The Virtual Financial Advisor Series™: Daniel Crosby on Behavioral Finance & How it Applies Right Now

Daniel Crosby joins us LIVE on The Virtual Financial Advisor Series™ He starts our week off with some really important ideas and leaves us with some incredibly powerful takeaways.

 

Daniel and I discussed:

 

➡️  His system of structuring his days during this time when all the days seem to run together

➡️  What this time of uncertainty is doing to the mental health of financial advisors

➡️  How historical and behavioral biases integrate with the financial world

 

Meet Daniel:

📌 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

Meet Your Host:

📌 Brad Johnson, is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors. This group captured over $1.5B of new assets organically last year! Brad also hosts The Elite Advisor Blueprint® podcast, which is dedicated to sharing the “blueprint for success” in the independent financial advising world. Based on over a decade of experience, Brad distills the best advice from top thought leaders and applies it to the world of independent financial advising.

 

Did this video help you serve your audience? Comment and let me know so that we can help serve you better.

 

 


The Virtual Financial Advisor Series™ is a series of FREE live-stream discussions with global leaders to teach the latest in digital marketing, virtual office culture, leadership, and technology.

 

Each speaker is committed to helping you navigate through our current financial climate by:

👉  OFFERING TARGETED ADVICE from their unique perspective and niche

👉  FACILITATING MEANINGFUL DISCUSSION about your business, your team, and how to take the next step

👉  EMPOWER OTHERS in a high-integrity and high-impact way

 

#TheVirtualFinancialAdvisorSeries
thevirtualadvisdorseries.com
bradleyjohnson.com 

Join the conversation and let’s become better leaders in our industry.

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LET’S CONNECT!

Facebook: https://www.facebook.com/BradJohnsonEAB
Twitter: https://twitter.com/brad_johnson
Linkedin: https://www.linkedin.com/in/bradjohnsonae

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This interview was provided for informational purposes only. Financial professionals are ultimately responsible for the use and implementation of strategies discussed and should be aware of all applicable compliance requirements. Investment advisors are highly encouraged to seek pre-approval from any applicable broker-dealer or RIA prior to implementing new marketing techniques.

Neither Elite Advisor Blueprint or Advisors Excel are responsible for or guarantee the results from the strategies discussed.

This interview was provided for informational purposes only. Financial professionals are ultimately responsible for the use and implementation of strategies discussed and should be aware of all applicable compliance requirements. Investment advisors are highly encouraged to seek pre-approval from any applicable broker dealer or RIA prior to implementing new marketing techniques. Neither Elite Advisor Blueprint or Advisors Excel are responsible for or guarantee the results from the strategies discussed.

TAKING YOUR ADVISORY PRACTICE FROM

BRICKS & MORTAR TO DIGITAL