Rethink. Financial Advice Podcast: How Digitally Intimate are You with Your Potential and Current...
What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and...
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: Akhil Patel – The Hidden Order of Markets
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Akhil Patel.
Akhil Patel is the Director of Property Sharemarket Economics,...
STANDARD DEVIATIONS PODCAST: The Top Five Regrets of the Dying
For the next few weeks, we'll be delving into the archives of STANDARD DEVIATIONS, back to the days when Daniel first launched his podcast...
STANDARD DEVIATIONS PODCAST: Saundra Davis – Balancing Candor and Compassion in Client Communications
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Saundra Davis.
Saundra Davis, MCC, MSFP is a highly respected financial...
STANDARD DEVIATIONS PODCAST: Matt Reiner – Becoming the Advisor of the Future
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Matt Reiner.
Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™...
FINTECH & PHILOSOPHY w/ Cindy Taylor: Meet Michael Pinsker of Docupace
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!
* *...
STANDARD DEVIATIONS PODCAST: Amanda Clayman – Money’s Messy Middle
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Amanda Clayman.
Amanda Clayman is widely recognized as a leader in...
STANDARD DEVIATIONS PODCAST: Jay Coulter – The 5 Dimensions of a Great Advisory Practice
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jay Coulter.
Jay Coulter is a practice management and investment portfolio...
Rethink. Financial Advice Podcast: Goldman Sachs Supporting Independent Advisors With Richard Lofgren
With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit...