Podcasts about axiom business book awards

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Best podcasts about axiom business book awards

Latest podcast episodes about axiom business book awards

Marriage, Kids and Money
True Wealth Is More Than Money | Dr. Daniel Crosby

Marriage, Kids and Money

Play Episode Listen Later Apr 15, 2025 32:58


Andy Hill sits down with Dr. Daniel Crosby—renowned psychologist, behavioral finance expert, and author of Soul of Wealth—to explore the true meaning of wealth beyond money. Dr. Crosby breaks down why financial success alone won't bring happiness and how our beliefs, relationships, and personal growth play a crucial role in our well-being. He shares fascinating insights on why some of the wealthiest people still feel unfulfilled, the psychological traps we fall into when chasing money, and practical ways to balance financial goals with a meaningful life. If you're striving for financial success but don't want to lose sight of what truly matters, this conversation is a must-listen. Listen now to redefine your wealth and purpose! #Wealth #DrDanielCrosby #MoneyMindset #FinancialWellness RESOURCES: Sponsors + Partners + Deals The Soul of Wealth (book): https://amzn.to/3FcQh6K (affiliate) EPISODE CHAPTERS: 00:00 – Introduction to the Episode 01:02 – Why Do We Believe Money Will Make Us Happy? 03:01 – How Money Can Buy Happiness (But Only to a Point) 07:07 – Dr. Daniel Crosby's Personal Struggle with Money vs. Meaning 08:40 – The Five Pillars of Happiness and Where Money Fits In 11:49 – How to Find Balance Between Wealth and Purpose 12:14 – The Three B's of Meaning: Believing, Belonging, and Becoming 17:41 – Teaching Kids About Wealth and Meaning 20:58 – The Reality of Generational Wealth 24:19 – One Actionable Step to Prioritize Meaning Alongside Wealth 25:08 – Where to Find Dr. Daniel Crosby and Soul of Wealth GUEST BIO - Dr. Daniel Crosby: 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 2017 by the Axiom Business Book Awards and has been translated into 14 languages. His third book, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. His latest book, The Soul of Wealth, is an exploration of money and meaning. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef. MKM RESOURCES: MKM Coaching: Want 1-on-1 support with your family finance journey? Book a time with me today. Make My Kid a Millionaire Course: Want to build generational wealth and happiness for your kid? Learn more about my course! Coast FIRE Calculator: A free calculator to help you find out when you can slow down or stop investing for retirement. Mortgage Payoff Calculator: A free calculator to help you see how fast you can become mortgage free. YouTube: Subscribe for free to watch videos of these episodes and interviews. RECOMMENDED RESOURCES (SPONSORS AND AFFILIATES): Monarch Money - Best Budget App for Families & Couples Empower - Free Portfolio Tracker Crew - HYSA Banking Built for Families - Get an Extra 0.5% APY with my partner link Ethos - Affordable Term Life Insurance Trust & Will - Convenient Estate Planning HOW WE MAKE MONEY + DISCLAIMER: This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS: Podcast Artwork: Liz Theresa Editor: Johnny Sohl Podcast Support: Nev Maraj Learn more about your ad choices. Visit megaphone.fm/adchoices

The Human Side of Money
131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby

The Human Side of Money

Play Episode Listen Later Jan 29, 2025 79:49


We all know that true wealth goes far beyond money. Yet, we all act as though money is the ultimate end game. Like when your client says, “Once I get to $_____, then I'll be ready.” But money is simply a tool to fund the life you want to live. And once you know how to use it, it's a powerful tool for enhancing your happiness, meaning and fulfillment. But what are the ways that money can buy happiness? How can you use money to feel more fulfilled? Fortunately, Dr. Daniel Crosby is a leading expert in behavioral finance and the author of “Soul of Wealth: 50 Reflections on Money and Meaning.”  And, in this episode he'll share specific ways you can use money to fund the life you want to live. What You'll Learn: How and why you should use your money to buy time A simple gratitude idea that instantly boosts your happiness Ideas to help clients cope with the discomfort of market uncertainty An exercise to determine whether your spending aligns with your values A personal story that shook him to realize that true wealth is more than money *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: “The Soul of Wealth: 50 Reflections on Money and Meaning” by Daniel Crosby “Standard Deviations” Podcast by Dr. Daniel Crosby Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Dr. Daniel Crosby:  LinkedIn: Dr. Daniel Crosby, Ph.D X: @danielcrosby About Our Guest:  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 2017 by the Axiom Business Book Awards and has been translated into 12 languages. His third book, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he's not decoding market psychology, Daniel is a husband and father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained ...

Wealth, Actually
THE SOUL OF WEALTH

Wealth, Actually

Play Episode Listen Later Dec 2, 2024 30:19


This week, "Wealth Actually" meets "THE SOUL OF WEALTH" as I speak with DR. DANIEL CROSBY, Ph.D. about his new book. https://www.amazon.com/Soul-Wealth-reflections-money-meaning-ebook/dp/B0CP625K99 https://youtu.be/Y6dUcW_eQW4 Outline (Soul of Wealth) -Behavioral Finance-Issues with the "research"-Building consensus around money decisions-How our brains trick us into faulty wealth processes-Teaching people to stretch the time horizon of their planning Biography 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. As a leading voice on the impact of behavioral finance, "The Soul of Wealth" isn't Daniel's only writing. 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 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.  Finally, Daniel publishes the highly respected Standard Deviations podcast- where you can find his personal thoughts on financial psychology and interviews with experts in the wealth management and psychology fields. Money - The Soul of Wealth Daniel's book presents 50 short essays which explore what wealth really is and provides practical suggestions for how to change your thinking and your actions in small, powerful ways, for a wealthier life. Soul of Wealth Topics: How you spend your money reveals your values. That money can buy happiness if spent well. What makes a good financial plan. Why willpower is overrated. How to master delayed gratification for the ultimate wealth hack. Why anything worth doing carries some risk. Contacts: @DANIELCROSBY TWITTER STANDARD DEVIATIONS PODCAST Behavioral Scientist, Brian Portnoy on the 100th Episode of "Wealth Actually" https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

The Most Hated F-Word
The Soul of Wealth: Connecting Money and Meaning With Dr. Daniel Crosby

The Most Hated F-Word

Play Episode Listen Later Oct 18, 2024 44:20


Dr. Daniel Crosby | Chief Behavioral Officer | Author | Summary: Dr. Daniel Crosby talks about his latest book, The Soul of Money. Exploring how Dr. Crosby's thinking has evolved, moving from focusing on objective financial principles to diving into the more personal, emotional side of money. They discuss how to find meaning in money, no matter your financial situation, and introduce the idea of a "return on life." The conversation touches on how The Soul of Money blends ancient wisdom, research, and practical advice. Dr. Crosby shares his views on the deeper essence of wealth, why having something meaningful to say is key when writing a book, and his thoughts on book design and titles. He also explains the research behind money and happiness, including the PERMA model of well-being, and reflects on the legacy he hopes to leave, emphasizing the role of money in living a meaningful life. BIO: Dr. Daniel Crosby is a psychologist and behavioural finance expert who helps organizations understand the intersection of the 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 2017 by the Axiom Business Book Awards and has been translated into 14 languages. His third book, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. His latest book, The Soul of Wealth, will be published in October of 2024. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef. Highlights: The Soul of Money explores the subjective and personal aspects of the relationship between money and meaning. Finding meaning in money is not dependent on one's financial situation; it is about maximizing the return on life. The essence and energy of wealth are intertwined, and wealth should be deployed in a soulful way that energizes and improves life. The book cover of 'The Soul of Wealth' was carefully designed to convey the timeless wisdom and invite readers on a deep exploration. Money and happiness are nuanced, with moment-to-moment happiness plateauing at a certain income level but subjective life evaluation continuing to rise. The PERMA model of human flourishing highlights the importance of positive experiences, engagement, relationships, meaning, and advancement. Filling the world with happy people, good relationships, and good ideas is a worthwhile pursuit. Links: Dr. Daniel Crosby's Book: CLICK HERE Dr. Daniel Crosby's LinkedIn: CLICK HERE Standard Deviations Podcast: CLICK HERE

Ready Yet?! With Erin Marcus
Episode 264 with Jeff C. West: Sales Strategies for Small Business Owners

Ready Yet?! With Erin Marcus

Play Episode Listen Later Oct 11, 2024 29:04 Transcription Available


On this episode of the Ready Yet podcast, I'm thrilled to be joined by Jeff West, the co-author of 'Streetwise to Saleswise'. We chat about the art of storytelling in sales, the concept of 'fusion points,' and how emotions and logic collaborate in decision making. Jeff shares incredible insight from his book, drawn from his vast experience in sales, including a fascinating story about how a moment in New Orleans inspired an entire storyline. We also dive deep into handling objections, the importance of empathy in sales, and the impact of building genuine relationships. Jeff even gives us a sneak peek into his collaborative event, SalesWise Live. GUEST RESOURCESJeff West is the coauthor of the business/sales parable, Streetwise to Saleswise, along with international bestselling author and sales authority, Bob Burg. He's the coauthor, along with Direct Sales Legend Lisa M. Wilber, of the bestselling business parable, Said the Lady with the Blue Hair. And he's the author of the heartwarming business/sales parable, The Unexpected Tour Guide. All three parables earned accolades; two from Axiom Business Book Awards®, two from The National Indie Excellence Awards® and one from The American Bookfest Awards. https://jeffcwest.comwww.fusionpoints.comhttps://www.linkedin.com/in/jeffcwesthttps://x.com/JeffCWestAuthorhttps://www.facebook.com/jeff.west.330 BE IN CHARGE >> TAKE ACTION >> GET RESULTSConquer Your BusinessJoin us on FacebookLinkedInInstagramYouTubeDownload your free copy of Erin's ebook, Connect as a Human First here.

Keen On Democracy
Episode 2199: Anindya Ghose on Maximizing our Well-Being in the Age of AI

Keen On Democracy

Play Episode Listen Later Sep 23, 2024 42:01


Not everyone fears that AI revolution represents an existential event for humanity. Anindya Ghose, the Heinz Riehl Professor of Business at NYU's illustrious Stern school, actually believes AI can positively impact our daily lives - from health and wellness, to work, education, even love and dating. In Thrive, a new book he co-authored with Ravi Bapna, Ghose explains how we can maximize our well-being in the AI age. It won't be easy, he acknowledges. But, in sharp contrast with skeptics like Gary Marcus, Ghose believes that the AI revolution can nudge us into living richer, happier, healthier and more productive lives. Let's hope he's right.Anindya Ghose is the Heinz Riehl Chair Professor of Technology and Marketing at New York University's Leonard N. Stern School of Business where he holds a joint appointment in the TOPS and Marketing departments. He is the author of TAP: Unlocking The Mobile Economy which is a double winner in the 2018 Axiom Business Book Awards and has been translated into five languages (Korean, Mandarin, Vietnamese, Japanese and Taiwanese). He is the Director of the Masters of Business Analytics and AI Program at NYU Stern. He is a Leonard Stern Faculty Scholar with an MBA scholarship (the Ghose Scholarship) named after him. He has been a Visiting Professor at the Wharton School of Business. In 2014, he was named by Poets & Quants as one of the Top 40 Professors Under 40 Worldwide and by Analytics Week as one the "Top 200 Thought Leaders in Big Data and Business Analytics".Named as one of the "100 most connected men" by GQ magazine, Andrew Keen is amongst the world's best known broadcasters and commentators. In addition to presenting KEEN ON, he is the host of the long-running How To Fix Democracy show. He is also the author of four prescient books about digital technology: CULT OF THE AMATEUR, DIGITAL VERTIGO, THE INTERNET IS NOT THE ANSWER and HOW TO FIX THE FUTURE. Andrew lives in San Francisco, is married to Cassandra Knight, Google's VP of Litigation & Discovery, and has two grown children.Keen On is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

Leading Through Crisis with Céline Williams
The Employee Engagement Crisis with Julie Winkle Giulioni

Leading Through Crisis with Céline Williams

Play Episode Listen Later Sep 19, 2024 31:39


Gallup research shows we are experiencing an employee engagement crisis (rates are at an 11-year low).Today's guest, Julie Winkle Giulioni is the perfect person to help us address it!Julie is a speaker, best-selling author, and champion of workplace growth and development. In this conversation, she shares:How to think differently about development and engagementOne thing most leaders overlook (when it comes to growth and development)"Hidden-in-plain-sight" and budget-neutral ways to offer developmentSome great questions for receiving valuable feedbackEngagement and development as it relates to remote and hybrid workA custom-trained ChatGPT to help you prepare and practice for hard conversationsThis conversation has something applicable to everyone. But if you're a people leader in the workforce, the thoughts and ideas explored here are imperative (especially right now).Listen in and let us know what resonates or what questions you have!*For more information about Julie and to grab that pre-order bonus (until 9/24) for the latest edition of Help Them Grow or Watch Them Go, visit JulieWinkleGiulioni.com.—Julie Winkle Giulioni is a champion for workplace growth and development and helps executives and leaders optimize talent and potential within their organizations.One of Inc. Magazine's Top 100 speakers, she's the co-author of the international bestseller, Help Them Grow or Watch Them Go, translated into seven languages and coming out in its third edition in September. Her latest book, Promotions Are So Yesterday: Redefine Career Development. Help Employees Thrive, has been recognized with Nautilus and Axiom Business Book Awards.Julie is a regular columnist for Training Industry Magazine and SmartBrief and contributes articles on leadership, career development, and workplace trends to numerous publications including Fast Company and The Economist. Additionally, she partners with organizations worldwide offering her expertise in leadership and career development and designing award-winning bespoke development experiences.For more information about Julie and to grab the latest edition of Help Them Grow or Watch Them Go (which comes with access to that custom-trained bot), visit JulieWinkleGiulioni.com.You can also connect with her on LinkedIn, Facebook, and YouTube.

