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On Demand-How Psychological Principles Can Help You Think and Act Your Way through a Financial Crisis and Personal Stress

Jun 12, 2020 4:00 am Aug 31, 2020 1:00 pm

from the 73rd Annual Virtual Conference, Dr. Daniel Crosby shares

  • The COVID-19 pandemic is unique in that it threatens our physical, psychological, and financial well-being;
  • Financial services professionals, who often serve as buffers between their clients and bad decisions, can be especially taxed because they must attend to their own needs as well as those of the people that they serve; and
  • Practical tips for maximizing personal wellness while assisting clients in making sound decisions in uncertain times.

Daniel Crosby – How Psychological Principles Can Help You Think and Act Your Way through a Financial Crisis and Personal StressSharePlay Video

About the Speaker(s)

Daniel Crosby

Daniel Crosby

Daniel Crosby is currently chief behavioral officer at Brinker Capital. He is a psychologist and behavioral finance expert who helps organizations understand the intersection of the mind and markets. Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, . . .Show More

0.5 PLRecord PL credit

hosted by CFA Institute


At CFA Society North Carolina, our top priority is always the health and safety of our employees, members, candidates, and stakeholders for the areas we serve.

The novel coronavirus (COVID-19) outbreak remains a very fluid situation, and please be assured that we are monitoring the effects to health, safety, and travel mobility.  We seek to make decisions that: prioritize the health and safety of everyone involved; are informed by data; are fair and equitable in their treatment of all concerned parties; and that are viable and sustainable. We understand that this remains a stressful and trying situation, and we ask for your understanding as we seek to make decisions in a timely and well-informed manner.