Standard Deviations with Dr. Daniel Crosby Dr. Daniel Crosby

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Nick Maggiulli. Nick Maggiulli is the Chief Operating Officer and Data Scientist at Ritholtz Wealth Management, where he oversees operations across the firm and provides insights on business intelligence.

He is also the author of OfDollarsAndData.com, a blog focused on the intersection of data and personal finance.

His work has been featured in The Wall Street Journal, CNBC, and The Los Angeles Times. Mr. Maggiulli graduated from Stanford University with a degree in Economics and currently resides in New York City.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Tim Houlihan of BehaviorAlchemy. Tim's work environment has allowed him to create and operate research projects with Dan Ariely, PhD (Duke University), Francesca Gino, Phd (Harvard University), Victoria Schaffer, PhD (University of Missouri), Ran Kivetz, PhD (Columbia University), Patti Norberg, PhD (Quinnipiac University), Scott Jeffrey, PhD (Monmouth University), Saurabh Bhargava, PhD (Carnegie Mellon University) and George Loewenstein, PhD (Carnegie Mellon University), among others.

He has studied the working environment of sales incentives and employee engagement at companies with as many as 450,000 employees and as small as firms with 25,000 employees in the Midwestern United States.

His articles have been published in World at Work and Sales & Marketing Management magazines and he has spoken at hundreds of client forums in the United States, South America and Europe.

The insights gained from working with Fortune 1000 firms and Global 100 firms are brought to bear in my work.

In addition to his consulting business, BehaviorAlchemy, Tim is the host of the Behavioral Grooves Podcast.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Steve Atkinson. As Managing Director, Advisor Relations, Steve Atkinson is a senior member at Buckingham overseeing the relationship experience the advisors and their clients have with the firm. In conjunction with the many resources at Buckingham, the team helps advisors in their pursuit of delivering true wealth management.

He is a graduate of the University of Nebraska at Omaha with a Bachelor’s in Finance and Banking. He also holds the Certified Fund Specialist (CFS) designation along with FINRA licenses 7, 24 and 66.

Some of Steve’s favorite learnings since entering the business in 1996 were the lessons from participating in Dan Sullivan’s Strategic Coach program from 1999 to 2002 as well as the Admired Advisor content we started offering advisors in 2013. In his spare time Steve enjoys golfing, skiing or throwing a fishing line in the water when the opportunity presents itself. Steve, his wife, Laura, and their three daughters live in Omaha, Nebraska.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jeff Levine. As Chief Planning Officer for Buckingham Strategic Wealth, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals. Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

Jeffrey is a nationally recognized thought leader within the financial planning community. He is the lead financial planning nerd for kitces.com, home of the popular Nerd’s Eye View blog, and the founder of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals.

Prior to joining Buckingham Strategic Wealth in 2020, Jeffrey served as CEO of BluePrint Wealth Alliance, where he was responsible for spearheading the company’s vision and ensuring the firm and its advisors delivered a unique, modern approach to financial, tax and estate planning. He is an active speaker, traveling the country each year to educate thousands of financial advisors, CPAs, attorneys and consumers on retirement, tax and estate planning strategies.

Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division in 2017 for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.”

Jeffrey is the author of “The Financial Advisor’s Guide to Savvy IRA Planning,” the lead creator of Savvy IRA Planning®, co-creator of Savvy Tax Planning®, and content creator for both, all offered through Horsesmouth, LLC. Jeffrey is a regular contributor to Forbes.com, as well as various industry publications and has promoted retirement and tax education on television stations such as CNBC, Fox Business News, CBS and Public Television. He is regularly sought after by journalists for his insights and is frequently quoted in publications throughout the country, including The Wall Street Journal, USA Today, The New York Times, San Francisco Chronicle, The Washington Post, Investment News, Financial Planning, ThinkAdvisor, On Wall Street, Forbes, CNBC, Morningstar, Kiplinger’s, Kiplinger’s Retirement Report, Reuters, Bloomberg, Barrons and many others.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Drew Dickson. Drew is the founder of Albert Bridge Capital, and CIO of the Alpha Europe funds. He has over 20 years of industry experience, and previously was a partner in the asset management division of Perella Weinberg Partners (PWP).

Mr Dickson started his investment management career at Fidelity Investments, before moving to Och-Ziff, then founding Dickson Capital Management, a firm ultimately acquired by PWP in 2012.

Mr Dickson holds an MBA from the University of Chicago Booth School of Business, where he was a research assistant for behavioral economist Richard Thaler, as well as a BSc. from Purdue University.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Jez Groom. With over 14 years of experience of practically applying behavioral science in business, Jez has established himself as one of the world's leading practitioners in the field. Working with globally renowned organizations such as Amazon, Sky, Tesco, Aegon, Standard Life, O2 and HSBC, Jez and the team at Cowry use behavioral science to deliver the science behind exceptional customer and employee experiences. With over 70+ case studies, Cowry have developed a creative and systematic behavioral design 'thinking and doing' methodology that helps make businesses as human as humanly possible.

As an author of his latest book : Ripple - The big effects of small behavior changes in business, Jez has documented the insights, tips and toolkits that can help business people to activate behavioral science at scale within their organization.

He regularly speaks at conferences on how behavioral science can be practically applied to business and fascinates audiences that are obsessed with topics such as customer and employee experience, financial decision making, pensions, contact centers, health and safety and he always lets the work and the results do the talking.