Standard Deviations with Dr. Daniel Crosby podkast

Penny Phillips - The Power of Practice Management for Financial Advisors

Do tyłu o 15 sekund
Do przodu o 15 sekund

- As someone who works in practice management and as a trainer, how does Penny get advisors to embrace the power of practice management when there are plenty of advisors who are financially successful who are violating all the best practices?

- If Penny created her own top 25 advisor list, what criteria would she choose to decide who belongs on that list?

- What are some practical means of gaining psychographic insights into clients’ and is there a framework one can use when thinking about clients’ psychology?

- Have the psychographics of the average client changed over the past 18 months? How have they shifted if so?

- In a sea of 300,000 advisors, what are some pragmatic ways you can stand out from that pack?

- What is Penny’s spiciest take on how the industry will change in the coming years?

- People really struggle to confront their own mortality. With such a great psychological hurdle at the crux of the conversation, how do you get anyone to plan for succession?

Compliance Code: 2643-OAS-10/13/2021

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    Emily Guy Birken - Your Super Serious Guide to Modern Money Management


    Tune in to hear- Why did Emily feel the need to include elements of humor in her new book ‘Stacked: Your Super Serious Guide to Modern Money Management?’- What is “the one magical idea to rule them all” that Emily and Joe lay out in their book?- Do we ever need to do more digging to ensure that our financial goals are personal and authentic enough that they give us the fuel to take on the tough parts of saving and investing for our future?- Should we try to maximize our earning potential or crank up our thriftiness?- Since you can’t frugal your way to wealth - what practical tips does the book offer for increasing income or for diversifying income streams?- How do we educate folks about market histories and managing expectations without scaring them off from investing?- What is a money script? Why is understanding our own personal money script such an important step in getting started with investing? - How do we illuminate our money scripts if they are indeed unconscious?- In the process of researching and writing this book, did Emily change her mind about anything?www.emilyguybirken.comCompliance Code: 0147-OAS-1/24/2022
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    James Fletcher - ESG and EM with Ethos Invest


    Tune in to hear:- Of all times to start a boutique fund, why would James start one in the current climate where the 3 largest asset managers control  more of the market share than ever before?- What edge does a small, boutique asset manager have in a world where there are such well-resourced competitors?- How are ESG like suggestions typically met by the companies that James invests in?- What’s it like to run a high conviction fund? How does James think about conviction and diversification and what lead him to take this unusually concentrated approach?- Why does James think ESG screening is important and how, specifically, does he incorporate it into his process at Ethos?- How does James think about ESG and investing in countries where the bar for ESG is set very low?- What makes him think emerging markets, which have been priced attractively for many years now compared to the US and which have underperformed, are poised to do well in the future? Compliance Code: 3115-OAS-12/15/2021
  • Standard Deviations with Dr. Daniel Crosby podkast

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  • Standard Deviations with Dr. Daniel Crosby podkast

    Brendan Frazier - The Fuel and Friction Model of Behavioral Finance


    Tune in to hear:- Behavioral Coaching is one of the most important things a financial professional can do for their client, yet surveys show that clients don’t put a lot of value on it. How can we bridge this gap and help our clients see how much value we can deliver here?- Brendan claims that many advisors are creating “reverse rapport” in their first client meetings. What does he mean by this and how are they getting it wrong?- How do we help our clients prepare for an uncertain future when not only the markets themselves, but also the market participants, are both so subject to change?- Might we be too focused on “igniting the fuel” of a client’s investment plan? Can removing friction be an equally, if not more, effective strategy to help them achieve their goals?www.wiredplanning.comCompliance Code: 3123-OAS-12/16/2021
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    Phil Huber - The Case for Alternative Investments


    Tune in to hear:- What are some potential arguments against a traditional 60/40 portfolio and how do they hold up?- How would Phil define alternative investments? Also, is their bad reputation deserved for any reason and where did this reputation originate from?- What are 2-3 potential criteria to help discern the which alts can act as legitimate diversifiers in your portfolio vs. those that might have some bad actors or ulterior motives?- What is one of the alternative investment strategies in Phil’s book that is often overlooked?- How should one think about a percentage allocation to alts in light of everything we’ve discussed? What does it take to really begin to see they difference they can make in your portfolio?- How does Phil think about things such as wine, art, cars and trading cards among the other alternative investment vehicles?- How should folks think about whether or not to invest in crypto at all? If they are committed to, and interested in investing in, crypto - which particular crypto alts should they consider buying?- How is Phil incorporating alts into his own portfolio?Twitter: @bipsandpiecesWeb: www.savantwealth.comCompliance Code: 3117-OAS-12/15/2021
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    Dr. Mary Bell Carlson - The Lessons of Financial Therapy


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    Robert Sofia - The Five Principles of Marketing Psychology


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    Brad Johnson - Investing in Trading Cards


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    Emilie Hill - “The Market is Uncertainty Distilled”


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