Standard Deviations with Dr. Daniel Crosby Dr. Daniel Crosby

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Robert Sofia. Robert Sofia is the CEO of Snappy Kraken, a marketing technology company exclusively serving the financial industry. During the past decade, Robert has supported thousands of companies across the spectrum of financial services including RIAs, broker dealers, custodians, investment companies, insurance companies and more.

Robert has received countless accolades for his work by winning fintech competitions, Wealth Management Industry Awards, and being honored on the INC 500, INC 5,000, Agency 100 and Best Places to Work In Financial Technology lists. He has authored two best-selling books and been published hundreds of times in publications including Forbes, INC Magazine, The Wall Street Journal, FOX Business, Huffington Post, Business Insider, Investment News, Financial Planning, Wealth Management, the Journal of Financial Planning, ThinkAdvisor and many more.

Robert is an award-winning public speaker who has spoken at dozens of leading conferences including FinCon, MarketCounsel Summit, T3, TD’s National LINC, and on behalf of world-renowned companies including Ford Motor, Adobe, Prudential and many others.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jason Pereira, Partner and Financial Planner at Woodgate Financial. Jason is first and foremost a financial planner who has lived and breathed topics related to financial planning for over 20 years. In that time he has become a recognized writer, commentator, speaker, podcaster, teacher and expert in the areas of financial planning, practice management and fintech. He has also obtained two degrees, nine professional designations, been nominated for or won over 30 industry awards, and produced over 100 articles, podcasts and interviews. JasonPereira.ca is his conduit for sharing his thoughts, views and learning that he has amassed over the years.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Naomi Win. Dr. Win is a psychologist and behavioral finance analyst with Orion. Her work draws on clinical practice and current research to bridge advisor expertise and client behavior in a working alliance.


Following the completion of a Master's degree in Psychoanalysis, in 2011, Naomi worked in a range of settings, including public education and private practice psychotherapy. Though the ecosystems differed, she found two common tensions, predictive of each individual's growth: the psychological scaffolds to cultivate a meaningful life, and adequate material security to support themselves in that process. She believes that by contending with what must change, and reconciling with what can not, we find: elevation via obstacles, the strength to face anxiety with purpose, tolerate ambiguity with perspective, and the self-trust required to succeed. Earning a doctorate allowed Naomi to bring her personal ethos into professional focus, a drive she brings to the behavioral finance force at Orion. Outside of that, Naomi can be found busy with motherhood, or engaged in community support of public education.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Randall Stutman. Dr. Randall Stutman is a leadership scientist dedicated to exploring the behaviors and routines of extraordinary leaders. Goldman Sachs called him the most experienced coach on Wall Street, having served as an advisor to thousands of executives and hundreds of CEOs. He's the founder of the Admired Leadership Institute and the author of the award winning book, "Working Through Conflict."

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jean Adshead Grant. Jane is passionate about contributing to the world of work and community through listening generatively to ignite the independent thinking in others. She encourages others to see what is possible rather than what is probable in seeking to achieve their aspirations. Jane’s work has been transformed by her learning and application of the principles of the Time to Think approach in her leadership and coaching. She works with Executives from Associate to the Boardroom, both individuals and teams. Her clients often arrive with dilemmas, insolvable challenges, and no time to think. They leave with new insights, a way forward and feeling inspired to act. Jane is an ambassador for Truly Human Leadership and believes that the Thinking Environment is one of the most dignifying ways of being with another. Jane is described by others as being dedicated to her profession and committed to her purpose in creating environments where everybody matters. Jane has a post graduate diploma in psychological coaching and is a Master Certified Coach with the ICF. She has 30 years’ experience in professional and financial services in people focused roles.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Lindsey Lewis. Lindsey Lewis has built a career around women and money. She not only helps women take charge of their finances as a Chartered Financial Consultant® (ChFC®) and CFP® Professional, but she also stands as a champion for diverse women in the financial services industry in her role as director and chair of the American College Center for Women in Financial Services, a premier Center of Excellence focused on research and advocacy within The American College of Financial Services. Lewis spearheads the Women Working in Wealth® social media channels, podcasts and exclusive events. Because of her efforts, Lewis has been honored with 2021’s Investment News 40 Under 40 list and recognized as the recipient of Excell Represents Rising Star Woman in Wealth Management. She also volunteers with $AVVY Ladies, which is a pro-bono financial planning nonprofit, and holds two degrees from Utah Valley University: Personal Financial Planning and MBA. In her free time, she enjoys practicing yoga, working out, and spending time with her family as a mom of two kids.