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

EPISODE · Feb 11, 2025 · 1H 4M

#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.

What this episode covers

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.

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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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How long is this episode of The Bull of Wall Street?

This episode is 1 hour and 4 minutes long.

When was this The Bull of Wall Street episode published?

This episode was published on February 11, 2025.

What is this episode about?

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...

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