Best Dr Daniel Crosby Podcasts (2024)

1
Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management 35:30

2h ago35:30

35:30

Tune in to hear: What can Elton John’s stage name teach advisors about how to make and set goals? What can Weezer teach advisors about workflows? What is the DICE acronym that can help advisors create a process around their practice? How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advis…

1
116: Dr. Daniel Crosby — The Science of Money and Happiness with Dr. Daniel Crosby 45:50

2h ago45:50

45:50

Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of …

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117: Jessica Perrone — A Guide to Financial Empowerment with Jessica Perrone 44:05

24h ago44:05

44:05

Jessica Perrone is a seasoned finance expert with more than 16 years of experience. As a mom of three teenage girls and a passionate advocate for financial education, she is dedicated to empowering young people with knowledge about money and investing. Jessica’s innovative and relatable approach has led her to develop a curriculum that makes financ…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 18 | Supporting Small Business Through Micro Private Equity featuring Kyle Kuderewski 36:37

1h ago36:37

36:37

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Phil Bray - Effective Marketing in a Noisy World 47:47

2d ago47:47

47:47

Tune in to hear: How did Phil pivot from a financial advisor position to roles focused on marketing? Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically? How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders o…

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115: Ben Utley — Finding Balance and Avoiding Burnout with Ben Utley 40:50

5d ago40:50

40:50

W. Ben Utley, CFP®, not only serves as the Service Team Leader at Physician Family Financial Advisors but also co-hosts their podcast of the same name. Well-recognized for his expertise, Ben has been featured in The New York Times and listed among the "150 Best Financial Advisors for Doctors" by Medical Economics Magazine. As a Certified Financial …

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 | The Psychology of Investing featuring Eben Burr 46:11

8d ago46:11

46:11

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Andy Baxley - The Power of Financial Purpose 43:21

10d ago43:21

43:21

Tune in to hear: Why do humans seem to have such limited access to understanding what they want, from a financial perspective? Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical? Should we try to expand our clients’ notion of cap…

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114: Kalani Leifer — The Economics of Higher Education and the Power of Peer Support 51:14

12d ago51:14

51:14

Kalani Leifer is the Founder and CEO of COOP Careers, a company aiming to overcome underemployment through digital skills and peer connections. Kalani began his career as a history teacher at Kappa International High School in the Bronx, NY (with Teach For America). Later, he worked as a consultant at McKinsey in Zurich and Dubai, and as a project …

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113: Aimée Eubanks Davis - From Hardship to Hope: Aimée Eubanks Davis' Astonishing Story 47:25

19d ago47:25

47:25

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical fi…

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Nuala Wash - Ten Steps to Better Decision Making 59:15

24d ago59:15

59:15

Tune in to hear: What drove Nuala to write her new book, Tune In: How to Make Smarter Decisions in a Noisy World ? In her book, Nuala talks about four factors that amplify the risk of noise, obscuring our ability to arrive at the truth. What are these factors and why are they so important? How do we overcome the very entrenched obstacles we face wh…

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 16 | New Opportunities in Commercial Real Estate Featuring Cory Johnson 48:35

1M ago48:35

48:35

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
112: TJ van Gerven - Millennials' Homeownership Secrets Unveiled 45:33

26d ago45:33

45:33

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical fi…

1
Shawn Sparks - The Advisor Transformation 51:14

1M ago51:14

51:14

Tune in to hear: What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation? What distinction does Shawn draw between success and significance? How does Shawn bring vision into his work at Triad in a way that better synthesizes work and life? What is Martin Seligman’s PERMA Model and what can we…

1
111: Amy Schiller - Revolutionizing Philanthropy: Amy Schiller's Vision 33:54

1M ago33:54

33:54

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical fi…

1
Robert Sofia - A Comprehensive Guide to Financial Advisor Marketing 45:13

1M ago45:13

45:13

Tune in to hear: How should advisors go about optimizing SEO for their practice and why is it so critical? Why do advisors who offer texting as a communication option get 400% more opt-ins? Why is email so powerful and how can advisors build out a list that will serve them well? Emails with video content really outperform, but many people are hesit…

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110: Miriam Castilla - From Broke to Six Figures: Miriam Castilla’s Journey of Financial Empowerment 49:38

