Dr. Daniel Crosby - Mastering Life and Money: 7 Rules That Can Transform Your Future - podcast episode cover

Dr. Daniel Crosby - Mastering Life and Money: 7 Rules That Can Transform Your Future

Aug 31, 202336 minEp. 260
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Episode description

Tune in to hear:

- What the landscape of financial planning looks like broadly in the United States.

- How working with a financial advisor plays a prophylactic role that extends just beyond mere performance and into mental health and one’s interpersonal relationships.

- Why money is an emotional hair trigger for so many people.

- Whether or not you can take your clients further than you’ve taken yourself.

- What “The Pratfall Effect” is and how can you use it to your advantage.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. 

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