UBS Advisor Podcasts

"More than Wealth-Pocdcast - 13
30:29

Beyond the Numbers: Exploring the Psychology of Wealth with Dr. Daniel Crosby

Why do our minds play a starring role in our financial life? Darrin and Samantha sit down with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, to unpack the fascinating interplay between psychology and finance. Dr. Crosby, a respected psychologist and bestselling author, offers insights from his thought-provoking book, "The Soul of Wealth." The conversation explores how behavioral biases impact investment decisions, the power of benchmarking, and the illusion of control in financial planning. Discover how Dr. Crosby's personal experiences and influences, like Viktor Frankl, shape his perspective on the deeper meaning of money. Tune in for practical advice on aligning your financial goals with your life's purpose.


Contact information

The Gold Wealth Management Group
One Post Office Square
33rd Floor
Boston, MA 02109

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