Standard Deviations with Dr. Daniel Crosby

Tune in to hear:How did Florence Nightingale transform the healthcare landscape in her time?How did Rachel Carson and her book, Silent Spring, call for a greater awareness of environmental degredation and a heightened awareness of the fragility of our planet?Why did Norman Borlaug win The Nobel Prize, The Presidential Medal of Freedom and The Congressional Gold Medal? Where can his legacy be seen in the present day?Why does participating in activism lead to a greater sense of wellbeing?Why are greater levels of activism also correlated to greater physical health?LinksThe Soul of WealthOrion’s Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 3005-U-25304

Tune in to hear:How can southern author Flannery O’Conner’s emphasis on the importance of truth be seen in both her writing and the way she lived her life?What did German-American psychoanalyst Erich Fromm have to say about the difference between the “having” and the “being” modes of existence? Also, what can Tennyson’s and Basho’s poems on flowers teach us about each mode of existence?How does contemporary advertising encourage us to confuse having and being?Why does a focus on having often come at the expense of being?LinksThe Soul of WealthOrion’s Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 2978-U-25303

Discover the intriguing origin of kintsugi, born from a serendipitous mishap with a broken teacup. Explore how the philosophy of wabi-sabi teaches us to embrace imperfection and resilience. Learn why nearly winning can boost motivation more than outright success or substantial losses. Delve into research on failure as a teacher, revealing that optimal learning occurs around a 15% failure rate. Hear inspiring stories of famous figures who turned setbacks into monumental successes, urging listeners to adopt a wabi-sabi mindset in personal growth.

Tune in to hear:What mindset differences does Brad notice between advisors who are barely getting by and the ones who are 2-4xing their business?Why is focusing on talent acquisition and having a convincing growth story such an important part of growing your business?What is the baseline mindset that Brad often has to move advisors away from to encourage their growth?What distinguishes high-growth cultures from mediocre cultures and what are some actionable ways a company can improve their culture?What’s the psychology behind closing the knowing-doing gap for advisors?What are two actionable things listeners can begin practicing today to grow themselves or their business?LinksThe Soul of WealthOrion’s Market Volatility PortalBrad Johnson on TwitterConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 2721-U-25279

Tune in to hear:What is Rudyard Kipling’s poem “If –” about and what can it teach us about remaining poised in the face of chaos?What are some qualities of the investors who fare best in turbulent markets?What roles does EQ (Emotional Intelligence) play in investment decision making?What are some practical steps for remaining calm in a churning world?Why is “sleeping on it” such powerful advice when it comes to investment decision making?How can we anchor to non-financial metrics to regain a measure of control during market downturns?LinksThe Soul of WealthOrion’s Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 1048-U-25099

Join Joe Duran, founder of United Capital and Rise Growth Partners, as he brings a human-centric approach to wealth management. He shares insights on why many firms stick to outdated educational methods instead of embracing client-centric tools. Joe discusses the importance of aligning financial planning with clients' life goals and the need for wealth managers to adapt their skills. He also highlights how to differentiate between promising RIAs and those to avoid by focusing on values and behaviors rather than just numbers.

Breanna Blaney, a human-first investment expert at Dimensional, shares transformative insights on connecting life and investing. She discusses the industry’s shift towards a ‘Life Invested’ approach, emphasizing that emotional intelligence is key to fostering trust between advisors and clients. Breanna tackles the fears advisors face about vulnerability, advocating for authenticity in financial discussions. She also offers self-reflection tips for advisors to enhance their practice and build meaningful client relationships.

Tune in to hear:Examples of when emotional connection can play a decisive role in sales.How, practically, can advisors shift their focus a bit from the technical to fostering deep, emotional connections with their clients?What is motivational interviewing, what is based on and what does it look like in practice?Where does the discovery process often go wrong and what can we do to make it go right?How can silence be a powerful tool in client meetings?How can advisors help their clients’ goals become more vivid and salient for them?What is EQ, or emotional intelligence, and why does it matter so much for advisors? Also, what specifically is Dr. Lynn doing with her workshops and her scorecard?What is one sub facet of emotional intelligence that we could all stand to work on?LinksDr. Christina Lynn on LinkedInMariner Wealth AdvisorsConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 2455-OAS-9/23/2024

Tune in to hear:Get a better sense of the size and scope of the racial wealth gap problem in the US.Should financial advisors play a role in addressing these inequalities? Also, do historical factors, such as systemic discrimination and redlining, largely to blame for the genesis of this disparity?What sort of systemic inequities and injustices are we up against today and what can we do to combat these?What cultural differences, and attitudes, towards money, risk and investing should non-black practitioners be aware of when working with black clientele?What can we do as an industry to win some trust back and will part of that be through education and outreach?Does Adam see tech as a potential equalizer or exacerbator of the racial wealth gap?How can we best meet each client where they are at, as individuals?Citations17 cents on the dollarInheritance likelihood and magnitudeBlack wealth holdings228 YearsLinksAdam Tolliver on LinkedInAdam Tolliver on YoutubeArtisan Financial StrategiesThe Hidden Cost of Being African AmericanThe Black Tax: The Cost of Being Black in AmericaConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with Orion The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.Compliance Code: 2356-OAS-9/13/2024

Tune in to hear:What elements do “tulip mania,” the roaring twenties and the .com bubble share and what should be our biggest takeaway from these historic market events?What is the "affect heuristic" and how should we be thinking about it in relation to our investment decision making?How do the emotional states of euphoria and despair effect our risk tolerance? Do these emotions also effect how much we are willing to pay or sell an asset for also?What are somatic markers and how do they influence our decision making process?What can we learn from “circular techniques” in martial arts?What is the “Save More Tomorrow” Campaign and how does it exploit our status quo bias for good?How can goals based investing create more emotional buy in to your portfolio?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 2339-OAS-9/12/2024