The Intersection of Psychology and Finance

In this episode, DPL Founder and CEO, David Lau, talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. They discuss the psychological drivers behind investor behavior, common mental pitfalls that can lead to costly mistakes, and the practical framework advisors can use to build resilient client portfolios. From Orion's popular Protect, Live, Dream platform to the four meta-biases that influence people's decisions and actions, Daniel explains how advisors can proactively support clients through volatility and why financial advising is just as much about managing emotions as managing wealth. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.