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 10 languages. His latest work, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.

SHOW NOTES

Tune in to hear:

  • Why do we need to begin to think about wealth in more qualitative terms with the upcoming Great Wealth Transfer?
  • How can we better prepare heirs to understand their newfound relationship with wealth?
  • Why does successful, multi-generational wealth preservation depend on more than investment performance? According to studies, what factors are key for the preservation of wealth across generations?
  • What are the four invisible inheritances that accompany the inheritance of wealth?
  • What is behavioral capital, and why do we inherit this long before we inherit financial capital?
  • What is relational capital, and why is this a form of invisible inheritance?
  • What are some of the crucial psychological differences between earned wealth and received wealth?

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