Posts tagged how to invest
Shawn Sparks - The Advisor Transformation
Daniel CrosbyStandard Deviations Podcast, BeFi, Behavioral Finance, behavioral science, psychology of investing, investing 101, how to invest, Shawn Sparks, The Laws of Wealth, The Soul of Wealth, The Behavioral Investor, the advisor transformation, PERMA, the PERMA model, Martin Seligman
Robert Sofia - A Comprehensive Guide to Financial Advisor Marketing
Daniel CrosbyRobert Sofia, Dr. Daniel Crosby, The Laws of Wealth, the soul of wealth, The Behavioral Investor, how to invest, investing 101, financial advice, financial advisor, financial planners, financial planning, financial planner, Standard Deviations Podcast, finance podcast, investment 101, investing podcast, economics podcast, orion advisor solutions, orion potfolio solutions, Orion advisor tech
Lindsey Lewis - Women and Money
Daniel Crosbywomen and money, women and investing, women in finance, women and finance, women and investment, women in investment, women investors, women in investing, financial concerns for women, feminism, lindsey lewis, dr, dr. daniel crosby, Standard Deviations Podcast, the soul of wealth, The Laws of Wealth, The Behavioral Investor, BeFi, behavioral science, behavioral change, behavioral coaching, Behavioral Finance, how to invest, investing 101, gender pay gap, gender inequality, gender and finance, gender equality
Dr. Thomas Mathar - Financial Wellness vs. Financial Independence
Daniel CrosbyDr. Daniel Crosby, Dr. Thomas Mathar, financial wellness, financial wellbeing, financial independence, financial independence retire early, FIRE movement, how to invest, investing 101, follow your dreams, cognitive biases, cognitive bias, BeFi, Behavioral Finance, The Laws of Wealth, The Behavioral Investor, the soul of wealth, future selves, future self, life stages, longevity, longevity planning
Dr. Daniel Crosby - Not Caring What Others Think is a Valuable Asset (from The Soul of Wealth)
Daniel Crosbycognitive biases, cognitive bias, BeFi, behavioral bias, Behavioral Finance, fintech, how to invest, Standard Deviations, Standard Deviations Podcast, Dr. Daniel Crosby, Daniel Crosby, behavioral investing, behavioral training, behavioral science, behavioral intervention, Nikola Tesla, The Spotlight Effect, Man in the Car Paradox, The Anchoring Effect, Loneliness Epidemic, how to save, investing 101, money and happiness
Dr. Daniel Crosby - Money Isn’t About the Numbers (from the Soul of Wealth)
Daniel CrosbyAlexander the Great, Standard Deviations Podcast, Wellness, Wellbeing, financial wellbeing, financial wellness, behavioral psychology, setting goals, setting realistic goals, Dr. Daniel Crosby, how to set goals, Behavioral Finance, BeFI, investing 101, saving for retirement, conflict resolution, resolutions, the standard deviations podcast, goal setting, goals, goals-based planning, goals based investing, reaching goals, achieving goals, the PERMA model, befi, bronnie ware, The Behavioral Investor, siege of tyre, orion advisor solutions, orion wealth tech, orion portfolio solutions, reaching your goals, mental health, Standard Deviations, the top five regrets of the dying, new year's resolutions, behavioral science, Martin Seligman, Orion advisor tech, the soul of wealth, how to invest, The Laws of Wealth, retirement
Dr. Daniel Crosby - Giving is the Path to Abundance (from the Soul of Wealth)
Daniel CrosbyStandard Deviations Podcast, psychology podcast, philanthropy, philanthropic giving, philanthropist, charitable gift, charitable gifting, charitable donation, charity work, donating to charity, charitable giving, charity, generosity, empathy, Dr. Daniel Crosby, BeFi, Behavioral Finance, behavioral science, how to invest, The Laws of Wealth, The Behavioral Investor, orion advisor solutions, orion potfolio solutions
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
Richard Shotton - The Illusion of Choice
Daniel Crosbybehavioral bias, behavioral hacks, astroten, rhyme-as-reason effect, behavioral research, behavioral researcher, behavioral training, behavioral trainier, behavior change, encouraging behavior change, framing, Behavioral Finance, BeFi, cognitive biases, The Behavioral Investor, The Laws of Wealth, investing 101, risk aversion, risk averse, behavioral investing, behavioral trainer, befi, fluency effect, risk tolerance, behavioral science, behavioral interventions, behavioral intervention, behavioral coaching, cognitive bias, behavioral sciences, the soul of wealth, how to invest, the laws of wealth, the fluency effect, orion portfolio solutions
Daniel Staker - Behavioral Marketing Lessons for Financial Services
