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Kandungan disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Dr. Daniel Crosby - Seven Rules for Life and Money

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Manage episode 375705428 series 1454631
Kandungan disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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

304 episod

Artwork
iconKongsi
 
Manage episode 375705428 series 1454631
Kandungan disediakan oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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

304 episod

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