Standard Deviations with Dr. Daniel Crosby

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Standard Deviations with Dr. Daniel Crosby

The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more. Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/ Standard Deviations is presented by Orion.

16 minutes 11 seconds

Dr. Daniel Crosby - Write Your Story
Tune in to hear:
- What does Swiss-born British author Alain de Botton have to say about Macbeth’s cynical soliloquy on the brevity and meaningless of life? Why does he state that despair and hope are two sides of the same coin?
- How does storytelling make a truth durable in our minds by linking an idea to an ego?
- Why is our internal dialogue one of the most important stories that we tell? How can we go about making it a more productive dialogue and less self-depricating?
- How can Albert Ellis’ “ABC Model” help us counteract irrational thoughts and cognitive distortions?
- What is an exercise you can work through to help correct detrimental self-speak?
- What is The Significant Objects Project and what can it teach us about the importance of narrative as it relates to valuation?
Links
- The Soul of Wealth
- Orion’s Market Volatility Portal
Connect with Us
Compliance Code: 3328-U-25338
11 December 2025, 5:00 am
20 minutes 43 seconds

Brad Johnson - Live from Future Proof
Tune in to hear:
- What mindset differences does Brad notice between advisors who are barely getting by and the ones who are 2-4xing their business?
- Why is focusing on talent acquisition and having a convincing growth story such an important part of growing your business?
- What is the baseline mindset that Brad often has to move advisors away from to encourage their growth?
- What distinguishes high-growth cultures from mediocre cultures and what are some actionable ways a company can improve their culture?
- What’s the psychology behind closing the knowing-doing gap for advisors?
- What are two actionable things listeners can begin practicing today to grow themselves or their business?
Links
Connect with Us
Compliance Code: 2721-U-25279
9 October 2025, 4:00 am
7 minutes 2 seconds

Dr. Daniel Crosby - The Case for Calm: Being Still in a Turning World
Tune in to hear:
- What is Rudyard Kipling’s poem “If –” about and what can it teach us about remaining poised in the face of chaos?
- What are some qualities of the investors who fare best in turbulent markets?
- What roles does EQ (Emotional Intelligence) play in investment decision making?
- What are some practical steps for remaining calm in a churning world?
- Why is “sleeping on it” such powerful advice when it comes to investment decision making?
- How can we anchor to non-financial metrics to regain a measure of control during market downturns?
Links
- The Soul of Wealth
- Orion’s Market Volatility Portal
Connect with Us
Compliance Code: 1048-U-25099
9 April 2025, 3:43 pm
49 minutes 48 seconds

Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services
Tune in to hear:
- What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere?
- Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward?
- What is an example of a compelling promise a wealth management firm could make to their clients?
- Is it time for those who entered the business because they love picking stocks and crunching numbers to roll off, re-educate or learn new skills? Also, what can we do to attract the next generation of talent?
- When Joe looks at the RIAs he’d want to invest in vs. those he would pass on, what are the defining differences between them?
- How can Joe separate the wheat from the chaff during their vetting process?
Links
Connect with Us
Compliance Code: 3066-OAS-11/27/2024
12 December 2024, 5:00 am
26 minutes 10 seconds

Breanna Blaney (Live at Future Proof)
Tune in to hear:
- What does Dimensional see about the future of the industry that encouraged them to launch something like ‘Life Invested.’
- Why does a “human first” investment model have the power to endure in a way that other investment models, such as those centered around sales, have not?
- How can we give the “human first” approach more definitional clarity for those who are new to the concept?
- What would Breanna say to those advisors who are nervous they are going to open a “Pandora’s Box of emotion” when they become more vulnerable with their clients?
- As someone who does a lot of self-reflection, what advice does Breanna have for advisors who want to use the things that we are discussing today as a window onto self-improvement?
Links
- Connect With Bre on LinkedIn
- Watch Tune Out the Noise ~ Code: MARKETSWORK
- Work with Dimensional
- You Know More about Investing Than You Think
Connect with Us
Compliance Code: 3061-OAS-11/27/2024
5 December 2024, 5:00 am
38 minutes 23 seconds

Dr. Christina Lynn - Master Motivational Interviewing: A Game-Changer for Financial Advisors and Client Relationships
Tune in to hear:
- Examples of when emotional connection can play a decisive role in sales.
- How, practically, can advisors shift their focus a bit from the technical to fostering deep, emotional connections with their clients?
- What is motivational interviewing, what is based on and what does it look like in practice?
- Where does the discovery process often go wrong and what can we do to make it go right?
- How can silence be a powerful tool in client meetings?
- How can advisors help their clients’ goals become more vivid and salient for them?
- What is EQ, or emotional intelligence, and why does it matter so much for advisors? Also, what specifically is Dr. Lynn doing with her workshops and her scorecard?
- What is one sub facet of emotional intelligence that we could all stand to work on?
Links
- Dr. Christina Lynn on LinkedIn
- Mariner Wealth Advisors
Connect with Us
Compliance Code: 2455-OAS-9/23/2024
14 November 2024, 5:00 am
43 minutes 29 seconds

