Dr. Daniel Crosby of Orion - Behavioral Finance Strategies & Best Practices episode artwork

EPISODE · Apr 8, 2021 · 50 MIN

Dr. Daniel Crosby of Orion - Behavioral Finance Strategies & Best Practices

from Orion's The Weighing Machine · host Orion Portfolio Solutions

In today’s episode, we discuss behavioral finance as a practical tool for advisors to enhance their business & strengthen client relationships. A deep understanding of these strategies can help advisors identify bias while better understanding investor behavior and the overall market. Guest: Orion Advisor Solutions’ Dr. Daniel Crosby. Show Notes: Brinker Capital Investments Blog Post: Positioning yourself as a behavioral coach Ted Talks from Dr. Daniel Crosby: TEDxHuntsville - Daniel Crosby - You're Not That Great: A Motivational Speech - Discussed on podcast. Sex, Funds, & Rock N' Roll: Daniel Crosby at TEDxHuntsville Can being weird make you rich and happy?: Daniel Crosby at TEDxBYU Latest Books by Dr. Daniel Crosby The Laws of Wealth: Psychology and the secret to investing success The Behavioral Investor Rusty on The Meb Faber Show Podcast Dr. Daniel Crosby on The Meb Faber Show Podcast 1198-OAS-04/08/2021

Episode metadata supplied by the publisher feed · Published Apr 8, 2021

In today’s episode, we discuss behavioral finance as a practical tool for advisors to enhance their business & strengthen client relationships. A deep understanding of these strategies can help advisors identify bias while better understanding investor behavior and the overall market. Guest: Orion Advisor Solutions’ Dr. Daniel Crosby. Show Notes: Brinker Capital Investments Blog Post: Positioning yourself as a behavioral coach Ted Talks from Dr. Daniel Crosby: TEDxHuntsville - Daniel Crosby - You're Not That Great: A Motivational Speech - Discussed on podcast. Sex, Funds, & Rock N' Roll: Daniel Crosby at TEDxHuntsville Can being weird make you rich and happy?: Daniel Crosby at TEDxBYU Latest Books by Dr. Daniel Crosby The Laws of Wealth: Psychology and the secret to investing success The Behavioral Investor Rusty on The Meb Faber Show Podcast Dr. Daniel Crosby on The Meb Faber Show Podcast 1198-OAS-04/08/2021

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Dr. Daniel Crosby of Orion - Behavioral Finance Strategies & Best Practices

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In today’s episode, we discuss behavioral finance as a practical tool for advisors to enhance their business & strengthen client relationships. A deep understanding of these strategies can help advisors identify bias while better understanding...

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