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Inhoud geleverd door Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Dr. Daniel Crosby - Seven Rules for Life and Money

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Manage episode 375705428 series 1454631
Inhoud geleverd door Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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

288 afleveringen

Artwork
iconDelen
 
Manage episode 375705428 series 1454631
Inhoud geleverd door Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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

288 afleveringen

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