Neil Bage - The Vital Role of Self-Care in a Financial Advisor's Professional Growth

Standard Deviations with Dr. Daniel Crosby

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This Is Woman's Work with Nicole Kalil

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Unlocking Your Hidden Genius: How to Harness Your Innate Talents with Betsy Wills & Alex Ellison | Ep. 289 32:08

för 22 dagar sedan32:08

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Did you know there’s an actual science to uncovering your hidden genius? It’s not about filling out a “dream job” worksheet—it’s about understanding how your brain is wired, identifying your natural aptitudes, and using them to thrive. This isn’t just a self-discovery exercise. It’s a game-changer for your career, your relationships, and how you show up in the world. Betsy Wills and Alex Ellison are redefining how we approach career discovery, proving that finding the right path isn’t just about landing a job—it’s about creating a life that aligns with who you actually are. ✅ Betsy Wills – Cofounder of YouScience, a groundbreaking psychometric assessment platform reshaping how we understand our talents. She’s also the Director of Marketing & Branding at Diversified Trust and a frequent lecturer at Vanderbilt University and NYU’s Stern School of Business. ✅ Alex Ellison – Founder of Throughline Guidance, a global college and career counseling practice. She’s a sought-after writer, speaker, and expert in college readiness and career development. ✅ Together, they co-authored Your Hidden Genius: The Science-Backed Strategy to Uncovering and Harnessing Your Innate Talents. Discovering your hidden genius isn’t just about career success—it’s about tapping into what makes you, you . Connect with Betsy & Alex: Website (Free Downloads): www.yourhiddengenius.com Book: https://www.harpercollins.com/products/your-hidden-genius-elizabeth-m-willsalexandra-ellison Related Podcast Episodes: How To Be You, But Better with Olga Khazan | 288 Finding Purpose Through Human Design with Emma Dunwoody | 228 195 / Finding (And Using) Your Voice with Amy Green Smith Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

för 2 år sedan 48:36

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- 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 walk the line between being vulnerable and approachable without making our time with the client all about us?

- What are the most common sources of stress for financial advisors and what is the potential fallout of stressed advisors trying to comfort stressed advisors?

- What are some practical tips for helping advisors manage the stress that can accompany a bad bear market?

- Where does Neil think the financial services industry is headed over the next decade?

Compliance Code: 1956-OAS-7/21/2023

https://www.neilbage.co.uk

322 episoder

Neil Bage - The Vital Role of Self-Care in a Financial Advisor's Professional Growth

Standard Deviations with Dr. Daniel Crosby

234 subscribers

published för 2 år sedan

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MP3•Episod hem

Tune in to hear:

- What are the most common sources of stress for financial advisors and what is the potential fallout of stressed advisors trying to comfort stressed advisors?

- What are some practical tips for helping advisors manage the stress that can accompany a bad bear market?

- Where does Neil think the financial services industry is headed over the next decade?

Compliance Code: 1956-OAS-7/21/2023

https://www.neilbage.co.uk

322 episoder

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Standard Deviations with Dr. Daniel Crosby

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Dr. Daniel Crosby - Running From Freedom 11:37

för 10 hours sedan11:37

11:37

Tune in to hear: Why does the prospect of freedom generate great anxiety for people? What led to Hitler’s ascent in post-war Germany? How is freedom dialectical in nature and what role did freedom play in the rise of the Third Reich? What is the dark side of freedom and how can responsibility keep this in check? Why does the Existentialist philosopher Kierkegaard refer to “anxiety as the dizziness of freedom?” According to Erich Fromm, what are the three primary ways we run from our agency? What are the meaningful differences between “freedom from” and “freedom to?” Links The Soul of Wealth Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 0783-U-25076…

Standard Deviations with Dr. Daniel Crosby

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Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services 49:48

för 16 weeks sedan49:48

49:48

Tune in to hear: What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere? Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward? What is an example of a compelling promise a wealth management firm could make to their clients? Is it time for those who entered the business because they love picking stocks and crunching numbers to roll off, re-educate or learn new skills? Also, what can we do to attract the next generation of talent? When Joe looks at the RIAs he’d want to invest in vs. those he would pass on, what are the defining differences between them? How can Joe separate the wheat from the chaff during their vetting process? Links Joe Duran on LinkedIn Rise Growth Partners Joe Duran on Twitter Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 3066-OAS-11/27/2024…

