EPISODE · Aug 31, 2023 · 36 MIN
Dr. Daniel Crosby - Mastering Life and Money: 7 Rules That Can Transform Your Future
from Standard Deviations with Dr. Daniel Crosby · host Dr. Daniel Crosby
Tune in to hear: - What the landscape of financial planning looks like broadly in the United States. - How working with a financial advisor plays a prophylactic role that extends just beyond mere performance and into mental health and one’s interpersonal relationships. - Why money is an emotional hair trigger for so many people. - Whether or not you can take your clients further than you’ve taken yourself. - What “The Pratfall Effect” is and how can you use it to your advantage. Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing. Compliance Code: 2129-OAS-8/2/2023 Ad Compliance Code: 2120-OPS-8/2/2023 Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion
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What this episode covers
This week on Standard Deviations, Dr. Daniel Crosby lays out Seven Rules for Life and Money. Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making. Daniel was named one of the “12 Thinkers to Watch” by Monster.com, a “Financial Blogger You Should Be Reading” by AARP and a member of InvestmentNews prestigious "40 Under 40". When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children.
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Dr. Daniel Crosby - Mastering Life and Money: 7 Rules That Can Transform Your Future
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