Posts tagged discovery meeting
Amy Mullen - 5 Steps for Values-Based Financial Planning
Daniel Crosbydiscovery meeting, discovery meetings, Standard Deviations Podcast, Standard Deviations, future self, certified financial planner, goals based investing, cognitive biases, cognitive bias, money quotient, investing 101, investing podcast, The Behavioral Investor, finance podcast, financial planning, values based investing, cfp, standard deviations, financial advisors, financial advice, Amy Mullen, Daniel Crosby, Dr. Daniel Crosby, How to invest, the laws of wealth
Brendan Frazier - 10 Rules for Human-First Financial Advice
Daniel CrosbyThe Human Side of Money, money story, money stories, brendan frazier, Standard Deviations Podcast, money script, money scripts, Financial Psychology, Fintech, BeFi, Behavioral Finance, asking the right questions, financial psych, investing goals, discovery meeting, discovery meetings, empathic listening, dr. daniel crosby, active listening, behavioral coaching, future self, future selves, financial advice, investing 101, recap email, wired planning, financial values, values based investing, financial goals, reflective listening, psychology of investing, The Behavioral Investor, orion advisor solutions, financial planning, financial advisors, financial planner, active listener, human-first financial advice, Daniel Crosby, Dr. Daniel Crosby, how to invest, The Laws of Wealth, asking good questions