Finance is a numbers game, but a client relationship is about so much more than that. Dr. Daniel Crosby is a psychologist and behavioral ﬁnance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. He is the Chief Behavioral Officer of Orion Advisor Solutions, a Best-Selling Author and host of a top 1% podcast called “Standard Deviation”.Watch this class
The great wealth transfer is upon us and selling a business is one of the major factors involved.
To watch, contact Kristy Puckett at email@example.com.Watch this class
Learn how financial Advisors can unlock growth opportunities for their practice by serving business owners and being in the room before the liquidity event happens.Watch this class
Matt Hottle is the co-founder of Redhawk Advisory and has held several operating positions in a lot of different industries, building high performing teams, and even coached Shannon Spotswood, President at RFG Advisory.Watch this class
Dr. Daniel Crosby is a psychologist and behavioral ﬁnance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement.Watch this class