ALL EPISODES

Leveraging Uncertainty with Paul Hebert

Paul Hebert is the Vice President of Individual Performance Strategy at Creative Group, and is widely considered an expert on motivation and incentives focused on influencing behaviors that drive business results through employees, channel partners and consumers. Using tested behavioral economic and motivational ideas he has driven engagement programs at Michelin, Chrysler Service and Parts, Toyota Financial Services, AT&T, Goodyear and a variety of other Fortune 1000 companies. Tune in to hear: – why we are built to avoid numbers and hate uncertainty – how uncertainty impacts employees in the workplace – practical tips for facing uncertain, but rewarding, situations – how social proof can be used in the client/investor relationship

  ... SHOW MORE

#56 / March 23, 2020

Paul Hebert is the Vice President of Individual Performance Strategy at Creative Group, and is widely considered an expert on motivation and incentives focused on influencing behaviors that drive business results through employees, channel partners and consumers. Using tested behavioral economic and motivational ideas he has driven engagement programs at Michelin, Chrysler Service and Parts, Toyota Financial Services, AT&T, Goodyear and a variety of other Fortune 1000 companies. Tune in to hear: – why we are built to avoid numbers and hate uncertainty – how uncertainty impacts employees in the workplace – practical tips for facing uncertain, but rewarding, situations – how social proof can be used in the client/investor relationship

SHOW LESS

#56 / March 23, 2020

The Experience Economy with Dennis Moseley Williams

Dennis Moseley Williams is an entrepreneur, founder of DMW Strategic Consulting and author of ‘Serious Shift: How Experience Staging Can Save Your Practice.’ He’s also a certified expert of the Experience Economy (Pine and Gilmore).  Tune in to hear: – how luck plays into personal and financial success – how one’s personality factors into how “lucky” they are – the difference between customer service and customer experience – how Financial Professionals can create experiences which help transform their clients – how using a niche to define your client base improves business – lessons from the experience economy for our relationship with a significant other

  ... SHOW MORE

#55 / March 6, 2020

Dennis Moseley Williams is an entrepreneur, founder of DMW Strategic Consulting and author of ‘Serious Shift: How Experience Staging Can Save Your Practice.’ He’s also a certified expert of the Experience Economy (Pine and Gilmore).  Tune in to hear: – how luck plays into personal and financial success – how one’s personality factors into how “lucky” they are – the difference between customer service and customer experience – how Financial Professionals can create experiences which help transform their clients – how using a niche to define your client base improves business – lessons from the experience economy for our relationship with a significant other

SHOW LESS

#55 / March 6, 2020

The Future of Voice with Emily Binder

Emily Binder is an entrepreneur, speaker, and founder of Beetle Moment Marketing. She focuses on AI and voice assistants, branded audio content, and digital strategy. Tune in to hear:
– if synchronicity can be cultivated or if it is just random
– why people often dislike their own voice
– why voice is more compelling than text or visuals
– what ingredients make for a successful podcast
– if the podcast phenomena reached it’s peak

  ... SHOW MORE

#54 / February 20, 2020

Emily Binder is an entrepreneur, speaker, and founder of Beetle Moment Marketing. She focuses on AI and voice assistants, branded audio content, and digital strategy. Tune in to hear:
– if synchronicity can be cultivated or if it is just random
– why people often dislike their own voice
– why voice is more compelling than text or visuals
– what ingredients make for a successful podcast
– if the podcast phenomena reached it’s peak

SHOW LESS

#54 / February 20, 2020

Mapping the Market with Sean Brown

President and CEO of YCharts, a Chicago-based, cloud provider of financial data and analysis/visualization tools. They help enable smarter investment decisions via providing robust data, intuitive tools and outstanding customer support. Sean received his MBA in Finance and Entrepreneurship from Stanford’s Graduate School of Business and he graduated in the top 10% of his class. Tune in to hear: – how to be selective about the data for your investment strategy – why loss can make us better leaders – three things to look for in a sound investment strategy – the median recovery time for a stock to bounce back after consumer scares – the impact of Trump’s tweets on the market at large – if IPOs outperform the market, on average, in their first 3 years – what markets and puppies have in common

