Mato just raised pre-seed Read more
Podcast charts
Published by Dr. Daniel Crosby
The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more. Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/ Standard Deviations is presented by Orion.
On the charts
Every published chart this podcast appears in, in the snapshot behind this page. Each one links to the chart it came off.
The Mato Topic Intelligence Platform does not report this podcast as charting in a published category in this snapshot.
From the feed
The latest episodes published to this podcast’s own RSS feed. Titles and descriptions are the publisher’s.
Tune in to hear: If Matt could take one lesson from his former life as a therapist and impart it to all the advisors that he serves, what would that lesson be? What compelled Matt to write his new book, Shut the F Up and Listen , and why did he think this message was particularly important in this moment we are in? The impulse to listen in order to respond, or to listen in order to solve a problem, is a really human impulse. How can we move beyond this and begin listening just for the sake of listening? What does it look like when one enters a conversation with intent and how does that look different from more opportunistic forms of listening? How can advisors best read what’s not being said in the room, through body language or otherwise, while remaining sensitive? How would Matt advise advisors to think about creating the optimal conditions for psychological safety in their offices? Is there ever a time that advisors should be more directive with their clients? Links Matt Halloran on LinkedIn Matt Halloran on Instagram Shut the F Up and Listen Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 2499-U-26243
Tune in to hear: Where’s the current interest and momentum in Behavioral Finance and where does Jay see it going next? Why are investors so bad at affective forecasting (i.e. imagining how they’ll actually behave during a major market downturn)? How can we get investors and advisors to “buy an umbrella when the sun is shining?” Why does taking action during market downturns feel so right and what practically can we do, as financial advisors, to try and keep people from taking action? Are there any ways that Jay thinks AI and technology may help us make better decisions going forward, or does he think it's all bad news? What does success look like, from a behavioral perspective, if we are never going to rid ourselves of emotion? Links Jay Mooreland on LinkedIn Behavioral Advisor Academy The Emotional Investor Book Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 2443-U-26233
Tune in to hear: Why do we need to begin to think about wealth in more qualitative terms with the upcoming Great Wealth Transfer? How can we better prepare heirs to understand their newfound relationship with wealth? Why does successful, multi-generational wealth preservation depend on more than investment performance? According to studies, what factors are key for the preservation of wealth across generations? What are the four invisible inheritances that accompany the inheritance of wealth? What is behavioral capital, and why do we inherit this long before we inherit financial capital? What is relational capital, and why is this a form of invisible inheritance? What are some of the crucial psychological differences between earned wealth and received wealth? Links The Soul of Wealth Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 2442-U-26233
Tune in to hear: If markets are as mad as Alex and Dr. Crosby suggest, why do we still see that most active managers have such a difficult time trying to beat markets? When Alex tells stories about how sporting events or the weather might move the market, is there any signal there for the average investor or is he simply making a broader point about how our emotions may color the way we think about markets? Alex subdivides our behaviorally biased reactions to markets into overreaction, underreaction and misreaction. What do each of these look like practically for investors? Is wokeness the reason the market keeps ignoring evidence for important behavioral data, like employee satisfaction? What is Alex’s take on AI and where does he think we are on the spectrum between true revolution and mania? Is there a behavior that looks like discipline, but is really just bias wearing a better suit? If someone was to use Alex’s upcoming book as a mirror into their own behavior, what is one practical thing that they could do to better understand themselves and do a self-audit? Links The Madness of Markets (Pre-order) Alex Edmans on LinkedIn Alex Edman’s Website Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 2336-U-26223
Tune in to hear: Does Adam believe that most people have a money problem, or a meaning problem that money simply reveals? What are some signs that someone is trying to solve a meaning problem with money and what would Adam counsel them to do instead if they saw this in themselves? How does Adam define financial freedom in a more nuanced way than the layman’s concept of financial freedom? What is some evidence that money has moved from a servant role to a master role in someone’s life, and what would Adam have them do to right that ship? Where does the scarcity mindset come from for wealthy individuals, and what does Adam think should be done about it? How does Adam counsel people to make positive social comparisons when it is so easy to feel bad about ourselves in the era of social media? For people looking to loosen attachment, what are the practical means by which they can bring that about? How can contemplating our own mortality make us better investors and better stewards of our wealth? Links Adam Cockerham on LinkedIn Your Money and Your Mind Adam’s Website Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 2335-U-26223