Mindful Money
116: Dr. Daniel Crosby — The Science of Money and Happiness with Dr. Daniel Crosby

Mindful Money

Play Episode Listen Later Jul 17, 2024 45:50


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 2017 by the Axiom Business Book Awards and has been translated into 14 languages. His third book, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. His latest book, The Soul of Wealth, will be published in October of 2024. When he's not decoding market psychology, Daniel is a father of three, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.In this episode, I talk with Daniel about his fascinating journey from psychology to finance, the importance of understanding evolutionary biases in financial decision-making, and the real value that financial advisors bring beyond mere investment advice. Daniel shares insights from his books, particularly his forthcoming work, The Soul of Wealth, which focuses on finding meaning and happiness beyond monetary wealth. In this episode:[00:00] - Intro[03:06] - Daniel's early lessons on money and entrepreneurship[08:54] - The arc of Daniel's writing and research[14:11] - Understanding evolutionary influences on decision-making[24:09] - The four meta biases[29:50] - The real value of financial advice[33:17] - Defining true wealth[35:29] - The power of generosity[39:51] - How to build greater financial success[41:56] - One thing people should stop doing[44:03] - The last thing Daniel changed his mind aboutGet full show notes and links at https://mindful.money. Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney. This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy

On My Way to Wealth
148: Living Life on Purpose with Daniel Crosby, Ph.D.

On My Way to Wealth

Play Episode Listen Later Oct 18, 2023 51:27


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 2017 by the Axiom Business Book Awards and has been translated into 12 languages. His latest work, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.    Notes:   In this episode Luis and Dr. Crosby talk about:   ●       Behavioral Finance ●       How our brain is designed for survival, not exceptionality ●       How we think making money is a shortcut to a happy and meaningful life ●       Why we're chasing the wrong dream and how to align our values with our time ●       The effects of social media on our mental health and happiness ●       How we set ourselves up for failure by trying to keep up with the Joneses   And more……..   Resources:   ●       Daniel Crosby, Ph.D.'s Books ●       Listen to the Standard Deviations Podcast ●       Watch: You're Not That Great: A Motivational Speech ●       Connect with Daniel Crosby, Ph.D. on LinkedIn ●       Follow Daniel Crosby, Ph.D. on Twitter/X ●       Visit On My Way to Wealth ●       Luis' LinkedIN ●       Luis' Twitter ●       Luis' IG ●       On My Way to Wealth YouTube Channel

Talking Billions with Bogumil Baranowski
Daniel Crosby: The Behavioral Investor & The Laws of Wealth

Talking Billions with Bogumil Baranowski

Play Episode Listen Later Oct 2, 2023 62:08


I spent last summer reading three of Daniel Crosby's books: The Behavioral Investor, The Laws of Wealth, You Are Not That Great – today, we spend an hour discussing some of the biggest lessons from his writing, work, and research – we learn what we can do to get out of our own way, and make better investment decisions. 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 2017 by the Axiom Business Book Awards and has been translated into 12 languages. His latest work, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef. We talk about: 1. Brain's Perception of Money: Brain's wiring in relation to valuing money, liquid happiness. 2. Impact of Early Investing Lessons: How early market experiences shape future investing decisions. 3. Crowd Behavior in Investing: Wisdom of the crowd vs. individual insights, and thinking for yourself. 4. Unique Investor Behavior: The human tendency to fit in vs. the need to stand out in investing & a rat experiment 5. Importance of Slowing down reflexive responses for better financial outcomes. 6. Tropical Disease vs. Wealth Habits: Shocking comparison and the lessons derived. 7. Fallibility in Investment Behavior: Human fallibility as both an advantage and an impediment in wealth accumulation. 8. Role of Investment Advisors: Value of the right advisor in preventing major mistakes & The long-term benefits of seeking expert advice. 9. Performance Measurement: Comparing performance to personal needs vs. market indices. Find Daniel Crosby on Amazon. ---- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crisis Investing: 100 Essays⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - My new book. To get regular updates and bonus content, please sign-up for my substack: ⁠⁠⁠⁠⁠⁠⁠⁠https://bogumilbaranowski.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠ Follow me on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/bogumil_nyc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bogumil Baranowski⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sicart Associates, LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠adviserinfo.sec.gov⁠⁠⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message

Ask Valor Masterminds
How Does Attraction Marketing Help a Business

Ask Valor Masterminds

Play Episode Listen Later Jun 30, 2023 30:50


In this podcast episode, we explore the powerful concept of attraction marketing and how it can significantly benefit your business. Attraction marketing is a strategy that focuses on attracting potential customers to your brand, rather than actively seeking them out. We dive deep into the key principles and techniques behind attraction marketing, including creating valuable content, building a strong online presence, and nurturing relationships with your target audience. By implementing attraction marketing strategies, you can establish yourself as an authority in your industry, generate high-quality leads, and ultimately increase your sales and revenue. If you're ready to attract more customers and grow your business through attraction marketing, hit the follow button and turn on the notification bell to stay updated with our latest videos. Don't forget to like and share this video with fellow entrepreneurs who can benefit from this valuable information. Let's harness the power of attraction marketing together and unlock new opportunities for success! Who is Lisa Wilber? Lisa M. Wilber was named Avon's Woman of Enterprise, the top honor given to independent representatives by the company. She has also been included numerous times on "The 50 Most Influential People in Direct Sales" list and earned Avon's Yellow Rose of Courage. Other awards include being named the "Top Female Network Marketer in the World" and voted the "Ambitious Women's Choice Award". Lisa has been selling and team building for Avon since 1981 when she was 18 years old. When Avon introduced their network marketing program entitled "Leadership", Lisa was able to attain the top level of achievement within 15 months of joining the program. She and her team have consistently performed in the top 10 in team sales volume in the United States for over 25 years. Attaining her professional status with the National Speaker's Association, she has conducted seminars around the world including Canada, Ireland, the UK and across the United States. Lisa Wilber is the author of three books and the co-author of half a dozen more, including her trademark anthology book series entitled "A View from the Top" which includes chapters by over 60 top leaders in Avon. Her latest book Said the Lady with the Blue Hair, coauthored with Jeff C. West, recently was named a Silver Medalist at the Axiom Business Book Awards.  How to connect with Lisa Wilber: Website: www.saidtheladywiththebluehair.com Facebook: www.facebook.com/lisa.wilber Youtube: www.YouTube.com/LisaWilber Thank you to our podcast sponsors A Advanced Services & Fuse Networks

Retirement Straight Talk With Paul & William
10 Ways to Ruin Your Financial Future Part 2

Retirement Straight Talk With Paul & William

Play Episode Listen Later May 30, 2023 16:40


Join Paul & William for part 2 of 10 surefire ways to ruin your financial future.Paul & William discuss Dr. Daniel Crosby's research which sheds light on the profound correlation between your behavior patterns, market volatility, and the ultimate realization of your long-term financial goals. Referred to as the "behavior gap," this space between market returns and realized returns is now recognized as a critical factor that influences investment success.Savvy investors are now realizing that they are every bit as central to their success as the actual vehicles in which they are invested.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 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.Check out the Laws of Wealth by Dr. Crosby here: https://www.amazon.ca/Laws-Wealth-Psychology-investing-success/dp/0857195247If you have any feedback, questions, or topics you'd like us to cover, send us an email at info@westendwealth.comWould you like to chat with Paul or William? Have a question for them? Set up a call by following these links:Paul: https://calendly.com/westendwealthpla...William: https://calendly.com/westendwealth/introcallThe views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Hosted on Acast. See acast.com/privacy for more information.

Retirement Straight Talk With Paul & William
10 Surefire Ways to Ruin Your Financial Future Part 1

Retirement Straight Talk With Paul & William

Play Episode Listen Later May 23, 2023 16:06


This week, Paul & William discuss research from psychologist and behavioral finance expert Dr. Daniel Crosby on 10 surefire ways to ruin your financial future.Dr. Crosby's research sheds light on the profound correlation between your behavior patterns, market volatility, and the ultimate realization of your long-term financial goals. Referred to as the "behavior gap," this space between market returns and realized returns is now recognized as a critical factor that influences investment success.Savvy investors are now realizing that they are every bit as central to their success as the actual vehicles in which they are invested.Join us for part 1 of our 2-part episode, and discover 10 key principles for ensuring that you minimize the behavior gap and maximize achieving your financial goals.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 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.Check out the Laws of Wealth by Dr. Crosby here: https://www.amazon.ca/Laws-Wealth-Psychology-investing-success/dp/0857195247If you have any feedback, questions, or topics you'd like us to cover, send us an email at info@westendwealth.comWould you like to chat with Paul or William? Have a question for them? Set up a call by following these links:Paul: https://calendly.com/westendwealthpla...William: https://calendly.com/westendwealth/introcallThe views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Hosted on Acast. See acast.com/privacy for more information.

Bogleheads On Investing Podcast
Episode 056: Dr. Daniel Crosby on the behavioral investor, host Rick Ferri

Bogleheads On Investing Podcast

Play Episode Listen Later Mar 27, 2023 56:53


Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations and individuals understand the intersection of mind and markets. Educated at Brigham Young and Emory Universities, Dr. Crosby is an international speaker and author who has won many awards for his work.   His 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 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.    This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.     This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Mastery Unleashed with Christie Ruffino
OM128: Jeff C. West | Fusion Points: Engage the Science of Persistence

Mastery Unleashed with Christie Ruffino

Play Episode Listen Later Feb 22, 2023 38:49


ABOUT TODAY'S SHOW On today's show, Jeff talks about how there is a science – an actual neurological process that occurs in our brains with each and every decision we make. He also talks about what happens when we work with that science.   ABOUT JEFF Jeff West is the award winning author of the heartwarming business fable, The Unexpected Tour Guide, winner of the Bronze Level Award in the Business Fable Category from the Axiom Business Book Awards in 2015 and recipient of kind endorsements from bestselling authors Bob Burg, Brian Tracy and Tom Hopkins. His latest parable, Said the Lady with the Blue Hair, coauthored with Direct Sales legend, Lisa M. Wilber will be released in December of 2022. Bob Burg, coauthor of The Go-Giver Series said, ““A simply terrific book that combines an immensely engaging story you won't be able to put down along with the powerful principles needed to build a successful Direct Selling business.” And Andrea Patten, author of What Kids Need to Succeed said, “I love the rich tradition of story-telling that is such a big part of the Direct Sales industry. In fact, I'll bet I wasn't the only kid who grew up reading Og Mandino or listening to Earl Nightingale before school — not to mention hours of listening to the laughter of countless sales professionals as they followed one of the secret, unwritten rules of the trade. I'm delighted that Said the Lady With the Blue Hair will now become part of that great tradition.” He is a proud member of The Go-Giver Community and The Go-Giver Success Alliance with Bob Burg and Kathy Tagenel. He has been a guest on national and international sales shows such as The Go-Giver Influencers – Making a Significant Impact, hosted by Bob Burg, The Buyer's Mind with Jeff Shore, The Author Your Brand Show with Doug Crowe, Monday Morning Madness with Lisa Wilber, Author to Authority with Kim Thompson-Pinder and Add Value 2 Entrepreneurs with Robert Peterson, and has been a quoted source for publications such as Sales and Marketing Management Magazine, the National Federation of Independent Business, and Peak Sales Recruiting.  For over 30 years, Jeff coached and led sales teams in multiple industries and was among the top sales performers and leaders in the nation. For over twenty years, he was an entrepreneur in field sales management with the Fortune 500® insurance company, Aflac. Jeff has earned a B.S. Music Ed. from Jacksonville State University; a Master of Music Composition from Texas A&M University, Commerce; and a Certified Leadership Fellow® from The American College.   LINKS SHARED ON THE SHOW Main Website:  https://jeffcwest.com Free Fusion Points® Consultation for Sales Team Leaders and Entrepreneurs: https://jeffcwest.com/speaking Free 3-Video Sales Training Course:  https://survivalskillsforcommissionsalespeople.com Free Sales and Leadership Coaching (Weekly Email Series, 2 Great PDFs and 3 Chapters of The Unexpected Tour Guide):  https://jeffcwest.com/ufc Said the Lady with the Blue Hair: https://app.elify.com/vbc/b2ch5mf066 The Unexpected Tour Guide: https://jeffcwest.com/tutgbook/ Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffcwest/ Follow Jeff on Twitter:  @JeffCWestAuthor https://twitter.com/JeffCWestAuthor Connect with Jeff on FaceBook: https://www.facebook.com/jeff.west.330   ABOUT OUR SHOW Mastery Unleashed (formerly Overcoming Mediocrity) is a podcast for success-driven women who want to empower their thoughts, design their dream businesses, and build beautiful lives that are aligned with their destinies—hosted by Bestselling Author and Business Strategist Christie Ruffino. Each episode features today's top influencers and entrepreneurs on the rise as they share empowering stories and ninja tips meant to become the FUEL that will ignite a positive change in YOUR life and the lives of others.   Access Our Free Gift Vault GET THIS GIFT AND MANY MORE HERE: https://masteryunleashedpodcast.com/gift-signup/   

