Breanna Blaney (Live at Future Proof)
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Breanna Rae Blaney. Breanna Blaney is the Life, Invested Director & Vice President leading Dimensional’s efforts to explore the relationship between life and investing. The firm’s Life, Invested program helps simplify the world of investing, integrating it into the bigger picture of people’s lives so that they can not only invest better but live better. Bre also has over 1,000 hours training in yoga and Ayurveda and is passionate about the intersection of mindfulness and finance. She serves on Dimensional's Women & Wealth steering committee and has prior experience in real estate private equity and corporate finance. She graduated with a BA in business and economics from the University of North Carolina at Chapel Hill.
Tune in to hear:
What does Dimensional see about the future of the industry that encouraged them to launch something like ‘Life Invested.’
Why does a “human first” investment model have the power to endure in a way that other investment models, such as those centered around sales, have not?
How can we give the “human first” approach more definitional clarity for those who are new to the concept?
What would Breanna say to those advisors who are nervous they are going to open a “Pandora’s Box of emotion” when they become more vulnerable with their clients?
As someone who does a lot of self-reflection, what advice does Breanna have for advisors who want to use the things that we are discussing today as a window onto self-improvement?
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