On this episode, we're diving into behavioral finance and how you can start helping clients make good decisions. Daniel's message is incredibly powerful and he explains how you can better help clients understand the financial effects their choices have on their lives. You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/46" target="_blank" rel= "noopener">https://www.xyplanningnetwork.com/46</a>

On this episode, we're diving into behavioral finance and how you can start helping clients make good decisions. Daniel's message is incredibly powerful and he explains how you can better help clients understand the financial effects their choices have on their lives. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/46

On this episode, we're diving into behavioral finance and how you can start helping clients make good decisions. Daniel's message is incredibly powerful and he explains how you can better help clients understand the financial effects their choices have on their lives. You can find show notes and more information by clicking here: <a href="https://www.xyplanningnetwork.com/46" rel="noopener noreferrer">https://www.xyplanningnetwork.com/46</a>

Ep #46: Helping Clients Make Good Decisions with Dr. Daniel Crosby

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.

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Ep #46: Helping Clients Make Good Decisions with Dr. Daniel Crosby

Ep #46: Helping Clients Make Good Decisions with Dr. Daniel Crosby

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