In today’s episode, we discuss behavioral finance as a practical tool for advisors to enhance their business & strengthen client relationships. A deep understanding of these strategies can help advisors identify bias while better understanding investor behavior and the overall market. Guest: Orion Advisor Solutions’ Dr. Daniel Crosby.
Show Notes:
Brinker Capital Investments Blog Post: Positioning yourself as a behavioral coach
Ted Talks from Dr. Daniel Crosby:
Latest Books by Dr. Daniel Crosby
Rusty on The Meb Faber Show Podcast
Dr. Daniel Crosby on The Meb Faber Show Podcast
1198-OAS-04/08/2021