Standard Deviations With Dr Daniel Crosby công khai
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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Tune in to hear: What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice? What can the industry do to reduce economic barriers to entry for getting advice? What about reducing emotional barriers to entry for getting advice? What mistakes do advisors make when …
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Tune in to hear: What lead Dr. Griner to focus his work and research around compassion specifically? When clinicians like Dr. Griner talk about compassion, what are they talking about exactly and how might this differ from the popular conception of compassion? How do we balance our desire to want to end someone’s suffering without falling into the …
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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 mor…
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Tune in to hear: What were some of Nikola Tesla’s eccentricities? What is “The Spotlight Effect” that Morgan Housel observed when working as a valet at a high-end hotel in Los Angeles? What is Morgan Housel’s “Man in the Car Paradox” and what lessons can be learned from it? What is the psychological principle “The Anchoring Effect?” Why does ego dr…
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Tune in to hear: What strategy did Alexander the Great use to overtake Tyre in 332 BC? Why did this military victory leave Alexander feeling more grief stricken than triumphant in the end? Why did Hephaestion’s death mark a turning point for the Macedonian Empire? What are “The Top Five Regrets of the Dying?” What makes up Martin Seligman’s “PERMA”…
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Tune in to hear: What common ground, if any, can be found across nearly all spiritual and religious traditions on the globe? What does academic research have to say about the benefits that accrue to those who are generous? Why doesn’t spending money on ourselves bring about long-lasting joy and what role does the “hedonic treadmill” play in this? W…
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Tune in to hear: - With all of the possibilities out there, why has Jon landed on his current path and why does he think that pro bono work is so vital? - Jon’s organization just completed a very comprehensive study on pro bono financial planning. Were there any results that really stood out or surprised him? - What did Jon’s research unearth about…
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Tune in to hear: - If so much of what accounts for our behavior is habitual, what hope do we have and how can we change that as we look to the New Year? - Why do such small bits of friction have an outsized influence on our behavior? - Does publicly stating your goals have any drawbacks or does it help you stay accountable? - What is the rhyme-as-r…
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Tune in to hear: - Why do overly linear, or bullet-pointy, stories tend to fall short? What are the risks of making your backstory too similar to a resume? - What is the psychological principle “peak-end rule” and how can it be applied to better your backstory? - Why is knowing your audience such an important part of effective storytelling? - Why “…
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Tune in to hear: - Why will AI, automation and algorithms likely lead to an increase in human centered connection in the financial services industry and beyond? - What is one of Thomas Hobbes’ most famous remarks and how do people take it out of context? - Why loneliness has far reaching implications for longevity that exceed even obesity. - How di…
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Tune in to hear: - Why do only 13% of American millionaires describe themselves as wealthy? Why don’t we recognize our abundance for what it is? - What is wealth confidence and what are its broader implications within portfolio management? - Wealth confidence is definitely somewhat correlated with portfolio performance, but why is net worth alone n…
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Tune in to hear: - Why does Daniel Staker call his new book “a book from a breakdown?” - Why is behavior such a fundamental building block of marketing? - How do we get to the bottom of what our clients really want when they are often so bad at articulating it for themselves? - What does Daniel Staker mean when he says that “people often fail to re…
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Tune in to hear: - We frequently hear the term “emotional intelligence” thrown around pretty loosely, but what is a deeper dive into its definition? - Does Dr. McCarthy see people frequently using emotional intelligence towards Machiavellian ends or is this quite uncommon in her experience? - Why is EQ so important for leaders and individuals more …
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Tune in to hear: - What is all weather investing and what are its behavioral underpinnings? - Does Eric strategically rebalance the all weather portfolios or are the allocations fairly static? If they are dynamic, what signals do they look for when making a change? - What is the trend-oriented global macro program that Eric implements? - How can on…
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Tune in to hear: - What convinces Akhil that we can forecast markets with any level of precision when lots of highly intelligent people have tried and failed? - How often does Akhil think market cycles occur, on average, and how can we use that to our benefit? - Once novel market anomalies or truths are discovered, they tend to get arbitraged away …
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Tune in to hear: - What is the backfire effect and how can you get your prospects to drop their old fund manager without crushing their ego? - Why is solving an emotional problem with a rational solution rarely effective? How can we encourage behavior change while giving our prospects a chance to save face? - What is the blemishing effect and how d…
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Tune in to hear: - Saundra really balances being warm and welcoming with a great deal of candor. How has this served her professionally over the years? - How do people find the strength of will and confidence to call their clients out on behavior that is incongruent with their goals if their designations alone don’t provide this confidence? - Saund…
