Tag Archives: Behavioral Finance

Rethinking the Significance of Advice in a Sustainable Sales Practice featuring Joe Jordan (Ep. 17)

Education, Finance, Financial Services, Fintech, Uncategorized, , , , , , , , , ,

Market-centric advisory practices are unsustainable. Developing a customer-centric model is therefore imperative to ensure long-term business sustainability.

In this episode, Adam Holt & Derek Notman rethink what it means to run a sustainable advisory practice. Adam and Derek bring Joe Jordan into the Rethink tank to share his profound vignette phrases and wealth of experience in the power of attitude and perspective in delivering financial guidance.

Joe Jordan discusses:

  • The power in taking a client-centric approach
  • The advisor evolution from a sales culture to a service culture
  • The importance of taking a story-first approach in advising
  • The value in helping your clients find vocation in retirement
  • And more

Resources:

Connect With Joe Jordan:

Connect With Adam Holt:

Connect With Derek Notman:

About Our Guest:

Joe Jordan, inspirational speaker, and behavioral finance expert is the author of the award-winning book Living a Life of Significance (Acanthus Publishing, 2013). Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department. Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.

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The “B” in Beta Stands for Behavior With Daniel Crosby (Ep 16)

Education, Finance, Financial Services, Fintech, , , , , , , ,

Is it possible that the biggest influence on investor outcomes is their own behavior?  How can advisors quantify and help their clients capitalize on one of the biggest value propositions often unspoken.  

Join Adam and Derek as they interview Dr. Daniel Crosby in the Rethink Tank for his unique and frank perspective on where advisors can add more alpha through behavior management.  

Dr. Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, a best-selling author and keynote speaker.

Daniel Crosby discusses:

  • How to quantify the value advisors have
  • The implications behavior has on financial outcome
  • The importance of trust in the financial advisor market 
  • How to win by out-competing on the human side of money
  • And more

Resources:

Connect With Daniel Crosby:

Connect With Adam Holt:

Connect With Derek Notman:

About Our Guest:

Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions. In this role, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achieving better outcomes.

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