Daniel Crosby, Ph.D.’s Post

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Chief Behavioral Officer at Orion Advisor Solutions

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Daniel Crosby, Ph.D.

Chief Behavioral Officer at Orion Advisor Solutions

1y

h/t to Zechariah Schaefer for this awesomeness

Shawn Meade, CPA, CFP®

Partner / Private Wealth Manager at Creative Planning LLC, wine lover (oenophile), rabid Buckeye and college football fan.

1y

You might give money a little sliver there man, it does provide security and the ability to increase the experiences.

Our whole team Lumiant couldn't agree more! Focusing on fulfillment and wellbeing first. Money can support us, but doesn't help us until we know what what we truly value (hint: it isn't money).

Paul Bradley, MSc, FPFS

Founder of Chiltern Hills Financial Planning, Senior Partner Practice of St. James's Place Wealth Management

1y

It is awesome… Zechariah Schaefer is a ⭐️ This isn’t his only great sketch 🧐 Well worth a follow 🙌

Principe Virtuez

OWNER OF WORCESTERS FIRST AND ONLY LUXURY BARBER SPA‼️. We offer not only Elite haircuts but Hot towel shaves, Facials, Shoe shine, Sneaker cleaning, and light massage‼️ BOOK ONLINE and pamper yourself

1y

I love it although the health portion and freedom should be much bigger 👏🏾🙏🏾

Daniel Staker

Creative Problem Solver

1y

"I'm sorry, we looked over the charts you submitted and have decided to reject your loan application, but please come back when you have more health or freedom."

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Thanks for sharing but you missed off a few. For example healthy love relationships, spirituality. Good management of finance is not to be underrated just not over rated :)

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the challenge is asking people[Advisors] to voluntary reduce their 'perceived importance' is at least in part why this concept doesn't catch on the way we'd like for it to! Such a powerful visual!

To be honest, there isn't one single problem I have that having a lot of money wouldn't solve. I'd rather cry in a Ferrari.

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Andrew Agee

Managing Director I Principal at SVN International I Avat

1y

This is a great look at the true meaning of wealth.

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