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WEALTHTECH INSIDER: Why Data Is a Differentiator for Financial Advisors
Why do clients choose you as a financial advisor over your competitors? Data can help you provide real proof of your soft skills. Here’s how data can become a differentiator for your financial advising practice.
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...
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...
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...
BACK OFFICE HEROES: Making Operational Excellence Your Strongest DIfferentiator
Operational excellence seems like a lofty goal for many firms, but putting it into practice is not only possible — it’s necessary to reach growth opportunities and provide a top-tier client experience.
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...
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...
STANDARD DEVIATIONS PODCAST: Dr. Tom Howard – Behavioral Finance and Asset Management
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Tom Howard of Athena.
Dr. Howard oversees Athena’s ongoing research which has...
STANDARD DEVIATIONS PODCAST: Morgan Housel – The Psychology of Money, Part 2 (Your Questions Answered)
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined once again by Morgan Housel.
Morgan Housel is a partner at...
STANDARD DEVIATIONS PODCAST: Morgan Housel – The Psychology of Money, Part 1
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Morgan Housel.
Morgan Housel is a partner at The Collaborative Fund....