Tune in to hear: - Reese Harper has an advisory business, Dentist Advisors, that is exclusively for dentists. How did he take the first step to say no to everything else and how did choosing such a specific niche serve him well? - How did he land on dentists, in particular, as his niche? - Why do dentists, on average, retire 6 years later than their fellow Americans when they make 4x as much as the average American? - Dentists and Financial Advisors have the highest rates of suicide of any profe...
Jul 23, 2021•57 min•Ep 163•Transcript available on Metacast Tune in to hear: - How does Dr. Cherry implement “The Big 5” personality test in his practice? Does he approach clients with different personality traits in novel ways to better help them problem solve? - How were The Big 5 traits ultimately arrived upon? - How might one shift communication with their client if the client displays high levels of anxiety? Should the actual asset allocation look different for them or is the anxiety simply approached in the coaching process? - How can financial pro...
Jul 08, 2021•34 min•Ep 162•Transcript available on Metacast Tune in to hear: - How did Jeff’s professional path evolve from lawyer, to standup comedian and finally to behavioral science / economics? - What lessons could behavioral science stand to learn from the art of standup comedy? - If two different comedies tell a joke with similar content, the joke might land for one of them while feeling really caustic and tone deaf for the other. What might account for this difference and how can one exude more empathy and authenticity in such a retelling? - What...
Jul 01, 2021•45 min•Ep 161•Transcript available on Metacast Tune in to hear: - On a previous podcast, Richard Nisbett expressed that the most central message of psychology is that we have no access to most of what goes on in our heads. What studies are illustrative of this dramatic conclusion he reached? - What are the implications of this stream of thought, particularly in regards to free will and determinism? - In light of this research, are things like introspection valuable or do they simply feel meaningful? - If environment is highly influential in ...
Jun 24, 2021•50 min•Ep 160•Transcript available on Metacast Tune in to hear: - How did Anthony move from being homeless, and in a great deal of debt, to being one of the nation’s top educators on money matters and part of the Dave Ramsey franchise? What four steps were critical in this journey? - Anthony stresses the importance of intentionality in one’s spiritual journey, network journey, net worth journey and their overall mindset. Are these elements broadly applicable to the general population, or did they simply work for Anthony? - Where does Anthony...
Jun 18, 2021•28 min•Ep 159•Transcript available on Metacast - Three steps to mastering personal finance. - What is the knowledge or education gap in financial literature that Joe Saul-Sehy’s new book ‘ Stacked’ fills? - What role might humor play in a successful financial plan? - How can we move people towards financial goals that are more visceral and poignant and away from mimetic, or culturally inherited, goals? - Why is automation such a powerful financial tool and how does Joe recommend people best utilize it? - What advice does John Saul offer on f...
Jun 15, 2021•46 min•Ep 158•Transcript available on Metacast Tune in to hear: - What is Colin’s perspective on the extreme fear and greed that arose throughout the pandemic in 2020? These are constants within the market, but why were they of particular interest in this cycle? - Are investors primed for misbehavior because of what we went through last year? - Learn more about Colin’s new book Fed Up: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader - Colin believes that both Quantitative Easing and Central Banks have a net negative ...
Jun 10, 2021•30 min•Ep 157•Transcript available on Metacast Tune in to hear: - What might the personality of an ideal hire for a leadership position in asset management look like? - How can one measure things like emotional intelligence and curiosity that can seem kind of ethereal or hard to get your arms around? - Has Michael come across any counterintuitive, or surprising, discoveries in his research as he’s tried to fill talent gaps in the financial services industry? - How does a company best walk the line between having adequate conflict, to fully v...
Jun 01, 2021•47 min•Ep 156•Transcript available on Metacast Tune in to hear: - Carl Richards speaks about serving real financial advisors. This of course presupposes the existence of fake financial advisors, so what’s the difference between a real financial advisor and a fake financial advisors? - What practical advice can help one avoid a financial advisor that doesn’t have your best interests at heart? - How do we help clients articulate powerful goals that are salient and motivating without failing prey to this trip of false precision? - How do we beg...
May 20, 2021•51 min•Ep 155•Transcript available on Metacast Tune in to hear: - Is the classic retirement trope of working hard until your 65 and retiring to a life of leisure sort of an antiquated way of thinking about retirement? - Is the prospect of people having to work later in their life net good or net negative for most individuals? - Research shows that people who are retired, on average, are happier than those who aren’t. However, there’s also an outlier group of retired individuals who are much more depressed than those who continue to work. Is ...
