FutureProof Advisor Podcast1 Helmi 2023

Balancing Psychology, Money, and Client Expectations with Daniel Crosby

On our 100th episode of Bridging The Gap, I have the honor of being joined by my good friend and a fellow ATL-ien, Daniel Crosby. Daniel is the Chief Behavioral Officer at Orion Advisor Solutions, a psychologist, a behavioral finance expert, an author, and he helps organizations understand the intersection of the mind and markets.

We start the conversation with some of the difficulties he’s faced when working with clients to help them feel comfortable while speaking about data or money without them feeling scared. We also discuss rewiring the human brain to accept tough conversations, helping our clients understand why they want to reach their specific goals, and what we see in the future of technology to increase personalization within client communications.

Listen today for Daniel’s view into psychology, money, and the future of financial services.

Daniel Crosby Bio:

Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 7 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making.

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