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? ...
STANDARD DEVIATIONS PODCAST: Dr. Emily Koochel – A Fresh Perspective on Financial Psychology
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Dr. Emily Koochel.
Dr. Emily Koochel is an experienced financial professional, academic...
FINTECH & PHILOSOPHY with Cindy Taylor: Meet Michael Partnow of JIFFY.ai
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: Brian McLaughlin of Orion Advisor Tech
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Brian McLaughlin.
Brian McLaughlin is President, Orion Advisor Tech. Prior to Orion’s...
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...