Go offline with the Player FM app!
Dr. Daniel Crosby - Seven Rules for Life and Money
Manage episode 375705428 series 1454631
Tune in to hear:
- What the landscape of financial planning looks like broadly in the United States.
- How working with a financial advisor plays a prophylactic role that extends just beyond mere performance and into mental health and one’s interpersonal relationships.
- Why money is an emotional hair trigger for so many people.
- Whether or not you can take your clients further than you’ve taken yourself.
- What “The Pratfall Effect” is and how can you use it to your advantage.
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.
Compliance Code: 2129-OAS-8/2/2023
Ad Compliance Code: 2120-OPS-8/2/2023
Connect with Us
299 episodes
Manage episode 375705428 series 1454631
Tune in to hear:
- What the landscape of financial planning looks like broadly in the United States.
- How working with a financial advisor plays a prophylactic role that extends just beyond mere performance and into mental health and one’s interpersonal relationships.
- Why money is an emotional hair trigger for so many people.
- Whether or not you can take your clients further than you’ve taken yourself.
- What “The Pratfall Effect” is and how can you use it to your advantage.
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.
Compliance Code: 2129-OAS-8/2/2023
Ad Compliance Code: 2120-OPS-8/2/2023
Connect with Us
299 episodes
Alle afleveringen
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.