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Tune in to hear: - Matt interviewed hundreds of advisors and leaders in their space to gather how they envisioned the future of financial advice. What themes or common threads started to emerge in these interviews? - How, specifically, might things become "more human" moving forward in the financial services industry? - Why does Matt believe that a…
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Tune in to hear: - What is Amanda’s story about her “$19k haircut” and how did it lead her down the path she’s on today? - How did Amanda’s parents react to her financial situation when she finally decided to disclose it? Did this transform their relationship much? - Amanda thinks that all financial problems should be approached with two premises i…
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Tune in to hear: - What are the 5 coaching dimensions that Jay uses to help advisors and how did he arrive at these? - What is “the protocol system” and how has Jay utilized it to better his mental and physical wellbeing? - What was it that allowed Jay to put himself back together after a bout of acute depression? - What role should leadership and …
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Tune in to hear: - How does salience work with respect to different advisory fee models? - How can we use social accountability to better help clients see through their plans? - As the “meat and potatoes” of financial planning gets automated away, what does the future look like for financial planners? Will they operate in a broader life coach type …
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Tune in to hear: - What life journey brought Kathi to a place where she focused on grief professionally? - Why did Kathi experience guilt and shame around her lack of financial literacy in a moment of crisis? - People often say very inappropriate things when they are struggling to address the grieving, even if well-intentioned. Why is this the case…
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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 yo…
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Tune in to hear: - What’s the number one misconception about sports psychology? What are the Monday morning quarterbacks missing when they comment on a game? - Has Dr. Poole noticed any common thread shared by the championship teams she has worked with over the years? - How do teams really individualize their overarching goal above and beyond simpl…
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Tune in to hear: - What does the Partnership for Southern Equity really focus on and what is Sterling’s role there? - What is the difference between equity and equality and why is this an important distinction to make when talking about the kind of work the PSE does? - What things, governmentally or institutionally, are still in place structurally …
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Tune in to hear: - Why does Stacy believe that every company should have a well crafted origin story? Why does this speak to the authenticity of a brand? - What’s the importance of a hook or conflict within a corporate brand story? - How can we present a hook that helps with brand buy-in without the story relying on the classic narrative tools of d…
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Tune in to hear: - Some people think that “we can only take our clients as far as we have gone ourselves and that we must do our own work.” Does Neil believe this and, if so, what does “doing the work” look like in the context of a financial professional? - What is Carl Jung’s idea of “a wounded healer?” Also, in terms of our own story, how can we …
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Tune in to hear: - Can Nicole speak to the power of podcasts, newsletters and new media and the role these play as she tries to fulfill her personal mission? - Can brands do anything to really humanize and authenticate themselves or do we just favor individual influencers and have a general distrust of institutions now? - What do we need to do as a…
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Tune in to hear: Learn how to adapt cognitive biases to your benefit within a sales funnel. What is the mere exposure effect and why is it so powerful? Considering the mere exposure effect, what chance do boutique asset managers have going against giants like BlackRock and how can they set themselves apart? Is there such a thing as too much exposur…
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Tune in to hear: - In studies, non-compliance with financial advice generally hangs around the 50% range. However, many advisors say that their clients are very compliant and that these stats don’t hold true for them. Has Derek noticed this and what does he think accounts for this difference? - What is the “stages of change” model and how might it …
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Tune in to hear: - Do certain people have a natural proclivity for deferring gratification for a greater reward at a later date (e.g. exercise and saving) or can this also be learned? - Is whether or not you are more forward-thinking or present-oriented hardwired in you from a young age? - What are some of the things that those who “get retirement …
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Tune in to hear: - What role did Amy’s mom play in her professional journey and what drives her to do what she does? - What are the 5 steps of Amy’s process for providing effective guidance to advisors while leaving a bit of wiggle room for client personalization? - Her 1st step, “to establish and define a client, planner relationship,” aligns with…
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Tune in to hear: - What makes up Brendan’s list of the 10 guiding principles of financial psychology? - Brendan says that “goals shift, but values persist.” What does he mean by this and how do we move from illuminating values to tying those back to specific goals? - Brendan recently interviewed a “question expert” on his own podcast. What was the …
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Tune in to hear: - What was the spark or impetus that led Kelsey down the path to found Aura Finance? - Why is it so crucial to help people get in the right mindset to invest and how can we begin to do so? - What are some of the specific features of the Aura app that help promote financial mindfulness? - How has Kelsey tried to hone the gamified el…
