You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Research Tells a Different Story

March 03, 2017

We’re excited to welcome Dr. Daniel Crosby, the self described Behavioral finance enthusiast, to YAFPNW. @danielcrosby has a PHD in Psychology and has authored several books on psychology and investing. His latest, The Laws of Wealth: Psychology and the secret to investing success, is winning awards and well worth a read.
If you’ve wondered how you can best help your clients… or how you can best articulate your value to them.. You’re going to love this interview.
“Most people are programmed to be overconfident. And the ones that aren’t are depressed.”
Influence: The Psychology of Persuasion by Robert B. Cialdini