  ... SHOW MORE

#53 / February 6, 2020

President and CEO of YCharts, a Chicago-based, cloud provider of financial data and analysis/visualization tools. They help enable smarter investment decisions via providing robust data, intuitive tools and outstanding customer support. Sean received his MBA in Finance and Entrepreneurship from Stanford’s Graduate School of Business and he graduated in the top 10% of his class. Tune in to hear: – how to be selective about the data for your investment strategy – why loss can make us better leaders – three things to look for in a sound investment strategy – the median recovery time for a stock to bounce back after consumer scares – the impact of Trump’s tweets on the market at large – if IPOs outperform the market, on average, in their first 3 years – what markets and puppies have in common

SHOW LESS

#53 / February 6, 2020

Working to Understand the Markets with Greg Zuckerman

Gregory Zuckerman is a Special Writer at The Wall Street Journal. He writes about big financial trades, hedge funds, private-equity firms and other investing and business topics. In the past, Greg wrote the “Heard on the Street” column and covered the credit markets for the paper. Greg is the author of “The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters,” published November 2013 by Penguin Press. He’s also the author of “The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History,” published in December 2010 by Crown Business, a division of Random House. Greg and his two sons wrote Rising Above: How 11 Athletes Overcame Challenges in their Youth to Become Stars,” a book for young readers and adults that describes the moving and remarkable stories of how various stars overcame imposing setbacks in their youth. Greg joined the Journal in 1996 after writing about media companies for the New York Post. Previously, he was the managing editor of Mergers & Acquisitions Report, a newsletter published by Investment Dealers’ Digest. Greg graduated from Brandeis University in 1988, Magna Cum Laude. He lives with his wife and two sons in West Orange, N.J., where they enjoy the Yankees in the summer, the Giants in the fall, and reminisce about Jeremy Lin in the winter.   Listen in to hear: – how Jim Simons cracked the market with no financial background – why Renaissance Technologies is so secretive and private – how the investment landscape has shifted with the introduction of quant – why it is hard for new quant firms to compete on the same level as companies like Rentec   Email – [email protected] Twitter – @GZuckerman

  ... SHOW MORE

#52 / January 29, 2020

Gregory Zuckerman is a Special Writer at The Wall Street Journal. He writes about big financial trades, hedge funds, private-equity firms and other investing and business topics. In the past, Greg wrote the “Heard on the Street” column and covered the credit markets for the paper. Greg is the author of “The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters,” published November 2013 by Penguin Press. He’s also the author of “The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History,” published in December 2010 by Crown Business, a division of Random House. Greg and his two sons wrote Rising Above: How 11 Athletes Overcame Challenges in their Youth to Become Stars,” a book for young readers and adults that describes the moving and remarkable stories of how various stars overcame imposing setbacks in their youth. Greg joined the Journal in 1996 after writing about media companies for the New York Post. Previously, he was the managing editor of Mergers & Acquisitions Report, a newsletter published by Investment Dealers’ Digest. Greg graduated from Brandeis University in 1988, Magna Cum Laude. He lives with his wife and two sons in West Orange, N.J., where they enjoy the Yankees in the summer, the Giants in the fall, and reminisce about Jeremy Lin in the winter.   Listen in to hear: – how Jim Simons cracked the market with no financial background – why Renaissance Technologies is so secretive and private – how the investment landscape has shifted with the introduction of quant – why it is hard for new quant firms to compete on the same level as companies like Rentec   Email – [email protected] Twitter – @GZuckerman

SHOW LESS

#52 / January 29, 2020

RBIs and ROIs with Coach Dana Cavalea

Coach Dana Cavalea is the former Director of Strength & Conditioning and Performance for the New York Yankees. He led the team to a World Championship in 2009. He is also the author of his new book, ‘Habits of a Champion, Nobody Becomes a Champion By Accident.’
Tune in to hear:
– why influence is a cornerstone of performance
– how to hate losing while not becoming overly risk averse
– why too much data can adversely effect performance
– why living “one pitch at a time” can lead to success
www.danacavalea.com

  ... SHOW MORE

#51 / January 9, 2020

Coach Dana Cavalea is the former Director of Strength & Conditioning and Performance for the New York Yankees. He led the team to a World Championship in 2009. He is also the author of his new book, ‘Habits of a Champion, Nobody Becomes a Champion By Accident.’
Tune in to hear:
– why influence is a cornerstone of performance
– how to hate losing while not becoming overly risk averse
– why too much data can adversely effect performance
– why living “one pitch at a time” can lead to success
www.danacavalea.com

