Want to create an interactive transcript for this episode?
Podcast: Orion's The Weighing Machine
Episode: Dr. Daniel Crosby of Orion - Behavioral Finance Strategies & Best Practices
Description: 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 TEDx...