Bridging The Gap
Balancing Psychology, Money, and Client Expectations with Daniel Crosby

Bridging The Gap

Play Episode Listen Later Feb 1, 2023 40:40


On our 100th episode of Bridging The Gap, I have the honor of being joined by my good friend and a fellow ATL-ien, Daniel Crosby. Daniel is the Chief Behavioral Officer at Orion Advisor Solutions, a psychologist, a behavioral finance expert, an author, and he helps organizations understand the intersection of the mind and markets. We start the conversation with some of the difficulties he's faced when working with clients to help them feel comfortable while speaking about data or money without them feeling scared. We also discuss rewiring the human brain to accept tough conversations, helping our clients understand why they want to reach their specific goals, and what we see in the future of technology to increase personalization within client communications. Listen today for Daniel's view into psychology, money, and the future of financial services.Daniel Crosby Bio: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 2017 by the Axiom Business Book Awards and has been translated into 7 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making.Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedInMentioned in this episode:Benjamin

In the Suite
EP 80 #LiveFromFuse - The Ultimate Viral Tweet and Tale of Behavioral Finance with Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions

In the Suite

Play Episode Listen Later Jan 28, 2023 64:33


Today we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions, Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through a most-in-one advisor platform, Orion powers the success of growth-focused advisors, helping them compete more successfully. His role entails bringing behavioral tools, training, and technology to financial advisors and investors so that they can make better decisions with their money. Daniel holds a Ph.D. in Psychology from Brigham Young University and started his career as a consultant before joining Brinker Capital as Chief Behavioral Officer in 2018, which Orion Advisor Solutions then acquired.Daniel hosts the award-winning podcast, "Standard Deviations," in which he discusses with his guests everything from finance to retirement to wellness you can find it on all the major podcast platforms.To date, he's written five books on behavioral finance. His first book, 'Personal Benchmark: Integrating Behavioral Finance and Investment Management,' was a New York Times bestseller, and his second book, 'The Laws of Wealth,' was named the best investment book of 2017 by the Axiom Business Book Awards and been translated into seven languages! One of the many gifts you'll discover about Dr. Daniel Crosby in this episode is his gift for transforming research methodology data and financial terms into simple and easy-to-implement strategies in real-life. Within seven years, he's launched five books in which he has simplified behavioral finance concepts and looks at the psychology, physiology, and sociology of financial decision-making. Daniel's ideas have also appeared in the Huffington Post, Risk Management Magazine, WealthManagement.com, and Investment News. Daniel was named one of the "12 Thinkers to Watch" by Monster.com and a "Financial Blogger You Should Be Reading" by AARP. Without a doubt, Daniel's insights on how emotions can cloud our judgment and impact logical decisions can give us all food for thought.While today's episode is jam-packed with great insights into the evolution and future of financial behavior, we also get a glimpse into Daniel's personal life, his life as a husband, a father, and a FinTwit sensation, and his viral tweet with Elon Musk In The Suite!!! Resources Dr. Daniel Crosby Standard Deviations PodcastTina Powell's Episode on Standard Deviations PodcastDr. Daniel Crosby on Amazon Orion Advisor Solutions Orion Advisor Fuse Dr. Daniel Crosby on Twitter Daniel Crosby on Instagram Daniel Crosby on LinkedIn 

We Should Talk About That
We Should Talk About How Women Are Over Leaning In and What is Next for Them in the Workplace with Author, Melanie Ho

We Should Talk About That

Play Episode Listen Later Jan 16, 2023 44:44


As Sheryl Sandberg departs Meta many are re-examining the impact of her bestselling book Leaning In and how it fits into today's workplace. Jess and Jess sit down for a captivating conversation with author and speaker, Melanie Ho about her book and the  concept of “leaning in” and the challenges that women face in the workplace. “Leaning in and acting more like men” ignores the stereotypical feminine traits needed for modern leadership, and leaves the workplace vulnerable overall, and shortchanges women from utilizing their strengths as they are often undervalued. Jess and Jess talk with Melanie about how she tells the story of Debra, a pioneering CEO in her early sixties who is much beloved by her team at her growing start-up. But sales are declining, and her strongest women leaders are departing one after the other. It isn't until she enlists the “reverse mentorship” of the much younger Cassandra that Debra begins to understand the challenges the next generation of women leaders face and the impact on the bottom line.  BEYOND LEANING IN is a different kind of book—while it is based on research, it is told as a novel and designed to spark discussion which is exactly what happens on this episode. Meet Melanie:Melanie Ho is a keynote speaker, workshop facilitator, and the author of BEYOND LEANING IN: GENDER EQUITY AND WHAT ORGANIZATIONS ARE UP AGAINST, a 2022 Axiom Business Book Awards winner described by Kirkus Reviews as “an engaging evolution of Sheryl Sandberg's ‘lean in'” mantra. Also a visualartist, Melanie has drawn dozens of comics about the challenges women face at work and leads interactive presentations and workshops using these comics to help team members across genders discuss how to create more equitable workplaces.https://www.melanieho.com/aboutSupport the show

Breakfast Leadership
Featured Interview with Melanie Ho

Breakfast Leadership

Play Episode Listen Later Dec 26, 2022 21:14


Melanie Ho's award-winning debut book BEYOND LEANING IN has been acclaimed by Kirkus Reviews as “an engaging evolution of Sheryl Sandberg's ‘Lean In' mantra" and is a recipient of the 2022 Axiom Business Book Awards. As a frequent keynote speaker and workshop facilitator, she leads sessions on topics that include: women in leadership; diversity, equity, and inclusion; the future of education; and the use of creativity and the arts in business. She is also the founder of Strategic Imagination, a firm dedicated to drawing on the power of the imaginative arts (i.e., comics, theater, fiction) to help organizations achieve transformational change. Melanie previously served as a Senior Vice President and GM of Research at EAB Global, an education advisory, technology, and services firm headquartered in Washington, DC. She led a team of over a hundred researchers that provided management advice to more than 1500 educational institutions worldwide, including at 90% of the U.S. News Top 100 Universities. Prior to her twelve years at EAB, Melanie taught at UCLA while earning her Ph.D. in English. She currently resides in Washington, DC. Book, BEYOND LEANING IN: https://amzn.to/3bht0PO Website, including more information about presentations and workshops: https://www.melanieho.com/ Social Media Links: http://www.linkedin.com/in/melanieho https://www.instagram.com/melanieho13/?hl=en http://www.twitter.com/melanieho13 https://www.facebook.com/melaniehoauthor https://www.youtube.com/channel/UCsPgmNdD4q4Q18zDeG4jcpw https://medium.com/@melanie-ho

Palisade Radio
Dr. Stephen Leeb: We have Destroyed the Fed’s Ability to Act

Palisade Radio

Play Episode Listen Later Oct 21, 2022 64:15


Tom Welcomes back Dr. Stephen Leeb. He is a financial author, wealth manager, and newsletter publisher. Stephen notes that BRICS+ move has been quite rapid away from Western markets. The Shanghai Cooperation Organization was formed initially between China and Russia. Its goals were security and economic growth. In 1996, India and Pakistan joined. They have a lot of cultural and political differences between them. They were seeking ways to harmonize economic growth while maintaining sovereignty of the nations involved. Likewise, they met recently with other nations like Saudi Arabia and Iran. Culturally they are rivals, but they are coming together. Many other countries are also now wanting to join one or both organizations. The World Gold Council wants to create a worldwide blockchain to bring discipline to the way countries use money. Stephen discusses why the gold standard brought stability to the economic system. Stephen believes that NATO is breaking as countries like Turkey, allies with Russia on gas distribution. Italy intends to exit the European Union and the Euro. Europe as a bloc is beginning to disintegrate. It seems clear that the attack on Nordstream pipeline was done by U.S. interests. Sanctions against Russia and China are damaging the technological growth of the West. He says, "We're at a critical point in human civilization." Time Stamp References:0:00 - Introduction0:44 - BRICS+ Developments12:35 - World Gold Council18:04 - Democracy & Problems22:40 - Evaluating Policies26:32 - Gold & Blockchain?34:00 - Italy & Consequences40:10 - Nordstream & U.S. Policy50:33 - Growth Vs. Sanctions1:03:20 - Wrap Up Talking Points From This Episode The Eastern approach to economic cooperation among diverse nations.The World Gold Council's desire to build a gold backed blockchain.Consequences of sanctions and policies of the western nations. Guest Links:Twitter: https://twitter.com/LeebPhdWebsite: https://www.leeb.net/Website: https://www.stephenleeb.com/Book/Amazon: https://tinyurl.com/y4wphb87 Dr. Stephen Leeb is a recognized authority on the stock market, macroeconomic trends, and commodities, especially oil and precious metals. As Chairman and Chief Investment Officer of Leeb Capital Management, Dr. Leeb combines his knowledge of macroeconomic trends and current market conditions with detailed information about specific companies he follows to guide the Committee's investment decisions. Stephen Leeb is a financial author, wealth manager, and publisher of a family of investment newsletters. He has been a recurring guest on CNN, Fox News, NPR, Bloomberg, and many others through the years. Leeb was also said to be one of the country's foremost financial experts, with Charlie Gasparino in 2016 recommending Leeb as a good candidate for Federal Reserve Chairman. Leeb earned a B.S. in Economics from the Wharton School of Business. He also earned a Master's in Mathematics and a Ph.D. in Psychology from the University of Illinois. He authored research papers on psychology and statistics in the peer-reviewed journal Psychological Reports. Stephen Leeb is married and lives in New York City, New York. Leeb has written nine books on macroeconomic trends, finance, and investment, including the New York Times Best Sellers. Stephen's recent book Red Alert was awarded the 2012 Axiom Business Book Awards silver medal in the International Business/Globalization category.

Arista Wealth Podcast
The Behavioral Investor with Dr. Daniel Crosby

Arista Wealth Podcast

Play Episode Listen Later Aug 18, 2022 32:20


About DanielDr. 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 2017 by the Axiom Business Book Awards and has been translated into 10 languages. His latest work, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.  Questions Daniel is Ready to Answer1.     What is the value that an advisor brings?2.     What study is the most influential that you have seen as a behavioral psychologist?3.     Referring to your first podcast, What are the top 5 regrets of the dying?4.     How important is the media and the environment on our wealth?5.     What are 3 things that you would shout from the mountain top about wealth management?

