutions, orion wealth tech, Standard Deviations, top financial advisors, investment philosophy, investing philosophy, how to invest
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
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
Heather Fortner - Building the Human-First RIA
Daniel CrosbyStandard Deviations Podcast, investment podcast, empathic, empathy, Empath, empathic listening, empathetic, Dr. Daniel Crosby, active listening, AI, artificial intelligence, financial advisors, financial advice, investing 101, investing podcast, client retention, empath, customer service, bucketing, bucketing approach, bucketing strategy, Standard Deviations podcast, Standard Deviations, ai and investing, The Behavioral Investor, The Laws of Wealth, soft skills, soft skill, finance podcast, financial planning, top financial advisors, signatureFD, tim maurer, psychology of finance, psychology of the stock market, net worth, Heather Fortner, Net Worthwhile, Psychology, How to Invest
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
Jamie Hopkins - Financial Planning for a Life on Purpose
Daniel CrosbyJamie Hopkins, Dr. Daniel Crosby, Standard Deviations Podcast, Standard Deviations, How to invest, investing in stocks, investing, investing 101, investment, Investment Strategies, Investment Strategy, a purpose driven life, finding your purpose, meaning, finding meaning, Finding a financial advisor, retirement goal, retirement advice, retirement strategies, retirement goals, retirement planning, financial planning, wellness, financial wellness, financial advice, money script, money scripts, money story, money stories
Derek Hagen - The Role of Money in a Life of Meaning
Daniel CrosbyStandard Deviations Podcast, Standard Deviations, Derek Hagen, Money Health, mental health, Money Mind and Meaning, The Laws of Wealth, The Behavioral Investor, Dr. Daniel Crosby, Daniel Crosby, Standard Deviations podcast, the standard deviations podcast, financial planning, investing in stocks, investing, investing 101, thin meaning, thick meaning, financial advice, financial decision making, financial advisors, financial wellness, financial therapy, certified financial therapist, financial therapist, financial therapy association
Natalie Taylor - The Client-Centric Future of Financial Advice
Daniel Crosbyself-care, financial independence retire early, financial wel, financi, financ, financial literature, financial therapy, financial advice, goals-based planning, goals, setting goals, reaching goals, financial podcast, financial planning, financial education, How to invest, investment, The Behavioral Investor, how to invest, investments, investment models, investment st, Investment Strategies, empath, empathic, empathy, soft skills, catalyzing growth, client interaction, client behavior, understanding client, understanding clients, understanding client behavior, fintech, Fintech, fintwit, monarch money, natalie taylor
Dr. Brian Portnoy - Behavioral Finance 2.0
Daniel CrosbyBeFi, behavioral finance, behavior change, behavioral investing, behavioral IQ, EQ, measuring EQ, behavioral training, behavioral coaching, behavioral trainier, behavioral science, behavioral psychology, behavioral economics, The Behavioral Investor, Standard Deviations podcast, Dr. Daniel Crosby, dr. brian portnoy, brian portnoy, joy lere, neil bage, Shaping Wealth, investing, investments, ethical investing, Ethics of Investing, Ethics of Investment, money and ethics, money story, money stories, money script, money scripts, financial planning, financial podcast, finding your purpose, Finding a financial advisor
Lauren Hunter - The Financial Realities of Death and Aging
Daniel Crosbyretirement planning, retirement approaches, retirement strategies, retiring early, retirement expert, retirement goals, retirement, early retirement, saving for retirement, planning retirement, financial independence retire early, financial planning, financial wellness, financial philosophies, financial podcast, retire, retirement goal, existential philosophy, existentialism, existentialist, existential boundary experience, sartre, kierkegaard, frankl, existential, lauren hunter, The Behavioral Investor, behavior change, aging, death, insurance, insurance plans, death and dying