14 min listen
Dr. Daniel Crosby - Seven Rules for Life and Money
Dr. Daniel Crosby - Seven Rules for Life and Money
ratings:
Length:
36 minutes
Released:
Aug 31, 2023
Format:
Podcast episode
Description
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-8/2/2023Ad Compliance Code: 2120-OPS-8/2/2023Connect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with Orion
Released:
Aug 31, 2023
Format:
Podcast episode
Titles in the series (100)
The Three Tests Of An Investable Idea: It has been said that "this time is different" is the most expensive phrase in investing but what can be said to be the most profitable words in investing? In this episode, we look at the three tests of an investable idea, providing a tri-part test for discovering enduring alpha. by Standard Deviations with Dr. Daniel Crosby