Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
59. The Soul of Wealth: Money, Meaning, and Better Decisions with Daniel Crosby
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In this episode, I sit down with Dr. Daniel Crosby, psychologist, New York Times bestselling author, and Chief Behavioral Officer at Orion Advisor Solutions. Daniel has spent nearly two decades bridging the gap between academic behavioral science and the real-world work of financial advisors, and the conversation we had is one I know you'll return to again and again.
We explore why behavioral finance has over-indexed on bias and what advisors are leaving on the table by ignoring the positive side of the ledger. Daniel breaks down the four meta-biases driving most financial mistakes: ego, emotion, attention, and conservatism, and why the most powerful use of behavioral science isn't a window onto your clients, but a mirror onto yourself. We also dive deep into his latest book, The Soul of Wealth, and what the research actually says about money, meaning, and human flourishing.
If you're an advisor who wants to move beyond portfolio-centric conversations and connect with clients on what truly drives their decisions, this episode will give you both the science and the soul to do it.
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