Preview Mode Links will not work in preview mode

The Advisor Lab


Nov 23, 2020

In this episode, we sit down with Daniel Crosby – the Chief Behavioral Office at Brinker Capital. Daniel is also a best-selling author and author of the Behavioral Investor, The Laws of Wealth and a few others. I’m incredible excited for this episode  - Daniel is someone who I have followed for a while and he was actually intro'ed to me by one of our clients and I’m glad he was. The episode is data-packed, we get into the mind of the investor and how you can shape your communication strategy around their daily behaviors. This is our conversation with Daniel Crosby.