Adam Tolliver - Understanding the Racial Wealth Gap
Tune in to hear:
- Get a better sense of the size and scope of the racial wealth gap problem in the US.
- Should financial advisors play a role in addressing these inequalities? Also, do historical factors, such as systemic discrimination and redlining, largely to blame for the genesis of this disparity?
- What sort of systemic inequities and injustices are we up against today and what can we do to combat these?
- What cultural differences, and attitudes, towards money, risk and investing should non-black practitioners be aware of when working with black clientele?
- What can we do as an industry to win some trust back and will part of that be through education and outreach?
- Does Adam see tech as a potential equalizer or exacerbator of the racial wealth gap?
- How can we best meet each client where they are at, as individuals?
Citations
Links
Connect with Us
The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.
Compliance Code: 2356-OAS-9/13/2024
7 November 2024, 5:00 am
14 minutes 4 seconds

Dr. Daniel Crosby - Emotions and Money: If You Can’t Beat It, Join It
Tune in to hear:
- What elements do “tulip mania,” the roaring twenties and the .com bubble share and what should be our biggest takeaway from these historic market events?
- What is the "affect heuristic" and how should we be thinking about it in relation to our investment decision making?
- How do the emotional states of euphoria and despair effect our risk tolerance? Do these emotions also effect how much we are willing to pay or sell an asset for also?
- What are somatic markers and how do they influence our decision making process?
- What can we learn from “circular techniques” in martial arts?
- What is the “Save More Tomorrow” Campaign and how does it exploit our status quo bias for good?
- How can goals based investing create more emotional buy in to your portfolio?
Links
- The Soul of Wealth
Connect with Us
Compliance Code: 2339-OAS-9/12/2024
17 October 2024, 4:00 am
32 minutes 1 second

Michael Finke - The Role of Behavioral Science in Shaping Your Retirement Future
Tune in to hear:
- From Michael’s vantage point, what did he observe during this recent market downturn?
- How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events?
- How can we better inoculate people against volatility before it happens?
- During a significant financial downturn is it more effective for advisors to be proactively counseling their clients or should they wait for their clients to make the first move?
- Why is mean reversion such a powerful force, particularly in US markets in recent years?
- What has Michael’s research taught him about tracking and how has it refined the more popular, simplistic conception of tracking?
Links
- Michael Finke on LinkedIn
- The American College of Financial Services
Connect with Us
The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.
Compliance Code: 2332-OAT-9/11/2024
10 October 2024, 4:00 am
42 minutes 12 seconds

Greg Davies - Advancing Behavioral Finance: Exploring the Path Ahead
Tune in to hear:
- Relative to all the other behavioral experts out there, what stands out about Greg and his work? How did he arrive at this unique point of emphasis?
- How has Behavioral Finance come full circle in recent years?
- What have been the biggest shifts in Behavioral Finance in the past decade? Also, how does he anticipate it might change in the decade to come?
- What can Behavioral Finance teach us about risk and how widely implemented are these learnings in the field today?
- How does Greg think about the problem of multiple risk preferences within a household?
- What is Greg’s understanding of the role of emotion in financial decision making? When is it useful and when is it not?
- Where does Greg see Behavioral Science intersecting with AI as we move forward in finance?
Links
- Greg Davies on LinkedIn
- Oxford Risk
Connect with Us
The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.
Compliance Code: 2327-OAS-9/10/2024
3 October 2024, 4:00 am
52 minutes 5 seconds

Megan Gorman - All the Presidents’ Money
Tune in to hear:
- What was Megan’s favorite finding in the deep research she did for this book?
- Learn about Truman’s financial anxiety and how this impacted him.
- Why is it harder to pivot and recover from financial pitfalls than it used to be?
- What advice did Calvin Coolidge get from his stock broker?
- How did George Washington make his money and what differentiated him from his peers?
- Why does Megan find Hoover’s money story so captivating?
- Learn more about Jimmy Carter’s financial story.
- Which president was the best money manager and which was the worst and what can we learn from their examples?
- How much should a candidate’s personal finance skills impact our vote, if at all?
Links
Connect with Us
The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.
Compliance Code: 2008-OAS-8/8/2024
19 September 2024, 4:00 am
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