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The Resilient Advisor

This podcast is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: January, 2019
Jan 24, 2019

Dr. Daniel Crosby is one of the industry's top thought leaders on Behavioral Finance. He authored the New York Times bestseller 'The Laws of Wealth' and is the host of the popular Standard Deviations podcast. Daniel recently joined Brinker Capital as the Chief Behavioral Officer. 

On this episode, we discuss how financial advisors can leverage his 'Third Way' of looking at investing through a behavioral lens. There are granular applications that you can implement in your practice today. 
 
 
Also mentioned in this episode:
 
Jesse Felder's The Felder Report: https://thefelderreport.com
 
Here is a list of Dr. Crosby's top books on the subject of Behavioral Finance.  www.nocturnecapital.com/blog/2016/8/1/the-best-books-on-behavioral-finance-and-behavioral-economics
 
Connect With Daniel:
 
 
 
 
 
About Daniel:

Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne's tactical strategy. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. 

Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational.

Jan 15, 2019
David Snider came on The Resilient Advisor Podcast to discuss how financial advisors can differentiate themselves by integrating tax and legal services in the client experience. 

If you are interested in learning more about the Harness Wealth platform email advisors@harnesswealth.com or visit www.harnesswealth.com. 
 
 
Connect With David
 
LinkedIn: www.linkedin.com/in/sniderdavida
 
 
 
About David Snider
 

David Snider is the Founder & CEO of Harness Wealth, a financial technology company with a mission of helping people reach their best financial future. The business provides a unified data platform for people to identify opportunity, optimize their wealth and connect with a highly curated set of top advisors across financial, tax and legal.  David incubated Harness Wealth as an executive-in-residence at Bain Capital Ventures. Previously he served as COO & CFO of Compass, a real estate tech company that he helped grow from pre-launch to a valuation of $1.8 billion. David was an investor at Bain Capital private equity, where he completed investments worth over $2 billion as well as the IPO of Sensata on the NYSE. He is the author of Money Makers: Inside the New World of Finance and Business published by Macmillan. David received an M.B.A. from Harvard Business School and a B.A. from Duke University.

 

 

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