59. The Soul of Wealth: Money, Meaning, and Better Decisions with Daniel Crosby

In this episode, I sit down with Dr. Daniel Crosby, psychologist, New York Times bestselling author, and Chief Behavioral Officer at Orion Advisor Solutions. Daniel has spent nearly two decades bridging the gap between academic behavioral science and the real-world work of financial advisors, and the conversation we had is one I know you'll return to again and again.We explore why behavioral finance has over-indexed on bias and what advisors are leaving on the table by ignoring the positive side of the ledger. Daniel breaks down the four meta-biases driving most financial mistakes: ego, emotion, attention, and conservatism, and why the most powerful use of behavioral science isn't a window onto your clients, but a mirror onto yourself. We also dive deep into his latest book, The Soul of Wealth, and what the research actually says about money, meaning, and human flourishing.If you're an advisor who wants to move beyond portfolio-centric conversations and connect with clients on what truly drives their decisions, this episode will give you both the science and the soul to do it.Connect with us! Dr. Daniel Crosby on LinkedInOrion Advisor SolutionsMarla Sofer on LinkedInKnomee