The “B” in Beta Stands for Behavior With Daniel Crosby

Recorded by: Adam Holt & Derek Notman

Is it possible that the biggest influence on investor outcomes is their own behavior?  How can advisors quantify and help their clients capitalize on one of the biggest value propositions often unspoken.  

Join Adam and Derek as they interview Dr. Daniel Crosby in the Rethink Tank for his unique and frank perspective on where advisors can add more alpha through behavior management.  

Dr. Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, a best-selling author and keynote speaker.

Daniel Crosby discusses:

  • How to quantify the value advisors have
  • The implications behavior has on financial outcome
  • The importance of trust in the financial advisor market 
  • How to win by out-competing on the human side of money
  • And more

Related: The Critical Mindset of Being a Client Fiduciary