Rethink. Financial Advice Podcast: The Secret to Financial Advisors & CPA Collaboration
FAs have been trying to break into the CPA trusted advisors space for years to minimal success. Yet Paul Saganey jumped into the space before...
Rethink. Financial Advice Podcast: Financial Well-Being Starts Day One Featuring Catherine Morgan
Is financial wellness legit? Traditionally, there’s been lots of shame in going to speak with a financial advisor since most of us have had...
STANDARD DEVIATIONS PODCAST: Dr. Sam Sivarajan – Ancient Wisdom Meets Modern Behavioral Science
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by best-selling author Sam Sivarajan.
Sam Sivarajan is a best-selling author and senior...
Rethink. Financial Advice Podcast: Are Financial Advisors Gifting Dummies?
Joe Fischer understands what clients want. He built a business around it to help financial advisors, and many others, send personalized gifts to their...
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...