Podcasts about brinker capital

Are you better looking than average? Four (4) big behavior errors and the formula for a happy life. Recency bias, the Backfire Effect and more fascinating insights. Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AAPL), (USO), (GME)

For advisors to stand out in the marketplace, they need to provide highly valuable, compelling, and differentiated offerings that fulfill their clients' unique needs. Organic growth flourishes when there's product-market fit, and the value proposition resonates deeply with clients. This shift toward a client-focused approach, fueled by data and decision science, is revolutionizing the way advisors build lasting and impactful relationships with their clients. In this episode, Jack talks with Tom Rieman, CEO and Founding Partner at Practice Intel. Tom has decades of experience in the wealth management industry, asset management distribution, and the broker-dealer ecosystem, with a primary emphasis on process and performance improvement. Before founding Practice Intel, Tom held executive roles in leading financial companies such as J. D. Power, Brinker Capital, and J.P. Morgan Asset Management. Tom is a relentless advocate for great financial advice and a believer in the profound power of the truth. Tom talks with Jack about the power of data-driven platforms, client-focused strategies, and decision science to unlock the full potential of client-advisor relationships. He shares insights on how firms can differentiate themselves in the marketplace to drive organic growth and enhance client relationships. Key Takeaways [01:01] - What Practice Intel is all about [02:30] - Tom's journey into financial services [05:06] - How Practice Intel serves its clients [08:38] - The shift from selling to understanding customers' needs and wants [13:46] - What it takes to generate organic growth [17:37] - The importance of listening in giving advice [19:51] - Understanding the Relationship Quality Index (RQI) [22:19] - Tom's advice to financial advisors [23:50] - Tom's interests outside of work Quotes [14:48] - "In any industry, if you have a highly valuable, compelling, and differentiated offering that really meets a need, you get growth." ~ Tom Rieman [15:18] - "Organic growth is driven when you have a great product-market fit, when there's a lot of value created, and when there's something that is actually compelling." ~ Tom Rieman [17:37] - "The best client-advisor relationship is not where the advisor is trying to get the client to act on their recommendation, but helping clients make good decisions that align with their values, goals, and aspirations." ~ Tom Rieman Links  Tom Rieman on LinkedIn Practice Intel J.D. Power Equitable Brinker Capital Investments Michael Durbin Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Guest: Tom Rieman, the Founding Partner and CEO of Practice Intel, a company dedicated to empowering advisors to deliver truly impactful advice. Tom has held leadership roles at J. D. Power and Associates, Brinker Capital, and J. P. Morgan Asset Management. In a Nutshell: Tom and I explore three themes that are crucial to all advisors' success: organic growth; bridging the advice-experience gap between what your clients want and what you're delivering; and what an ideal advice experience looks like from the client's perspective. Our conversation is filled with actionable insights that challenge conventional wisdom about client satisfaction and business growth. And Tom's perspective and experience offer a powerful roadmap for you to make a real difference in your clients' lives.

