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How to Use Behavioral Finance to Build Deeper Client Relationships With Dr. Daniel Crosby (Ep. 491)
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A tartalmat a Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In our society, where financial comfort doesn’t always translate to true well-being, your clients need more than just a numbers person.
In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Dr. Daniel Crosby about his latest book, The Soul of Wealth, which is packed with 50 punchy essays that make complex ideas about wealth and happiness easy to digest. Inspired by Rick Rubin’s The Creative Act, Dr. Crosby digs into how advisors can play a role in helping their clients achieve not just financial goals, but life satisfaction.
Matt and Dr. Crosby discuss:
- The concept of true wealth beyond finances
- Behavioral finance in client relationships
- The role of advisors in addressing loneliness and life satisfaction
- Practical steps for advisors to incorporate behavioral finance
- And more
Resources:
- Book: The Soul of Wealth by Dr. Daniel Crosby
- Book: The Creative Act by Rick Rubin
- Organization: The Viktor Frankl Institute of Logotherapy
- Expert: Fritz Perls
- Expert: Martin Seligman
- Book: Avalanche: The 9 Principles for Uncovering True Wealth by Steve Sanduski & Ron Carson
- Article: Behavioral Finance: What Good Is It, Anyway? By Jason Zweig
- Resource: Orion Advisor Academy
Connect With Dr. Daniel Crosby:
Connect With ProudMouth:
- Thinking about starting your own podcast? Book a call to learn about our done-with-you service
- ProudMouth
- LinkedIn: Matt Halloran
- Twitter: Matt Halloran
- LinkedIn: ProudMouth
- Facebook: ProudMouth
- Twitter: ProudMouth
- YouTube: ProudMouth
About Our Guest:
Dr. Daniel Crosby, a psychologist and behavioral finance expert, earned degrees from Brigham Young and Emory Universities. He co-authored Personal Benchmark: Integrating Behavioral Finance and Investment Management, a New York Times Bestseller, and developed the “Irrationality Index” to track market sentiment.
Named one of Monster.com’s “12 Thinkers to Watch,” his insights have appeared in publications like Huffington Post and Risk Management Magazine. Outside work, Daniel enjoys indie films, St. Louis Cardinals baseball, and family time.
300 epizódok
Megosztás
Fetch error
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Last successful fetch was on December 10, 2024 11:20 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 447450894 series 3029244
A tartalmat a Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In our society, where financial comfort doesn’t always translate to true well-being, your clients need more than just a numbers person.
In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Dr. Daniel Crosby about his latest book, The Soul of Wealth, which is packed with 50 punchy essays that make complex ideas about wealth and happiness easy to digest. Inspired by Rick Rubin’s The Creative Act, Dr. Crosby digs into how advisors can play a role in helping their clients achieve not just financial goals, but life satisfaction.
Matt and Dr. Crosby discuss:
- The concept of true wealth beyond finances
- Behavioral finance in client relationships
- The role of advisors in addressing loneliness and life satisfaction
- Practical steps for advisors to incorporate behavioral finance
- And more
Resources:
- Book: The Soul of Wealth by Dr. Daniel Crosby
- Book: The Creative Act by Rick Rubin
- Organization: The Viktor Frankl Institute of Logotherapy
- Expert: Fritz Perls
- Expert: Martin Seligman
- Book: Avalanche: The 9 Principles for Uncovering True Wealth by Steve Sanduski & Ron Carson
- Article: Behavioral Finance: What Good Is It, Anyway? By Jason Zweig
- Resource: Orion Advisor Academy
Connect With Dr. Daniel Crosby:
Connect With ProudMouth:
- Thinking about starting your own podcast? Book a call to learn about our done-with-you service
- ProudMouth
- LinkedIn: Matt Halloran
- Twitter: Matt Halloran
- LinkedIn: ProudMouth
- Facebook: ProudMouth
- Twitter: ProudMouth
- YouTube: ProudMouth
About Our Guest:
Dr. Daniel Crosby, a psychologist and behavioral finance expert, earned degrees from Brigham Young and Emory Universities. He co-authored Personal Benchmark: Integrating Behavioral Finance and Investment Management, a New York Times Bestseller, and developed the “Irrationality Index” to track market sentiment.
Named one of Monster.com’s “12 Thinkers to Watch,” his insights have appeared in publications like Huffington Post and Risk Management Magazine. Outside work, Daniel enjoys indie films, St. Louis Cardinals baseball, and family time.
300 epizódok
Minden epizód
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Hasonló a(z) Top Advisor Marketing Podcast sorozathoz
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
Insightful interviews with authors, experts, entrepreneurs, and thought leaders who share valuable marketing tips, growth strategies, and resources. Hosted by John Jantsch, one of America's top small business marketing experts, this show is dedicated to helping you craft effective marketing strategies that will grow your business. Whether you're a small business owner, marketing professional, or marketing agency owner, you'll gain valuable insights and actionable advice on topics such as mar ...
…
continue reading
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