Ep #46: Helping Clients Make Good Decisions with Dr. Daniel Crosby

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This week, we're excited to welcome Dr. Daniel Crosby to XYPN Radio. Daniel is one of the most well-known names in the behavioral finance and economics world. He is the founder of Nocturne Capital and the author of The Laws of Wealth: Psychology and The Secret to Investing Success.

On this episode, we're diving into behavioral finance and how you can start helping clients make good decisions. Daniel’s message is incredibly powerful and he explains how you can better help clients understand the financial effects their choices have on their lives.

He also shares some of his processes for helping clients make good decisions within your own financial planning firm, and answers some of the great questions our VIPs have asked in the exclusive podcast community on Facebook. (If you're not yet a member, be sure to visit xyplanningnetwork.com/vip to sign up for VIP access!)

Helping Clients Make Good Decisions

Listen to the Full Interview:

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What You'll Learn from This Episode:

  • How Daniel was able to blend two of his greatest interests into a career.
  • What the US needs to learn from Europe that would help financial planners.
  • The entrepreneurial opportunities that Daniel has found in the financial world.
  • The biggest challenge that most financial planners are facing that most clients do not understand.
  • How to use Daniel’s 4-P model.

Featured on the Show:

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