Standard Deviations with Dr. Daniel Crosby

Financial planning expert Andy Baxley discusses the marriage of capital and purpose in financial planning. He explores the importance of aligning capital with values, setting clear financial goals, and guiding clients through discussions on values and purpose. The podcast highlights the role of advisors in helping clients minimize regrets and prioritize what truly matters in life.

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 when trying to make informed decisions?What does Nuala’s “PERIMETERS” mnemonic stand for and how can multiple layers of bias combine, making us sub-optimal decision makers?What is the role of power in our decision making process, and how can it confound our best efforts?What is the correct stance to take, with regards to power or status, when making decisions?How does memory differ from the “filing cabinet” stereotype that many of us have?What is the “peak end rule” and how does it apply to our decision making process?When can emotion be additive to the decision making process and when is it a distraction that should be avoided?How has Nuala changed as a result of having written her book?What are one or two practical, actionable things listeners can do today to become a better decision maker?LinksNuala Wash on LinkedInNuala’s WebsiteTune In: How to Make Smarter Decisions in a Noisy WorldConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 1359-OAS-5/30/2024

Author and financial advisor coach Shawn Sparks discusses the distinction between success and significance, integrating work and life, and creating a vision for impactful work. He emphasizes the importance of building a unique company culture, hiring for cultural fit, and de-commoditizing advisory businesses.

Expert in financial advisor marketing, Robert Sofia, discusses the importance of SEO optimization, texting for communication, email marketing, client segmentation, referrals, and innovative client events. Insights on maximizing lead generation, using behavioral marketing tactics, and integrating behavioral finance approaches into advisor-client interactions.

Jason Pereira discusses the future of AI in wealth management, covering topics like thresholds of AI, general purpose AI, and artificial super intelligence. He explores why the developing world is more optimistic about AI. Jason also shares insights on implementing AI in advisory practices, favorite AI tools, and the ethical considerations of AI technology.

Dr. Naomi Win, a psychologist specializing in uncertainty, discusses why humans prefer certainty, how uncertainty impacts decision making, empowering clients through control, and embracing uncertainty for growth. The podcast explores various emotional reactions to uncertainty and the importance of managing stress effectively.

Dr. Randall Stutman discusses behavioral leadership with Dr. Daniel Crosby, focusing on authenticity, flexibility, and details in effective leadership. They explore the balance between adhering to core principles and being adaptable in various contexts. The conversation also highlights the importance of small gestures, like remembering details, in building connections. Additionally, they delve into the qualities and strategies of results-driven leaders, emphasizing the significance of feedback and relationship-building.

Jane Adshead Grant, a listening coach specializing in generative listening, discusses the transformative power of listening, empathy's role in understanding others, and techniques for remembering names. She highlights the importance of deep thinking in our fast-paced lives and offers practical tips for improving listening skills to foster better relationships.

Lindsey Lewis, an expert in women's unique perspectives on investing and finance, discusses women's strengths as investors, challenges faced in the financial industry, strategies to empower women in financial services, and the need to rebrand the financial advisor role for success. The conversation also includes insights on attracting more women to financial services, improving client communication, and engaging young talent in the industry.

Dr. Thomas Mathar, financial researcher, discusses the impact of longevity on financial planning, differences between financial wellbeing and independence, and heuristics for following money vs. dreams.