May 13, 2021•49 min•Ep 154•Transcript available on Metacast Tune in to hear: - Why might the narrative that “our parents’ generation had it much easier financially than we do now” be incorrect? What assumptions does it make? - When yields on a 50/50 stock and bond portfolio, yields are historically anemic right now. What are investors supposed to do in a time like this and how do we prevent them from just chasing yield and moving up the risk spectrum? - What has Michael’s personal experience with NFTs been like and how does he think about that part of th...
May 06, 2021•43 min•Ep 153•Transcript available on Metacast Tune in to hear: - Why is Adam Smith considered to be the original behavioral economist? - Mike is advocating for mission driven capitalism. How does this contrast with a more classic approach to Capitalism that’s focused on shareholder value? - Why might mission driven corporations outperform the S&P 500? Is there a specific mechanic at play here? - How can consumers and investors separate out true mission driven corporations from those that are merely posturing as mission driven corporations? ...
Apr 29, 2021•35 min•Ep 152•Transcript available on Metacast 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 lives, many people wish they had taken more risks. Why might we see this with such clarity at the end of our lives, while actually living it in the present is so difficult for most of us? - Is “following your dream” good advice for everyone, or do you have to be situated in a certain way to pursue this in a meaningful way? Is this a biased concept tha...
Apr 22, 2021•39 min•Ep 151•Transcript available on Metacast Dr. Richard Smith believes that risk literacy is essential not only for independent investors; it’s essential for anyone looking to succeed in today’s exploding digital marketplaces. Pulling from his expertise in mathematics and technology, Dr. Smith advises his clients on how to navigate the noise and distractions presented by the media and social platforms, allowing them to direct their attention to the things that matter most in their personal & investment lives. Dr. Smith studied mathematics...
Apr 15, 2021•49 min•Ep 150•Transcript available on Metacast 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 wiring lead to a certain determinism or can we embolden ourselves by understanding our inner workings? - What are some cases where business owners confuse predictability with control? - Currently, 93% of people are working for the other 7% of people - Tra predicts that, unless swift action is taken, 99% of us will work for the other 1%. Why is th...
Apr 05, 2021•45 min•Ep 149•Transcript available on Metacast This week, Dr. Crosby is joined by fellow behavioral finance geek Neil Bage. Neil is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. In this episode, we turn the tables and Neil interviews Daniel in celebration of the 2nd Edition release of Dr. Crosby's book 'The Laws of Wealth.' Tune in to hear: How does one go about controlling the controllable in their personal and financial life and what does one do if something...
Apr 01, 2021•50 min•Ep 148•Transcript available on Metacast JC Parets launched the All Star Charts Research Platform in September of 2014 to provide technical analysis commentary across all asset classes to investors worldwide. He also has his own podcast, Technical Analysis Radio, which helps others grow their knowledge of technical analysis. JC grew up in Miami, FL and is a big sports fan. When he’s not looking through charts, he’s probably cooking, eating or watching a game. JC is also a certified sommelier and sake expert. Tune in to hear: What’s cas...
Mar 30, 2021•46 min•Ep 147•Transcript available on Metacast Johnny Sandquist is the Founder & CEO of Three Crowns Marketing. He's focused on supporting RIA firms and advisor technology companies for over a decade now. He has a wife and three kids and is a huge Star Wars geek. Tune in to hear: Does Johnny advise his marketing clients to avoid or pursue engaging their target market by taking a stance on divisive, political issues? If so, what might be the most prudent way to approach this? In such a painful and tumultuous time, like Coronavirus, how ca...
Mar 25, 2021•47 min•Ep 146•Transcript available on Metacast Lindsey Bell is Ally Invest’s Chief Investment Strategist, responsible for shaping the company’s point of view on investing and the global markets. She is also President of Ally Invest Advisors, responsible for its robo advisory offerings. Lindsey has a broad background in finance, with experience on the buy-side and sell-side, in research, and in investment banking, and has held roles at JPMorgan, Deutsche Bank, Jefferies, and CFRA Research. Lindsey holds a passion for teaching individuals how ...
Mar 23, 2021•49 min•Ep 145•Transcript available on Metacast In 2010, Stacy Havener founded Havener Capital Partners, an independent third party marketing firm, to provide sales and marketing services to a select group of high quality managers. Well recognized for her expertise in the Registered Investment Advisor and wealth management channel, Stacy has significant experience in product development as well as raising assets through successful distribution strategies. Previously, Stacy was a co-founder of third party marketing firm Candlewood Advisory Par...
