Daniel Crosby is one of the most highly respected minds in the modern world of behavioral finance, especially within the realm of financial services. As a Chief Behavioral Officer, his job is to help advisors with the practical application of behavioral finance through tools, training, and technology.

He is a best-selling author of two books on the topic (The Laws of Wealth and The Behavioral Investor) and hosts the Standard Deviations podcast. 

We discuss:

• How to effectively embed and communicate the value of behavioral coaching in your practice
• The most common misconceptions about behavioral coaching
• Three specific strategies everyone can use to help improve client behavior
• An exercise to walk you through where your practice can benefit from behavior and psychology
• How behavioral coaching can insulate your value from any future threat posed by technological advancement
• The technology Daniel is building that will allow you to take behavioral finance to a whole new level

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Resources:

• “The Laws of Wealth” by Daniel Crosby
• “The Behavioral Investor” by Daniel Crosby
• Standard Devotions Podcast

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X: @jbrendanfrazier

Connect with Guest: 

• LinkedIn: Daniel Crosby
• X: @danielcrosby

About our Guest: 

Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management.

He also constructed the “Irrationality Index,” a sentiment measure that gauges greed and fear in the marketplace from month to month. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News. Daniel was named one of the “12 Thinkers to Watch” by Monster.com and a “Financial Blogger You Should Be Reading” by AARP. When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and two children.           

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Catherine Morgan is an award-winning financial planner and coach at The Money Panel and host of the In Her Financial Shoes podcast. 

In addition to working with clients on a daily basis, she also has a financial coaching training program, where she teaches financial professionals across the world how to seamlessly incorporate the core skills and principles of financial coaching into their practice.

We discuss:

• The Rapid-Fire 3-Pack of questions on behavioral finance that every guest answers
• How personal experiences shape your values, beliefs, emotions, and behaviors around money, including Catherine opening up to share her own powerful story
• Specific questions and strategies Catherine uses to guide clients through the process of uncovering their own experiences and the impact it had on their emotions, beliefs, and behaviors
• How Catherine crafts her messaging and designs her practice to have these conversations with clients and prospective clients given that no one ever says they want to explore their money beliefs
• The relationship-changing benefits of listening and Catherine’s tips on how to develop your listening skills

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Resources:

• The Money Panel
• In Her Financial Shoes Podcast

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X: @jbrendanfrazier

Connect with Guest: 

• LinkedIn: Catherine Morgan
• X: @themoneypanel

About our Guest: 

Catherine Morgan is here to create more safe spaces, justice, and financial equality for women. As a Financial Adviser, Coach, and expert in several money-healing modalities, her gift is to help you heal your relationship with money to deserve, create and grow more wealth.

Catherine is on a mission to help one million women become financially resilient, so that together they can create a world that’s full of safe, healthy, wealthy women who aren’t afraid to trust their intuition and follow their bliss.

When more women have more wealth, we can change the world!

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