The Exceptional Advisor Podcast

Baking Behavioral Finance Into the Advisory Practice w/Daniel Crosby, Ph.D.


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Robert Powell, the editor of Retirement Daily at The Street, interviews Daniel Crosby, Ph.D., Chief Behavioral Officer, Orion Advisor Solutions, on his vision for the future of behavioral finance and why it should be "baked into" the advisory practice. This episode also explores "why you're not that great," the biggest impediments to sound investment-decision making, and the specific types of biases that impact decision-making.

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The Exceptional Advisor PodcastBy Investments & Wealth Institute

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