Dr. Daniel Crosby

Daniel Crosby is the Chief Behavioral Officer at Brinker Capital. In this role, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achieving better outcomes.

Quotes

" Many clients like to talk long term and act short term. Pay more attention to what investors have done in the past than what they say they'll do in the future. "

- -Dr. Charles Chaffin

1 year ago

Behavioral Finance

Giving advice that sticks

The numbers aren’t pretty. According to a 2016 study conducted by Northwestern Mutual, 62% of Americans do not have a financial advisor of any kind. And while not getting any advice is inadvisable, the numbers are bleak even within the cohort who are paying a professional, with only…

Dr. Daniel Crosby, 1 year ago 4 min read

Quotes

" Landmark birthday and big life events are a natural time to talk to clients about making positive changes in their financial lives. "

- -Richard Shotton

1 year ago

Quotes

" In my nearly fifty years of experience in Wall Street I’ve found that I know less and less about what the stock market is going to do but I know more and more about what investors ought to do ... "

- -Benjamin Graham

1 year ago

Dr. Daniel Crosby

" Many clients like to talk long term and act short term. Pay more attention to what investors have done in the past than what they say they'll do in the future. "

Giving advice that sticks

" Landmark birthday and big life events are a natural time to talk to clients about making positive changes in their financial lives. "

" In my nearly fifty years of experience in Wall Street I’ve found that I know less and less about what the stock market is going to do but I know more and more about what investors ought to do ... "

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Corporate awards

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Dr. Daniel Crosby

" Many clients like to talk long term and act short term. Pay more attention to what investors have done in the past than what they say they'll do in the future. "

Giving advice that sticks

" Landmark birthday and big life events are a natural time to talk to clients about making positive changes in their financial lives. "

" In my nearly fifty years of experience in Wall Street I’ve found that I know less and less about what the stock market is going to do but I know more and more about what investors ought to do ... "

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