Saundra Davis - Balancing Candor and Compassion in Client Communications
Daniel Crosbyfinancial planning, financial planner, certified financial planner, financial planners, Standard Deviations Podcast, client advisor relationship, Sage Financial Solutions, financial therapy association, FTA, Dr. Daniel Crosby, Orion, orion wealth tech, orion advisor solutions, Behavioral Finance, BeFi, building client trust, CFP, befi, building client rapport, The Behavioral Investor, The Laws of Wealth, soft skills, soft skill, financial professional, financial advice, financial advisor, financial advisors, financial wellbeing, financial wellness, wellness, wellbeing, the laws of wealth, financial therapy, certified financial therapist, financial therapist
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
Herman Brodie - The Power of Trust
Daniel Crosbythe trust mandate, financial advisors, empathic, empathic listening, the big 5, the big 5 personality test, edelmen trust barometer, empath, empathy, active listening, behavioral finance, BeFi, behavioral IQ, building client trust, behavioral investing, The Behavioral Investor, the big 5 personality traits, hard skills, soft skilly, soft skills, investment advice, investing 101, yahoo, herman brodie, building trust, prospecta briefings, trust barometer, prospecta
Natalie Taylor - The Client-Centric Future of Financial Advice
Daniel Crosbyself-care, financial independence retire early, financial wel, financi, financ, financial literature, financial therapy, financial advice, goals-based planning, goals, setting goals, reaching goals, financial podcast, financial planning, financial education, How to invest, investment, The Behavioral Investor, how to invest, investments, investment models, investment st, Investment Strategies, empath, empathic, empathy, soft skills, catalyzing growth, client interaction, client behavior, understanding client, understanding clients, understanding client behavior, fintech, Fintech, fintwit, monarch money, natalie taylor