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...
Rethink. Financial Advice Podcast: Overcoming Financial Vulnerabilities w/ Michael Liersch
Are financial advisors addressing their client’s financial vulnerabilities? In order for your clients to truly understand and make progress on their financial and life...
STANDARD DEVIATIONS PODCAST: Heather Fortner – Building the Human-First RIA
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Heather Fortner.
As CEO, Heather Fortner leans into her passion for listening...
STANDARD DEVIATIONS PODCAST: Derek Hagen – Working with Change-Resistant Clients
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Derek Hagen.
Derek Hagen is the founder of Money Health Solutions®️, a financial...
Rethink. Financial Advice Podcast: The Future of Agency Featuring Mark Pfaff
Derek N.H. Notman, CFP® & H. Adam Holt, CFP®, ChFC® asked industry legend Mark Pfaff how & what Agency can do to thrive in...
STANDARD DEVIATIONS PODCAST: Mac Gardner – Kids and Money
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Mac Gardner.
Mac Gardner, CFP® - Founder and Chief Education Officer for...
Rethink. Financial Advice Podcast: Tech & Regulation Featuring Ian McKenna
We are on the cusp of major change. Is virtual reality, AI or Amazon part of your future business plans? Ian’s unique perspective is...
FINTECH & PHILOSOPHY w/ Cindy Taylor: Meet Prof. Steve Lupien of Univ of Wyoming...
Welcome to my new Zoomcast series "Fintech & Philosophy",
where we we explore the personal motivations that drive the
successes behind fintech’s top C-suite executives!
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FINTECH & PHILOSOPHY with Cindy Taylor: Meet Stephen Stricklin of Bright Portfolios
Welcome to my new Zoomcast series "Fintech & Philosophy",
where we we explore the personal motivations that drive the
successes behind fintech’s top C-suite executives!
* *...
Rethink. Financial Advice Podcast: Ignore Marketing Data at Your Own Peril Featuring Samantha Russell
Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? ...