Minisode - How Behavioral Finance Leads to Better Returns and Investor Behavior

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About This Episode

My guest today, Dr. Daniel Crosby, is the author of a New York Times bestselling book that was named the best investment book of 2017, The Behavioral Investor. He has looked at how psychology should inform the art and science of investment management. Daniel has examined the sociological, neurological and psychological factors that influence our investment decisions, and he is here to offer some practical solutions for improving both returns and behavior.

About Our Guest

Daniel Crosby is the chief behavioral officer at Orion Advisor Solutions. Orion serves more than 2,000 firms on its wealthtech and turnkey asset management platforms, which have $48B in assets under management. Daniel is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement.

Show Notes

Here is a link to Daniel Crosby’s bio and to the Orion Advisor Solutions website, where you can learn more about the services that Orion offers. Here is a link to the Standard Deviations podcast, which Daniel hosts. Here is a link to purchase The Behavioral Investor on Amazon.