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8: Daniel Crosby | The Path To Building A "Behavioralized" Practice

8: Daniel Crosby | The Path To Building A "Behavioralized" Practice

FromThe Human Side of Money


8: Daniel Crosby | The Path To Building A "Behavioralized" Practice

FromThe Human Side of Money

ratings:
Length:
71 minutes
Released:
Oct 20, 2020
Format:
Podcast episode

Description

Daniel Crosby (Twitter and LinkedIn) is one of the most highly-respected minds in the modern world of behavioral finance, especially within the realm of financial services. As a Chief Behavioral Officer, his job is to help advisors with the practical application of behavioral finance through tools, training, and technology. He is a best-selling author of two books on the topic (The Laws of Wealth and The Behavioral Investor) and hosts the Standard Deviations podcast.  In this episode, we discuss: How to effectively embed and communicate the value of behavioral coaching in your practice The most common misconceptions about behavioral coaching Three specific strategies everyone can use to help improve client behavior An exercise to walk you through where your practice can benefit from behavior and psychology How behavioral coaching can insulate your value from any future threat posed by technological advancement The technology Daniel is building that will allow you to take behavioral finance to a whole new level   For more information and resources discussed in this episode, visit: www.wiredplanning.com/episode8 To join a community of like-minded advisors and planners around the world looking for top-notch insights and information on how to leverage behavior, psychology, communication, and emotion to master the human side of money, visit Wired Planning. Follow Brendan: Twitter LinkedIn
Released:
Oct 20, 2020
Format:
Podcast episode

Titles in the series (100)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!