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
Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

515 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

194 Listeners

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

The Perfect RIA

457 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

610 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

435 Listeners

The Long View by Morningstar

The Long View

894 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

106 Listeners

Ask The Compound by The Compound

Ask The Compound

318 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

138 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

131 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

173 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 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

142 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,042 Listeners