Standard Deviations with Dr. Daniel Crosby

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Breanna Blaney (Live at Future Proof) 26:10

för 17 weeks sedan26:10

26:10

Tune in to hear: What does Dimensional see about the future of the industry that encouraged them to launch something like ‘Life Invested.’ Why does a “human first” investment model have the power to endure in a way that other investment models, such as those centered around sales, have not? How can we give the “human first” approach more definitional clarity for those who are new to the concept? What would Breanna say to those advisors who are nervous they are going to open a “Pandora’s Box of emotion” when they become more vulnerable with their clients? As someone who does a lot of self-reflection, what advice does Breanna have for advisors who want to use the things that we are discussing today as a window onto self-improvement? Links Connect With Bre on LinkedIn Watch Tune Out the Noise ~ Code: MARKETSWORK Work with Dimensional You Know More about Investing Than You Think Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 3061-OAS-11/27/2024…

Standard Deviations with Dr. Daniel Crosby

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Dr. Christina Lynn - Master Motivational Interviewing: A Game-Changer for Financial Advisors and Client Relationships 38:23

för 20 weeks sedan38:23

38:23

Tune in to hear: Examples of when emotional connection can play a decisive role in sales. How, practically, can advisors shift their focus a bit from the technical to fostering deep, emotional connections with their clients? What is motivational interviewing, what is based on and what does it look like in practice? Where does the discovery process often go wrong and what can we do to make it go right? How can silence be a powerful tool in client meetings? How can advisors help their clients’ goals become more vivid and salient for them? What is EQ, or emotional intelligence, and why does it matter so much for advisors? Also, what specifically is Dr. Lynn doing with her workshops and her scorecard? What is one sub facet of emotional intelligence that we could all stand to work on? Links Dr. Christina Lynn on LinkedIn Mariner Wealth Advisors Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 2455-OAS-9/23/2024…

Standard Deviations with Dr. Daniel Crosby

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Adam Tolliver - Understanding the Racial Wealth Gap 43:29

för 21 weeks sedan43:29

43:29

Tune in to hear: Get a better sense of the size and scope of the racial wealth gap problem in the US. Should financial advisors play a role in addressing these inequalities? Also, do historical factors, such as systemic discrimination and redlining, largely to blame for the genesis of this disparity? What sort of systemic inequities and injustices are we up against today and what can we do to combat these? What cultural differences, and attitudes, towards money, risk and investing should non-black practitioners be aware of when working with black clientele? What can we do as an industry to win some trust back and will part of that be through education and outreach? Does Adam see tech as a potential equalizer or exacerbator of the racial wealth gap? How can we best meet each client where they are at, as individuals? Citations 17 cents on the dollar Inheritance likelihood and magnitude Black wealth holdings 228 Years Links Adam Tolliver on LinkedIn Adam Tolliver on Youtube Artisan Financial Strategies The Hidden Cost of Being African American The Black Tax: The Cost of Being Black in America Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here. Compliance Code: 2356-OAS-9/13/2024…

Standard Deviations with Dr. Daniel Crosby

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Dr. Daniel Crosby - Emotions and Money: If You Can’t Beat It, Join It 14:04

för 24 weeks sedan14:04

14:04

Tune in to hear: What elements do “tulip mania,” the roaring twenties and the .com bubble share and what should be our biggest takeaway from these historic market events? What is the "affect heuristic" and how should we be thinking about it in relation to our investment decision making? How do the emotional states of euphoria and despair effect our risk tolerance? Do these emotions also effect how much we are willing to pay or sell an asset for also? What are somatic markers and how do they influence our decision making process? What can we learn from “circular techniques” in martial arts? What is the “Save More Tomorrow” Campaign and how does it exploit our status quo bias for good? How can goals based investing create more emotional buy in to your portfolio? Links The Soul of Wealth Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 2339-OAS-9/12/2024…

