Posts tagged finance podcast
Jon Dauphine - The Case for Pro Bono Financial Planning
Daniel CrosbyJon Dauphine, Dr. Daniel Crosby, The Laws of Wealth, The Behavioral Investor, Standard Deviations Podcast, investment podcast, investing podcast, economics podcast, FFP, foundation for financial planning, Behavioral Finance, BeFi, certified financial planner, pro bono, cognitive biases, cognitive bias, finance podcast, CFP, pro bono financial planning, giving back, charity work, charitable giving, donating to charity, charity, philanthropy, philanthropist, philanthropic giving, how to invest, orion potfolio solutions
Jay Coulter - The 5 Dimensions of a Great Advisory Practice
Daniel Crosbyfinancial planners, financial planning, financial planner, CFP, certified financial planner, the protocol system, Standard Deviations, Standard Deviations Podcast, financial advice, financial advisor, financial advisors, behavioral psychology, Dr. Daniel Crosby, Behavioral Finance, BeFi, depression, investing 101, advisory practices, advisory services, orion advisor solutions, orion wealth tech, investing podcast, Jay Coulter, Befi, The Behavioral Investor, finance podcast, cfp, behavioral psych, practice management, fintwit, meditation, anxiety, investing philosophy, how to invest, The Laws of Wealth, wellbeing, financial wellbeing, wellness, financial wellness
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
Kelsey Willock - Gamifying Financial Education
Daniel Crosbyfinancial mindfulness, mindfulness, Standard Deviations Podcast, Standard Deviations, aura finance, investment podcast, saving money, investment app, buying a house, Kelsey Willock, Dr. Daniel Crosby, Aura Finance App, wealth management, finance app, investing 101, investing podcast, financial wellbeing, financial app, The Behavioral Investor, The Laws of Wealth, finance podcast, orion advisor solutions, orion wealth tech, client relations, ETFs, Standar, investing app, investing, aura app, millennials and investment, millennials and the market, millennials and investing, millennials and money, how to invest, the laws of wealth, aura, wellbeing
Heather Fortner - Building the Human-First RIA
Daniel CrosbyStandard Deviations Podcast, investment podcast, empathic, empathy, Empath, empathic listening, empathetic, Dr. Daniel Crosby, active listening, AI, artificial intelligence, financial advisors, financial advice, investing 101, investing podcast, client retention, empath, customer service, bucketing, bucketing approach, bucketing strategy, Standard Deviations podcast, Standard Deviations, ai and investing, The Behavioral Investor, The Laws of Wealth, soft skills, soft skill, finance podcast, financial planning, top financial advisors, signatureFD, tim maurer, psychology of finance, psychology of the stock market, net worth, Heather Fortner, Net Worthwhile, Psychology, How to Invest
Dr. Michael Thomas Jr. - Financial Empathy
Daniel Crosbymoney stories, money story, Standard Deviations Podcast, dr. michael thomas jr., investing, investment podcast, financial therapy association, cfp, certified financial therapist, financial therapy, financial therapist, empathic listening, Dr. Daniel Crosby, discussing money, The Laws of Wealth, The Behavioral Investor, feeling seen, investing podcast, talking about money, empathy, radical listening, listening, finance podcast, university of georgia, financial intimacy, intimacy
Ben Nemtin (Live at Ascent in Orlando, FL)
Daniel CrosbyStandard Deviations Podcast, Standard Deviations, life coach, ben nemtin, bucket list journal, oprah, Dr. Daniel Crosby, Daniel Crosby, Daniel Crosby PhD, top five regrets of the dying, regrets of the dying, depression, finance, anxiety, panic attack, panic attacks, existentialism, existentialist, existential philosophy, stoic, stoicism, investing 101, finances, dreams, dreaming big, deferred dreams, motivation, motivational, motivating behavior, motivational psychology, motivational speaker, the buried life, self-care, self-help, dreaming, psychology, positive psychology, finance podcast, buried life, self help book, bucket list, accountability buddy, how to invest
Rachel Robasciotti - Investing for Social Justice
Daniel Crosbysocial injustice, social justice, esg funds, esg investment, esg metrics, esg investments, esg principles, ESG, esgu, esg investing, measuring esg, investing in esg, Standard Deviations Podcast, Standard Deviations, psychology podcast, voting shares, me too movement, divesting, marginalized groups, forced arbitration, fintech, fintwit, the stock market, investing 101, Behavioral Finance, BeFi, activism, finance, finances, financial activism, investing podcast, racial justice, prison industrial complex, finance podcast, values based investing, value stocks, rachel robasciotti, ETF, ETFs, black lives matter, the stock market 101, Fintwit, gender equality, gender inequality, gender and finance, me too, Adasina, mass incarceration, first nations, first peoples, How to invest
Adam Holt - Advice Engagement and the Future of WealthTech
Daniel CrosbyAdam Holt, Dr. Daniel Crosby, Daniel Crosby, Daniel Crosby PhD, Standard Deviations Podcast, Standard Deviations, finance podcast, investment podcast, investing podcast, Investment Technologies, investment 101, Fintech, wealth management, wealth allocation, AI, Dalle, Chat Gpt, Openai, befi, behavioral training, behavioral intervention, behavioral finance, psychological research, psychology and money, ETFs, asset map, asset manager, financial planning, financial planner, cfp, cpa, entrep, tips for entrepreneurs, entrepreneur, entrepreneurship, entre
Jeff Bernier - The Money and Meaning Journey
Daniel Crosbymeaning, finding meaning, finding your purpose, a purpose driven life, purposeful planning, Jeff Bernier, Dr. Daniel Crosby, Standard Deviations, Standard Deviations Podcast, the standard deviations podcast, financial podcast, financial principles, psychological principles, financial literature, financial training, financial wellness, financial education, financial advice, finance, finance podcast, yahoo finance, investing 101, investing in stocks, How to invest, capital markets, money script, money scripts, money story, money stories, money traditions, money and religion, money and ethics, charity, charitable giving, charitable gift, charitable gifting, philanthropist, philanthropy
Dr. Kristy Archuleta - Lessons from Financial Therapy
Daniel CrosbyKSU, Kansas State University, Standard Deviations Podcast, financial therapy, financial therapy association, realizing your goals, achieving your goals, goal setting, goals, setting goals, setting realistic goals, assessing risk, risk assessment, certified financial therapist, Dr. Daniel Crosby, financial podcast, finance podcast, fintwit, the stock market, fuzzy trace theory, solution-focused therapy, dr. kristy archuleta, The Behavioral Investor, achieving goals, university of georgia, risk tolerance, risk averse, risk aversion, setting appropriate goals, yahoo finance, financial therapist, kansas state, Daniel Crosby, The Laws of Wealth, psychol