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...
Rethink. Financial Advice Podcast: Price Trumps Niche for Firm Growth Featuring Angie Herbers
Summary:
You’ve been to niche to grow, but should you? To balance out the great advice in episodes 36 & 38 we wanted to...
STANDARD DEVIATIONS PODCAST: Derek Hagen – The Role of Money in a Life of...
This week on the Standard Deviations Podcast, Dr. Daniel Crosby chats with Derek Hagen of Money Health Solutions.
Derek Hagen is the founder of...
STANDARD DEVIATIONS PODCAST: Eric Clarke – Driving Better Investor Behavior
This week on Standard Deviations Podcast, Dr. Daniel Crosby speaks with Eric Clarke of Orion Advisor Solutions.
Eric Clarke serves as CEO for Orion Advisor...
Rethink. Financial Advice Podcast: Asking for Referrals Featuring Libby Greiwe
Summary:
Asking for referrals tends to be taught as the gold standard for growing ones business, but is it? Asking for referrals in fact...
STANDARD DEVIATIONS PODCAST: Dr. Sarah Newcomb – Rewriting Your Money Story
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Dr. Sarah Newcomb.
Sarah Newcomb is a behavioral economist at Morningstar, where...
STANDARD DEVIATIONS PODCAST: Carl Richards – How to Make and Keep Financial Goals
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Carl Richards.
Carl Richards is a Certified Financial Planner™ and creator...