Rethink: The Financial Advisor Podcast Episode 16

Episode 16: The “B” in Beta Stands for Behavior With Daniel Crosby

Have you ever felt like a financial therapist?  Truth be told, as financial advisors we tend to hear more from our clients than their therapists, attorney, and priest combined! Not only are we now helping our clients with their money but with their behavior’s and how they impact the financial decisions they make.

Behavioral finance is a real thing and could possibly be the biggest influence on investor outcomes.

Find out more in this episode, Adam and I interview Dr. Daniel Crosby in the Rethink Tank for his unique and frank perspective on where advisors can add more alpha through behavior management. 

Dr. Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, a best-selling author and keynote speaker.

To summarize, Daniel discusses:

  • How to quantify the value advisors have
  • The implications behavior has on the financial outcome
  • The importance of trust in the financial advisor market
  • How to win by out-competing on the human side of money
  • And more


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About Daniel Crosby:

Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions. In this role, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial product design to advisor-client engagement. Daniel has more than ten years of experience in the financial services industry. He has published several bestselling books that serve as guides to building more robust advisor-client engagement with a focus on achieving better outcomes.

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