Standard Deviations with Dr. Daniel Crosby

Tune in to hear: Links Admired Leadership InstituteAll American SpeakersConnect with Us Meet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0623-OAS-3/11/2024

Tune in to hear: Links Jane Adshead GrantJane’s BooksJane Adshead Grant on LinkedInTime to ThinkConnect with Us Meet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0625-OAS-3/11/2024

Tune in to hear: Links Lindsey Lewis on LinkedInLindsey Lewis on InstagramThe Center for Women in Financial ServicesWomen Working in Wealth PodcastConnect with Us Meet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0620-OAS-3/11/2024

Tune in to hear: Links Dr. Thomas Mathar on LinkedInAegon UKConnect with Us Meet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0564-OAS-3/6/2024

Tune in to hear: Links Philip Courtenay on LinkedInHumans and MoneyConnect with Us Meet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0566-OAS-3/6/2024

Tune in to hear: Links Dr. Derek GrinerCompassion Focused Therapy WorkbookThe Compassionate Mind FoundationConnect with Us Meet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0385-OAS-2/21/2024

Tune in to hear: Links The Soul of WealthConnect with Us Meet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0502-OAS-3/4/3024

Tune in to hear: Links The Soul of WealthConnect with Us Meet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0317-OAS-2/12/2024

Tune in to hear: Links The Soul of WealthConnect with Us Meet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0275-OAS-2/5/2024

Tune in to hear: Links The Soul of WealthConnect with Us Meet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0239-OAS-1/31/2024

Tune in to hear: - With all of the possibilities out there, why has Jon landed on his current path and why does he think that pro bono work is so vital? - Jon’s organization just completed a very comprehensive study on pro bono financial planning. Were there any results that really stood out or surprised him? - What did Jon’s research unearth about the moral case for doing financial planning? - What case can be made for doing pro bono financial planning from a business perspective? - What accounts for the delta between how many advisors want to do this work and how few firms are offering it? - What professional development opportunities does pro bono work open your firm up to? - From a behavioral perspective, how do we ensure that pro bono clients have skin in the game and are proactive about changing their financial circumstances? - Can pro bono financial planning begin to chip away at the racial wealth gap? - If listeners are excited by the prospect of getting involved with the pro bono movement but their firm doesn’t currently support this path, what is the best way for them to get started? www.ffpprobono.org Compliance Code: 0124-OAS-1/17/2024

Tune in to hear: - If so much of what accounts for our behavior is habitual, what hope do we have and how can we change that as we look to the New Year? - Why do such small bits of friction have an outsized influence on our behavior? - Does publicly stating your goals have any drawbacks or does it help you stay accountable? - What is the rhyme-as-reason or fluency effect and how might understanding these effects impact your client education? - Why can subtle tweaks in the framing of an appeal have such massive impacts on how it is received ? - In a field like finance, what is an appropriate application of the behavioral reality that humor is sticky without coming across as unserious? https://www.richardshotton.com https://www.astroten.co.uk Compliance Code: 0023-OAS-1/3/2024

Tune in to hear: - Why do overly linear, or bullet-pointy, stories tend to fall short? What are the risks of making your backstory too similar to a resume? - What is the psychological principle “peak-end rule” and how can it be applied to better your backstory? - Why is knowing your audience such an important part of effective storytelling? - Why “time of possession” is so important, especially in discovery meetings - Why is differentiation such an important part of storytelling and how can we stand apart in a field that is getting quite crowded? - Why is simplicity such a powerful tool to channel in storytelling? - What is the “Ikea Effect” and how can a bit of well-placed complexity create more buy in to your backstory? How do you find the sweet spot between simplicity and complexity? https://www.stacyhavener.com https://www.billiondollarbackstory.com Compliance Code: 0036-OAS-1/5/2024

Tune in to hear: - Why will AI, automation and algorithms likely lead to an increase in human centered connection in the financial services industry and beyond? - What is one of Thomas Hobbes’ most famous remarks and how do people take it out of context? - Why loneliness has far reaching implications for longevity that exceed even obesity. - How did Volvo make their cars more safe for women in particular? - How did France address the problem of people peeing in their metro stations? - How have behavioral scientists addressed the problem of poor hand washing compliance among children in India and Africa? - What are some small things advisors can do in their practice that have an outsized effect? https://orion.com/behavioral-finance Compliance Code: 2129-OAS-8/2/2023