Daniel CrosbyStandard Deviations Podcast, Standard Deviations, Black Flag Venture, Daniel Staker, Dr. Daniel Crosby, Standard Deviations podcast, The Laws of Wealth, The Behavioral Investor, investing 101, how to invest, BeFi, Behavioral Finance, Fintech, investing podcast, the stock market, psychology of the stock market, marketing strategies, marketing strategy, marketing, marketing techniques, marketing your business, How to Invest, behavioral science, behavioral sciences, applied behavioral science, PR, Public Relations
Eric Crittenden - All Weather Investing
Daniel Crosby60/40, Standard Deviations Podcast, Standard Deviations, rebalancing a portfolio, rebalancing, Fintech, Fintwit, asset allocation, asset classes, Dr. Daniel Crosby, the stock market, investing 101, Behavioral Finance, BeFi, The Laws of Wealth, The Behavioral Investor, Eric Crittenden, orion potfolio solutions, orion advisor solutions, orion portfolio solutions, orion wealth tech, all weather investing, rate of return, bonds, fixed income, 60/40 portfolio, alternative investment, alternative investments, systematic investing, how to invest
Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 3)
Daniel CrosbyStacy Havener, Dr. Daniel Crosby, sales funnel, sales funnels, sales, marketing, marketing funnel, marketing and authenticity, storytelling, brand story, money story, origin story, effective storytelling, power of a story, Daniel Crosby, The Laws of Wealth, The Behavioral Investor, how to invest, investing 101, BeFi, Behavioral Finance, behavioral science, how to save
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
Michael Kitces - Leveraging Social Accountability
Daniel Crosbythe future of investing, financial planning, financial planner, financial planners, certified financial planner, Standard Deviations Podcast, financial advice, financial advisor, financial advisors, life coach, client advisor relationship, Dr. Daniel Crosby, Behavioral Finance, BeFi, AI, Michael Kitces, salience, investing 101, artificial intelligence, befi, The Behavioral Investor, CFP, Financial Advisor, investing, psychology, how to invest, the laws of wealth, orion potfolio solutions
Neil Bage - The Importance of Financial Advisor Self-Care
Daniel CrosbyNeil Bage, Dr. Daniel Crosby, Standard Deviations Podcast, Standard Deviations, finance podcast, financial podcast, investing podcast, investment podcast, how to invest, investing 101, a wounded healer, Carl Jung, financial advice, financial advisor, financial advisors, financial planning, financial planner, certified financial planner, cfp, befi, Behavioral Finance, The Laws of Wealth, The Behavioral Investor
Nicole Casperson - Fintech is Femme
Daniel CrosbyStandard Deviations Podcast, fostering diversity, diversifying, diversity, filipino, fintech is femme, Dr. Daniel Crosby, influencer culture, influencers, finfluencers, finfluencer, financial podcast, financial planning, financial planner, inclusivity, filipino food, behavioral finance, BeFi, representation, investing 101, how to invest, women in investment, women in investing, women in finance, women investor, women investors, women and investing, women and finance, financial concerns for women, wome, pay gap, gender inequality, gender equality, gender and finance, gender pay gap, authenticity, brand authenticity, lgbtq, marketing and authenticity, marketing, Nicole Casperson, podcasting, orion wealth tech, orion advisor solutions, The Laws of Wealth, Diversification
Derek Hagen - Working with Change-Resistant Clients
Daniel Crosbycompliance, meaningful money, Dr. Daniel Crosby, cognitive biases, cognitive bias, financial advice, investing 101, change rulers, Derek hagen, the stages of change, The Behavioral Investor, CFP, financial advisor, changing client behavior, changing behavior, righting reflex, non-compliance, financial planning, financial planner, willingness to change, stages of change, scaling questions, how to invest, The Laws of Wealth, Standard Deviations Podcast
Dr. Michael Finke - The Science of Happy Retirement
Daniel Crosbystandard, investment pod, dr. dan, wealth man, retiring, retire, retirement planning, retirement goal, retirement, retirement expert, retirement strategies, retiring early, retirement psychology, retirement goals, retirement approaches, retirement advice, retiring well, how to retire, planning retirement, saving for retirement, financial independence retire early, wealth management, financial advice, financial planning, BeFi, financial advisors, investing 101, how to retire well, retiring happy, creating a retirement plan, money and happiness, Dr. Michael Finke, deferred gratification, delayed gratification, orion advisor solutions, orion wealth tech, Standard Deviations, top financial advisors, investment philosophy, investing philosophy, how to invest
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
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