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Advisor Innovations

Advisor Innovations: Dr. Daniel Crosby on Understanding a Client’s Money Mindset

Dr. Daniel Crosby discusses how to translate traditional advice into effective tools for financial planning.

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In this episode, David Armstrong talks to Daniel Crosby, chief behavioral officer at Orion Advisor Solutions. The son of a financial advisor, Crosby holds a Ph.D in psychology from Brigham Young University, and has spent his career bridging those insights to help people understand how they think about, and plan for, money and finances. He was a consultant to the industry for many years (and a one-time columnist for before joining Brinker Capital as chief behavioral officer in 2018. He holds the same position at Orion Advisor Solutions following that firm’s acquisition of Brinker. At Orion, Crosby is bringing behavioral finance insights into the design of Orion’s advisory platforms to help advisors build—and maintain—better financial strategies for their clients.

Dr. Crosby discusses:

  • How to translate traditional advice into effective tools for financial planning
  • How to address the changing dynamic in a person’s life through their financial plan
  • The impact of personal ideology on major money decisions
  • The role of advisors against the stress of money and irrational decision making
  • And more

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