The “B” in Beta Stands for Behavior With Daniel Crosby (Ep 16)

Rethink. Financial Advice

The “B” in Beta Stands for Behavior With Daniel Crosby (Ep 16)

March 02, 2022

Is it possible that the biggest influence on investor outcomes is their own behavior? How can advisors quantify and help their clients capitalize on one of the biggest value propositions often unspoken.

Join Adam and Derek as they interview Dr. Daniel Crosby in the Rethink Tank for his unique and frank perspective on where advisors can add more alpha through behavior management.

Dr. Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, a best-selling author and keynote speaker.

Daniel Crosby discusses:

How to quantify the value advisors have
The implications behavior has on financial outcome
The importance of trust in the financial advisor market
How to win by out-competing on the human side of money
And more

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About Our Guest:

Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions. In this role, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achieving better outcomes.

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H. Adam Holt, CFP and Derek N.H. Notman, CFP

Rethink. Financial Advice

The “B” in Beta Stands for Behavior With Daniel Crosby (Ep 16)

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