Uploaded December 2024 | Updated September 2026, 2 weeks ago
Join us for an insightful episode of Dr. Daniel Crosby’s podcast as he interviews Breanna Blaney, Director of Life, Invested, Dimensional’s pioneering program that explores the deep connections between life and investing. In this conversation, Breanna shares how a human-first approach to financial advice is revolutionizing the industry and why she believes it’s here to stay. They’ll discuss the practical realities of building a human-centric practice, financial wellness, and how advisors can embrace this holistic model to serve clients better. Tune in for fresh perspectives on how changing ourselves can lead to transforming the lives of those we advise.
Join us for an insightful episode of Dr. Daniel Crosby’s podcast as he interviews Breanna Blaney, Director of Life, Invested, Dimensional’s pioneering program that explores the deep connections between life and investing. In this conversation, Breanna shares how a human-first approach to financial advice is revolutionizing the industry and why she believes it’s here to stay. They’ll discuss the practical realities of building a human-centric practice, financial wellness, and how advisors can embrace this holistic model to serve clients better. Tune in for fresh perspectives on how changing ourselves can lead to transforming the lives of those we advise.
