Skip to content
#35: Behavioral Finance with Dr. Daniel Crosby episode artwork

Aug 8, 2016 16 min

#35: Behavioral Finance with Dr. Daniel Crosby

from The Stephen and Kevin Show Hosted by Oechsli

Stephen Boswell and Kevin Nichols of The Oechsli Institute interview Dr. Daniel Crosby, a behavioral finance expert, who shares his laws of wealth and provides practical advice you can immediately implement with clients. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor marketing strategies - How affluent consumers conduct digital due diligence - Elite financial advisor client service models - Tips for getting referrals from clients and COIs - Online branding for elite financial advisors - How to use LinkedIn, Twitter, Facebook and Instagram for prospecting Questions for our next episode? #AskStephenAndKevin www.oechsli.com 800-883-6582 Tags: financial advisor, financial planner, RIA, insurance agent, marketing, sales, social media, LinkedIn, Twitter, Facebook, Instagram, affluent, luxury, millennial, baby boomer

Episode details come from the podcast's RSS feed.

Embed this episode

Ready to play

#35: Behavioral Finance with Dr. Daniel Crosby

0:00 16:37

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world?

Frequently asked questions

How long is this episode of The Stephen and Kevin Show?

This episode is 16 minutes long.

When was this The Stephen and Kevin Show episode published?

This episode was published on August 8, 2016.

Can I download this The Stephen and Kevin Show episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.