Episodes: 329
Frequency: Weekly
Rating: 4.8/5.0
Estimated listeners: 1k-10k
Gender skew: Neutral
Location: USA
YouTube: 1.9k subscribers
Instagram: 1.1k followers
Publicly listed emails
danielcrosby@gmail.com
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Dr. Daniel Crosby - Psychologist, New York Times bestselling author, and behavioral finance expert who examines how human behavior and psychology influence financial decision-making and personal well-being.
Alex Edmans - Behavioral Biases In Markets, Active Investing, Market Reactions, Employee Satisfaction, Artificial Intelligence, And Investor Self-audits.
Adam Cockerham - Money, Meaning, Scarcity Mindset, Financial Freedom, Social Comparison, Attachment To Wealth, Mortality, And Stewardship.
Kendra Wright - Marketing Strategy For Financial Advisors, Positioning, Niche Marketing, Social Media, Client Attraction, Authenticity, And Business Growth.
Christopher Norton - Authentic Branding, Marketing And Sales In Financial Services, Content Creation, Personal Brand Development, And Attracting Ideal Clients.
Dr. Christine Whelan - Purpose, Happiness, Flourishing, Values, Service, Perfectionism, And Building A Meaningful Life.
Matt Halloran - Shut Up and Listen
September 17, 2026
Tune in to hear: If Matt could take one lesson from his former life as a therapist and impart it to all the advisors that he serves, what would that lesson be? What compelled Matt to write his new book, Shut the F Up and Listen, and why did he think this message was particularly important in this moment we are in? The impulse to listen in order to respond, or to listen in order to solve a problem, is a really human impulse. How can we move beyond this and begin listening just for the sake...
Jay Mooreland - The Emotional Investor: Behavioral Finance, Investor Psychology & Making Better Decisions in Market Downturns
September 10, 2026
Tune in to hear: Where’s the current interest and momentum in Behavioral Finance and where does Jay see it going next? Why are investors so bad at affective forecasting (i.e. imagining how they’ll actually behave during a major market downturn)? How can we get investors and advisors to “buy an umbrella when the sun is shining?” Why does taking action during market downturns feel so right and what practically can we do, as financial advisors, to try and keep people from taking action? Ar...
Dr. Daniel Crosby - The Psychology of Wealth Transfer and Why Inheriting Wealth Changes More Than Just a Balance Sheet
September 03, 2026
Tune in to hear: Why do we need to begin to think about wealth in more qualitative terms with the upcoming Great Wealth Transfer? How can we better prepare heirs to understand their newfound relationship with wealth? Why does successful, multi-generational wealth preservation depend on more than investment performance? According to studies, what factors are key for the preservation of wealth across generations? What are the four invisible inheritances that accompany the inheritance of we...
Publicly listed emails
danielcrosby@gmail.com
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