The Model FA
Guiding Clients through Market Downturns with Rusty Vanneman and Dr. Daniel Crosby

The Model FA

Play Episode Listen Later Jun 28, 2022 39:47


Rusty Vanneman is the Chief Investment Strategist of Orion Advisor Solutions. An industry veteran with over 30 years of experience, Rusty has managed multiple mutual funds and hedge funds throughout his career. Before joining Orion, Rusty served as the President and Chief Investment Officer of CLS Investments. He was also a senior analyst at Fidelity Management and Research and previously worked for Thomson Reuters and General Electric. Rusty received his Bachelor of Science degree in Management from Babson College in Wellesley, Massachusetts. In addition to his work at Orion, Rusty hosts The Weighing Machine podcast and is the author of the book, Higher Calling.   Dr. Daniel Crosby is the Chief Behavioral Officer of Orion Advisor Solutions. A psychologist and behavioral finance expert, Daniel specializes in helping organizations understand the intersection of minds and markets. Before joining Orion, Daniel served as the Chief Behavioral Officer of Brinker Capital. He was educated at Brigham Young University, where he completed his Bachelor's degree and Ph.D. in Psychology. He is also the author of the New York Times bestseller, Personal Benchmark, as well as The Laws of Wealth, which the Axiom Business Book Awards named the best investment book in 2017. His latest work, The Behavioral Investor, takes an in-depth look at how sociology, psychology, and neurology impact investment decision-making.   Rusty and Daniel join us today to discuss how financial advisors can connect with their clients and guide them through difficult economic conditions. They explain how they encourage their clients to continue on their investing path. They describe why it's important for advisors to highlight their services' features rather than their technical aspects. They also enumerate the five elements of wellness and underscore why the success of a financial advisor's business and career relies on self-care and wellbeing.   “We have to convey to our clients that we're partners in the journey, and our ability to get there is only as good as their ability to take the ride.” - Dr. Daniel Crosby   This week on The Model FA Podcast:   How financial advisors can communicate their value proposition to their clients The value of communicating technical aspects as features How financial advisors can encourage their clients amid challenging economic times The five elements of wellness and the role of self-care in a financial advisor's life The first thing financial advisors need to do when the markets take a downturn Why everyone should explore existentialism and stoicism   Resources Mentioned:   Book: A Guide to the Good Life: The Ancient Art of Stoic Joy by William Irvine Book: Man's Search for Meaning by Viktor Frankl Book: Think and Grow Rich by Napoleon Hill   Our Favorite Quotes:   “To have a thriving business and happy clients—whether the market is crushing it or crashing down—you need to be the best version of yourself mentally, physically, emotionally.” - David DeCelle “Whatever the normal person needs to do from a self-care perspective, the financial advisor needs to do even more because of all the bullets they take.” - David DeCelle “A confident advisor will create a confident investor.” - Rusty Vanneman   Connect with Orion:   Orion Portfolio Solutions Orion Practice Management Orion Advisor Tech on LinkedIn Orion Advisor Tech on Twitter   Connect with Rusty Vanneman:   Book: Higher Calling: A Guide to Helping Investors Achieve Their Goals Podcast: The Weighing Machine Rusty Vanneman on LinkedIn Rusty Vanneman on Twitter   Connect with Dr. Daniel Crosby:   Book: The Behavioral Investor Book: Personal Benchmark: Integrating Behavioral Finance and Investment Management Podcast: Standard Deviations Daniel Crosby on LinkedIn Daniel Crosby on Twitter   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Don't Retire...Graduate Podcast
The Behavioral Investor: How Our Minds and Emotions Can Ruin Our Investment Portfolios with Dr. Daniel Crosby

Don't Retire...Graduate Podcast

Play Episode Listen Later Jun 16, 2022 33:40


Welcome to the season four finale of Don't Retire... Graduate! We've had amazing guests this season and couldn't be more excited to finish with today's guest. Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets and explores the way our brains affect our choices when it comes to money. He is here to talk about the way mental biases can affect our decision making and make us uniquely stupid when it comes to money (his words, not ours).  In this episode we'll talk about: •Behavioral finance and looking at the role psychology plays in our financial lives  •How people are uniquely stupid when it comes to money and how the brain reacts when thinking about money •The biases we all can fall victim to that can negatively affect our investments  •Decision making styles applied to money versus everywhere else in our lives •The performance of Amazon stock over the past twenty years •Day trading and how active investors tend to underperform  •Action bias, confirmation bias, investing alongside your political party, investing alongside your morals, loss aversion, the house money effect, and mental accounting and how they all affect our financial choices  •The value of a financial advisor versus doing it yourself  •Results of studies on financial advising, including investors working with advisors accumulating far more wealth than those without advisors  •The meaning of the term fiduciary and how it applies to finance and psychology  •Giving up on dreams of professional sports careers •Positive psychology, PERMA, and Dr. Martin Seligman's contribution     Visit dontretiregraduate.com for a full transcript of this episode. Dr. Crosby's Book  About Daniel Crosby 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 2017 by the Axiom Business Book Awards and has been translated into 7 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making.   https://www.standarddeviationspod.com

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life
CFFP #56 - Incorporating Behavioral Science into the Financial Professional's Tool Kit ft. Dr. Daniel Crosby

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life

Play Episode Listen Later Jun 8, 2022 43:00


Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Dr. Daniel Crosby who 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 2017 by the Axiom Business Book Awards and has been translated into 7 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making.   In our discussion we talked about:  

Palisade Radio
Dr. Stephen Leeb: Resource Scarcity not Climate Change is the Real Crisis

Palisade Radio

Play Episode Listen Later May 27, 2022 66:34


Tom Welcomes back Dr. Stephen Leeb. He is a financial author, wealth manager, and newsletter publisher. Stephen discusses the difficulties the world is facing and the need a shift gears to a better world. It's quite hard to sort the misinformation from the truth at this time. He says, "Since we've gone off the gold standard this country has gone downhill. We used to have to earn our productivity but afterward, we could print as much money as we wanted. The gold standard held our feet to the fire always. Since then money has replaced growth." The damage that has been done by sanctioning Russia has impacted Europe and the rest of the world. It's resource scarcity, not climate change that is damaging economies. The crisis we have created in ourselves this country and investors need to protect themselves with gold. Problems are coming that may not be easily solved. Stephen compares the United States' actions around the Cuban Missile Crisis to what is occurring between Russia and Ukraine. Stephen discusses the importance of rare earth metals and the unfortunate reliance of the United States on other countries for various natural resources. In the 1990's we were the only place to get and process rare earths but we sold everything to China under Clinton. Our military could lose all functionality should we lose access to these metals. This country has lost much of its capabilities. He proposes some possible explanations for why China has been locking down and limiting Shanghai's port activity. Food and energy are becoming an existential crisis. Ukraine has the best soil and above all, we need cooperation and technological development. Time Stamp References:0:00 - Introduction1:37 - Finding the Truth5:27 - Russian Ruble12:12 - Need to Cooperate17:00 - A Catastrophic Mistake23:58 - Equity Thoughts24:30 - U.S. Research & China30:12 - Get Into Real Assets33:00 - Fixing the U.S.36:17 - U.S. Military Problems38:55 - China Lockdowns?1:01:20 - Think For Yourself1:03:12 - Wrap Up Talking Points From This Episode Discerning truth in a world of propaganda.Sanctions backfiring and existential global risks.Commodity dependency on other nations and the risks involved. Guest Links:Twitter: https://twitter.com/LeebPhdWebsite: https://www.leeb.net/Website: https://www.stephenleeb.com/Book/Amazon: https://tinyurl.com/y4wphb87 Dr. Stephen Leeb is a recognized authority on the stock market, macroeconomic trends, and commodities, especially oil and precious metals. As Chairman and Chief Investment Officer of Leeb Capital Management, Dr. Leeb combines his knowledge of macro-economic trends and current market conditions with detailed information about specific companies he follows to guide the Committee's investment decisions. Stephen Leeb is a financial author, wealth manager, and publisher of a family of investment newsletters. He has been a recurring guest on CNN, Fox News, NPR, Bloomberg, and many others through the years. Leeb was also said to be one of the country's foremost financial experts, with Charlie Gasparino 2016 recommending Leeb as a good candidate for Federal Reserve Chairman. Leeb earned a B.S. in Economics from the Wharton School of Business. He also earned a Masters's in Mathematics and a Ph.D. in Psychology from the University of Illinois. He authored research papers on psychology and statistics in the peer-reviewed journal Psychological Reports. Stephen Leeb is married and lives in New York City, New York. Leeb has written nine books on macroeconomic trends, finance, and investment, including the New York Times Best Sellers. Stephen's recent book Red Alert was awarded the 2012 Axiom Business Book Awards silver medal in the International Business/Globalization category.

Crazy Sh*t In Real Estate with Leigh Brown
348 - The Transformative Ability of Listening with Christine Miles

Crazy Sh*t In Real Estate with Leigh Brown

Play Episode Listen Later May 26, 2022 23:00


We invited Christine Miles to the show today to shed some light on why listening is a true superpower in your business and personal life. She also got a crazy real estate experience to share, so tune in and unlock the ability to understand your client's exact needs. Key takeaways to listen for How personal experiences can impact your listening skills Buying real estate: Expectation vs. reality The right mindset to win in today's volatile market Tips to improve your listening abilities Signs that you have a good real estate agent Resources mentioned in this episode What Is It Costing You Not To Listen? by Christine Miles | Paperback and Kindle   About Christine Miles Christine is the CEO and founder of EQuipt. She has been serving organizations by helping them apply human skills to drive results and build cultures of empathy for three decades. Through her upbringing and training, she understood that most people aren't taught the critical human skills that she was. She decided to fill this gap by creating The Listening Path™ system to teach people how to listen differently. The Listening Path™ became the foundation of her book, What Is It Costing You Not to Listen?, which received the Axiom Business Book Awards' Silver Award in the sales category. Her mission is to create a listening movement that transforms how our society communicates so that we have deeper connections with those around us and an enormous impact on communities. Connect with Christine Website: EQuipt People Facebook: Christine Miles Listening Guru Twitter: @cmileslistens LinkedIn: Christine Miles M.S. Ed.   Connect with Leigh Please subscribe to this podcast in iTunes or in the Podcasts App on your phone, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram or on Twitter or any social networks by clicking here. Subscribe to Leigh's other podcast Real Estate From The Rooftops! Sponsor Leigh Brown University Enroll NOW to start scaling YOUR Real Estate business! Link: https://www.leighbrownuniversity.com/advanced

Owning It
How to Engage the Science of Persistence to Influence People with Jeff C. West

Owning It

Play Episode Listen Later Apr 13, 2022 39:18


My bud, Jeff West, joins The Business Growth Advantage Show! Jeff West is the award winning author of the heartwarming business fable, The Unexpected Tour Guide, winner of the Bronze Level Award in the Business Fable Category from the Axiom Business Book Awards in 2015 and recipient of kind endorsements from bestselling authors Bob Burg, Brian Tracy and Tom Hopkins. If you want to know how we can work within that science of persistence to attract and retain clients, build loyal and successful teams, and create the most meaningful relationships with family and friends, then you can't miss this episode with Jeff!

The Irish Tech News Podcast
How to Build a Sustainable Brand, insights with Andy Last,

The Irish Tech News Podcast

Play Episode Listen Later Feb 11, 2022 16:32


In this episode, Shane is joined by Andy Last, CEO of MullenLowe Salt and Author of Business on a Mission: How to Build a Sustainable Brand. The First Edition of the book launched in 2016 and with the second edition launching recently, Andy explains the inspiration behind the book and why he wanted to write a second edition. Andy also talks about the effect the pandemic has had on businesses and their ability to build a sustainable brand, what influence gen z can have on a business and finally, Andy gives his top tips for businesses trying to build a more sustainable brand. About Andy Andy Last co-founded salt, one of the first UK companies to be accredited as a B- Corporation, and has advised businesses for the last 20 years on how they can improve performance by addressing social issues. He has worked since 2006 on Lifebuoy soap's award-winning social mission, described as the ‘best social program ever' by David Aaker, Professor Emeritus at the Haas School of Business, Berkeley. He led the launch of salt Singapore in 2012 and salt's acquisition by MullenLowe Group in 2017. He is a regular speaker on the role of business in society, at conferences in Europe, America, Asia and Africa and as a visiting lecturer, including for Cambridge University's Institute for Sustainability Leadership and ESADE Business School in Barcelona. He is a member of the Medinge Group, the Brands with a Conscience Think Tank, and a B-Corp Ambassador Witnessing firsthand the success of Unilever's life-saving handwashing project in Nairobi, Kenya, Andy saw how Unilever was building its business in Africa by giving it a social mission. He was inspired to write his book, Business on a Mission: How To Build a Sustainable Brand, sharing not just the Lifebuoy story, but the wider story of how business lost and then refound its social purpose and how different organisations have developed social missions, reinforcing the idea that businesses can be both profitable and fulfil a social purpose. The first edition won a bronze medal in the AXIOM Business Book Awards and the second edition of Business on a Mission was published in January 2022, featuring new chapters, interviews and case studies charting the rise of ESG investing, the growing pressures on business from the effects of climate change and demands for social equity, and the impact of the COVID-19 pandemic. It is available from the publishers, Routledge, at https://www.routledge.com/Business-on-a-Mission-How-to-Build-a-Sustainable-Brand/Last/p/book/9781032009414 and Amazon at https://www.amazon.co.uk/Business-Mission-Build-Sustainable-Brand-ebook/dp/B09LX19Z9B. Andy's Twitter: https://twitter.com/saltylast About Shane Shane is currently interning with Irish Tech News. He is in his third year of studying Journalism at NUI Galway where he also studies IT and has an interest in programming and web development.

