As a financial advisor, it is essential to ensure that clients make informed investment decisions that secure their financial futures. However, client behavior, emotions, and biases can often get in the way. These factors can cloud judgment and impact the ability to make smart investment choices.
“People don’t want wealth management. They want happiness, and they want freedom and time with family. Help them understand how you’re going to get that.” ~ Dr. Daniel Crosby
In this episode, Steve talks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion. Daniel is a psychologist, behavioral finance expert, and asset manager who applies his study of market psychology to everything from financial product design to security selection. He is co-author of the New York Times bestseller Personal Benchmark: Integrating Behavioral Finance and Investment Management and founder of Nocturne Capital. Daniel was named one of the “12 Thinkers to Watch” by Monster.com, a “Financial Blogger You Should Be Reading” by AARP, and in the “Top 40 Under 40” by Investment News.
A psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets, Daniel talks with Steve about behavioral management, the framework for helping clients make better investment decisions, and how advisors can differentiate themselves from their peers.
- Daniel Crosby on LinkedIn
- Daniel Crosby on Twitter
- Standard Deviations Podcast
- The Behavioral Investor
- Eric Clarke
- Predictably Irrational
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Managing Director, Advisor Relations with Buckingham Wealth Group. For 25 years Steve has helped advisors get into the RIA space and/or helped them grow by developing and sharing a variety of client experience best practices. Steve was an original architect of Buckingham’s Design Build Protect client experience process along with the Life Discovery and Feedforward programs. Steve is also an author of The Wealth Solution and 27 Principles Every Investor Should Know. Steve is a graduate of the University of Nebraska at Omaha with a Bachelor’s in Finance and Investment Banking. Steve currently splits his time between Omaha, NE and Edwards, CO with his wife and three daughters.