Leading ideas and
research from the
``industry’s best.
#182 Derek Notman
Host of the Conneqtor community on XY, Virtual CFP® for Elite Frequent Flyers, and Creator of The Virtual …
Mental Health Series #10 – Maria Falas
Brought to you by Zurich and Onepath – two brands with one vision. Maria is head of mental …
#188 David Haintz
David has had an amazing career from planner to helping build Shadforth which was acquired for $670M. He …
Mental Health Series #9 – Ray Jaramis
Brought to you by Zurich and Onepath – two brands with one vision. Multiple award winning adviser, head …
Mental Health Series #8 – Rick Kahler
Brought to you by Zurich and Onepath – two brands with one vision. Rick Kahler specializing in the …
Mental Health Series #7 – Matthew Morris
Brought to you by Zurich and Onepath – two brands with one vision. Social Worker with a history …
Mental Health Series #6 – Dr. Ann Dadich
Dr. Ann Dadich is an Associate Professor within the Western Sydney University School of Business. She is also …
Mental Health Series #5 – Dr. Moira Somers
Dr. Somers specializes in the growing new field of financial psychology. She trains and consults broadly with financial …
Mental Health Series #4 – Eric Priebee
Eric is a seasoned financial advisor and wealth coach with over 30 years of experience in financial services …
Mental Health Series #3 – Daniel Crosby, Ph.D.
Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, …