SHOW LESS

#51 / January 9, 2020

Storytelling, Introspection & Retirement with Jim Lake

A financial services veteran, Jim Lake is filled with more passion today than when he started. This week, Jim Lake shares strategies for helping people prepare for their future, beyond the numbers. Tune in to hear: Why retirement is the #1 financial concern of most people How storytelling and introspection are revelatory when considering which financial retirement option suits you best What qualities to look for in a financial professional who will bring your best interests to the table when preparing you for retirement Advice for those who simply cannot save 20% of their present income for retirement Why Jim doesn’t feel that “retirement” is a good word to describe the contemporary shift in people’s priorities at that stage in their life Jim leads the Retirement Income Specialist, DI and Life Wholesale Team at Guardian and has more than 25 years of financial sales experience. Prior to joining Guardian in 2008, Jim was Vice President and National Sales Director for the Independent Division of PLANCO, representing Hartford Investments. During his tenure at PLANCO, Jim consistently ranked as one of the top wholesalers. Throughout his career in sales, Jim has been instrumental in building partnerships. A financial services veteran, Jim is filled with more passion today than when he started. His enthusiasm about the industry and knowledge has made him a well-known and sought-after speaker at conferences, presenting at over 1,000 engagements ranging from seminars to regional and national meetings. His most notable, engaging valued-added topics include: Holistic Planning, What Matters Most to Small Business Owners, and How to Build and Capitalize on a Unique Value Proposition. Jim’s goal is to provide financial professionals with differentiating practice management resources to help build their businesses. Jim is an avid practitioner of Brazilian Jiu-Jitsu, a martial art that promotes the sense of endurance and peace of mind. He lives in the Philadelphia area with his wife, Jacqui, daughter, Alex, and two sons, Jimmy and John.

  ... SHOW MORE

#50 / October 17, 2019

A financial services veteran, Jim Lake is filled with more passion today than when he started. This week, Jim Lake shares strategies for helping people prepare for their future, beyond the numbers. Tune in to hear: Why retirement is the #1 financial concern of most people How storytelling and introspection are revelatory when considering which financial retirement option suits you best What qualities to look for in a financial professional who will bring your best interests to the table when preparing you for retirement Advice for those who simply cannot save 20% of their present income for retirement Why Jim doesn’t feel that “retirement” is a good word to describe the contemporary shift in people’s priorities at that stage in their life Jim leads the Retirement Income Specialist, DI and Life Wholesale Team at Guardian and has more than 25 years of financial sales experience. Prior to joining Guardian in 2008, Jim was Vice President and National Sales Director for the Independent Division of PLANCO, representing Hartford Investments. During his tenure at PLANCO, Jim consistently ranked as one of the top wholesalers. Throughout his career in sales, Jim has been instrumental in building partnerships. A financial services veteran, Jim is filled with more passion today than when he started. His enthusiasm about the industry and knowledge has made him a well-known and sought-after speaker at conferences, presenting at over 1,000 engagements ranging from seminars to regional and national meetings. His most notable, engaging valued-added topics include: Holistic Planning, What Matters Most to Small Business Owners, and How to Build and Capitalize on a Unique Value Proposition. Jim’s goal is to provide financial professionals with differentiating practice management resources to help build their businesses. Jim is an avid practitioner of Brazilian Jiu-Jitsu, a martial art that promotes the sense of endurance and peace of mind. He lives in the Philadelphia area with his wife, Jacqui, daughter, Alex, and two sons, Jimmy and John.

SHOW LESS

#50 / October 17, 2019

Community Leadership & Running a Small Business with Corey Phillips

Corey Phillips is a successful financial advisor with the Bulfinch Group in Boston as well as a co-owner of a retail liquor-store,  community advocate that sits on the Board of four different non-profits, a youth sports coach, and a dad of one and one-on-the-way, we ask Corey Phillips, how do you do it all?  Corey explores how to manage the illusive time-to-value ratio so that we can decide what doing it all looks like for each of us.  Additionally, Corey shares how, as a business owner and entrepreneur, and now advisor to business owners, the economic landscape has changed in the beer wine and liquor industry and the microcosm that it represents on how we all adapt to change to continue to thrive. Tune in to hear: – How small businesses and individuals can prepare for the shifting economic landscape – Which lessons learned from running a small business can be applied to your personal life & finances – Three questions to ask yourself before starting your own small business – The importance of time management and family support when running your own business Follow up with Corey: https://www.bulfinchgroup.com/team/corey-phillips