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Tune in to hear: - How has Heather’s background in mental health shifted the way she leads and the way she goes to market? - What advice, skills or resources does she try to imbue her advisors with to inoculate them against taking on too much of the stresses they help their clients work through? - As practically as possible, what does “net worthwhi…
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Tune in to hear: - What are some of the psychology principles that Costco gets right as a brand? - Is it better to make customer onboarding super fluid and effortless or to make it a bit more arduous and engage with the "sunk cost fallacy?" - What is the “pratfall effect” and how was it used with great effect by brands like Apple, KFC and Domino’s?…
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Tune in to hear: - Why does discussing money remain such a persistent taboo in our culture? - Why is financial intimacy so critical and how can we work towards achieving it in our lives? - How does financial intimacy, or intimacy more generally, relate to “feeling seen?” - How can financial intimacy allow us to better see ourselves and unearth our …
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Tune in to hear: - Dave is a “financial futurist.” What in the world is this and what does it look like practically in his day-to-day work? - What “behavioral hacks” does Dave bring to bear in his own practice when he tries to look out beyond 2 years and how does he try to stay out of his own way when thinking about what the future might look like?…
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Tune in to hear: - What life experiences gave rise to Mac Gardner’s mission to improve financial literacy particularly among children? - What is Mac’s book, The Four Money Bears, all about and how has his experience been when sharing it with others all over the globe? - Does Mac have any particularly memorable anecdotes about sharing the book in a …
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Tune in to hear: - Can Manish give a bit of background on Potomac and what has changed since he took the helm? - Potomac is very committed to transparency and the idea of building in public. What has this process been like and what benefits have they seen from this approach? When have they had to follow through on their commitment to being honest a…
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Tune in to hear: - What is the philosophy of investing Rusty grounds himself in and how does it keep his head on straight when he makes investment decisions? - For someone who is in a position to make material decisions about others’ money - what responsibility do they have to “do the work” around understanding their own values, biases and behavior…
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Tune in to hear: - Ben had a crippling bout of anxiety and depression in college that effectively made him a shut-in at his parent’s house. What did he realize was at the root of these problems and what did he do next? - How did Ben’s two week “bucket list” roadtrip with friends transition into a decade plus long mission? - Ben’s project, The Burie…
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Tune in to hear: - How does Brian McLaughlin’s entrepreneurial journey fit into the mold of Campbell’s Hero’s Journey? - What was Brian’s “call to adventure,” or his impetus for creating Redtail, and how did he take this leap? - Is this “call to adventure” for entrepreneurs, writ large, often about coming up with a practical solution to a particula…
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Tune in to hear: - How does Dr. Koochel define financial wellness, how did she arrive at this definition and what practical difference does this make in her work? - What are three actionable steps advisors can take to incorporate financial wellness into their planning conversations? - How can advisors point out inconsistencies between someone’s pro…
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Tune in to hear: - Why did Eben’s company Toews create the holiday “ National Investment Risk Management Day?” - What are some of Eben’s candidates for the worst investment ideas of the year? - How can we be open to innovation and progress without becoming too easy to fool? - For folks who did “everything right” last year, they still had a really t…
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Tune in to hear: - In his new book, why did Dr. Sivarajan feel that a story was the best means to convey behavioral and philosophical truths? - What steps can we take to ensure we are “climbing the right ladder” and why do we often get this so wrong? - If we find ourselves pursuing the wrong goals and being motivated by the wrong things how can we …
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Tune in to hear: - What is Rachel’s origin story and what led her down a path that bridges social justice and finance? - What is redlining and why will climate change disproportionately effect already marginalized groups? - Why did Rachel feel like finance was the best tool at her disposal for approaching social justice issues? - Rachel gets her in…
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Tune in to hear: - How did Adam move from the financial planning sphere into being a software entrepreneur? Did he see a gap that he thought needed to be filled? - What is Adam’s company Asset Map and how do they create a visual blueprint of someone’s holdings? - What has he observed, from a behavioral perspective, about the advantages of having so…
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Tune in to hear: - Why does behavioral investing often get focused on less than other elements of behavioral finance? - What role should pessimistic forecasts play, if any, in our financial decision making? - What are some behavioral barometers that can give us meaningful insights into forward return suggestions? What clues does he think these are …
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Tune in to hear: - What led Jeff to sometimes act inauthentically in the past and what snapped him out of this? - How does the client experience look different between those with an authentic, holistic advisor and those who have an advisor with a top producer type mindset? - What does Jeff see as the most common impediment that’s keeping people fro…
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