In today’s episode, we discuss behavioral finance as a practical tool for advisors to enhance their business & strengthen client relationships. A deep understanding of these strategies can help advisors identify bias while better understanding investor behavior and the overall market. Guest: Orion Advisor Solutions’ Dr. Daniel Crosby.
Show Notes:
Brinker Capital Investments Blog Post: Positioning yourself as a behavioral coach
Ted Talks from Dr. Daniel Crosby:
TEDxHuntsville - Daniel Crosby - You're Not That Great: A Motivational Speech - Discussed on podcast.
Sex, Funds, & Rock N' Roll: Daniel Crosby at TEDxHuntsville
Can being weird make you rich and happy?: Daniel Crosby at TEDxBYU
Latest Books by Dr. Daniel Crosby
The Laws of Wealth: Psychology and the secret to investing success
The Behavioral Investor
Rusty on The Meb Faber Show Podcast
Dr. Daniel Crosby on The Meb Faber Show Podcast
1198-OAS-04/08/2021
