Money has a way of slipping into every corner of life, shaping how we feel, how we make decisions, and even how we show up for the people we love. So when the online noise insists that “nobody needs an advisor anymore,” it ignores the part of money that isn’t mechanical at all. In this conversation, Daniel Crosby brings a grounded, deeply human view of what advice actually does for people — the calm it creates, the guardrails it provides, and the way it helps us carry what feels heavy on our own.

In this episode:

• Why online critics misunderstand what advisors really do
• The emotional and time value hidden behind good advice
• How trust and rapport shape financial decisions
• When DIY investing starts to work against you
• Why simple conversations can be more powerful than complex strategies
• The role advisors play in helping clients stay steady during uncertain moments

Connect with Karen:

• Clarity Planning
• LinkedIn
• YouTube
• Instagram

Connect with our guests: 

• Daniel Crosby on LinkedIn
• Orion Advisor Solutions