Standard Deviations with Dr. Daniel Crosby

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Michael Finke - The Role of Behavioral Science in Shaping Your Retirement Future 32:01

för 25 weeks sedan32:01

32:01

Tune in to hear: From Michael’s vantage point, what did he observe during this recent market downturn? How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events? How can we better inoculate people against volatility before it happens? During a significant financial downturn is it more effective for advisors to be proactively counseling their clients or should they wait for their clients to make the first move? Why is mean reversion such a powerful force, particularly in US markets in recent years? What has Michael’s research taught him about tracking and how has it refined the more popular, simplistic conception of tracking? Links Michael Finke on LinkedIn The American College of Financial Services Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here . Compliance Code: 2332-OAT-9/11/2024…

Standard Deviations with Dr. Daniel Crosby

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Greg Davies - Advancing Behavioral Finance: Exploring the Path Ahead 42:12

för 26 weeks sedan42:12

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Tune in to hear: Relative to all the other behavioral experts out there, what stands out about Greg and his work? How did he arrive at this unique point of emphasis? How has Behavioral Finance come full circle in recent years? What have been the biggest shifts in Behavioral Finance in the past decade? Also, how does he anticipate it might change in the decade to come? What can Behavioral Finance teach us about risk and how widely implemented are these learnings in the field today? How does Greg think about the problem of multiple risk preferences within a household? What is Greg’s understanding of the role of emotion in financial decision making? When is it useful and when is it not? Where does Greg see Behavioral Science intersecting with AI as we move forward in finance? Links Greg Davies on LinkedIn Oxford Risk Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here . Compliance Code: 2327-OAS-9/10/2024…

Standard Deviations with Dr. Daniel Crosby

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Megan Gorman - All the Presidents’ Money 52:05

för 28 weeks sedan52:05

52:05

Tune in to hear: What was Megan’s favorite finding in the deep research she did for this book? Learn about Truman’s financial anxiety and how this impacted him. Why is it harder to pivot and recover from financial pitfalls than it used to be? What advice did Calvin Coolidge get from his stock broker? How did George Washington make his money and what differentiated him from his peers? Why does Megan find Hoover’s money story so captivating? Learn more about Jimmy Carter’s financial story. Which president was the best money manager and which was the worst and what can we learn from their examples? How much should a candidate’s personal finance skills impact our vote, if at all? Links Megan Gorman on LinkedIn Chequers Financial Management All the Presidents’ Money Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here . Compliance Code: 2008-OAS-8/8/2024…

Standard Deviations with Dr. Daniel Crosby

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Cady North - The Art of Sabbatical: Why Taking a Break Could Be the Best Career Move You Make 36:10

för 29 weeks sedan36:10

36:10

Tune in to hear: Did Cady’s recent book, The Art of the Sabbatical , come from a place that was very personal and meaningful to Cady? If so, what was it that made this project so personal for her? In Cady’s experience, are many of those hoping to take a sabbatical doing so to just take a break from work or are they in search of a deeper, transformative end goal? How should one start to think about the financial realities of preparing for a sabbatical and how will they know when they’re ready? Is there an optimal length of time, on average, for a sabbatical to be? What would Cady say to someone who fears using FMLA, for reasons of burnout, for fear of stigma or a reputational shift at their place of work? Why is there such a big stigma around taking breaks from work? Where did the paradigm come from that we should work for decades and then have decades of leisure, rather than a more integrated process of taking breaks throughout our working life? What are a couple fundamental do’s and don’ts of putting together a successful sabbatical? What can be done to minimize career harm upon re-entry post sabbatical? Are there any stories from Cady’s clients’ lives that illustrate really transformative experiences that happened over a sabbatical? For those with a few weeks vacation time, what might be a productive way of thinking about how to best use that time? Links Cady North on LinkedIn North Financial Advisors Cady North The Art of the Sabbatical Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here . Compliance Code: 1993-OAS-8/7/2024…

