Orion's The Weighing Machine

Dr. Daniel Crosby of Orion - Behavioral Finance Strategies & Best Practices

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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:

  1. TEDxHuntsville - Daniel Crosby - You're Not That Great: A Motivational Speech - Discussed on podcast.
  2. Sex, Funds, & Rock N' Roll: Daniel Crosby at TEDxHuntsville
  3. Can being weird make you rich and happy?: Daniel Crosby at TEDxBYU

    4. Latest Books by Dr. Daniel Crosby

    1. The Laws of Wealth: Psychology and the secret to investing success
    2. The Behavioral Investor

      3. Rusty on The Meb Faber Show Podcast

      Dr. Daniel Crosby on The Meb Faber Show Podcast


      1198-OAS-04/08/2021

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      Orion's The Weighing MachineBy Orion Portfolio Solutions
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