DWN | The Al & Ivy (AI) Podcast, Episode 25 – America’s Top Imports...

DWN's innovative podcast series with AI hosts, Al and Ivy, presents the most topical subject of the week and discusses it in an easy...

Rethink. Financial Advice Podcast: The Biggest Challenge in Wealth Management with Derek Notman and...

What’s the biggest challenge in wealth management today?  Is it just one thing?  Join Adam and Derek as they ask 10 different thought leaders what they...

STANDARD DEVIATIONS PODCAST: Dr. Christina Lynn – Motivational Interviewing for Financial Advisors

This week on Standard Deviations, Dr. Daniel Crosby is joined by Dr. Christina Lynn.  Christina Lynn, Ph.D., CFP®, AFC®, CDFA®, is a wealth management consultant...

STANDARD DEVIATIONS PODCAST: Amy Mullen – 5 Steps for Values-Based Financial Planning

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Amy Mullen. Amy Mullen, CFP® is President of Money Quotient. In this role,...

Rethink. Financial Advice Podcast: Insights From Outsider Turned Industry Insider Eric McDermott

Sometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach.  That’s...

STANDARD DEVIATIONS PODCAST: Sterling Johnson – Working Toward Economic Equity

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Sterling Johnson. Sterling Johnson is the Just Opportunity Portfolio Director for the Partnership...

STANDARD DEVIATIONS PODCAST: Dr. Michael Thomas Jr. – Financial Empathy

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Dr. Michael Thomas Jr. Michael G. Thomas Jr., Ph.D., is an Accredited...

DWealth Muse Podcast: The Implications of Where Americans Turn to for Financial Advice

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In this episode, DWealthMuse host, Dara Albright, and guest, Blake Kannady, Chief Product Officer of intelliflo, a provider of solutions that power the financial advisory experience, discuss where today’s investors are receiving financial advice and what that means for financial advisors and markets at large.

STANDARD DEVIATIONS PODCAST: Jason Pereira – The Future of AI in Wealth Management

This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Jason Pereira, Partner and Financial Planner at Woodgate Financial. Jason is first...

STANDARD DEVIATIONS PODCAST: Why Do We Hate to Talk About Money?

For the near future, we'll be delving into the archives of STANDARD DEVIATIONS, back to the days when Dr. Daniel Crosby first launched his...