Keep Leading!™
KL130: The Respectful Leader

Keep Leading!™

Play Episode Listen Later Dec 3, 2021 35:31


KL130 Gregg Ward Founder, Center for Respectful Leadership The Respectful Leader Episode Summary RESPECT! This simple word was turned into an anthem by the legendary Aretha Franklin! We could use more “respect” in our world today.  For this reason, on Episode 130 of the Keep Leading!® podcast, I discuss respectful leadership with Gregg Ward, the Center for Respectful Leadership founder. Bio Gregg Ward is the Center for Respectful Leadership executive director and a best-selling, award-winning author, speaker, facilitator, and executive coach. Gregg is on a mission to transform lives and organizations by focusing on Respectful Leadership, Emotional, Social and Cultural Intelligence. The Respectful Leader (Wiley, 2016), Gregg's latest book, was awarded “Best Book of the Month” by Amazon and instantly became a best-seller. In 2018, the book won the Gold Medal in the prestigious Axiom Business Book Awards competition. Gregg began his career in 1986 as a specialist trainer for The New York City Police Department. Since then, he has developed and delivered over 2,500 keynote presentations and talks, training programs, seminars, webinars, and workshops for global organizations such as Booz Allen Hamilton, Kaiser Permanente, Ford, Qualcomm, the US Navy, and Warner Bros Studios. Gregg also served for five years as a freelance journalist on assignment throughout Europe for BBC Radio and other UK media. He is incredibly proud to have covered the fall of the Berlin Wall. Gregg holds a BFA from Boston University, is a Board-Certified Coach (BCC), a Master Corporate Executive Coach (MCEC), and is an Executive Coach with The Center for Creative Leadership. He is based in San Diego, CA. Website https://centerforrespectfulleadership.org/ Other Website https://greggwardgroup.com/ LinkedIn https://www.linkedin.com/in/greggward/ Twitter https://twitter.com/greggwardgroup   Facebook https://www.facebook.com/CenterForRespectfulLeadership   Leadership Quote "You respect yourself, you respect other people, and you'll do okay." Muhammad Ali said this to me when he was visiting my home outside of NYC when I was five years old (my dad was a sportswriter who was interviewing him at the time).  Get Your Copy of Gregg's Book! https://greggwardgroup.com/bookstore/ Subscribe, share and review on Apple Podcasts! https://podcasts.apple.com/us/podcast/keep-leading/id1461490512 Full Episode Transcripts and Detailed Guest Information www.KeepLeadingPodcast.com   Keep Leading LIVE (Live Recordings of the Keep Leading!® Podcast) www.KeepLeadingLive.com The Keep Leading!® podcast is for people passionate about leadership. It is dedicated to leadership development and insights. Join your host Eddie Turner, The Leadership Excelerator® as he speaks with accomplished leaders and people of influence across the globe as they share their journey to leadership excellence. Listen as they share leadership strategies, techniques, and insights. For more information visit https://eddieturnerllc.com or follow Eddie Turner on Twitter and Instagram at @eddieturnerjr. Like Eddie Turner LLC on Facebook. Connect with Eddie Turner on LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices

Courage: To Leap To Lead
Challenges of the C-Suite with Guest Gregg Ward, Episode 37

Courage: To Leap To Lead

Play Episode Listen Later Nov 25, 2021 58:19


Gregg Ward is the Founder and Executive Director of the Center for Respectful Leadership and a best-selling, award-winning author, speaker, facilitator, and executive coach, and is on a mission to transform leaders and organizations through Respectful Leadership, Emotional, Social and Cultural Intelligence. His latest book, The Respectful Leader (Wiley, 2016) was awarded “Best Book of the Month” by Amazon and instantly became a best-seller. In 2018, the book won the Gold Medal in the prestigious Axiom Business Book Awards competition. Gregg began his career in 1986 as a specialist trainer for NYPD. Since then, he has developed and delivered nearly 3,000 keynote presentations and talks, training programs, seminars, webinars, and workshops in North America, Europe, and the Middle East for organizations such as Booz Allen Hamilton, Kaiser Permanente, Ford, Qualcomm, the US Navy and Warner Bros Studios. Gregg also served for five years as a freelance journalist on assignment throughout Europe for BBC Radio and other UK media. He is very proud to have covered the fall of the Berlin Wall. He holds a BFA from Boston University, is a Master Corporate Executive Coach (MCEC), a Board Certified Coach (BCC) and is an Executive Coach with The Center for Creative Leadership. Connect with us! WEBSITES: Speaking: https://www.cbbowman.com/ Coaching Association: https://www.acec-association.org/ Workplace Equity & Equality: https://www.wee-consulting.org/ Institute/ Certification: https://www.meeco-institute.org/   SOCIAL MEDIA: LinkedIn: https://www.linkedin.com/in/cbbowman/ Twitter: https://twitter.com/execcoaches Facebook: https://www.facebook.com/CB.BowmanMBA/

The Most Hated F-Word
Episode #58 “Why You Are Not A Rational Investor”

The Most Hated F-Word

Play Episode Listen Later Sep 23, 2021


With Dr. Daniel Crosby | Chief Behavioural Finance Office | New York Times Best Selling Author BIO: 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 2017 by the Axiom Business Book Awards and translated into five languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology, and psychology of sound financial decision-making. When not focused on market psychology, Daniel enjoys exploring the American South, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children. Highlights: Why you should know about Behavioural FinanceHow your innate cognitive biases can be detrimental to your financial healthHow to override your cognitive biases to experience financial healthWhy do we all need to understand the power of loss aversionTips on how you can make better financial decisionsSuggestions on how to close your financial gap between knowing and doing Links: Standard Deviations Podcast: https://www.standarddeviationspod.com/The Behavioural Investor Book CLICK HEREThe Laws of Wealth: Psychology and the Secret to Investing Success CLICK HERE

The Family Biz Show
Ep 42. How Conflict Can Become a Catalyst For Good Within The Family Enterprise

The Family Biz Show

Play Episode Listen Later Sep 17, 2021 63:12


Ep 42: How Conflict Can Become a Catalyst For Good Within The Family Enterprise  Listen in on another Family Biz Show as we talk all things conflict! Kathy Holub* & Greg McCann* join us as we discuss how it can actually become a catalyst for good within the family enterprise.  During this live episode, you'll learn:  The three components of a thriving family enterprise.  The cost of not dealing with conflict  How changing our mindset can better frame your family's involvement with the business.  This Weeks Guests  Kathy Holub*  Kathy Holub is a consultant and coach who helps families resolve conflicts over inheritance, estates, family enterprises, and other common sources of tension.  She specializes in helping families use their differences as a catalyst for solving problems and strengthening relationships.  She also coaches individuals on how to navigate conflict when family members aren't interested in facilitation or mediation – or when wild horses couldn't drag them in.     Kathy's twenty years of experience in conflict resolution are grounded in her love of teaching.  She is a Lecturer at Harvard and Columbia Law Schools, where she has taught negotiation for many years.  She is a seasoned negotiation trainer who has helped thousands of CEOs, senior executives and professionals become better negotiators.  She has conducted programs for Regeneron Pharmaceuticals, the Brunswick Group, Naspers, Cleary Gottlieb, FINRA, the Clinton Foundation, Columbia University, the U.S. Bankruptcy Court, Montefiore Medical Center, and the New York City Council, among others.  She has also advised business owners on specific negotiation challenges.  She is a frequent speaker on negotiation-related topics and has delivered many Continuing Legal Education (CLE) programs on negotiation.    A former journalist and Pulitzer Prize-winner, she has edited four books, including “Bargaining With the Devil: When to Negotiate, When to Fight,” by Harvard Law Professor Robert H. Mnookin (Simon & Schuster 2010).  She holds a JD from Yale Law School and a bachelor's degree from Harvard University.  She clerked for then-Judge Sonia Sotomayor in the Southern District of New York and practiced law for two years before moving into teaching and consulting.  She is based in New York City.  Kathy can be reached at kathy@kathyholub.com and through her website, www.kathyholub.com.  Professional certifications:  Family Firm Institute: dual certificate in Family Business Advising & Family Wealth Advising   Stalder Mediation: advanced mediation  The Center for Understanding in Conflict: mediation  Ackerman Institute for the Family: Foundations in Family Therapy  New York Peace Institute: mediation   Memberships:  Family Firm Institute  New York City Bar Association  Greg McCann*  As an author, educator, coach, consultant, and speaker, Greg McCann works with family enterprises in the areas of leadership, team building, succession, communication, conflict resolution, and with a special emphasis on helping the next generation succeed in their careers and lives. Greg has coached leaders, executives, and the rising gen for over 20 years and is certified in Leadership Agility, Challenge of Change in Resilience and Myers-Briggs Type Indicator.   As a consultant McCann has helped numerous family enterprises transition to future generations. By including all involved members of the family and the business in the consulting process, he ensures that all perspectives are considered. Thus, his clients are able to identify key issues, which can then be addressed directly and honestly in the context of long-term family relationships.   As a speaker McCann addresses national trade associations, universities and family business forums on Leadership, Character, Generational Opportunities and Family Enterprise. He also speaks about Vertical Leadership Development and Coaching and Mentoring. He speaks with the voice of experience—in an approachable and humorous, yet highly focused style.   As a thought leader and author, McCann has published many valuable works on family enterprise. His most recent book, Who Do You Think You Are? is about aligning your character with your reputation. His previous book, When Your Parents Sign the Paychecks, deals with the challenges faced by the next generation in family business. The work received a bronze medal in the career category at the 2008 Axiom Business Book Awards. Along with James Hughes, in 2017 he co-created a Chief Learning Officer learning community.  McCann is certified in, has presented extensively, and has written about the Myers-Briggs Type Indicator as well as Leadership Agility, including their special applications to coaching individuals and family enterprise. As a coach, McCann has worked with family enterprise leaders, executives, and members of the rising gen since 1998. His approach combines greater self-awareness with creating more effective action and richer relationships. This includes working to align your character with your reputation.   McCann, now retired after 27 years in academia, was founder and director of the Family Enterprise Center at Stetson University, where he led the effort to develop the nation's second minor and first undergraduate major in Family Enterprise. He coached his students for over 17 years. He also was the EMBA Cohort Coach.  McCann is a graduate of Stetson University and the University of Florida, College of Law (J.D.) and has served on the Board of Directors of the Family Firm Institute (FFI) (2005-2008). He was awarded the institution's 2016 Interdisciplinary Award for outstanding achievement in the advancement of interdisciplinary services to business families and the 2006 Barbara Hollander Award acknowledging him for a lifetime of achievement in family enterprise education. He is a FFI Fellow and is certified in Family Business and Family Wealth Advising from FFI. He proudly serves on the InnerWill Board of Directors as well as the Cornell University's Family Business Center Board of Advisors.  McCann and Associates is a boutique firm that has worked over the last two decades with family enterprises throughout the U.S. We help cultivate the commitment to family, greater trust, values-based decision making, and longer-term thinking that are vital strengths in well run family enterprises. For more information: www.greg-mccann.com  ----------------  *Not affiliated with Lincoln Financial Advisors Corp.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.   Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.  CRN-3754845-091021

The Mindful Midlife Crisis
Episode 31--Ride the Wave of Healthy Risk-Taking with John Wessinger

