Integrating Behavioral Finance and Wealthtech Solutions with Daniel Crosby

Advisor-client relationships are multifaceted, influenced by various factors ranging from market conditions to the client’s circumstances. The ability to provide holistic financial advice requires an understanding of psychological influences that affect decision-making.

In this episode, George and Ryan talk with Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of the mind and markets. He co-authored a New York Times best-selling book titled, “Personal Benchmark: Integrating Behavioral Finance and Investment Management”.

Daniel talks with George and Ryan about how behavioral finance impacts advisor-client relationships, why behavioral finance will be the next big thing in financial planning, and what people look for in a financial advisor.

Key Takeaways