Ideas

Behavioral Finance Podcast with Dr. Daniel Crosby

This week, we’re excited to welcome Dr. Daniel Crosby to XYPN Radio. Daniel is one of the most well-known names in the behavioral finance and economics world. He is the founder of Nocturne Capital and the author of The Laws of Wealth: Psychology and The Secret to Investing Success.

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.

What You’ll Learn from This Episode:

  • How Daniel was able to blend two of his greatest interests into a career.
  • What the US needs to learn from Europe that would help financial planners.
  • The entrepreneurial opportunities that Daniel has found in the financial world.
  • The biggest challenge that financial planners face that most clients do not understand.
  • How to use Daniel’s 4-P model.


    LISTEN HERE: http://www.xyplanningnetwork.com/ep-46-helping-clients-make-good-decisions-dr-daniel-crosby/