Category: Daniel Crosby

Dr. Daniel Crosby Provides Tips on How to Manage through Challenging Times: Video Interview with Marie Swift

1/17/2021

To say the nation is on pins and needles right now might actually be an understatement. This is why I asked Dr. Daniel Crosby to give us some quick tips on understanding why people act as they do -- and why we may be feeling such a swing of emotions right now.

With the Presidential inauguration set for Wednesday this upcoming week, January 20th, and given the disturbing violence on Capitol Hill last week -- plus everything else going on with the ongoing pandemic and challenges/concerns -- it is sometimes hard for even the most stoic of us (that would be me) to focus on family and business as usual. What can we do? How can we cope with all the uncertainty and concerns swirling around and amplified by the availability of 24/7 news coverage and the endless stream of upsetting content on social media ?

Conversations That Matter Survey Reveals Stories and Insights from 342 Financial Advisors: Download Available Now

12/21/2020

Good news: The Special Report and Webinar Replay from the "Conversations That Matter" project are finally available. A PDF of the Special Report is available below. In addition to the official survey results (in the field in September/October, 2020), I added a page with the Live Poll results from the November 12, 2020 webinar that was hosted by RIA Channel, which I think is helpful in seeing how the landscape has changed for independent advisors.

Best Practices Blog

Dr. Daniel Crosby Provides Tips on How to Manage through Challenging Times: Video Interview with Marie Swift

Conversations That Matter Survey Reveals Stories and Insights from 342 Financial Advisors: Download Available Now

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This Blog

Kudos for Swift ChatS Podcast

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Best Practices Blog

Dr. Daniel Crosby Provides Tips on How to Manage through Challenging Times: Video Interview with Marie Swift

Conversations That Matter Survey Reveals Stories and Insights from 342 Financial Advisors: Download Available Now

AboutThis Blog

Kudos for Swift ChatS Podcast

Categories

Archives

About
This Blog