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...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Kathi Balasek. Kathi Balasek is an educator, grief literacy & empathy communication coach, corporate consultant, university lecturer, speaker, podcast host, and widow advocate. She teaches professionals how to improve their grief literacy communication skills to best serve bereaved clients. Experiencing the financial uniqueness of widowhood first hand, she learned that the relationship between professionals...

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 Dr. LaKeitha Poole. Dr. LaKeitha Poole is in her seventh season leading LSU’s Sport Psychology & Counseling unit under a newly appointed title of Assistant Athletic Director, an administrative promotion from Director of Student-Athlete Mental Health for the last six years. She also recently served as the Interim Senior Advisor to the Athletics Director for Equity, Diversity and Inclusion from March 2020 –...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Sterling Johnson. Sterling Johnson is the Just Opportunity Portfolio Director for the Partnership for Southern Equity. Sterling utilizes interdisciplinary approaches and strategic partnerships to develop economically viable and diverse communities. Sterling also maximizes public policy, planning principles, community engagement and economic development tools to address the history of economic disenfranchisement...

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, Dr. Crosby is joined by fellow behavioral finance geek Neil Bage. Neil Bage is the Co-Founder of Shaping Wealth, a learning technology platform transforming the human experience of money. He has served as a Chief Behavioral Officer in the UK and was the founder of a multi-award-winning behavioral technology business. Neil has featured as a regular Keynote speaker presenting to tens of thousands of business professionals from different industries, including financial services...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Nicole Casperson. Nicole Casperson is a journalist, podcast host, and founder of Fintech Is Femme, a media brand leading the charge to create an equitable and diverse industry. With over 60,000 industry professionals subscribing to her podcast, newsletter, community, and events, Nicole has become a trusted source of news, insights, and analysis. Deemed one of the most inspiring women in fintech in 2022 by the...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Stacy Havener, of Billion Dollar Backstory, for the first part in an ongoing miniseries between the two podcasts. Stacy Havener has a 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...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Derek Hagen. Derek Hagen is the founder of Money Health Solutions®️, a financial therapy and life planning firm. Money Health Solutions helps clients live intentionally and mindfully, using money as a tool to support their ideal life. He facilitates financial health by helping clients understand their own money psychology, lowering financial stress, and increasing confidence in financial decisions. Derek also...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Dr. Michael Finke. Michael Finke, PhD, CFP®, is Professor of Wealth Management, Director for the Granum Center for Financial Security, and the Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He joined The College in June 2016, having served since 2006 as a professor and PhD coordinator in the Department of Personal Financial Planning at Texas Tech University....

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Amy Mullen. Amy Mullen, CFP® is President of Money Quotient. In this role, she frequently presents at national financial industry conferences on the benefits and effectiveness of a values-based approach to financial planning, understanding clients' financial motivations and how to guide them through change, and creating long-lasting client-planner relationships. She also focuses much of her time conducting...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Brendan Frazier. Brendan Frazier is the founder of Wired Planning, the host of The Human Side of Money podcast, and was named one of Investopedia’s Top 100 Financial Advisors. He helps financial advisors around the world apply behavior, psychology, and communication principles to enhance client outcomes and forever change the trajectory of their business.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Kelsey Willock. Kelsey is the Co-Founder of Aura – a financial wellness platform and investment platform. She is also the Founder and Editor in Chief of Stuck in Notes magazine & Author of the weekly newsletter “Not Your Boyfriend’s Investment Advice.” Kelsey began her career at Goldman Sachs where she was a member of the Prime Brokerage business as a Relationship Manager for the firm’s top hedge fund...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Heather Fortner. As CEO, Heather leans into her passion for listening – to the SignatureFD team, our clients, and the industry – to create and implement the organization’s vision and mission to impact the lives of 10,000 families. Practicing a “coach with empathy” leadership style, Heather leverages her unique ability to harmonize people’s passions and talents to build teams and lead organizations that deliver...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jen Clinehens. Jennifer Clinehens is currently Head of Experience at a major global experience agency. She holds a Master's degree in Brand Management as well as an MBA from Emory University's Goizueta School. Ms. Clinehens has client-side and consulting experience working for brands like AT&T, McDonald's, Adidas, and she's helped shape customer experiences across the globe. A recognized authority in...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Michael Thomas Jr. Michael G. Thomas Jr., Ph.D., is an Accredited Financial Counselor (AFC®) and a lecturer at the University of Georgia. His research focuses on financial empathy, data visualization’s effects on financial behavior, and the connection between brain function and money. Dr. Thomas’ philosophy on how to effectively interact with money can be summed up in his Ted Talk: Financial Empathy:...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dave Nadig. ETF industry pioneer Dave Nadig is the Financial Futurist for ETF Trends and ETF Database. Nadig comes with 25 years of ETF experience, most recently as Managing Director of ETF.com, where he helped grow the business and provide expert commentary for the past decade. Before that, he managed mutual funds at startup MetaMarkets.com, and was a Managing Director at Barclays Global Investors in the 1990s....

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Mac Gardner. Mac Gardner, CFP® - Founder and Chief Education Officer for FinLit Tech - has served in the Financial Services industry for over 20 years. His passion for educating others led him to publish two books, "Motivate Your Money!" and "The Four Money Bears". As the Founder and Chief Education Officer of FinLit Tech he works to build a bridge between Financial Literacy and Financial Technology.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Manish Khatta. Manish Khatta is a quant! A true math geek, Manish has spent his career creating and refining trading strategies built on mathematical computations and number crunching. Manish is a lifelong Potomac employee who started with the firm after college and programmed the initial work behind Potomac’s mechanical trading systems. Fast-forward to today, and he now serves as CEO/CIO of Potomac. Manish is a...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Rusty Vanneman. Rusty Vanneman serves as the Chief Investment Strategist for Orion Advisor Solutions. An industry veteran with more than 30 years of investment experience, Rusty creates relevant market-and platform-related content that supports deeper, more engaging conversations with advisors and investors, educating key internal and external audiences on Orion Portfolio Solutions’ strategies and resources to...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Ben Nemtin. Ben Nemtin is the #1 New York Times bestselling author of What Do You Want to Do Before You Die? and a star of MTV's highest rated show ever on iTunes and Amazon called The Buried Life. As the co-founder of The Buried Life movement, Ben's message of radical possibility has been featured on The Today Show, The Oprah Winfrey Show, CNN, FOX, and NBC News. President Obama called Ben and The Buried Life...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Brian McLaughlin. Brian McLaughlin is President, Orion Advisor Tech. Prior to Orion’s acquisition in June 2022, Brian was the CEO and Co-Founder of Redtail Technology where he worked closely with advisors, broker-dealers, and industry partners for nearly two decades. Through innovation and cooperation, Brian’s touchstone has always been to make the industry a better place for those who depend upon it. He is...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Dr. Emily Koochel. Dr. Emily Koochel is an experienced financial professional, academic and researcher. She currently serves as a leader for eMoney Advisor's Financial Education and Wellness initiatives in her role as the Senior Financial Planning Education Consultant. Dr. Koochel's PhD in Applied Family Science and Master's in Financial Planning provide a multidisciplinary lens to inform her work where she...