2M ago49:38

49:38

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical fi…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 | Alternatives Simplified Featuring Bobbi Ivanova 36:51

2M ago36:51

36:51

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
109: John Crane - Mastering Cash Flow: Insights from Financial Advisor John Crane 39:00

2M ago39:00

39:00

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical fi…

1
108: Mick Heyman - How Mick Heyman Stays Calm in Financial Storms 40:02

2M ago40:02

40:02

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical fi…

1
Jason Pereira - The Future of AI in Wealth Management 37:18

2M ago37:18

37:18

Tune in to hear: What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field? What is "general purpose AI" and how does it differ from models like ChatGPT? What about "artificial super intelligence?" Why is the developing world, on average, more optimistic about AI than the developed world? Will our pess…

1
107: Victor Haghani - True Costs of Trading and Investment Biases 38:40

2M ago38:40

38:40

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical fi…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 14 | Financial Education for the TikTok Generation featuring The Wall Street Skinny 1:00:10

2M ago1:00:10

1:00:10

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Dr. Naomi Win - Uncertainty 51:15

3M ago51:15

51:15

Tune in to hear: Why is it that we hate uncertainty even more than bad news? How does our dread of uncertainty impact our decision making process? If a client comes in agitated vs. paralyzed, does the means by which we resolve this uncertainty look different from reaction to reaction or do they share a common solution? Is normalization part of regu…

1
106: Jason Feifer - Moving From Fear to Opportunity and Turning Challenges Into Success 33:24

3M ago33:24

33:24

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical fi…

1
Dr. Randall Stutman - A Behavioral Approach to Leadership 40:12

2M ago40:12

40:12

Tune in to hear: Why does Dr. Stutman use a behavioral, rather than a psychological, approach to leadership? What are the differences between these two approaches? What are some of the common qualities shared by many of the world’s best leaders? Also, were any of these particularly surprising or unexpected? What role does admiration play in effecti…

1
The Last Episode 43:04

2M ago43:04

43:04

In the final episode of Purposeful Lab, Catherine and Dan look back on some of the most memorable moments from the past five seasons. They discuss everything from biology and astrochemistry to neuroscience, consciousness, and philosophy, reviewing some of the fascinating topics they've explored together with their guests. Have your call in question…

1
105: Heather and Douglas Boneparth - From Corporate to Co-Founders: The Journey to Financial Collaboration 46:12

3M ago46:12

46:12

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical fi…

1
Psychological Insights for Healing and Growth - with Dr. Matthew Breuninger 1:13:23

3M ago1:13:23

1:13:23

Catherine and Dan delve into a discussion with Dr. Matthew Breuninger, a licensed clinical psychologist and associate professor at Franciscan University of Steubenville. They explore how psychology intersects with faith to foster human flourishing, focusing on topics such as trauma, healing, and virtue formation. Dr. Breuninger shares insights from…

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104: Liz Frazier Peck - From Allowances to Financial Independence: Guide to Raising Money-Savvy Kids 37:31

3M ago37:31

37:31

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical fi…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 13 | Growing Up Banking Featuring Jamie Shulman 45:25

3M ago45:25

45:25

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 12 | No BS Wealth Featuring Stoy Hall 47:18

3M ago47:18

47:18

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Edith Stein on Art, Philosophy, and Sainthood - Genevieve Buono 49:24

3M ago49:24

49:24

Genevieve Buono, currently writing her dissertation on Edith Stein's aesthetics, joins Dan and Catherine this week to discuss Stein's views on art, philosophy and her path to sainthood. Stein, a pioneering female philosopher, tragically perished in Auschwitz alongside her Jewish loved ones. Listen to this week's episode to discover the relevance of…

1
Jane Adshead Grant - Becoming a Better Listener 45:34

3M ago45:34

45:34

Tune in to hear: What life experiences put Jane on a path to become a listening coach? What is generative listening and how does it differ from other forms of listening? In what ways did becoming familiar with generative listening transform Jane’s life? What does Jane mean when she says “listening to ignite thinking in others?” What role does empat…

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103: Ben Wildavsky - The Economics of Learning: Insights on Higher Education 41:07

3M ago41:07

41:07

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical fi…

Podcasts Worth a Listen

Dr Daniel Crosby Podcasts

Podcasts Worth a Listen

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