Tune in to hear: - Why do only 13% of American millionaires describe themselves as wealthy? Why don’t we recognize our abundance for what it is? - What is wealth confidence and what are its broader implications within portfolio management? - Wealth confidence is definitely somewhat correlated with portfolio performance, but why is net worth alone not a sufficient measure for one’s wealth confidence? - Is there a sense in which $1,000,000 doesn’t actually get you that far with the rapidly increasing costs of living an upper-middle class lifestyle? - When there’s a disconnect between composure and capacity, should you accommodate the personality preference, the facts on the ground or land somewhere in the middle? - If we want to be content and confident with our money, what type of environment should we cultivate for ourselves from a social comparison standpoint? - Does Anthony have any other practical takeaways from his research for those looking to increase their wealth confidence? https://www.td.com/behaviouralfinance Compliance Code: Code: 3239-OAS-12/5/2023

Tune in to hear: - Why does Daniel Staker call his new book “a book from a breakdown?” - Why is behavior such a fundamental building block of marketing? - How do we get to the bottom of what our clients really want when they are often so bad at articulating it for themselves? - What does Daniel Staker mean when he says that “people often fail to respect reality?” - How can we get people to accept reality when emotions are so powerful at distorting one’s perspective? - What is Daniel Staker’s chapter on “accepting the long haul” about in particular? https://www.danielstaker.com/book-on-amazon Compliance Code: 3159-OAS-11/21/2023

Tune in to hear: - We frequently hear the term “emotional intelligence” thrown around pretty loosely, but what is a deeper dive into its definition? - Does Dr. McCarthy see people frequently using emotional intelligence towards Machiavellian ends or is this quite uncommon in her experience? - Why is EQ so important for leaders and individuals more broadly and why is it extra important in the context of financial services? - What did Dr. McCarthy focus on in her dissertation work and what were her findings around referrals and emotional intelligence? - To what extent is emotional intelligence an inherent vs. a learned trait? What roles do nature and nurture play in EQ? - How do the didactic and experiential combine to inform emotional intelligence? - In the age of AI, what is the place of the human-first financial advisor? https://amplifyyourvoice.studio Compliance Code: 3009-OAS-11/2/2023

Tune in to hear: - What is all weather investing and what are its behavioral underpinnings? - Does Eric strategically rebalance the all weather portfolios or are the allocations fairly static? If they are dynamic, what signals do they look for when making a change? - What is the trend-oriented global macro program that Eric implements? - How can one strike a balance between the realities of trying to sell product, run a business and make their clients happy with this very measured, all weather approach? - Why do alts often fall short of their promise and how does Eric strive to be very different in his approach to alternative investments? - Eric thinks that markets and trend can be a canary in the coal mine for larger events. How does he think this plays out broadly and on a more granular level? - Why led Eric to using a very systematic approach to investing? - Eric describes himself as a bit pessimistic - what steps does he put in place to help him overcome this pessimism when considering allocations? - Many experts think that a classic 60/40 model might not best serve us going forward. What has caused them to question something with such a long and successful track record and what would it take for them to change their minds about this? Compliance Code: 2985-OAS-11/1/2023 https://www.standpointfunds.com

Tune in to hear: - What convinces Akhil that we can forecast markets with any level of precision when lots of highly intelligent people have tried and failed? - How often does Akhil think market cycles occur, on average, and how can we use that to our benefit? - Once novel market anomalies or truths are discovered, they tend to get arbitraged away to zero unless they have a behavioral element to them that is hard to predict. Is there a behavioral thread that runs through the sorts of cycles Akhil talks about, or does he fear that by publishing this book, that the information might get arbitraged away? - On a high level, what does Akhil’s model focus on in particular and how did he come across it? Why does he place such primacy on the land market within markets more generally? - What brings about the recovery stage and what is going on in peoples’ heads in these moments? - During the mid-cycle is there broad recognition that things are getting better or are peoples’ brains somewhat stuck in the prior cycle? - What is going on, psychologically speaking, during a market boom cycle? - What can we learn from the Great Financial Crisis of 07-08’? - What phase of the cycle does Akhil think we are in at the moment and how does Covid overlap with his market cycle model? - Does Akhil think that investment recommendations can be made based on these market cycles, or is it simply an expectation management tool? - How can we make better sense of Covid’s impact on real estate prices? https://thesecretwealthadvantage.com Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Compliance Code: 2739-OAS-10/3/2023

Tune in to hear: - What is the backfire effect and how can you get your prospects to drop their old fund manager without crushing their ego? - Why is solving an emotional problem with a rational solution rarely effective? How can we encourage behavior change while giving our prospects a chance to save face? - What is the blemishing effect and how does it relate to the Pratfall effect? - Why can embracing our shortcomings be so powerful and how can we use this to build trust in sales meetings? - How do mirror neurons account for the empathy and connection that occurs during storytelling? - What are the components of an effective story? https://www.stacyhavener.com https://www.billiondollarbackstory.com Compliance Code: 0119-OAS-1/17/2024