
Sign up to save your podcasts
Or


Clients carry a lot of emotional baggage that can hinder their financial progress. Many advisors' initial reaction is to use facts or logic to get clients to move forward. But that reaction can actually make clients even more resistant to change. So says Dr. Daniel Crosby, behavioral finance expert and Reese's guest on this episode of Elementality.
Daniel and Reese explore how to approach common behavioral tendencies that can keep clients from reaching their goals and improving their financial lives.
By Jordan Haines, CFP®4.8
3535 ratings
Clients carry a lot of emotional baggage that can hinder their financial progress. Many advisors' initial reaction is to use facts or logic to get clients to move forward. But that reaction can actually make clients even more resistant to change. So says Dr. Daniel Crosby, behavioral finance expert and Reese's guest on this episode of Elementality.
Daniel and Reese explore how to approach common behavioral tendencies that can keep clients from reaching their goals and improving their financial lives.

138 Listeners

2,178 Listeners

941 Listeners

744 Listeners

260 Listeners

8,557 Listeners

462 Listeners

244 Listeners

115 Listeners

25 Listeners

135 Listeners

995 Listeners

144 Listeners

15 Listeners

25 Listeners