Tune in to hear: What is the biggest lie advisors tell themselves about why their growth may be stagnating or slower than they might like? What would Kendra say to advisors who are casting a really wide net about why they should drill down and create a more bespoke marketing funnel? When Kendra is looking at an advisor’s social media channels, what are some signs that their approach is effective and what are some signs that they may be missing the mark? Why is effective marketing just as much about repelling the clients you don’t want as it is about attracting the clients you do want? Why is it so scary to deviate from the herd and why do otherwise smart people tend to gravitate towards what seems safe and commonplace? Are there some groups that are routinely overlooked and underserved by advisors? Does Kendra hear pieces of conventional wisdom, around marketing, passed around the advisory community that make her cringe? What’s the difference between social marketing that might appeal to vanity metrics, like follows, versus the kind that’s driving real revenue? What’s the relationship and what’s the tension between strategy and tactics? In their marketing efforts, how can advisors appeal to this behavior layer of making people feel safe and let them get to know them? For advisors just getting started, what’s the first step for them to build a successful firm and a successful life? Links Kendra Wright on LinkedIn Rebel Media Agency Kendra Wright on Twitter Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 2268-U-26215
Tune in to hear: What does the financial services industry get wrong about the role marketing and sales should play in an organization? How does Potomac approach marketing differently than other firms? If Christopher had to distill his marketing ethos down to 2-3 principles, what would those be? Why does Christopher believe that it is just as important to repel people as it is to attract them with your brand? Why is this brand authenticity so important? How can you turn your personal passions into a compelling story and draw for your brand? What is the real reason so many advisors shy away from content creation? The ostensible answer is that they are too busy, but is there often a deeper reason? How would Christopher encourage brands to be authentic, but to do so in a way that appears natural and not too overt or forced? If an advisor has very little brand recognition and wants to change this, what are one or two things that they can do and one or two things that they should ignore while trying to grow their brand? Links Christopher Norton on LinkedIn Potomac Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 2085-U-26196
Tune in to hear: Why does Dr. Whelan think that purpose is something we build rather than something we discover? Also why, as a culture, do we view purpose more like an epiphany rather than something we actively construct? How are happiness and purpose distinguished and how should we optimize for one or the other? How did Plato’s philosophy separate the two and did he believe they were mutually exclusive on some level? Does Dr. Whelan think that we, as a society, over optimize for short-term, hedonic happiness and don’t focus enough on long-term eudemonic flourishing? How can we better recognize the purposeful things we are already doing in our lives? Why is taking a moment to acknowledge this so powerful? How do we keep this from becoming just another item on an already too full to-do list, another weight on our backs or another form of perfectionism? On the one hand, we know that service and living for others can bolster our purpose, but we also know this can be overextended at the expense of ourselves. How does Dr. Whelan propose that we better balance these two facets of purpose? When our values seem to be at odds with each other, how should we ascertain which values we should be prioritizing? Is there anything about happiness and living with purpose that Dr. Whelan has had a 180 on since dedicating herself so deeply to this research? Links Dr. Whelan’s Website Finding Your Purpose Dr. Christine Whelan on LinkedIn Dr. Christine Whelan on Instagram Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 2081-U-26196
Tune in to hear: Why do tweens seem to fall between the cracks, in terms of products, advice and services aimed at them, and why did Jamie focus on this niche demographic for her new book? From a developmental perspective, what should parents and caregivers understand about how 10-14 year olds think, learn and make decisions? When thinking about jobs for teenagers, how should parents think about jobs that build work ethic and resilience versus higher paying jobs that might more effectively prepare them for the future? When you’re teaching your tweens about saving, investing and working, how should you incorporate education around gratitude and avoiding entitlement? Tweens are growing up with digital payments, investing apps, crypto, TikTok influencers etc - how does this change the parents’ responsibility and the way they should teach about financial literacy? How can we, as parents, examine our own money scripts before we start teaching the next generation? What mistakes does Jamie see parents making, when it comes to teaching tweens about money, and what would she have them do differently? If there’s one positive thing that every parent listening to this could implement to help their tween build a healthy relationship with money, what should that be? Links Jamie's Website Jamie Bosse on LinkedIn Money Boss Mom (Book) Investing For Tweens (Book) Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 2007-U-26188
