Breanna Blaney (Live at Future Proof)

More from Standard Deviations with Dr. Daniel Crosby All episodes →

1. 

   E354 · 2 Apr 2026 · 45 min

   Marla Sofer - AI and BeFi: Why Tech and Human First Advice Go Together

   This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Marla Sofer. Marla Sofer is a former financial advisor and financial services executive who spent two decades inside wealth & asset management firms including BlackRock, J.P. Morgan, and Invesco, leading product, experience, and growth initiatives. She saw that while advisors deeply care about their clients, the systems around them were never designed to scale human understanding. Most firms track assets, risk scores, and transactions. Very few systematically capture what clients actually value, fear, and aspire…

2. 

   E353 · 11 Dec 2025 · 16 min

   Dr. Daniel Crosby - Write Your Story

   This year on Standard Deviations, we are going to try something a little different. We will be running the episodes weekly now, there will be no guests, each episode will disappear a week after it publishes and we are really going to focus on meaning this season. In this episode, Dr. Daniel Crosby looks at the importance of storytelling. In particular, he illustrates how our internal narrative is integral to how we make sense of our lives and how we create meaning. In closing, Dr. Crosby shows us some exercises that can help us overcome detrimental self-speak and turn our self narrative into…

3. 

   E347 · 9 Oct 2025 · 21 min

   Brad Johnson - Live from Future Proof

   This year on Standard Deviations, we are going to try something a little different. We will be running the episodes weekly now, there will be no guests, each episode will disappear a week after it publishes and we are really going to focus on meaning this season. In this episode, Dr. Daniel Crosby looks at the psychology behind the highest growth financial advisors and firms. 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,…

4. 

   E329 · 9 Apr 2025 · 7 min

   Dr. Daniel Crosby - The Case for Calm: Being Still in a Turning World

   This year on Standard Deviations, we are going to try something a little different. We will be running the episodes weekly now, there will be no guests, each episode will disappear a week after it publishes and we are really going to focus on meaning this season. In this episode, Dr. Daniel Crosby looks at how we can face turbulent markets with the poise and calm needed to successfully make it through these tough moments. Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of…

5. 

   E309 · 12 Dec 2024 · 50 min

   Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services

   This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Joe Duran. Joe is a serial entrepreneur and an industry visionary in wealth management and wealthtech. Most recently Joe was a Partner at Goldman Sachs as Co-Head of the Workplace and Personal Wealth business. Joe founded and was CEO of United Capital, one of the nation’s largest independent wealth management firms, which was acquired by Goldman Sachs in July, 2019. Prior to that he built and sold Centurion Capital, one of the first Turnkey Asset Management Platforms to General Electric where he served as…

6. 

   E307 · 14 Nov 2024 · 38 min

   Dr. Christina Lynn - Master Motivational Interviewing: A Game-Changer for Financial Advisors and Client Relationships

   This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Christina Lynn. Christina Lynn, Ph.D., CFP®, AFC®, CDFA®, is a wealth management consultant specializing in the psychology of financial planning, divorce finances, estate planning, and digital assets. Her approach to financial planning is holistic and evidence-based, with a strong emphasis on life planning and innovation. One of her passion projects involves leveraging Motivational Interviewing to enhance the work of wealth advisors. Christina earned her doctorate in personal financial planning from Kansas…

7. 

   E306 · 7 Nov 2024 · 43 min

   Adam Tolliver - Understanding the Racial Wealth Gap

   This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Adam Tolliver. Adam Tolliver is a Partner Financial Advisor at Artisan Financial Strategies. He approaches each engagement with a strong commitment to helping clients achieve financial security for themselves and their families. When meeting Adam for the first time, clients quickly sense his deeply held belief that the keys to generations of wealth and financial security can realistically lie in just a handful of critical conversations that people have not yet had with their loved ones. With previous…

8. 

   E291 · 17 Oct 2024 · 14 min

   Dr. Daniel Crosby - Emotions and Money: If You Can’t Beat It, Join It

   This week on Standard Deviations, Dr. Daniel Crosby shares an unreleased essay from his new book, The Soul of Wealth. 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,…

9. 

   E305 · 10 Oct 2024 · 32 min

   Michael Finke - The Role of Behavioral Science in Shaping Your Retirement Future

   This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Michael Finke. Michael Finke, PhD, CFP® is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He leads the O. Alfred Granum Center for Financial Security at the American College and is a research fellow at the Retirement Income Institute, and a member of the Defined Contribution…

10. 

    E304 · 3 Oct 2024 · 42 min

    Greg Davies - Advancing Behavioral Finance: Exploring the Path Ahead

    This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Greg Davies, Head of Behavioral Finance at Oxford Risk. Greg is a specialist in applied behavioral finance, decision science, impact investing and financial well being. He founded the banking world’s first behavioral finance team at Barclays in 2006, which he led for a decade. In 2017 he joined Oxford Risk to lead the development of behavioral decision support software to help people make the best possible financial decisions. Greg holds a PhD in Behavioral Decision Theory from Cambridge; has held academic…