8: Daniel Crosby | The Path To Building A “Behavioralized” Practice
Daniel Crosby (Twitter and LinkedIn) 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.
In this episode, 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
For more information and resources discussed in this episode, visit: www.wiredplanning.com/episode8
To join a community of like-minded advisors and planners around the world looking for top-notch insights and information on how to leverage behavior, psychology, communication, and emotion to master the human side of money, visit Wired Planning.
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