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“If I have seen further, it is by standing upon the shoulders of giants” – Sir Isaac Newton When Chris Reynolds co-founded Investment Planning Counsel in 1996, he set out on a mission to help entrepreneurial financial advisors build better businesses. Since then, he’s remained steadfast in this mission. Chris believes that at the heart of any great business is remarkable client experience: how you meet the needs of your clientele, how you evolve with them as they change and, ultimately, how you leave your clients feeling about you after every single interaction they’ve had with you and your business. A life-long learner, Chris is always learning from the best of the best – from within our industry and from outside. In his podcast, Turning the Page, Chris will bring you the stories, the lessons, and the winning ideas from the people who have made it and from those who are reshaping the future of financial advice.
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Monday Mar 20, 2023
Monday Mar 20, 2023
Dr. Daniel Crosby is helping people see advisors as the decisional guides and life coaches that they truly are. He’s unique in the business and I thought a chat with him on the podcast would give you some amazing insight into the science of behavioral finance.
Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 12 languages. His latest work, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making.
You can thank his dad for him being here today! Three years into his doctoral program in therapy, Dr. Crobsy was burnt out. He loved studying psychology and human behavior, but he didn’t want to do it in a medical or a clinical context. His father, who is a financial advisor, said to him “Well, Daniel, there's a ton of psychology in the work that I do.” That simple prompt led to a series of events and self-study that landed him where he is today! He found that there was all this great research being done in the ivory tower, but it wasn't always trickling down to advisors like his dad in a very practical way. He’s made it his mission to serve advisors like his dad.
So what can science teach us about behavioral finance? Discover that on today's episode.
I’d love to talk to you more about how you communicate with your clients! What are you doing to make sure they feel seen and heard? Why not have a virtual coffee with me? I’d love to chat with you more about it and how you can accomplish big things in your business in 2023!
Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
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