Season 6 Episode 56 - Incorporating Behavioral Science into the Financial Professional's Tool Kit ft. Dr. Daniel Crosby

About our guest…

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Dr. Daniel Crosby.

Dr. 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.


What we talked about…

🎙️The Elephant in the Room & Why Behavioral Finance is Becoming a Bigger Focus for CFPs

🎙️Your 3 E's of Behavioral change: Education, Environment, Encouragement

🎙️The One Skill All Advisors Must Master


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Season 6 Episode 57 - Real Solutions for Fixing the Financial Planning Talent Pipeline ft. Tanya Frias, CFP®, ChSNC®

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Season 6 Episode 55 - Developing the Nex-Gen Financial Professional ft. Kristin Burke