The Mindful Midlife Crisis

Play Episode Listen Later Sep 8, 2021 70:46 Transcription Available


In this week's episode, Billy and Brian talk to John Wessinger, author of Ride the Wave: How to Embrace Change and Create a Powerful New Relationship with Risk, about: --how a surfing vacation gone extremely wrong led understanding the importance of embracing the conditions regardless of prior preparation --how that surfing experience prepared him for an unexpected realization in his professional life that encouraged him to take more healthy professional risks--how embracing the conditions, adopting a progression-based mindset, and using risk as a compass has helped him grow as a professional and as a person--how these three principles helped him redeem himself on the surfboard and in his professional life a year later--what surfers mean when they talk about "the universal stoke"--how taking healthy risks have added to his overall satisfaction with his lifeBook Offer: Mindful Midlife Crisis listeners can purchase Ride the Wave for 50% off the cover price if you order from www.itascabooks.com/ride-the-wave.  The book has won multiple awards including the Axiom Business Book Awards.  Like what you heard from John Wessinger?  Contact him at:Email:  johnwessinger@planmarketsell.com LinkedIn:  https://www.linkedin.com/in/johnwessinger Instagram: @planmarketsell Thank you for listening to the Mindful Midlife Crisis!Questions? Comments? Suggestions? Topics you want us to cover?Email:  mindfulmidlifecrisis@gmail.comInstagram:  @mindful_midlife_crisisTwitter:  @mindfulmidlife"Like" and "Follow" us on Facebook: The Mindful Midlife Crisis PodcastPlease leave us a 5-Star Review!  Doing so helps other people looking for a podcast like ours find it!We hope you enjoy this week's episode!  If this episode resonates with you, please share it with your friends and family.  If you're really feeling gracious, you can make a donation to https://www.buymeacoffee.com/MMCpodcast. Your donations will be used to cover all of our production costs.If we have money left over after covering our fees, we will make a donation to the Livin Foundation, which is a non-profit organization whose mission is to promote a positive outlook on life, reduce the stigma associated with depression/mental illness, and ultimately prevent suicide through various activities, events, & outreach.Support the show

Take the Long View
Dr. Daniel Crosby: Take Control of the Knowing-Doing Gap (Season 3, Episode 2)

Take the Long View

Play Episode Listen Later May 20, 2021 29:19


When we know better, do we do better? Why are there so many areas in our lives where we need reminders and prodding to make things happen? In this episode, host Matt Hall is joined by bestselling author Dr. Daniel Crosby who helps explain the “knowing-doing gap,” the three Es for changing our behavior, and why constant praise is not the best way to raise successful children. More About Dr. Daniel Crosby 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 2017 by the Axiom Business Book Awards and translated into seven languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he is not consulting around market psychology, Daniel enjoys exploring the American South, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children.   Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Mitlin Money Mindset
Dr. Daniel Crosby: Behavioral Finance, Episode 5

Mitlin Money Mindset

Play Episode Listen Later Oct 28, 2020 27:30


Did you know that investors that work with advisors typically do two to three percent better per year than their no-advice peers? We talk about this and so much more on this episode of the Mitlin Money Mindset™ podcast with our guest, Dr. Daniel Crosby. Daniel is the Chief Behavioral Advisor at Brinker Capital. He is a psychology and behavioral finance expert who helps organizations understand the intersection of mind and markets. He has written several books on the psychology of investing and also constructed the Irrationality Index — a sentiment that measures and gauges greed and fear in the market from month to month.  You will want to hear this episode if you are interested in... The Role of a CBO within an organization. [3:02] Why finance and psychology go together like peanut butter and jelly. [5:05] How an investor’s mindset affects the financial decisions they make. [7:38] The effects of the pandemic on investors and their financial decisions. [12:16]  The three things great advisors do that help them pay for themselves. [19:08] Actions investors can take to prepare themselves for the non-financial aspects of retirement. [19:45] Resources & People Mentioned Brinker Capital Martin Zeligman’s PERMA Model Daniel’s Books: The Behavioral Investor The Laws of Wealth Connect with Dr. Daniel Crosby 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 2017 by the Axiom Business Book Awards and has been translated into 5 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he is not consulting around market psychology, Daniel enjoys exploring the American South, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children. You can connect with Daniel on Twitter and LinkedIn. Connect With Mitlin Financial podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook   Subscribe to Mitlin Money Mindset on Apple Podcasts, Spotify, Google Podcasts  

The Electables
David Smick discusses his new film, Stars and Strife

The Electables

Play Episode Listen Later Sep 23, 2020 56:43


David Smick is a global macroeconomic strategist, investor, magazine editor, and author, most recently of The Great Equalizer: How Main Street Capitalism Can Create an Economy for Everyone (PublicAffairs), David Smickwhich predicted the U.S. average working family economic anxiety that led to Bernie Sanders and Donald Trump. In 2008, he published The World Is Curved: Hidden Dangers to the Global Economy (Penguin Portfolio), which predicted the 2008 global financial crisis. Mr. Smick has written for the Washington Post, the New York Times, and the Wall Street Journal. He has appeared as a television commentator on CNN, Fox, CNBC, Charlie Rose, and PBSSTRATEGISTMr. Smick is chairman and chief executive officer of Johnson Smick International, Inc., a leading macroeconomic advisory firm based in Washington, D.C. Founded in 1985, the firm's clients include some of the world's most successful money managers. The firm's first client was Soros Fund Management. The Financial Times described Mr. Smick as "one of Washington's premier The International Economy Fall 2016insiders" in the field of economic and financial policy.EDITORMr. Smick is also the founder, editor, and publisher of The International Economy magazine. Launched in 1987, the publication's readership includes many of the world's senior financial policy officials and market strategists.AUTHORNew York Times columnist David Brooks described Mr. Smick's first book, The World Is Curved, as "astonishingly prescient." Former President Bill Clinton called the book one of the top three books on the global financial crisis. Translated into dozens of languages, the book received the Gold Medal by the Axiom Business Book Awards as the year's "best book on international business and globalization." The World Is Curved Book CoverThe book sold out in China in two-and-a-half weeks.Mr. Smick began his career in 1975 in Washington, D.C., as a professional staff member of the United States Senate. In 1979, at the age of twenty-six, he became chief of staff to a member of the congressional leadership.Mr. Smick has advised both Republican (Ronald Reagan) and Democratic (Bill Bradley) U.S. presidential candidates on economic policy.

On the Brink with Andi Simon
165: Rich Horwath—Be Strategic Or Be Gone

On the Brink with Andi Simon

Play Episode Listen Later Jan 6, 2020 28:37


Hear how strategy is the way to get to where you want to be! As you know, we are Blue Ocean Strategists. As such, we love to talk with like-minded folks who help companies and their staff re-think their strategies, fill unmet needs and carve out unoccupied market space. That's why Rich Horwath is such a great guest today. One of the biggest challenges for companies is how to craft an appropriate strategy for today’s fast-changing times. Another is how to get the entire organization to embrace that strategy, live it and evaluate whether it's working. Both play into Rich's forte—helping people understand how to think strategically regardless of what type of strategy they have. Lots for you to learn and apply! The #1 cause of business failure is bad strategy And only 3 out of 10 managers are strong at strategic thinking, according to Rich's website, Strategic Thinking Institute. No wonder his mantra is "Be strategic…or be gone." Rich was inspired to start the Strategic Thinking Institute by a question a manager asked him during a break at a strategic planning retreat 20 years ago. The question: “I had my performance review and my boss said I’m too tactical. How can I become more strategic?” Rich realized that at the time, there wasn’t a roadmap to help managers move from tactical to strategic. So, he created one. In today’s talk, Rich and I focus on 3 important themes: 1. Strategy is a simple, coherent story that captures a true visualization of where you want to be and how you are going to get there 2. How you want your employees to change their thinking and their doing if they are going to change their strategy 3. Tools and tips on how to make it all happen  Some background on Rich Horwath As Founder and CEO of the Strategic Thinking Institute, Rich has helped more than 100,000 managers develop their strategic thinking skills. He guides executive management teams through the strategy process and provides coaching to senior leaders to maximize their strategic potential. Rich has appeared on ABC, NBC, CBS and FOX TV, and his work has been featured in such publications as Fast Company, Forbes and Harvard Business Review. He is a New York Times and Wall Street Journal best-selling author of seven books on strategic thinking, including "StrategyMan vs. The Anti-Strategy Squad" (Best Strategy Book of 2018, Axiom Business Book Awards).  You can contact Rich at LinkedIn, Twitter or his website. Want to know more about Blue Ocean Strategy? Check out these blogs and podcast: Blog: Is Everyone Winning But You? Time For A Blue Ocean Strategy®! Blog: Blue Ocean Strategy® Can Create a New and Uncontested Market Space Podcast: Ask Andi—How To Find Your Blue Ocean Strategy® Step 1 Additional resources Rich's website: Strategic Thinking Institute Rich's book: "StrategyMan vs. The Anti-Strategy Squad"  My book: "On the Brink: A Fresh Lens to Take Your Business to New Heights" Our website: Simon Associates Management Consultants

The Nice Guys on Business
965 Rich Horwath: Success Through Strategic Thinking

The Nice Guys on Business

Play Episode Listen Later Sep 6, 2019 27:53


Rich was inspired to start the Strategic Thinking Institute by a single question a manager asked him during a break at a strategic planning retreat twenty years ago: “I had my performance review and my boss said I'm too tactical. How can I become more strategic?” He realized there simply wasn't a roadmap to help managers move from tactical to strategic. So, he created one. As the CEO of the Strategic Thinking Institute, Rich has helped more than 100,000 managers develop their strategic thinking skills through live workshops and virtual learning programs. He guides executive management teams through the strategy process, and provides coaching to senior leaders to maximize their strategic potential. Rich has appeared on ABC, NBC, CBS, and FOX TV, and his work has been featured in publications such as Fast Company, Forbes, and the Harvard Business Review. He is a New York Times and Wall Street Journal bestselling author of seven books on strategic thinking including, StrategyMan vs. The Anti-Strategy Squad, which won “Best Strategy Book of 2018” (Axiom Business Book Awards). Rich has created more than 200 resources on strategic thinking in his mission to help people think strategically to set direction and create advantage.   Learn more about Rich and The Strategic Thinking Institute's live and virtual programs at www.StrategySkills.com!   Connect with Rich Horwath: Twitter: https://twitter.com/RichHorwath LinkedIn: https://www.linkedin.com/in/richhorwath/ YouTube: https://www.youtube.com/channel/UCqwVCAaCHUf8UQYbjNAT0PQ   Nice Sponsors: Get your free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Check out the "Entrepreneur's Toolkit" Giveaway   Reach The Nice Guys Here: Doug- @DJDoug Strickland- @NiceGuyonBiz   Nice Links: Subscribe to the Podcast Niceguysonbusiness.com TurnkeyPodcast.com - You're the expert. Your podcast will prove it. Podcast Production, Concept to Launch   Book Doug and/or Strick as a speaker at your upcoming event. Amazon #1 Best selling book Nice Guys Finish First. Doug's Business Building Bootcamp (10 Module Course)   Nice Survey: Take our short survey so The Nice Guys know what you like.     Partner Links: Amazon.com: Click before buying anything. Help support the podcast. Acuity Scheduling: Stop wasting time going back and forth scheduling appointments   Promise Statement: To provide an experience that is entertaining and adds value to your life.   Never underestimate the Power of Nice.

The Nice Guys on Business
965 Rich Horwath: Success Through Strategic Thinking

The Nice Guys on Business

Play Episode Listen Later Sep 6, 2019 27:54


Rich was inspired to start the Strategic Thinking Institute by a single question a manager asked him during a break at a strategic planning retreat twenty years ago: “I had my performance review and my boss said I'm too tactical. How can I become more strategic?” He realized there simply wasn't a roadmap to help managers move from tactical to strategic. So, he created one. As the CEO of the Strategic Thinking Institute, Rich has helped more than 100,000 managers develop their strategic thinking skills through live workshops and virtual learning programs. He guides executive management teams through the strategy process, and provides coaching to senior leaders to maximize their strategic potential. Rich has appeared on ABC, NBC, CBS, and FOX TV, and his work has been featured in publications such as Fast Company, Forbes, and the Harvard Business Review. He is a New York Times and Wall Street Journal bestselling author of seven books on strategic thinking including, StrategyMan vs. The Anti-Strategy Squad, which won “Best Strategy Book of 2018” (Axiom Business Book Awards). Rich has created more than 200 resources on strategic thinking in his mission to help people think strategically to set direction and create advantage.   Learn more about Rich and The Strategic Thinking Institute's live and virtual programs at www.StrategySkills.com!   Connect with Rich Horwath: Twitter: https://twitter.com/RichHorwath LinkedIn: https://www.linkedin.com/in/richhorwath/ YouTube: https://www.youtube.com/channel/UCqwVCAaCHUf8UQYbjNAT0PQ   Nice Sponsors: Get your free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Check out the "Entrepreneur's Toolkit" Giveaway   Reach The Nice Guys Here: Doug- @DJDoug Strickland- @NiceGuyonBiz   Nice Links: Subscribe to the Podcast Niceguysonbusiness.com TurnkeyPodcast.com - You're the expert. Your podcast will prove it. Podcast Production, Concept to Launch   Book Doug and/or Strick as a speaker at your upcoming event. Amazon #1 Best selling book Nice Guys Finish First. Doug's Business Building Bootcamp (10 Module Course)   Nice Survey: Take our short survey so The Nice Guys know what you like.     Partner Links: Amazon.com: Click before buying anything. Help support the podcast. Acuity Scheduling: Stop wasting time going back and forth scheduling appointments   Promise Statement: To provide an experience that is entertaining and adds value to your life.   Never underestimate the Power of Nice.

