Posts tagged financial wellbeing
Dr. Daniel Crosby - Money Isn’t About the Numbers (from the Soul of Wealth)
Daniel CrosbyAlexander the Great, Standard Deviations Podcast, Wellness, Wellbeing, financial wellbeing, financial wellness, behavioral psychology, setting goals, setting realistic goals, Dr. Daniel Crosby, how to set goals, Behavioral Finance, BeFI, investing 101, saving for retirement, conflict resolution, resolutions, the standard deviations podcast, goal setting, goals, goals-based planning, goals based investing, reaching goals, achieving goals, the PERMA model, befi, bronnie ware, The Behavioral Investor, siege of tyre, orion advisor solutions, orion wealth tech, orion portfolio solutions, reaching your goals, mental health, Standard Deviations, the top five regrets of the dying, new year's resolutions, behavioral science, Martin Seligman, Orion advisor tech, the soul of wealth, how to invest, The Laws of Wealth, retirement
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
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
Kelsey Willock - Gamifying Financial Education
Daniel Crosbyfinancial mindfulness, mindfulness, Standard Deviations Podcast, Standard Deviations, aura finance, investment podcast, saving money, investment app, buying a house, Kelsey Willock, Dr. Daniel Crosby, Aura Finance App, wealth management, finance app, investing 101, investing podcast, financial wellbeing, financial app, The Behavioral Investor, The Laws of Wealth, finance podcast, orion advisor solutions, orion wealth tech, client relations, ETFs, Standar, investing app, investing, aura app, millennials and investment, millennials and the market, millennials and investing, millennials and money, how to invest, the laws of wealth, aura, wellbeing
Dr. Emily Koochel - A Fresh Perspective on Financial Psychology
Daniel CrosbyStandard Deviations Podcast, personalization, wellness, financial wellness, financial advice, retirement psychology, retirement advice, retirement goal, retirement strategies, retirement planning, retirement approaches, retirement goals, Dr. Emily Koochel, Financial Psychology, Befi, Behavioral Finance, stocks, investing in stocks, stock market 101, Dr. Daniel Crosby, the stock market, psychology of the stock market, psychology of markets, behavioral finance, retiring early, investing 101, financial wellbeing, financial counselor, behavioral investing, The Behavioral Investor, The Laws of Wealth, financial psych, values based investing, ETFs, Standard Deviations, Standard Deviations podcast, financial advisors, investing, how to retire, retiring well