Podcast Episodes
Back to Search
Dr. Daniel Crosby - Relationships Are a Pathway to Purpose
Episode 342
Tune in to hear:
Why did François Clemmons not initially want to take on the role of police officer on Mr. Roger’s Neighborhood?How does psychological…10 months, 1 week ago
Dr. Daniel Crosby - The Case for Calm: Being Still in a Turning World
Episode 329
Tune in to hear:
What is Rudyard Kipling’s poem “If –” about and what can it teach us about remaining poised in the face of chaos?What are some qualit…1 year, 3 months ago
Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services
Episode 309
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 foc…1 year, 7 months ago
Breanna Blaney (Live at Future Proof)
Episode 308
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 “…1 year, 7 months ago
Dr. Christina Lynn - Master Motivational Interviewing: A Game-Changer for Financial Advisors and Client Relationships
Episode 307
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 t…1 year, 8 months ago
Adam Tolliver - Understanding the Racial Wealth Gap
Episode 306
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 addressi…1 year, 8 months ago
Dr. Daniel Crosby - Emotions and Money: If You Can’t Beat It, Join It
Episode 291
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 his…1 year, 9 months ago
Michael Finke - The Role of Behavioral Science in Shaping Your Retirement Future
Episode 305
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 te…1 year, 9 months ago
Greg Davies - Advancing Behavioral Finance: Exploring the Path Ahead
Episode 304
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 poi…1 year, 9 months ago
Megan Gorman - All the Presidents’ Money
Episode 303
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 impa…1 year, 9 months ago