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Dr. Daniel Crosby - Seven Rules for Life and Money

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Manage episode 375705428 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

294 episodes

Artwork
iconShare
 
Manage episode 375705428 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

294 episodes

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