NetWorkWise Presents: Conversations with Connors
Jared Kleinert: Being a Connector for Greatness

NetWorkWise Presents: Conversations with Connors

Play Episode Listen Later Jun 26, 2019 61:09


Jared Kleinert is an entrepreneur, TED and keynote speaker, and award-winning author who’s been named USA Today's "Most Connected Millennial" after spending years identifying and connecting hundreds of the world's smartest and most talented Millennials. His first book 2 Billion Under 20 was voted the "#1 Entrepreneurship Book of 2015" by the Axiom Business Book Awards and his latest book 3 Billion Under 30 was released in January 2017 profiling 75 Avengers-esque individuals who have collectively started companies worth billions of dollars and reach hundreds of millions of people each month through their work. In addition to his research and keynote speaking business, he's the CEO of Kleinert Ventures (kleinertventures.com), a marketing and business development agency that partners with #1 NYT bestselling authors, Fortune 500 executives, major keynote speakers, Emmy award-winning journalists, seven-figure business owners, VC-backed startup founders, and others who lead their industries and positively impact the world with their thought leadership. The United Nations has touted him as a "Champion For Humanity."

Work Your Wealth Podcast
Breaking Financial Behavioral Biases with Daniel Crosby

Work Your Wealth Podcast

Play Episode Listen Later Mar 25, 2019 35:21


This week I sat down with psychologist and behavioral finance expert, Dr. Daniel Crosby to discuss the behavioral side of investing. Educated at Brigham Young and Emory Universities, Dr. Crosby 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 2017 by the Axiom Business Book Awards and has been translated into 5 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he is not consulting around market psychology, Daniel enjoys exploring the American South, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: Why there’s such a resistance to the psychological side of money How our choices are affected by externalities How to identify and break the “herd mentality” in your investing What the best investment portfolio looks like for you Psychological tendencies that impact investment behavior The importance of diversifying out of what you are comfortable with Overcoming emotional connections to some of your investments The balance between educating and empathizing Questions to ask yourself about investments with emotional ties How to take a “pre-mortem” look at your portfolio The way your ego can derail your financial goals The view you should take with long-term investing How to prevent your emotional self from getting in the way of your investing self The psychological benefit of the “set it and forget it” mentality The lie many people tell themselves why they don’t need a financial planner LINKS WE MENTIONED ON THE SHOW: The Behavioral Investor by Dr. Daniel Crosby Yuval Harari The Laws of Wealth by Dr. Daniel Crosby Work Your Wealth Podcast Episode 13 with Daniel Crosby The Standard Deviations podcast GET SOCIAL WITH DANIEL AND LET HIM KNOW YOU HEARD ABOUT HIM HERE Daniel's Website Twitter LinkedIn Daniel's e-mail

Breaking Money Silence®
Is stock selection is the best predictor of wealth creation? | Episode 63

Breaking Money Silence®

Play Episode Listen Later Feb 20, 2019


Daniel Crosby, Ph.D., Chief Behavioral Officer, Brinker Capital  Are you tempted to fill your portfolio with the latest, greatest hot stocks, predicting that they will continue to increase in value and create more wealth for you? If so, then you should listen in as Kathleen interviews Daniel Crosby, New York Times Bestselling author and behavioral psychologist, about the psychology around stock selection and how human error blocks many investors from realizing the best returns. 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 2017 by the Axiom Business Book Awards and has been translated into 5 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology, and psychology of sound financial decision-making. When he is not consulting around market psychology, Daniel enjoys exploring the American South, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children. Daniel can be contacted at dcrosby@brinkercapital.com and you can listen to his podcast, Money Mind and Meaning by clicking here. Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

My Worst Investment Ever Podcast
Daniel Crosby – A Big House Can Lure Even a Behavioral Expert

My Worst Investment Ever Podcast

Play Episode Listen Later Nov 5, 2018 16:17


Daniel Crosby, Ph.D., is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. His 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 2017 by the Axiom Business Book Awards and has been translated into 5 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology, and psychology of sound financial decision-making. In this episode, Daniel shares his worst investment ever buying a big house of his dream thinking that it would central to his happiness equation.    “Money can keep you from some level of heartache, but it can't buy really much happiness at all.” - Daniel Crosby     What do you want to hear from the My Worst Investment Ever Podcast? Tell us here!   Resources:  My Worst Investment Ever Book myworstinvestmentever.com Personal Benchmark: Integrating Behavioral Finance and Investment Management The Laws of Wealth: Psychology and the secret to investing success How to Start Building Your Wealth Investing in the Stock Market   Topics Covered:  00:54 – Daniel Crosby’s professional and investment background as a psychologist and behavioral finance expert 03:19 – Daniel shares his backstory that led to his worst investment ever 05:57 – Expected annual appreciation of houses at 13%, according to Robert Schiller considering inflation and opportunity cost 07:40 – The money pit of his dream house: high property tax, high maintenance cost 05:57 – Expected appreciation of houses is at 13%, considering inflation and opportunity cost 08:50 – Lesson Daniel learned from his investment experience 09:50 – Geographical cures as Andrew explained 10:34 – Andrew’s takeaways from Daniel’s story of loss 13:43 – Daniel’s actionable advice to help people avoid making the same investment: Go speak a therapist that has some acumen around talking around financial issues.   Main Takeaways Lesson 1: “Money is so wrapped up in considerations of self-worth and happiness. And disentangling those things would have been powerful for me. And would have led me to a better decision, I believe.”- Daniel Crosby  Lesson 2: “Money is better at buying the absence of worry or the absence of sadness than it is at buying happiness.”- Daniel Crosby Lesson 3: “One of the foundational things in my life is going through that period of time where I had no money, and I had complete happiness. It always tells me that money buys nothing. It does not buy happiness. It does not by sadness, it just is neutral.” – Andrew Stotz   You can also check out Andrew’s books How to Start Building Your Wealth Investing in the Stock Market My Worst Investment Ever 9 Valuation Mistakes and How to Avoid Them Transform Your Business with Dr.Deming’s 14 Points   People Mentioned: Robert Shiller   Connect with Daniel Crosby: Standard Deviation Podcast Linkedin www.nocturnecapital.com Twitter   Connect with Andrew Stotz: astotz.com Linkedin Facebook Instagram Twitter Youtube My Worst Investment Ever Podcast

The My Future Business™ Show

Hi, and welcome to The My Future Business Show! Today, I had the opportunity to chat with JOHN WESSINGER at LATERALUS SOLUTIONS, thanks, John! Lateralus is a marketing and sales strategy firm focused on working with you to deliver improved marketing results. Not only is John the founder of Lateralus Solutions, he is also the author of a book he called "RIDE THE WAVE", in which he shares the story of risk through surfing. The whole premise of the book is about embracing change and creating a positive relationship with risk. There's something in this book for everyone. Ride the Wave won the Bronze Medal in the Sales Category for the 2018 Axiom Business Book Awards and is the winner of the Sales & Marketing Category for the Book Excellence Awards. It has also received a 5-Star Review from Reader's Favourite. To get your hands on John's book, visit: https://www.lateralussolutions.com/book/ Given the topic, and the interest I have in the field of risk, and risk management, I'm confident that John and I could have spent hours on the topic. For more information about the book, and to contact John directly, click the button below. CONTACT JOHN WESSINGER ----------------------------------------------------------------- Thanks for joining us on the show today, and if you liked this call, or maybe have ideas on how we can improve, then feel free to leave your comment in the comment box below – and if you did enjoy the call, support the show by clicking on our big red YouTube subscribe button below, and share us with your friends. PS: The My Future Business Show has opened up it's invite only show to help get you in front of your best audience, and keep you there! To find out how you can get in front of your best audience, and stay there, simply click the button below. How To Get In Front Of Your Best Customers, And Stay There  

Finding Brave
15: How To Achieve Phenomenal Success and Impact The World Before Age 30, with Jared Kleinert

Finding Brave

Play Episode Listen Later Apr 12, 2018 46:05


“You know these are people that are writing New York Times bestselling books [and] they’re building successful businesses. They’re producing feature films, and you would think that most people need an entire career to accomplish this, or need an entire lifetime to accomplish this. That was certainly true for past generations, but now we live in a world where this can happen in a matter of years, or even months for the craziest of the examples I’ve studied.” - Jared Kleinert The story of today’s guest on Finding Brave is an inspiring one, and it just may shift your perception as it shows that age is not a necessary requirement for brilliance and impact. Jared Kleinert, age 22, is an entrepreneur, TED and keynote speaker, and award-winning author who’s been named USA Today's "Most Connected Millennial" after spending years identifying and connecting hundreds of the world's smartest and most talented Millennials. His first book 2 Billion Under 20 was voted the "#1 Entrepreneurship Book of 2015" by the Axiom Business Book Awards and his latest book 3 Billion Under 30 was released in January 2017 profiling 75 Avengers-esque individuals who have collectively started companies worth billions of dollars and reach hundreds of millions of people each month through their work. In addition to his research and keynote speaking business, Jared (along with his team) partners with #1 NYT bestselling authors, Fortune 500 executives, major keynote speakers, Emmy award-winning journalists, seven-figure business owners, VC-backed startup founders, various multinational corporations, and other influential organizations who lead their industries and positively impact the world with their thought leadership in order to help them reach more of their ideal customers and best engage their increasingly Millennial-dominated workforces. He also hosts Meeting of the Minds (motm.co), an invite-only network for 7-figure business owners and subject matter experts who want to become super-connectors and grow their businesses exponentially. The United Nations has touted him as a "Champion For Humanity.” Today, you’ll hear how Jared, at the young age of 22, has gotten to where he is by making his own opportunities and finding the right mentors along the way. He even graciously offers his phone number and encourages success seekers to contact him directly. The wisdom and advice that Jared has to offer in this interview is invaluable to listeners of any age who are looking to advance in their careers or entrepreneurial journeys. To learn more about today's guest, visit https://3billionunder30.com

Richer Soul, Life Beyond Money
Ep 0060 The Laws of Wealth - AKA Stupid, Lazy and Rich with Daniel Crosby PhD

Richer Soul, Life Beyond Money

Play Episode Listen Later Feb 20, 2018 65:06


  Take away: There are certain psychological behaviors we need to understand and overcome to master control over money.   Action step: Start having money conversations in your family - and look at your self in the mirror.   Money Learnings: Daniel's dad is a financial advisor so he learned a lot about money growing up. School didn't teach him much about money. Debt was a 4 letter word in his house. They ate beans and rice to pay off the house by 35. Daniel's daughter wants to be a financial advisor when she grows up. She learns by watching the actions of her parents.   Show Notes: https://wp.me/p43fRN-de Bio: 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 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese and Vietnamese.   Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening! If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Music: https://www.bensound.com  

Intangibles
Effectuation - Saras Sarasvathy 008

Intangibles

Play Episode Listen Later Aug 20, 2017 64:25


Dr. Saras Sarasvathy teaches MBA and doctoral students at U.VA and also teaches doctoral students in Europe, Asia, Latin America and Africa. She is a leading scholar on the cognitive basis for high-performance entrepreneurship. She co-authored the textbook, Effectual Entrepreneurship, which won the Gold Medal at the 2012 Axiom Business Book Awards. She and I discuss a broad range of topics including why entrepreneurs think differently, the differences between effectual logic and causal logic and some of the building blocks of startup success. We talk about how people can become better effectual thinkers and how investors like me can recognize great effectual thinkers. Dr. Sarasvathy brings great energy to the discussion and it was a lot of fun.

