85 min listen
8: Daniel Crosby | The Path To Building A "Behavioralized" Practice
8: Daniel Crosby | The Path To Building A "Behavioralized" Practice
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)
10: Meghaan Lurtz | Improving Client Behavior By Bridging the Gap Between Your Current and Future Self: Meghaan Lurtz ( and ) is a Senior Research Associate for , where she researches and writes on virtually everything that falls under the realm of the human side of money. She's also involved with colleges and universities across the country in their... by The Human Side of Money