Dr. Daniel Crosby, Chief Behavioral Officer at Orion, recently made his first appearance on Michael Kitces' Financial Advisor Success podcast, where he shared practical behavioral finance tools for advisors. In the episode, he explores how advisors can use behavioral insights to better understand clients’ financial personalities, navigate money conflicts, and build stronger relationships. Dr. Crosby also discusses how technology can seamlessly integrate behavioral finance concepts into advisory practices.
Listen to the full episode for more insights on applying behavioral finance in financial advisory practices.
