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Breanna Blaney (Live at Future Proof)

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Manage episode 453829154 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 Us

Compliance Code: 3061-OAS-11/27/2024

  continue reading

326 episodes

Artwork
iconShare
 
Manage episode 453829154 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 Us

Compliance Code: 3061-OAS-11/27/2024

  continue reading

326 episodes

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