Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions and multi-published author, talks with Ross Marino about behavioral finance.

What does a Chief Behavioral Officer do? Daniel talks with Ross about what his position encompasses. Using tools, training, and technology, Daniel devises systems to educate advisors on how to implement behavioral finance into their practice. Daniel and Ross discuss how to address behavioral phenomena clients exhibit--including behavior toward risk, fighting  about money and mental accounting--while transitioning into retirement and other ways the inclusion of behavioral finance can improve your practice.

Connect with Daniel:
LinkedIn
Twitter
Daniel Crosby's Authored Works: Buy on Amazon

Learn more about Orion

Learn about The Retirement & Longevity Summit

Get your copy of "Shaping Change"

Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X

©Advisor2X. All Rights Reserved.