Standard Deviations with Dr. Daniel Crosby

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Emily Blue - How Humanizing the M&A Process Leads to Better Outcomes for Employees and Stakeholders 44:47

för 30 weeks sedan44:47

44:47

Tune in to hear: What is the disconnect between selling an advisory business, as it is popularly conceived, and as it usually goes down in the real world? What should people know about the process that they may not currently understand? What are the big things that are missing from the “highlight reel” version of selling a business and how can people become more aware of this? If Emily could give advisors just one tip on maximizing their saleability, and standing out in a very crowded field, what would she say? Is there anything advisors can do to avoid a “cult of personality” trap that could make the business hand-off harder than it might otherwise be? How can we humanize this transaction from every angle, including the client side of things, and what role does talent play in getting a premium for what you’ve built? How do we better prepare advisors for the psychological loss of their business? For those doing due diligence on an M&A, how can they make the cultural piece more practical and straightforward? Also, what parts of company culture are more malleable and what parts are more immutable? How do people sometimes get in their own way when they are trying to make this big transaction happen? Links Emily Blue on LinkedIn Hue Partners Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here. Compliance Code: 1973-OAS-8/6/2024…

Standard Deviations with Dr. Daniel Crosby

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Dr. Charles Eckhart - Navigating Family Wealth Dynamics: How to Build and Preserve Family Assets 38:47

för 33 weeks sedan38:47

38:47

Tune in to hear: What got Dr. Eckhart into Psychology in the first place, and how did he end up moving into family wealth consulting? What are some of the significant differences in family dynamics among upper middle class families and ultra high net worth families? What does Dr. Eckart mean, exactly, when he refers to family mythology and how might future generations struggle to perpetuate these mythologies at times? What are the psychological complexities of “The Great Wealth Transfer” that are often overlooked in standard industry discussions? What are some potential signals that an advisor is over their head and that it is time to call in help? What clinical skill set does Dr. Eckhart wish he could impart to listeners of the show? Links Dr. Charles Eckhart on LinkedIn Cathexis Group James Hughes - Family Wealth Dr. James Grubman - Strangers in Paradise Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 1904-OAS-7/31/2024…

Standard Deviations with Dr. Daniel Crosby

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Clare Flynn Levy - Good Behavior, Good Returns? 34:07

för 34 weeks sedan34:07

34:07

Tune in to hear: What does Clare and her team at Essentia Analytics focus on specifically? How can one score the decision making skill involved in stock picking when so much is relative to timing? How does Essentia Analytics score all 7 data points they lay out on their website? One of the trick things about behavioral investing is you can get a good result for a bad reason and vice versa. How does Clare’s team think about this and try to account for it? Recent research Clare and her team did shows that decision making hygiene is 1.5x more predictive of beating a benchmark in a subsequent year. Can she tell us more about this study and its implications? Why does the above correlation/relationship lose predictive power after 3 years on average? Could greater awareness, using tools like this, make fund managers more aware of issues like style drift? How can we make a compelling case that gets people to focus more on process and less on outcomes? Links Clare Flynn Levy on LinkedIn Behavioral Alpha Essentia Analytics Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 1385-OAS-5/31/2024…

Standard Deviations with Dr. Daniel Crosby

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Tim Holland - What the 2024 Election Means for Your Wallet 35:48

för 35 weeks sedan35:48

35:48

Tune in to hear: How should we think about the “presidential election cycle pattern” as a forecasting tool? Does it have much merit and how is it playing out so far in 2024? How should we think about time effects in an election year? Also, what is the trend for election year market performance like as you move through the year? What would Tim tell clients who want to invest based on their political views? Research has found that when investors’ political candidate of choice is not elected, they invest more internationally and are less bullish on the US. In addition, they are more averse to risk for that period of time and that there is a 2.7, annualized, under performance for those investors. What does Tim think about these findings? Why is having a contentious Congress potentially not that bad? What is Tim’s counsel for those worried about the 2024 election, as it relates to investing? Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 1569-OAS-6/24/2024 OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC.…

Standard Deviations with Dr. Daniel Crosby

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Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management 35:30

för 37 weeks sedan35:30

35:30

Tune in to hear: What can Elton John’s stage name teach advisors about how to make and set goals? What can Weezer teach advisors about workflows? What is the DICE acronym that can help advisors create a process around their practice? How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advisors approach due diligence when selecting a partner? What are some “comfort traps” advisors might fall into and what can The Beatles teach us about avoiding these? What will it take to make people more proactive and thoughtful about succession planning and what can Lynyrd Skynyrd teach us about this? Links Matt Ackermann on LinkedIn Center Stage: How to Become the Star of Your Practice Integrated Partners Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 1373-OAS-5/30/2024…

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