How do the four primary psychological tendencies affect investment behavior and how can wealth be managed in a manner consistent with the realities of our contextual and behavioral shortcomings? Join us as New York Times Bestselling author of The Behavioral Investor & The Laws of Wealth, Dr. Daniel Crosby, will discuss how these four tendencies can be used as guides to building stronger advisor-client engagement with a focus on achieving better outcomes.

Speaker Bio: Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of 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, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 7 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making.