  ... SHOW MORE

#49 / October 2, 2019

Corey Phillips is a successful financial advisor with the Bulfinch Group in Boston as well as a co-owner of a retail liquor-store,  community advocate that sits on the Board of four different non-profits, a youth sports coach, and a dad of one and one-on-the-way, we ask Corey Phillips, how do you do it all?  Corey explores how to manage the illusive time-to-value ratio so that we can decide what doing it all looks like for each of us.  Additionally, Corey shares how, as a business owner and entrepreneur, and now advisor to business owners, the economic landscape has changed in the beer wine and liquor industry and the microcosm that it represents on how we all adapt to change to continue to thrive. Tune in to hear: – How small businesses and individuals can prepare for the shifting economic landscape – Which lessons learned from running a small business can be applied to your personal life & finances – Three questions to ask yourself before starting your own small business – The importance of time management and family support when running your own business Follow up with Corey: https://www.bulfinchgroup.com/team/corey-phillips

SHOW LESS

#49 / October 2, 2019

Breaking the Chains of Debt with Nichole Mayer

Nichole is a wealth management advisor with Westpac Wealth Partners who has 13 years of industry experience. She joins Dr. Crosby this week to discuss the good, bad and ugly of taking on personal debt. Listen in to learn: How certain types of debt can actually be good What she thinks can be done about the student debt crisis Why you might not be able to afford as much home as that mortgage calculator suggests What to consider when taking on credit card debt Many personal finance professionals consider “debt” another four letter word but Nichole’s nuanced take will give you much to consider. Follow up with Nicole: https://www.westpacwealth.com/team/nichole-mayer

  ... SHOW MORE

#48 / August 22, 2019

Nichole is a wealth management advisor with Westpac Wealth Partners who has 13 years of industry experience. She joins Dr. Crosby this week to discuss the good, bad and ugly of taking on personal debt. Listen in to learn: How certain types of debt can actually be good What she thinks can be done about the student debt crisis Why you might not be able to afford as much home as that mortgage calculator suggests What to consider when taking on credit card debt Many personal finance professionals consider “debt” another four letter word but Nichole’s nuanced take will give you much to consider. Follow up with Nicole: https://www.westpacwealth.com/team/nichole-mayer

SHOW LESS

#48 / August 22, 2019

What Works on Wall Street with Jim O’Shaughnessy

Jim O’Shaughnessy is the founder of O’Shaughnessy Asset Management and the author of “What Works on Wall Street”, one of the most influential investing books of all time. He joins me this week to discuss: How we can overcome the “illusion of uniqueness” and understand that we are just as prone to bias as the next person Whether or not he in fact killed value investing The primary psychological risks of both active and passive investing How to raise well-adjusted, successful children You won’t want to miss one of the brightest minds in quant investing and one of the best follows on Twitter.

  ... SHOW MORE

#47 / August 16, 2019

Jim O’Shaughnessy is the founder of O’Shaughnessy Asset Management and the author of “What Works on Wall Street”, one of the most influential investing books of all time. He joins me this week to discuss: How we can overcome the “illusion of uniqueness” and understand that we are just as prone to bias as the next person Whether or not he in fact killed value investing The primary psychological risks of both active and passive investing How to raise well-adjusted, successful children You won’t want to miss one of the brightest minds in quant investing and one of the best follows on Twitter.

SHOW LESS

#47 / August 16, 2019

About Dr. Daniel Crosby

Dr. Daniel Crosby

Dr. Daniel Crosby is a psychologist and behavioral finance expert. 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 his latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making. Dr. Crosby has also contributed to Living Confidently previously to create our Vision Test and Personality Quiz.

All opinions expressed by Dr. Daniel Crosby and podcast guests are solely their own opinions and do not reflect the opinion of The Guardian Life Insurance Company of America (Guardian) and its affiliates, subsidiaries, employees and agents. This podcast is for informational purposes only and should not be relied upon as a basis for legal, tax and investment decisions, as participants are not undertaking advice for any specific individual or situation. The opinions are based upon information participants consider reliable and Dr. Crosby and Guardian are not responsible for the consequences of any decisions or actions taken because of the information provided. Not all guests are not employees of Guardian or any of its affiliates.  GUARDIAN® and the GUARDIAN G® logo are registered service marks and are used with express permission.  All materials are subject to United States copyright laws.  © 2018 Guardian. 2018-67236 Exp 9/2020