Standard Deviations with Dr. Daniel Crosby

Tune in to hear: What is one thing that the investment community has made more complicated than it needs to be, in John’s opinion? How does an oldschool, value and dividend focused shop like John’s get folks interested...

Tune in to hear: If Matt could take one lesson from his former life as a therapist and impart it to all the advisors that he serves, what would that lesson be? What compelled Matt to write his new book, Shut the F Up...

Tune in to hear: Where’s the current interest and momentum in Behavioral Finance and where does Jay see it going next? Why are investors so bad at affective forecasting (i.e. imagining how they’ll actually behave during...

Tune in to hear: Why do we need to begin to think about wealth in more qualitative terms with the upcoming Great Wealth Transfer? How can we better prepare heirs to understand their newfound relationship with wealth...

Tune in to hear: If markets are as mad as Alex and Dr. Crosby suggest, why do we still see that most active managers have such a difficult time trying to beat markets? When Alex tells stories about how sporting events...

Tune in to hear: Does Adam believe that most people have a money problem, or a meaning problem that money simply reveals? What are some signs that someone is trying to solve a meaning problem with money and what would...

Tune in to hear: What is the biggest lie advisors tell themselves about why their growth may be stagnating or slower than they might like? What would Kendra say to advisors who are casting a really wide net about why...

Tune in to hear: What does the financial services industry get wrong about the role marketing and sales should play in an organization? How does Potomac approach marketing differently than other firms? If Christopher...

Tune in to hear: Why does Dr. Whelan think that purpose is something we build rather than something we discover? Also why, as a culture, do we view purpose more like an epiphany rather than something we actively...

Tune in to hear: Why do tweens seem to fall between the cracks, in terms of products, advice and services aimed at them, and why did Jamie focus on this niche demographic for her new book? From a developmental...

Tune in to hear: Why does Cullen argue in his new book that there is no perfect portfolio and argues that we should be worrying more about process? How do we begin to move our clientele from this search for a silver...

Tune in to hear: Why did Derick Kinney leave behind his career as a financial advisor to become an author and public speaker? What does Derick think money reveals about people that we may be slow to admit? How does...

Tune in to hear: What gives money such immense emotional power over us? Does Neil think that some of the problems people have with money come from them trying to treat it as this utilitarian thing rather than tapping...

Tune in to hear: How can we make the lessons of market history feel salient to present day investors? Is the South Sea Bubble Ben’s favorite historical anecdote around investing and money? What is the “now show Japan”...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Clare Flynn Levy, CEO and Founder of Essentia Analytics. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active...