Standard Deviations with Dr. Daniel Crosby cover image

Standard Deviations with Dr. Daniel Crosby

Latest episodes

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5 snips
Jun 6, 2024 • 45min

Robert Sofia - Mastering Financial Advisor Marketing: Proven Techniques to Grow Your Practice

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.
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11 snips
May 16, 2024 • 37min

Jason Pereira - How AI is Shaping the Future of Wealth Management and Financial Advisory

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.
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47 snips
May 9, 2024 • 51min

Dr. Naomi Win - The Power of Embracing Uncertainty: Strategies for Success in a Volatile World

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.
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6 snips
May 2, 2024 • 40min

Dr. Randall Stutman - A Behavioral Approach to Leadership: How to Influence and Inspire Teams

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.
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23 snips
Apr 18, 2024 • 46min

Jane Adshead Grant - Master the Art of Listening: Tips for Becoming a Better Listener

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.
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5 snips
Apr 11, 2024 • 56min

Lindsey Lewis - Empowering Women in Investing: Breaking Barriers and Shaping the Future of Finance

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.
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25 snips
Apr 4, 2024 • 52min

Dr. Thomas Mathar - Financial Wellness vs. Financial Independence: How to Achieve Both for a Secure Future

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.
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27 snips
Mar 21, 2024 • 47min

Philip Courtenay - Humans and Money: Exploring the Relationship Between Emotions and Financial Choices

Researcher Philip Courtenay discusses drivers of financial advice seeking, reducing economic and emotional barriers. He shares insights on advisor behavior change mistakes and the SHAPE framework. The podcast explores effective referral strategies, client anxiety types, and demonstrating value in the financial advisory world.
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14 snips
Mar 14, 2024 • 53min

Dr. Derek Griner - Empathy in Action: The Transformative Role of Compassion in Building Stronger Connections

Dr. Derek Griner, a researcher focusing on compassion, discusses the depth and action-oriented nature of compassion. He explores cultivating self-compassion for inner and outer harmony, the importance of empathy in financial advising, and the interplay between acknowledging life's challenges and taking personal responsibility.
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Mar 7, 2024 • 10min

Dr. Daniel Crosby - Not Being Dumb Beats Being Brilliant

Tune in to hear:What is the “Dumb Ways to Die” music video and why was it originally created?Was the above an effective behavioral intervention or did it fall short?Why is buy-in for employer sponsored retirement savings plans so low and what might be done to remedy this?Why might marketing campaigns with behavioral interventions outperform more overt, standard marketing approaches?What did Charlie Munger say was a differentiator in Berkshire’s approach?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0502-OAS-3/4/3024

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