Mar 18, 2021•49 min•Ep 144•Transcript available on Metacast Nathan Astle is the founder of Relational Money LLC where he offers training to financial advisors and money coaches on basic financial therapy skills. This will help them be better at their jobs, retain more clients, and improve the quality of care. Tune in to hear: What are some of the key differences and similarities between financial therapy, clinical psychology and behavioral finance? While we fixate on money and wealth in popular culture and in the media, Americans are also really reluctan...
Mar 16, 2021•36 min•Ep 143•Transcript available on Metacast Tim Holland is the Chief Investment Officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to his current role, Tim was the Global Investment Strategist at Brinker Capital where he worked with senior members of the investment team to develop and deliver Brinker Capital’s macroeconomic and capital markets outlook, including the company’s investment views and portfolio positioning. Tim has ...
Mar 11, 2021•34 min•Ep 142•Transcript available on Metacast Rusty Vanneman serves as the Chief Investment Strategist for Orion Advisor Solutions, where he is responsible for overseeing the investment strategies at Orion Portfolio Solutions (turnkey asset management program) and at Orion Advisor Technology (financial technology). Previously, Rusty was the Chief Investment Officer for Orion Advisor Solutions and prior to that was the President and Chief Investment Officer of CLS Investments. Before joining Orion in 2012, Rusty served as the Chief Investmen...
Mar 09, 2021•42 min•Ep 141•Transcript available on Metacast Phil is widely regarded as a thought leader in the asset management industry. As Founder & CEO of Exponential ETFs Phil raised $1.8 Billion in AUM in just over three years after launching the company from scratch. As Managing Director at NYSE Phil exceeded 90% market share of ETF listings. Phil is the author of two patents on innovative ETF structures, has led market structure enhancements that have become industry standard and pioneered new investment strategies into the market. Phil is fea...
Mar 04, 2021•41 min•Ep 140•Transcript available on Metacast An economist by trade, Hoda manages her company’s successful flagship portfolio. She also applies behavioral economics, data journalism and storytelling to their product development. Before starting her own company, Hoda worked as a strategist at Sony, Aimia and Symantec. Outside of the world of work, Hoda is a certified wine specialist who loves Rottweilers. Tune in to hear: What was Hoda’s “aha” moment that lead her to become a Fintech CEO? When did Hoda realize that awareness of behavioral bi...
Mar 02, 2021•47 min•Ep 139•Transcript available on Metacast Jean-Michel Pailhon is Vice-president at Ledger, the leading company in security solutions for crypto-assets, where he’s heading the company’s product initiatives. He joined Ledger in early 2017 when the company had 20 employees initially leading the finance, strategy and corporate development initiatives. Before that, Jean-Michel spent 15+ years in the financial industry, working for Euronext and then the New York Stock Exchange, where he held various management positions covering finance, stra...
Feb 25, 2021•35 min•Ep 138•Transcript available on Metacast Eric Clarke serves as CEO for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization’s brand entities: Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments and Brinker Capital Investments. Prior to his current role, Eric was the founding CEO of Orion Advisor Tech, which he continues to lead, and previously served as COO for CLS In...
Feb 23, 2021•46 min•Ep 137•Transcript available on Metacast Tune in to hear: What are some of the advantages of being a woman that make them uniquely suited to financial advising? How might some of women’s strengths, when overextended, become weaknesses or impediments to investing? In spite of women’s outperformance, surveys show that the general public believes men are better money managers. How can the financial industry begin to remedy this misunderstanding? Women, on average, are less confident in their ability to manage money than men. How can we na...
Feb 04, 2021•33 min•Ep 136•Transcript available on Metacast Tune in to hear: How to keep your clients grounded in the present while making space for dreaming about future possibilities? Some takeaways from someone who grew up with conflicting money scripts / parental examples Ways we can become self-aware of detrimental financial habits that we take for granted Should financial professionals be candid about their personal history and relationship to finance or might this hinder their ability to serve their clients’ interests? Are financial professionals ...
Jan 28, 2021•54 min•Ep 135•Transcript available on Metacast Samantha Russell is the Chief Marketing & Business Development Officer at Twenty Over Ten. Utilizing her background in Public Relations, Marketing and Client Relations, Sam focuses on helping new clients understand the value of their online presence and connecting them with the marketing tools and digital solutions they need to effectively manage their brand. Samantha was featured on Wealth Management’s “10 to Watch” and Investment News “40 Under 40” 2020 lists. Apart from her job, Sam enjoy...
Jan 26, 2021•43 min•Ep 134•Transcript available on Metacast 