Tune in to hear: Why does Cullen argue in his new book that there is no perfect portfolio and argues that we should be worrying more about process? How do we begin to move our clientele from this search for a silver bullet to start thinking about their portfolios in a more systematic, bespoke way? Why does Cullen believe that advisors should match assets to future liabilities rather than just chasing returns? From a behavioral perspective, why is this shift hard for investors to internalize at times? Do most “diversified portfolios” fail Cullen’s test of diversification? If a listener adopted Cullen’s investing framework, what would they likely do differently during a period of market stress compared to an average investor? Links Cullen Roche on Twitter Cullen Roche on LinkedIn Your Perfect Portfolio Discipline Funds Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 2000-U-26188
Tune in to hear: Why did Derrick Kinney leave behind his career as a financial advisor to become an author and public speaker? What does Derrick think money reveals about people that we may be slow to admit? How does Derrick suggest people get started with philanthropy if they’ve been hesitant for whatever reason? As people try to reorient their relationship with money, what are some rain clouds or obstacles they might run into and how can they better prepare for these? What is a belief about money that’s ostensibly responsible but that might lead us away from self-actualization and generosity? Links Derrick Kinney Derrick Kinney on LinkedIn Good Money Revolution Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 1952-U-26181
Tune in to hear: What gives money such immense emotional power over us? Does Neil think that some of the problems people have with money come from them trying to treat it as this utilitarian thing rather than tapping into the deeper subtext of it? What does Neil think is the biggest mismatch between the brain we’ve inherited from our ancestral predecessors and the world we find ourselves navigating in the present day? What are one or two high-level tips for helping our old brains thrive in this new world? Why does Neil describe the brain as a prediction machine rather than a thinking machine? What are the implications of this on peoples’ financial decision making? What role does Neil think emotion should play in financial decision making? Should we ignore or embrace emotion? It also seems true that letting emotion lead our financial decision making too much is a mistake, so how do we strike a balance between emotion and rationality? Why does the human brain do such a poor job of relating to its future self? If Neil could correct one misunderstanding that financial advisors have about human behavior, what would it be? Links Neil Bage Substack LinkedIn Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 1954-U-26181
Tune in to hear: How can we make the lessons of market history feel salient to present day investors? Is the South Sea Bubble Ben’s favorite historical anecdote around investing and money? What is the “now show Japan” mindset and how does it steer people awry? Both from the advisor perspective, and also the end-investor perspective, how do we get people to realize the value of doing nothing and passive investing? When Ben says there are two types of Bear Markets, what does he mean and how do they differ? What is Ben’s analogy about winning points versus winning matches between tennis and financial markets? Ben lays out the 20 things he believes about investing in the Epilogue of his new book. What is the 1 of these 20 things that he thinks is most important for investors and advisors to understand? Links A Wealth of Common Sense Ben Carlson on Twitter Ben Carlson on LinkedIn Animal Spirits Podcast Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 1730-U-26156
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 market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare’s vision for Essentia is based on years of being the customer, followed by years of listening to the customer. Tune in to hear: Why do people so desperately overvalue being right, even in environments where payoff matters more than accuracy? How do we begin to get comfortable with being wrong and not being overconfident when the discomfort of being wrong is so poignant for us as humans? How do we convince everyone, from mom and pop investors to hedge fund managers, that rules are the most reliable thing when intuition tells us that it should be personal intelligence? How does Clare think about knowing when Alpha has decayed versus just holding on to a true principle that has fallen out of favor momentarily? What boxes did one need to tick to become a stock market maestro in Clare’s new book? Also, what were some of her favorite rules or quirks that reflect how these maestros did things a bit differently? How does true investment skill, as Clare measures it, differ from investment skill in the popular imagination? How does Clare apply the lessons she has learned from Wall Street around quality decision making to her parenting and her personal life? Links Clare Flynn Levy on LinkedIn Stock Market Maestros Behavioral Alpha Essentia Analytics Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 1718-U-26155
Tune in to hear: Was there anything that Doug and Heather learned about each other, in the process of writing their book, that surprised them? What are some common disagreements among couples that are ostensibly about money, but in actuality are about something much deeper? How do Heather and Doug suggest that people begin to examine their money stories to begin to understand their beliefs about money that are often subconscious and inherited? Why is the idea that “there is no normal” when it comes to money an empowering message for advisors and investors to internalize? How should couples think about value and contribution when one person’s contributions may not show up on a paycheck? What are some of the common myths around fairness and contributions? Also, how can couples work together to create a sense of fairness when the world doesn’t necessarily award all types of work equally? If Doug and Heather could eliminate one piece of financial advice that’s commonly given to couples, what would it be and why? Links Money Together The Joint Account Douglas Boneparth on LinkedIn Heather Boneparth on LinkedIn Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 1716-U-26155
