Standard Deviations with Dr. Daniel Crosby

Dr. Moira Somers - How to Give Financial Advice That Sticks: Key Strategies for Long-Term Impact


Listen Later

Tune in to hear:

- How does non-compliance with advice, and the gap between knowing and doing, present on a macro level and impact our lives?

- Is the financial services industry, as a whole, guilty of delivering advice without much regard for how it is retained and implemented?

- How is the term non-compliance potentially problematic?

- What are some individual characteristics of advice givers that helps their advice be stickier?

- What are some of the big drivers that cause professionals to use too much jargon?

- What are some potential resources for financial advisors who are hoping to be more culturally sensitive?

https://moneymindandmeaning.com

Compliance Code: 0430-OAS-3/9/2022
 

...more
View all episodesView all episodes
Download on the App Store

Standard Deviations with Dr. Daniel CrosbyBy Dr. Daniel Crosby

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

161 ratings


More shows like Standard Deviations with Dr. Daniel Crosby

View all
Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,551 Listeners

Money For the Rest of Us by J. David Stein

Money For the Rest of Us

1,357 Listeners

Investing Insights by Morningstar

Investing Insights

522 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

536 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,022 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

454 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Long View by Morningstar

The Long View

919 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

242 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

115 Listeners

Ask The Compound by The Compound

Ask The Compound

324 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

147 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

135 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

994 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

149 Listeners