Booking Overview
Metrics
Episodes: 324
Frequency: Weekly
Rating: 4.8/5.0
Estimated listeners: 1k-10k
Gender skew: Unknown
Location: USA
YouTube: 1.9k subscribers
Instagram: 815 followers
Contact Information
Publicly listed emails
danielcrosby@gmail.com
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Host
Daniel Crosby - Psychologist, behavioral finance expert, and New York Times bestselling author focused on the psychological factors that shape financial decision-making and investing.
Booking Intelligence
Booking Requirements
Recent Guest Discussions
Jamie Bosse - Tween Development, Financial Literacy, Saving, Investing, Work Ethic, Money Scripts, And Teaching Children Healthy Money Habits.
Cullen Roche - Portfolio Design, Asset Allocation, Matching Assets To Future Liabilities, Diversification, Behavioral Challenges, And Investing During Market Stress.
Derrick Kinney - Money Mindset, Wealth Building, Philanthropy, Generosity, Financial Obstacles, And Beliefs That Shape Financial Behavior.
Recent Topics
Episodes
Kendra Wright - The Marketing Mistakes Holding Financial Advisors Back (And How to Fix Them)
August 13, 2026
Tune in to hear: What is the biggest lie advisors tell themselves about why their growth may be stagnating or slower than they might like? What would Kendra say to advisors who are casting a really wide net about why they should drill down and create a more bespoke marketing funnel? When Kendra is looking at an advisor’s social media channels, what are some signs that their approach is effective and what are some signs that they may be missing the mark? Why is effective marketing just as...
Christopher Norton - Financial Advisor Marketing: How to Build an Authentic Brand That Attracts the Right Clients
August 06, 2026
Tune in to hear: What does the financial services industry get wrong about the role marketing and sales should play in an organization? How does Potomac approach marketing differently than other firms? If Christopher had to distill his marketing ethos down to 2-3 principles, what would those be? Why does Christopher believe that it is just as important to repel people as it is to attract them with your brand? Why is this brand authenticity so important? How can you turn your personal pas...
Dr. Christine Whelan - Dr. Christine Whelan - Finding Your Purpose: What Actually Leads to a Meaningful Life?
July 30, 2026
Tune in to hear: Why does Dr. Whelan think that purpose is something we build rather than something we discover? Also why, as a culture, do we view purpose more like an epiphany rather than something we actively construct? How are happiness and purpose distinguished and how should we optimize for one or the other? How did Plato’s philosophy separate the two and did he believe they were mutually exclusive on some level? Does Dr. Whelan think that we, as a society, over optimize for short-t...
Publicly listed emails
danielcrosby@gmail.com
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