Episode Details

Back to Episodes
Dr. Daniel Crosby - Mastering Life and Money: 7 Rules That Can Transform Your Future

Dr. Daniel Crosby - Mastering Life and Money: 7 Rules That Can Transform Your Future

Episode 260 Published 2 years, 6 months ago
Description

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

Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us