#13 - Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions, psychologist and author (recorded 02/10/25)

from The Bull of Wall Street · host The Bull of Wall Street

Dr. Crosby talks about his new book “The Soul of Wealth”, why investors fail, how advisors can help, the fascinating aspects of behavioral biases and how financial advisors can help their clients achieve positive outcomes! Daniel’s ideas can be used right away to help shape how you approach each conversation with your clients and prospects.

Episode metadata supplied by the publisher feed · Published Feb 11, 2025

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#13 - Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions, psychologist and author (recorded 02/10/25)

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