Artwork

Content provided by Carson Coaching. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carson Coaching or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life

31:21
 
Share
 

Manage episode 400576112 series 3398194
Content provided by Carson Coaching. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carson Coaching or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to the third episode of Framework’s special behavioral finance series.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions, for a glimpse into his experience with the behavioral finance industry and a discussion about the intersection of money and meaning. Dr. Crosby shares his journey from clinical psychology to finance, introducing the "three Bs" of a meaningful life and the four common behavioral errors in finance. He also talks about his upcoming book "The Soul of Wealth" and the importance of communication about finances in relationships, offering information about navigating these complex issues for advisors and clients.

Daniel discusses:

  • His journey into the psychological side of the financial industry
  • The role money plays in the meaning of life
  • The four most common behavioral errors: ego, emotion, attention, and conservatism
  • How advisors can use behavioral finance as a mirror on their own behavior and practice what they preach to clients
  • Balancing monetary wealth and soulful wealth
  • Some of the challenges couples face when discussing money
  • Behavioral finance training and certification programs recommended for advisors
  • What advisors need to reframe their thinking about when it comes to behavioral finance
  • And more

Resources:

Connect with Ana Trujillo Limón:

Connect with Daniel Crosby:

About our Guest:

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.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

  continue reading

248 episodes

Artwork
iconShare
 
Manage episode 400576112 series 3398194
Content provided by Carson Coaching. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carson Coaching or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to the third episode of Framework’s special behavioral finance series.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions, for a glimpse into his experience with the behavioral finance industry and a discussion about the intersection of money and meaning. Dr. Crosby shares his journey from clinical psychology to finance, introducing the "three Bs" of a meaningful life and the four common behavioral errors in finance. He also talks about his upcoming book "The Soul of Wealth" and the importance of communication about finances in relationships, offering information about navigating these complex issues for advisors and clients.

Daniel discusses:

  • His journey into the psychological side of the financial industry
  • The role money plays in the meaning of life
  • The four most common behavioral errors: ego, emotion, attention, and conservatism
  • How advisors can use behavioral finance as a mirror on their own behavior and practice what they preach to clients
  • Balancing monetary wealth and soulful wealth
  • Some of the challenges couples face when discussing money
  • Behavioral finance training and certification programs recommended for advisors
  • What advisors need to reframe their thinking about when it comes to behavioral finance
  • And more

Resources:

Connect with Ana Trujillo Limón:

Connect with Daniel Crosby:

About our Guest:

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.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

  continue reading

248 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide