STANDARD DEVIATIONS PODCAST: Jon Dauphine – The Case for Pro Bono Financial Planning

This week on Standard Deviations, Dr. Crosby is joined by Jon Dauphiné, who leads the Foundation for Financial Planning’s (FFP) efforts to develop and...

STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries (Pt 1)

This week on Standard Deviations, Dr. Crosby is joined by Stacy Havener of Billion Dollar Backstory, for the first part in an ongoing miniseries...

Rethink. Financial Advice Podcast: Do you Have Partners or Vendors, With Brad Johnson

Should financial advisors expect more from the vendors they partner with?  Advisors tend to be bombarded from vendors with all types of solutions, products,...

STANDARD DEVIATIONS PODCAST: Richard Shotton – The Illusion of Choice

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Richard Shotton. Richard is the author of The Choice Factory,...

Rethink. Financial Advice Podcast: What Can Advisors Learn from the Former CEO of PayPal...

For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings...

STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries (Pt 4)

This week on Standard Deviations, Dr. Crosby is joined by Stacy Havener of Billion Dollar Backstory, for the second part in an ongoing miniseries...

STANDARD DEVIATIONS PODCAST: Anthony Damtsis – Growing Your Wealth Confidence

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Anthony Damtsis. Anthony Damtsis is Deputy Head of Behavioral Finance at...

STANDARD DEVIATIONS PODCAST: The Future of Everything is Human-First

This week on Standard Deviations, Dr. Daniel Crosby lays out Seven Rules for Life and Money. Educated at Brigham Young and Emory Universities, Dr....

STANDARD DEVIATIONS PODCAST: Daniel Staker – Behavioral Marketing Lessons for Financial Services

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Daniel Staker. Daniel Staker is a real-life attorney who ended up...

Rethink. Financial Advice Podcast: What’s The Best Way To Add Alpha To Your Practice

Is it tech? Your brand? Some special sauce? Or is it as simple as improving your client engagement experience? Join us as we chat with Craig Martin, Executive Managing Director,...