Tune in to hear: Why is spending our own money so psychologically difficult and have we as an industry scared people into thinking that they can’t spend their money and enjoy their lives? How can we, as advisors, help spending stop feeling like a loss for people in retirement? What are some practical tips for advisors and individuals to help them make the switch to spending thoughtfully in retirement? What structures or advice helps give individuals the peace of mind and permission to spend in retirement? Why does Jamie use the metaphor of a sketchbook for retirement, instead of a blueprint, and how does this metaphor apply to how retirement unfolds in real life? What does Jamie think folks could be doing to better prepare for the emotional component of retirement? What’s the most surprising thing Jamie has learned about happiness in retirement that has nothing to do with money? When it comes to the intersection of retirement and wellbeing, do high net worth individuals struggle differently or face unique challenges? What is the “FIRE” movement and what does Jamie think it gets right and wrong? If someone listening is 5 years from retirement, what is something non-financial that they should do to better prepare for what is to come? Links Jamie Hopkins on X Jamie Hopkins on LinkedIn Your Retirement Sketchbook Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 1676-U-26153
Tune in to hear: After studying 300 years of history, what is Dr. Moore’s current view with respect to the American Dream? Is it maybe simultaneously true that it’s easier to get ahead than ever for the average American, but that there is also rampant corruption and nepotism at a high level? How does the current U.S. housing crisis compare in severity to those in our past? What are some common misconceptions about what works and what doesn’t work when it comes to building wealth? Why does Dr. Moore think of real estate as an active investment? What was the conceptual shift that led us to start valuing net worth so much? What lessons did Dr. Moore learn from creating his own cryptocurrency? What are some of the other financial experiments that Dr. Moore undertook while writing his new book? What distinction does Dr. Moore make between “fast time” and “slow time?” Links Dr. Joseph Moore on LinkedIn Dr. Joseph Moore on Twitter How to Get Rich in American History (Book Pre-order) Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 1007-U-26086
Tune in to hear: Where do people consistently misperceive their own behaviors and their own financial tendencies? Also, what are the forces that drive those blindspots? Why do so many financial planning tools optimize for all the wrong things and how can we make client services better center the client and their goals? What are Marla’s hopes for the world of tech when it comes to minimizing the “knowing-doing gap?” Do people need more financial literacy or self-literacy/self-awareness? In the medium term, how does Marla see the role of the financial advisor changing with respect to AI? What’s the place of behavioral coaching in this new world? How does Marla think about the “creep factor” in her own business and how can we see clients for who they are without overreaching? What lessons, as an entrepreneur and business owner, has Marla learned from introspection about how to uplift herself after a hard day? Links Marla Sofer on LinkedIn Knowing Me, Knowing You Podcast Knomee Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 1005-U-26086
Tune in to hear: What does Swiss-born British author Alain de Botton have to say about Macbeth’s cynical soliloquy on the brevity and meaningless of life? Why does he state that despair and hope are two sides of the same coin? How does storytelling make a truth durable in our minds by linking an idea to an ego? Why is our internal dialogue one of the most important stories that we tell? How can we go about making it a more productive dialogue and less self-depricating? How can Albert Ellis’ “ABC Model” help us counteract irrational thoughts and cognitive distortions? What is an exercise you can work through to help correct detrimental self-speak? What is The Significant Objects Project and what can it teach us about the importance of narrative as it relates to valuation? Links The Soul of Wealth Orion’s Market Volatility Portal Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 3328-U-25338
Tune in to hear: What mindset differences does Brad notice between advisors who are barely getting by and the ones who are 2-4xing their business? Why is focusing on talent acquisition and having a convincing growth story such an important part of growing your business? What is the baseline mindset that Brad often has to move advisors away from to encourage their growth? What distinguishes high-growth cultures from mediocre cultures and what are some actionable ways a company can improve their culture? What’s the psychology behind closing the knowing-doing gap for advisors? What are two actionable things listeners can begin practicing today to grow themselves or their business? Links The Soul of Wealth Orion’s Market Volatility Portal Brad Johnson on Twitter Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 2721-U-25279
Ranking source
Apple Podcasts rankings via the Mato Topic Intelligence Platform.
Observed September 10, 2026. Cached outside the daily freshness window; the positions keep the date they were taken on.
Apple and Apple Podcasts are trademarks of Apple Inc., registered in the U.S. and other countries.
Pairs with
Bring this source into Mato to read its transferable patterns, then turn them into an original show for your own audience.