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: <a href="https://blog.brinkercapital.com/positioning-yourself-as-a-behavioral-coach/">Positioning yourself as a behavioral coach</a>
Ted Talks from Dr. Daniel Crosby:
<ol>
 <li>
<a href="https://www.youtube.com/watch?v=dXUh3wNnFrw">TEDxHuntsville - Daniel Crosby - You're Not That Great: A Motivational Speech</a> - Discussed on podcast. 

</li>
 <li><a href="https://www.youtube.com/watch?v=1kh9nqG8TyA">Sex, Funds, & Rock N' Roll: Daniel Crosby at TEDxHuntsville 
</a></li>
 <li><a href="https://www.youtube.com/watch?v=kXb1Sog7UYI">Can being weird make you rich and happy?: Daniel Crosby at TEDxBYU 
</a></li>
</ol>
Latest Books by Dr. Daniel Crosby
<ol>
 <li><a href="https://www.amazon.com/gp/product/B01E5KWK3A/ref=dbs_a_def_rwt_bibl_vppi_i1">The Laws of Wealth: Psychology and the secret to investing success 
</a></li>
 <li><a href="https://www.amazon.com/Behavioral-Investor-Daniel-Crosby/dp/0857196863">The Behavioral Investor 
</a></li>
</ol>
<a href="https://mebfaber.com/2020/11/11/episode-265-rusty-vanneman-orion-to-manage-portfolio-risk-i-think-you-have-to-be-more-creative-moving-forward/">Rusty on The Meb Faber Show Podcast</a>
<a href="https://mebfaber.com/2021/04/12/e301-dr-daniel-crosby/">Dr. Daniel Crosby on The Meb Faber Show Podcast</a>
 
1198-OAS-04/08/2021

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 TEDxHuntsville Can being weird make you rich and happy?: Daniel Crosby at TEDxBYU Latest Books by Dr. Daniel Crosby The Laws of Wealth: Psychology and the secret to investing success The Behavioral Investor Rusty on The Meb Faber Show Podcast Dr. Daniel Crosby on The Meb Faber Show Podcast 1198-OAS-04/08/2021

In today’s episode, we discuss behavioral finance as a practical tool for advisors to enhance their business &amp; 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: <a href="https://blog.brinkercapital.com/positioning-yourself-as-a-behavioral-coach/" rel="noopener noreferrer">Positioning yourself as a behavioral coach</a>
Ted Talks from Dr. Daniel Crosby:
<ol>
 <li>
<a href="https://www.youtube.com/watch?v=dXUh3wNnFrw" rel="noopener noreferrer">TEDxHuntsville - Daniel Crosby - You're Not That Great: A Motivational Speech</a> - Discussed on podcast. 

</li>
 <li><a href="https://www.youtube.com/watch?v=1kh9nqG8TyA" rel="noopener noreferrer">Sex, Funds, &amp; Rock N' Roll: Daniel Crosby at TEDxHuntsville 
</a></li>
 <li><a href="https://www.youtube.com/watch?v=kXb1Sog7UYI" rel="noopener noreferrer">Can being weird make you rich and happy?: Daniel Crosby at TEDxBYU 
</a></li>
</ol>
Latest Books by Dr. Daniel Crosby
<ol>
 <li><a href="https://www.amazon.com/gp/product/B01E5KWK3A/ref=dbs_a_def_rwt_bibl_vppi_i1" rel="noopener noreferrer">The Laws of Wealth: Psychology and the secret to investing success 
</a></li>
 <li><a href="https://www.amazon.com/Behavioral-Investor-Daniel-Crosby/dp/0857196863" rel="noopener noreferrer">The Behavioral Investor 
</a></li>
</ol>
<a href="https://mebfaber.com/2020/11/11/episode-265-rusty-vanneman-orion-to-manage-portfolio-risk-i-think-you-have-to-be-more-creative-moving-forward/" rel="noopener noreferrer">Rusty on The Meb Faber Show Podcast</a>
<a href="https://mebfaber.com/2021/04/12/e301-dr-daniel-crosby/" rel="noopener noreferrer">Dr. Daniel Crosby on The Meb Faber Show Podcast</a>
 
1198-OAS-04/08/2021

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

Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. 

Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”).

The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.

The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.

Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com.

0503-OPS-3/4/2024

Business

Investing

Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024

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

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