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Technology, Authenticity, and Behavioral Finance with Daniel Crosby

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Manage episode 362831395 series 3383539
Content provided by AFCPE®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AFCPE® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week on "Real Money, Real Experts", Rachael and Mary sit down with psychologist and behavioral finance expert, Daniel Crosby. This conversation was a fun one, covering everything from epic failures to Chat GPT to the power of authenticity - which starts with doing the hard internal work on ourselves.

Daniel reminds us that technology is our friend, shares some great book and podcast recommendations, and offers words of wisdom from his father that we can all benefit from remembering.
Show Notes:

1:25 Daniel's journey into this field
3:45 How the transition into this space worked
7:54 One failure Daniel has experienced
10:11 One success Daniel has experienced
11:35 His journey as an author
15:33 Advice for building engagement with clients
17:39 How technology may affect or drive financial services in the future
21:32 Top books Daniel recommends
23:03 Daniel's final 2 cents
24:27 How listeners can connect with him
Show Note Links:

Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!

Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

  continue reading

127 episodes

Artwork
iconShare
 
Manage episode 362831395 series 3383539
Content provided by AFCPE®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AFCPE® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week on "Real Money, Real Experts", Rachael and Mary sit down with psychologist and behavioral finance expert, Daniel Crosby. This conversation was a fun one, covering everything from epic failures to Chat GPT to the power of authenticity - which starts with doing the hard internal work on ourselves.

Daniel reminds us that technology is our friend, shares some great book and podcast recommendations, and offers words of wisdom from his father that we can all benefit from remembering.
Show Notes:

1:25 Daniel's journey into this field
3:45 How the transition into this space worked
7:54 One failure Daniel has experienced
10:11 One success Daniel has experienced
11:35 His journey as an author
15:33 Advice for building engagement with clients
17:39 How technology may affect or drive financial services in the future
21:32 Top books Daniel recommends
23:03 Daniel's final 2 cents
24:27 How listeners can connect with him
Show Note Links:

Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!

Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

  continue reading

127 episodes

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