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...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Derek Griner, a psychologist, associate training director and clinical professor at Brigham Young University. Derek Griner is a practicing board-certified counseling psychologist with significant CFT experience. His research focuses on diversity issues for which he received APA’s Division 17 award for excellence in scholarship.

This week on Standard Deviations, Dr. Daniel Crosby offers another sneak preview of an essay from his upcoming 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...

This week on Standard Deviations, Dr. Daniel Crosby offers another sneak preview of an essay from his upcoming 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...

This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming 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...

This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming 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...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jon Dauphine. Jon Dauphiné leads the Foundation for Financial Planning’s (FFP) efforts to develop and grow pro bono financial planning programs for people in need. Under Jon’s leadership, FFP has created signature national programs to serve people with cancer, at-risk seniors and other vulnerable groups; developed ProBonoPlannerMatch.org to link CFP® professionals to volunteer opportunities; spearheaded...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Richard Shotton. Richard is the author of The Choice Factory, a best-selling book on how to apply findings from behavioral science to advertising. Richard started his career as a media planner 18 years ago, working on accounts such as Coke, Lexus, and comparethemarket, before specializing in applying behavioral science to business problems. He is the founder of Astroten, a consultancy that applies behavioral...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Stacy Havener, of Billion Dollar Backstory, for the second part in an ongoing miniseries between the two podcasts. Stacy Havener has made a career raising $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM. Prior to finding her niche in raising capital, she was an award-winning writer who dreamed of becoming a literature professor. Ironically, her love of words is one of the secrets to her success...

This week on Standard Deviations, Dr. Daniel Crosby lays out Seven Rules for Life and Money. 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 best investment book of...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Anthony Damtsis. Anthony Damtsis is Deputy Head of Behavioral Finance at TD Wealth. He has worked in the field of behavioral finance in the U.S. and Canada and holds graduate degrees in both economics and behavioral science.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Daniel Staker. Daniel Staker is a real-life attorney who ended up working in sales, marketing, and strategy during the Great Recession. He has over a decade of executive-level experience working at organizations from small start-ups to multinational, public companies. He currently is the head of Black Flag Venture, a boutique creative and marketing consulting firm. He lives just outside of Salt Lake with his...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Ali McCarthy. Ali is a corporate marketing advisor who has seen many sides of the business. She leverages her tenured marketing expertise and emotional intelligence expertise to help firms grow and thrive. Ali has developed people and teams (including marketing and practice management teams), helped build, merge, and grow businesses, implemented new ideas to grow brands, and partnered extensively with sales...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Eric Crittenden. Eric Crittenden is the Founder and Chief Investment Officer of Standpoint, an investment firm focused on bringing all-weather portfolio solutions to US investors. He has over 20 years of experience researching, designing, and managing alternative asset portfolios. Eric holds a BA in Finance from Wichita State University.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Akhil Patel. Akhil Patel is the Director of Property Sharemarket Economics, an investment research service that teaches subscribers how to ‘remember the future’ based on leading knowledge of economic and financial cycles. Akhil became interested in such cycles after his family’s business went through difficult periods during the major recessions in the early 1990s and 2008. He refused to accept the conventional...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Stacy Havener, of Billion Dollar Backstory, for the second part in an ongoing miniseries between the two podcasts. Stacy Havener has made a career raising $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM. Prior to finding her niche in raising capital, she was an award-winning writer who dreamed of becoming a literature professor. Ironically, her love of words is one of the secrets to her success...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Saundra Davis. Saundra Davis, MCC, MSFP is a highly respected financial planner, educator, and coach who has dedicated her career to helping people achieve financial stability and prosperity. Her framework The Continuum of Financial Wellbeing is a model to ensure that all people, regardless of their income or wealth, have access to competent and ethical personal finance support. Through her training programs and...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Matt Reiner. Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B (as of December 2022) RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. Matt is also an author, with 3 published books, including "Ready to Be Rich" and the "Dr. Cole Cash"...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Amanda Clayman. Amanda Clayman is widely recognized as a leader in the field of financial therapy. Her approach as a clinician is to decode how thoughts, feelings, and associations shape our financial choices, and identify how those patterns both serve and limit us. Her consulting clients and public speaking audiences have included numerous corporations, non-profit organizations, and financial services firms...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jay Coulter. Jay Coulter is a practice management and investment portfolio construction expert. He has two businesses focused on serving financial advisors, teams and firms. Jay is also the host of The Resilient Advisor Podcast and the author of two books, The Resilient Advisor and Conquer Worry. Jay is the Founder of Pinger Systems, where he and his team help Financial Advisors implement marketing systems to...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Michael Kitces. Michael Kitces has been in the financial space for more than two decades, serving as a financial advisor and educator who helps clients improve their financial situation at all stages of life. He has been at the top of the Investopedia 100 list since 2019. After completing an undergraduate degree with a major in psychology and a minor in theater, along with a pre-med concentration, Michael Kitces...