050: Daniel Crosby - The Soul of Wealth, Money vs Happiness, & How to Write a Book

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Today, I’m talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.

As the Chief Behavioral Officer at Orion Advisor Solutions, Daniel develops tools and tech that make it easier for financial advisors to apply behavioral science to the real world.

He’s authored books such as: "The Laws of Wealth," which was named the best investment book of 2017 by the Axiom Business Book Awards AND “The Behavioral Investor”, which provides a comprehensive look at the neurology, physiology, and psychology of sound financial decision-making. He's also about to release The Soul of Wealth: 50 Reflections on Money and Meaning, which you can now pre-order.

In this episode, Daniel and I talk all about the relationship between money and living a meaningful and happy life. We also talk about what I call the “Entrepreneurial Lie”, his latest book, The Soul of Wealth, his book writing process, how to lead from a place of authenticity, and so much more!

3 of the biggest insights from Daniel Crosby…

• The psychological connection between money and happiness – and how to break the cycle of putting work before everything else.

• Daniel’s framework for writing a book with impact and the simple steps any advisor can take to overcome writer’s block and knock out that first book – regardless of how busy your schedule is.

• The power of authentic leadership – and how to build genuine connections by embracing imperfections and showing vulnerability.

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies, concepts, and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations

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