This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Christina Lynn. Christina Lynn, Ph.D., CFP®, AFC®, CDFA®, is a wealth management consultant specializing in the psychology of financial planning, divorce finances, estate planning, and digital assets. Her approach to financial planning is holistic and evidence-based, with a strong emphasis on life planning and innovation. One of her passion projects involves leveraging Motivational Interviewing to enhance the...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Adam Tolliver. Adam Tolliver is a Partner Financial Advisor at Artisan Financial Strategies. He approaches each engagement with a strong commitment to helping clients achieve financial security for themselves and their families. When meeting Adam for the first time, clients quickly sense his deeply held belief that the keys to generations of wealth and financial security can realistically lie in just a handful of...

This week on Standard Deviations, Dr. Daniel Crosby shares an unreleased essay from his new book, The Soul of Wealth. Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Michael Finke. Michael Finke, PhD, CFP® is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He leads the O. Alfred Granum Center for Financial Security at the American College and is a...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Greg Davies, Head of Behavioral Finance at Oxford Risk. Greg is a specialist in applied behavioral finance, decision science, impact investing and financial well being. He founded the banking world’s first behavioral finance team at Barclays in 2006, which he led for a decade. In 2017 he joined Oxford Risk to lead the development of behavioral decision support software to help people make the best possible...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Megan Gorman. Megan is the founding partner of Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families in San Francisco, California. Chequers focuses on establishing long term relationships with families and helps them navigate through tax, estate, liquidity and investment planning. Megan heads the firm's family office services practice. Megan...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Cady North, Founder and CEO of North Financial Advisors. Cady North is a CERTIFIED FINANCIAL PLANNER™ professional, author, and entrepreneur. Her parents were small business owners, and she learned to balance a business checkbook by the age of 13. She spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Emily Blue, co-founder of Hue Partners. Emily Blue attended William Jewell College, where she studied mathematics, economics and business. She started her career in the weeds of M&A integration for a large asset manager. She made the transition from asset management to wealth management by joining one of the largest aggregators in the country to lead their valuation efforts. In this role, it became clear to...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Charles Eckhart. Dr. Charles Eckhart is a Licensed Clinical Psychologist and the co-founder of Cathexis Group. Charles has extensive experience in working with families and individuals of wealth, with a particular dedication to the challenges of the rising generation and generational issues involved with succession planning. Prior to the founding of Cathexis Group, Charles has had numerous academic teaching...

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 equity (running over $1B of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately “went native” into the software space as President of Beauchamp Financial Technology, a...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Tim Holland, Chief Investment Officer – OCIO. Tim Holland is the Chief Investment Officer – OCIO, where he consults with Orion’s largest customers growing their firms through Orion’s OCIO services. He joined the Brinker Capital team as Global Investment Strategist in 2017 and was named Chief Investment Officer following Orion’s merger with Brinker in 2020. In the CIO role, Tim had responsibility for the...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Matt Ackermann, Chief Content Officer at Integrated Partners. Matt supports Integrated Partners’ growth by creating content that enlightens, informs and entertains. He loves shining a spotlight on the incredible advisors and leaders at Integrated. He really enjoys leveraging blogs, podcasts and multimedia to highlight the incredible talent at Integrated Partners. He has spent his career coloring inside — and at...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Phil Bray, Founder and Director of The Yardstick Agency, a firm that stands at the forefront of marketing for Financial Planners. Now in his third decade in financial services, Phil’s experience spans advising, compliance and marketing. Phil brings this unique mix of knowledge and experience to all Yardstick clients. He’s long held a dream of providing truly high-quality marketing options to financial advisers...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Andy Baxley, Senior Financial Planner at The Planning Center. Andy works with clients from a variety of professional backgrounds, but he is uniquely positioned to serve those who work in higher education and other large non-profit institutions. Utilizing his background as a former educator and his experience as a Wealth Management Advisor at TIAA, Andy takes pride in approaching his work with the heart of a...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Nuala Wash. Nuala Walsh is a non-executive director, behavioral scientist, visiting fellow at the London School of Economics and author of TUNE IN: How to Make Smarter Decisions In a Noisy World. Her global career spans three decades in investment management, banking and consulting with Blackrock, Merrill Lynch, PA and Standard Life Aberdeen as Chief Marketing Officer. Today, as MindEquity founder and CEO, she...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Shawn Sparks. Shawn Sparks has worked with hundreds of advisors throughout his career, showing them how to be better business owners and to achieve the growth in business and life that they deserve. His company, Triad Partners, coined the phrase “Do Business, Do Life” (#DBDL) as a testimony to the possibility of achieving balance as a high achieving advisor. Shawn’s mission is to show advisors strategies for...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Robert Sofia. Robert Sofia is the CEO of Snappy Kraken, a marketing technology company exclusively serving the financial industry. During the past decade, Robert has supported thousands of companies across the spectrum of financial services including RIAs, broker dealers, custodians, investment companies, insurance companies and more. Robert has received countless accolades for his work by winning fintech...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jason Pereira, Partner and Financial Planner at Woodgate Financial. Jason is first and foremost a financial planner who has lived and breathed topics related to financial planning for over 20 years. In that time he has become a recognized writer, commentator, speaker, podcaster, teacher and expert in the areas of financial planning, practice management and fintech. He has also obtained two degrees, nine...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Naomi Win. Dr. Win is a psychologist and behavioral finance analyst with Orion. Her work draws on clinical practice and current research to bridge advisor expertise and client behavior in a working alliance. Following the completion of a Master's degree in Psychoanalysis, in 2011, Naomi worked in a range of settings, including public education and private practice psychotherapy. Though the ecosystems...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Randall Stutman. Dr. Randall Stutman is a leadership scientist dedicated to exploring the behaviors and routines of extraordinary leaders. Goldman Sachs called him the most experienced coach on Wall Street, having served as an advisor to thousands of executives and hundreds of CEOs. He's the founder of the Admired Leadership Institute and the author of the award winning book, "Working Through Conflict."

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jean Adshead Grant. Jane is passionate about contributing to the world of work and community through listening generatively to ignite the independent thinking in others. She encourages others to see what is possible rather than what is probable in seeking to achieve their aspirations. Jane’s work has been transformed by her learning and application of the principles of the Time to Think approach in her leadership...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Lindsey Lewis. Lindsey Lewis has built a career around women and money. She not only helps women take charge of their finances as a Chartered Financial Consultant® (ChFC®) and CFP® Professional, but she also stands as a champion for diverse women in the financial services industry in her role as director and chair of the American College Center for Women in Financial Services, a premier Center of Excellence...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Thomas Mathar. Dr. Thomas Mathar, from Hamburg and now based in Edinburgh, heads up the Centre for Behavioural Research at Aegon UK. As a trained social anthropologist with additional training in behavioral economics, he researches how people can make better financial decisions. In Germany, he is known for his book Financial Wellbeing and appearances in media such as Stern and podcasts such as Alles auf...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Philip Courtenay. Philip is a sought after consultant and speaker on financial consumer behavior and the science of financial wellbeing. He has worked with a number of leading financial advisory, insurance and investment management businesses to enhance their offering to clients. In addition to his consulting work, Philip is frequently asked to speak at industry conferences and events on behalf of international...