Standard Deviations with Dr. Daniel Crosby

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...

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 w...

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 c...

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 Inve...

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 tha...

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”...

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...

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 fou...

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 misunderstan...

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 financ...

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 Ma...

Tune in to hear: What are some of the unique fiscal or emotional challenges immigrants sometimes face? Nick’s perspective, as an immigrant, on “The American Dream” Why immigrants are often more inclined to entrepreneurial ventures than people born in the US Are there structural or systemic reasons why immigrants are often kept from more traditional forms of employment, choosing instead to forge th...

Maddie has a Masters in Behavioral Science from the London School of Economics. She is the co-founder and director of Salient, which is a behavioral science consultancy, and she is head of membership at the newly formed Global Association of Applied Behavioral Scientists. Maddie also enjoys teaching yoga whenever she can. Tune in to hear: Western philosophy tends to think of the self as static and...

Maxine Gray is the Business Strategy Development and Implementation Manager at Investec Wealth, South Africa. She is an ambassador for the United Nations Global Compact of young SDG innovators. Maxine has also been a board member of imagine.nation (NPO) since 2015, and she is the founder of Winter Warmer drive (2010-2020), helping over 20,000 people keep warm during winter. Tune in to hear: What a...

Jess Von Bank (also known as JVB) is the head of marketing at Leapgen and the founder of the global world of work community Now of Work. JVB is proficient with, and passionate about, HR tech and connecting talent to opportunity. She lives in Minneapolis, MN with her three daughters and enjoys obstacle races and dark chocolate. Tune in to hear: What are potential long-term changes to the world of w...

Roger is the host of the Retirement Answer Man podcast and Roger That! YouTube series where he helps hundreds of clients secure their ideal retirements. He has worked as a CFP for more than 25 years and is passionate about making sure people are prepared for retirement while living their best lives along the way. He authored the book Rock Retirement: A Simple Guide to Help You Take Back Control an...

Tune in to hear: Why is it potential a mistake for small business owners to count on monetizing their business at a later date? How to create cashflows today for your small business rather than relying on a future exit How does one get their clients to consider potential negative events when it’s so hard to swallow that these could be on the horizon? Why it’s prudent for business owners to conside...

In her role as the Director of Innovation at TD Ameritrade Institutional, Dani oversees the development of advanced investment management and technology tools designed to help independent registered investment advisors compete and thrive in a world of accelerating change. Dani is also responsible for implementing voice-first capabilities at TD Ameritrade, which will employ conversational AI that c...

Dr. Joy Lere is a psychologist and consultant who practices where Freud meets finance.  She works with foot planted in the field of psychology and the other waltzing on Wall Street.  She has previously served as an Associate Clinical Professor of Clinical Psychology at George Washington University and has held clinical and research positions at Children's National Medical Center, Penn Medicine Pri...

Phil Pearlman is the Chief Community Officer at Stocktwits, the world’s largest community of investors and traders. Phil previously worked as the Director of Marketing at Bank OZK and as the Interactive Editor at Yahoo Finance. On his blog Eight Fat Swine, Phil looks at questions about behavior and irrationality and seeks out solutions that foster lasting, and adaptive, change. Phil is interested...

Larry Swedroe is the Chief Research Officer at Buckingham Strategic Wealth. He is a pioneer within evidence-based investing that focuses on a scientific approach to investment. He is the author of seven books, including The Only Guide to a Winning Investment Strategy You’ll Ever Need, and the co-author of eight other investment books. At Buckingham, Larry synthesizes peer-reviewed financial journa...

Tune in to hear: Ways investors can confront their fear of loss aversion when this fear holds them back How financial professionals can have meaningful conversations with their clients about times of great market uncertainty and volatility, like what we are seeing as a result of coronavirus Is there a such thing as too much communication with clients during times of uncertainty and unrest? Coronav...

Tune in to hear: How do various cultures differ on their views of wealth and propensity to openly discuss financial matters? What are some of the unique financial concerns and strengths faced by immigrant families? Financial preparation takeaways from coronavirus and other disruptive, unexpected events. For many first generation families, owning property is a sign of financial success and a big pr...

Tune in to hear: What impact from coronavirus is Ashvin seeing on his clients? Which workforce sectors are getting hardest hit, so far, by Covid-19? Potential approaches financial professionals can take when there are unprecedented levels of uncertainty What the concept of “bucketing” means within a financial plan and how this can encourage positive investment behavior How to counsel a client set...

Justin Castelli is a financial advisor and the founder of RLS Wealth Management. RLSWM was founded in 2015 with the belief that independent, unbiased financial planning and investment management should be available to everyone looking for it. In addition to working with clients regardless of their asset level or income, Justin runs the financial planning blog ‘All About Your Benjamins.’ He loves s...