STANDARD DEVIATIONS PODCAST: Dr. Tom Howard – Behavioral Finance and Asset Management
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Tom Howard of Athena.
Dr. Howard oversees Athena’s ongoing research which has...
Rethink. Financial Advice Podcast: Putting the Advisor First – An Accelerating Curve Featuring Dave...
Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable...
STANDARD DEVIATIONS PODCAST: Morgan Housel – The Psychology of Money, Part 2 (Your Questions Answered)
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined once again by Morgan Housel.
Morgan Housel is a partner at...
Rethink. Financial Advice Podcast: Cut the Tie! Is Advisor Attire dated?
Power suit, Power Tie, Power Windows… is this what advisors have to project (wear) to be successful? Join Adam & Derek as they discuss...
STANDARD DEVIATIONS PODCAST: Morgan Housel – The Psychology of Money, Part 1
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Morgan Housel.
Morgan Housel is a partner at The Collaborative Fund....
Rethink. Financial Advice Podcast: The News Hidden Behind the Headlines featuring Cindy Taylor
Summary:
What’s really going on in financial services? We’re bombarded with curated news media that is hyped and often doesn’t cover the non-promoted or unpopular...
STANDARD DEVIATIONS PODCAST: Eben Burr – Peace and Growth: The Case for Risk Management
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by by Even Burr, President of Toews.
Eben Burr is the President of...
STANDARD DEVIATIONS PODCAST: Adam Holt – Advice Engagement and the Future of WealthTech
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Adam Holt, CEO & Founder at Asset-Map Holdings.
Adam Holt is also...
Rethink. Financial Advice Podcast: Are you ready for a global financial disruption? Featuring Evelyn...
Summary:
Have you prepared your practice and clients for a global financial disruption? The world is experiencing economic despair, rising interest rates, fallout from...
STANDARD DEVIATIONS PODCAST: Jamie Hopkins – Financial Planning for a Life on Purpose
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Jamie Hopkins of Carson Group.
Jamie Hopkins is the Managing Partner of...