Talk Your Book: How to Make Better Financial Decisions With Daniel Crosby

Today’s Talk Your Book is presented by Brinker Capital:

We sat down with Daniel Crosby from Brinker Capital to talk about all things behavioral psychology and financial decision-making.

We discuss:

  • Why is it so hard to make good financial decisions?
  • The knowing-doing gap
  • Why investing is so counterintuitive
  • Can financial education help?
  • The 3 Es of financial decision-making
  • How well to advisors behave?
  • How do financial advisors become behavioral coaches?
  • The power of automation
  • The importance of telling a good story
  • What does it mean to be a well-behaved investor?
  • How many investors need a behavior release valve?
  • Behavior during the crisis
  • Are retail investors becoming better investors?
  • Why a little knowledge can be a bad thing
  • Behavioral finance experts vs. comedians
  • Psychics envy  in psychology

Listen here:

Books mentioned:



Tulip – Behavioral Innovation Lab

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