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Cady North - The Resiliency Effect
Cady North - The Resiliency Effect

Episode 151

Tune in to hear:

- Why do we often defer our dreams for so long and how might we be more proactive in seeking them out?

- Reflecting back on their live…

4 years, 10 months ago

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Dr. Richard Smith - The Stock Market Explained as a System: Principles, Mechanics and Strategies
Dr. Richard Smith - The Stock Market Explained as a System: Principles, Mechanics and Strategies

Episode 150

Dr. Richard Smith believes that risk literacy is essential not only for independent investors; it’s essential for anyone looking to succeed in today’…

4 years, 10 months ago

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Tra Williams - Boss Brain: Revolutionizing the Future of Entrepreneurship in the Digital Age
Tra Williams - Boss Brain: Revolutionizing the Future of Entrepreneurship in the Digital Age

Episode 149

Tune in to hear:

- Why does Tra’s new book on entrepreneurship, Boss Brain, start with a focus on evolutionary psychology and brain science?

- Does our…

4 years, 11 months ago

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Daniel Crosby & Neil Bage - The Laws of Wealth
Daniel Crosby & Neil Bage - The Laws of Wealth

Episode 148

This week, Dr. Crosby is joined by fellow behavioral finance geek Neil Bage. Neil is passionate about helping people make safe and informed choices a…

4 years, 11 months ago

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JC Parets - Combining Technical Analysis and Behavioral Finance for Smarter Trading Decisions
JC Parets - Combining Technical Analysis and Behavioral Finance for Smarter Trading Decisions

Episode 147

JC Parets launched the All Star Charts Research Platform in September of 2014 to provide technical analysis commentary across all asset classes to in…

4 years, 11 months ago

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Johnny Sandquist - Empathic Advertising: How Emotional Intelligence Can Transform Your Marketing Strategy
Johnny Sandquist - Empathic Advertising: How Emotional Intelligence Can Transform Your Marketing Strategy

Episode 146

Johnny Sandquist is the Founder & CEO of Three Crowns Marketing. He's focused on supporting RIA firms and advisor technology companies for over a dec…

4 years, 11 months ago

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Lindsey Bell and Callie Cox of Ally - How Investor Psychology Shaped Financial Markets in 2021
Lindsey Bell and Callie Cox of Ally - How Investor Psychology Shaped Financial Markets in 2021

Episode 145

Lindsey Bell is Ally Invest’s Chief Investment Strategist, responsible for shaping the company’s point of view on investing and the global markets. S…

4 years, 11 months ago

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Stacy Havener - Why Storytelling Matters: Exploring the Power of a Compelling Narrative
Stacy Havener - Why Storytelling Matters: Exploring the Power of a Compelling Narrative

Episode 144

In 2010, Stacy Havener founded Havener Capital Partners, an independent third party marketing firm, to provide sales and marketing services to a sele…

4 years, 11 months ago

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Nathan Astle - Building Trust and Support: The Power of Empathy in Advisory Practices
Nathan Astle - Building Trust and Support: The Power of Empathy in Advisory Practices

Episode 143

Nathan Astle is the founder of Relational Money LLC where he offers training to financial advisors and money coaches on basic financial therapy skill…

4 years, 11 months ago

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Tim Holland - Making Sense of the 2020 Market
Tim Holland - Making Sense of the 2020 Market

Episode 142

Tim Holland is the Chief Investment Officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfoli…

5 years ago

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