The Create Your Own Life Show
288: How to Build a World Class Network in Record Time | Jared Kleinert

The Create Your Own Life Show

Play Episode Listen Later Jul 27, 2017 48:03


Jared Kleinert is an entrepreneur, TED and keynote speaker, and award-winning author. He's become a sought after Millennial thought leader after identifying and connecting hundreds of the world's smartest and most talented members of his generation, and sharing his research with as many influential individuals and corporations as possible (more at jaredkleinert.com). Jared's first book “2 Billion Under 20” was released in July 2015 and voted the “#1 Entrepreneurship and Small Business Book” for the year by the Axiom Business Book Awards. He is currently working on his next book “3 Billion Under 30”, to be released in Q1 of 2017 featuring stories from the world's smartest and most talented 21-30 year olds, including pro athletes, actors, entrepreneurs running multi-million and billion dollar businesses, social media influencers on Snapchat, Instagram, Facebook, and YouTube, politicians, and many other inspiring profiles (more at 2billionunder20.com). As a globally in-demand keynote speaker, Jared has spoken to audiences of 20 to 1000+ around the world, from TED and TEDx stages to the National Speakers Associations' main stage, Fortune 500 boardrooms, major conferences, and futuristic associations (more at jaredkleinert.com/speaking). As a go-to marketing and biz dev consultant, Jared has helped influence the messaging and business development strategy for everyone from #1 NYT Bestselling authors to Olympians, founders of billion dollar brands, and various Fortune 500 companies (more at jaredkleinert.com/consulting). Jared has additionally been named a “Champion For Humanity” by the United Nations, and was a U.S. delegate to President Obama's Global Entrepreneurship Summit in Malaysia in 2013.

The Create Your Own Life Show
288: How to Build a World Class Network in Record Time | Jared Kleinert

The Create Your Own Life Show

Play Episode Listen Later Jul 27, 2017 48:04


Jared Kleinert is an entrepreneur, TED and keynote speaker, and award-winning author. He's become a sought after Millennial thought leader after identifying and connecting hundreds of the world's smartest and most talented members of his generation, and sharing his research with as many influential individuals and corporations as possible (more at jaredkleinert.com). Jared's first book “2 Billion Under 20” was released in July 2015 and voted the “#1 Entrepreneurship and Small Business Book” for the year by the Axiom Business Book Awards. He is currently working on his next book “3 Billion Under 30”, to be released in Q1 of 2017 featuring stories from the world's smartest and most talented 21-30 year olds, including pro athletes, actors, entrepreneurs running multi-million and billion dollar businesses, social media influencers on Snapchat, Instagram, Facebook, and YouTube, politicians, and many other inspiring profiles (more at 2billionunder20.com). As a globally in-demand keynote speaker, Jared has spoken to audiences of 20 to 1000+ around the world, from TED and TEDx stages to the National Speakers Associations' main stage, Fortune 500 boardrooms, major conferences, and futuristic associations (more at jaredkleinert.com/speaking). As a go-to marketing and biz dev consultant, Jared has helped influence the messaging and business development strategy for everyone from #1 NYT Bestselling authors to Olympians, founders of billion dollar brands, and various Fortune 500 companies (more at jaredkleinert.com/consulting). Jared has additionally been named a “Champion For Humanity” by the United Nations, and was a U.S. delegate to President Obama's Global Entrepreneurship Summit in Malaysia in 2013.

The Create Your Own Life Show
206: 3 Billion Under 30; Advice from USA Today's Most Connected Millennial | Jared Kleinert

The Create Your Own Life Show

Play Episode Listen Later Jan 18, 2017 51:14


Jared Kleinert is an entrepreneur, TED and keynote speaker, and award-winning author. He's become a sought after Millennial thought leader after identifying and connecting hundreds of the world's smartest and most talented members of his generation, and sharing his research with as many influential individuals and corporations as possible (more at jaredkleinert.com). Jared's first book "2 Billion Under 20" was released in July 2015 and voted the "#1 Entrepreneurship and Small Business Book" for the year by the Axiom Business Book Awards. He is currently working on his next book "3 Billion Under 30", to be released in Q1 of 2017 featuring stories from the world's smartest and most talented 21-30 year olds, including pro athletes, actors, entrepreneurs running multi-million and billion dollar businesses, social media influencers on Snapchat, Instagram, Facebook, and YouTube, politicians, and many other inspiring profiles (more at 2billionunder20.com). As a globally in-demand keynote speaker, Jared has spoken to audiences of 20 to 1000+ around the world, from TED and TEDx stages to the National Speakers Associations' main stage, Fortune 500 boardrooms, major conferences, and futuristic associations (more at jaredkleinert.com/speaking). As a go-to marketing and biz dev consultant, Jared has helped influence the messaging and business development strategy for everyone from #1 NYT Bestselling authors to Olympians, founders of billion dollar brands, and various Fortune 500 companies (more at jaredkleinert.com/consulting). Jared has additionally been named a "Champion For Humanity" by the United Nations, and was a U.S. delegate to President Obama's Global Entrepreneurship Summit in Malaysia in 2013.

CYOL with Jeremy Ryan Slate Archive 1
206: 3 Billion Under 30; Advice from USA Today's Most Connected Millennial | Jared Kleinert

CYOL with Jeremy Ryan Slate Archive 1

Play Episode Listen Later Jan 18, 2017 51:14


Jared Kleinert is an entrepreneur, TED and keynote speaker, and award-winning author. He's become a sought after Millennial thought leader after identifying and connecting hundreds of the world's smartest and most talented members of his generation, and sharing his research with as many influential individuals and corporations as possible (more at jaredkleinert.com). Jared's first book "2 Billion Under 20" was released in July 2015 and voted the "#1 Entrepreneurship and Small Business Book" for the year by the Axiom Business Book Awards. He is currently working on his next book "3 Billion Under 30", to be released in Q1 of 2017 featuring stories from the world's smartest and most talented 21-30 year olds, including pro athletes, actors, entrepreneurs running multi-million and billion dollar businesses, social media influencers on Snapchat, Instagram, Facebook, and YouTube, politicians, and many other inspiring profiles (more at 2billionunder20.com). As a globally in-demand keynote speaker, Jared has spoken to audiences of 20 to 1000+ around the world, from TED and TEDx stages to the National Speakers Associations' main stage, Fortune 500 boardrooms, major conferences, and futuristic associations (more at jaredkleinert.com/speaking). As a go-to marketing and biz dev consultant, Jared has helped influence the messaging and business development strategy for everyone from #1 NYT Bestselling authors to Olympians, founders of billion dollar brands, and various Fortune 500 companies (more at jaredkleinert.com/consulting). Jared has additionally been named a "Champion For Humanity" by the United Nations, and was a U.S. delegate to President Obama's Global Entrepreneurship Summit in Malaysia in 2013.

The Create Your Own Life Show
206: 3 Billion Under 30; Advice from USA Today's Most Connected Millennial | Jared Kleinert

The Create Your Own Life Show

Play Episode Listen Later Jan 18, 2017 51:14


Jared Kleinert is an entrepreneur, TED and keynote speaker, and award-winning author. He's become a sought after Millennial thought leader after identifying and connecting hundreds of the world's smartest and most talented members of his generation, and sharing his research with as many influential individuals and corporations as possible (more at jaredkleinert.com). Jared's first book "2 Billion Under 20" was released in July 2015 and voted the "#1 Entrepreneurship and Small Business Book" for the year by the Axiom Business Book Awards. He is currently working on his next book "3 Billion Under 30", to be released in Q1 of 2017 featuring stories from the world's smartest and most talented 21-30 year olds, including pro athletes, actors, entrepreneurs running multi-million and billion dollar businesses, social media influencers on Snapchat, Instagram, Facebook, and YouTube, politicians, and many other inspiring profiles (more at 2billionunder20.com). As a globally in-demand keynote speaker, Jared has spoken to audiences of 20 to 1000+ around the world, from TED and TEDx stages to the National Speakers Associations' main stage, Fortune 500 boardrooms, major conferences, and futuristic associations (more at jaredkleinert.com/speaking). As a go-to marketing and biz dev consultant, Jared has helped influence the messaging and business development strategy for everyone from #1 NYT Bestselling authors to Olympians, founders of billion dollar brands, and various Fortune 500 companies (more at jaredkleinert.com/consulting). Jared has additionally been named a "Champion For Humanity" by the United Nations, and was a U.S. delegate to President Obama's Global Entrepreneurship Summit in Malaysia in 2013.

Power Your Life
Anlor Davin: Being Seen & Alka Dhillon: The OM Factor

Power Your Life

Play Episode Listen Later Oct 26, 2016 54:00


Being Seen is a memoir about a French immigrant, Anlor Davin, and her journey towards peace and happiness through Zen Meditation. Along the way, she moves to America, marries, has a son, and watches her entire life fall apart until finally she is diagnosed with autism. But it is this seemingly devastating diagnosis that saves her life, enabling her to find happiness and finally live fully. Now she shares the importance of Zen meditation in her life, and how it positively affects her.   Alka Dhillon is the founder and CEO of Technalink, Inc., a Conscious Leadership Expert and International Speaker. She is also the author of The OM Factor®: A Woman’s Spiritual Guide to Leadership: 7 Essential Tools and 7 Key Traits to Cultivate for Your Success and Well-Being. Her book provides readers with the essential tools needed to deal with stressful situations in the workplace, and teaches how to cultivate key traits to limit those scenarios from arising so often. The OM Factor has received the Bronze Medal from Axiom Business Book Awards as one of the Best Business Books of 2016 in North America.   Join Dr Jo Anne White, bestselling author and host of Power Your Life Radio as she speaks with Anlor Davin and Alka Dhillon. Find out how to bring peace to your life, no matter the circumstances. Embrace the spiritual side of successful leadership.  

Business Rockstars
Joel Trammell CEO of Khorus

Business Rockstars

Play Episode Listen Later Oct 5, 2015 81:37


Joel Trammell is the founder and CEO of Khorus, which he founded with the mission of helping chief executives run their businesses as effectively as possible. A 20-year software veteran, he is also chairman emeritus of the Austin Technology Council and co-founder and managing partner of private equity firm Lone Rock Technology Group. In addition, he serves on the boards of several public, private, and nonprofit companies.In his book, The CEO Tightrope, recognized by the 2015 Axiom Business Book Awards, Joel masterfully explains how no CEO can find a point of balance and then stand still—that’s not possible on a tightrope, or in the role of chief executive. The expectation is that the business will always move forward. Drawn from years of study and experience, the book explores the various points of balance that challenge every CEO. Joel identifies what it looks like when a CEO has lost balance and offers modern techniques and approaches for regaining it.

ceo drawn axiom business book awards joel trammell austin technology council
Business Rockstars
Joel Trammell CEO of Khorus

Business Rockstars

Play Episode Listen Later Oct 5, 2015 81:37


Joel Trammell is the founder and CEO of Khorus, which he founded with the mission of helping chief executives run their businesses as effectively as possible. A 20-year software veteran, he is also chairman emeritus of the Austin Technology Council and co-founder and managing partner of private equity firm Lone Rock Technology Group. In addition, he serves on the boards of several public, private, and nonprofit companies.In his book, The CEO Tightrope, recognized by the 2015 Axiom Business Book Awards, Joel masterfully explains how no CEO can find a point of balance and then stand still—that’s not possible on a tightrope, or in the role of chief executive. The expectation is that the business will always move forward. Drawn from years of study and experience, the book explores the various points of balance that challenge every CEO. Joel identifies what it looks like when a CEO has lost balance and offers modern techniques and approaches for regaining it.

ceo drawn axiom business book awards joel trammell austin technology council
Kelli Richards Presents All Access Radio
Peter Bregman, CEO of Bregman Partners, Inc.

Kelli Richards Presents All Access Radio

Play Episode Listen Later Apr 27, 2015 27:10


Peter Bregman is the CEO of Bregman Partners, Inc., a company that strengthens leadership in people and in organizations. He’s also the author of three books, most recently Four Seconds: All the Time You Need to Stop Counterproductive Habits and Get the Results You Want, which was top pick by the New York Post for your career in 2015. Another of his books, 18 minutes: Find Your Focus, Master Distraction, and Get the Right Things Done, won the Gold Medal from Axiom Business Book Awards, and was named the Best Business Book of the year by NPR. Featured on PBS, ABC and CNN, Peter’s articles and commentary appear frequently in Harvard Business Review, Bloomberg BusinessWeek, Fast Company, Psychology Today, Forbes, The Financial Times, CNN, NPR, and FOX Business News.

Talking Business Now
For Better or for Work, with Meg Hirshberg

Talking Business Now

Play Episode Listen Later Feb 28, 2014 24:08


Joining host Kelly Scanlon is noted author and speaker Meg Hirshberg. Meg talks about her latest book, For Better or For Work: A Survival Guide for Entrepreneurs and Their Families. Hirshberg is a contributing editor and former columnist for Inc. magazine. Meg’s column, Balancing Acts, explored the intersection of family and business and work-life balance issues in an entrepreneurial setting. Entrepreneur magazine selected Meg’s book as one of the five best business books of 2012, and Axiom Business Book Awards selected “For Better or For Work” as the 2013 Gold winner for books about entrepreneurship. Meg is not an entrepreneur, but has been married to one for 30 years. Her husband is owner of Stonyfield Yogurt, the largest organic yogurt company in the world. Learn more about your ad choices. Visit megaphone.fm/adchoices