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

Standard Deviations with Dr. Daniel Crosby

Indhold leveret af Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

1+ y ago 36:01

MP3•Episode hjem

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

310 episoder