In this episode, Rusty Vanneman and Robyn Murray are joined by Ron Ahluwalia, Mili Rosen and Will Girton from Brinker Capital's award winning due diligence team. Ron Ahluwalia is a Vice President, Senior Portfolio Manager at Brinker Capital. In this role, he is responsible for the portfolio management, strategy planning, and communication of multi-asset class portfolios for high net worth clients and institutions. Ron has over 18 years of industry experience. Mili Rosen works on the Investment Due Diligence team as a Senior Investment Analyst covering a variety of managers on the firm's OPS/Brinker Capital platforms. Asset class coverage includes domestic and international equities, fixed income, real assets, alternatives, and private equity across various vehicles (i.e., SMAs, ETFs, Mutual Funds, LPs). Will Girton is an Investment Analyst on Brinker's award winning Due Diligence team.Key Takeaways[07:12] - How many managers, strategies and research reports does the entire Brinker due diligence team take on each year?[08:16] - Why is money manager due diligence so important to building out investment portfolios?[09:40] - How often do they uncover “a snake in the attic,” so to speak, while doing due diligence?[10:48] - How do the due diligence requirements differ when you are building out a “supermarket of strategies?”[12:52] - How do they go about finding new managers? Are there certain characteristics they screen for?[16:51] - How does Brinker Capital's due diligence approach differ from other firms?[23:27] - In the current environment, where is advisor demand and what are the strategies that people want?[25:42] - Favorite money managers they've encountered over the years and why did they like them so much?[31:15] - Advice for those wanting to enter the investment management profession?[33:31] - Three characteristics that Ron looks for when hiring a due diligence analyst.[35:55] - What investment ideas are looking particularly attractive to the team right now?Quotes[18:05] - "We really treat due diligence as an endogenous cycle. It never really stops, it's not a ‘set it and forget it' mentality, so [while] performance is very important…just focusing on performance is a very quick way to fail.'” ~ Mili Rosen[35:03] - "I think communication skills are something that are very important. The ability to relate to people, particularly when you are serving clients on the outside [is so important].  Just the ability to find common ground and have a true, meaningful conversation that isn't totally buttoned up…[and] having that ability to…have people lower their guard with you, I think that is a critical aspect as well.” ~ Ron AhluwaliaLinksRon Ahluwalia on LinkedInMili Rosen on LinkedInWill Girton on LinkedInBrinker CapitalConnect with UsMeet Rusty Vanneman, Orion's Chief Investment OfficerCheck Out All of Orion's PodcastsPower Your Growth with OrionDisclosure(s) ~ Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Consumers and investors are in the holiday mood. Goldilocks may be in the house Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. We talk about liquid happiness, measuring brain activity and more on Dunning-Kruger. Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AAPL), (USO), (GME)

Creating personalized investment portfolios tailored to individual clients' unique needs and preferences has gained traction in the financial industry in recent years. As investors become increasingly savvy and demand more control over their investments, traditional approaches to portfolio management are no longer enough. Custom indexing is a powerful strategy that financial advisors can use to differentiate themselves and build stronger, more loyal client relationships. In this episode, Rusty and Robyn talk with Andrew Rosenberger, Head of Custom Indexing at Orion. In this role, Andrew oversees the management and monitoring of all investments under Orion's custom indexing offering. He is focused on delivering tax-optimized solutions to help financial advisors build customized client portfolios, emphasizing tax efficiency and tax transitions. Before joining Orion, Andrew served as a Senior Portfolio Manager for Brinker Capital's Wealth Advisory Team, where he was responsible for portfolio management, strategy planning, and communication of multi-asset class portfolios for high net-worth clients and institutions. Recognizing that custom indexing solutions are an effective means for financial advisors to solve clients' complex problems, Andrew talks about why custom indexing has gained popularity over the past few years, how it differs from other solutions, and why it works for investors. Key Takeaways [03:47] - A brief history of Andrew's career in wealth management. [06:34] - How custom indexing differs from direct indexing. [07:42] - What clients gain from custom indexing. [11:16] - What makes tax harvesting a value-add for clients. [13:34] - Why custom indexing isn't right for all investors. [15:17] - A few examples of custom indexing being used successfully. [18:47] - Why direct indexing has gained popularity over the past few years. [22:14] - The biggest challenges direct indexing faces in the future. [23:32] - What investors are most concerned about with custom indexing. [24:51] - How custom indexing affects active management. [26:36] - Andrew's favorite investment idea. [30:00] - How Andrew maintains his ability to perform at a high level. [32:30] - Andrew's recommendation for content. Quotes [19:28] - "Many asset managers left out of the ETF renaissance are looking at direct indexing as a way where they don't have to be just a commoditized ETF but can now add some value to a client." ~ Andrew Rosenberger [25:22] - At Orion, we're trying to help change the narrative that custom indexing is just another version of an ETF that we have to compete against, but rather as a partnership." ~ Andrew Rosenberger [26:23] - "As we continue evolving the custom indexing narrative, people will think of it more as a technology rather than a replacement or substitute for traditional active managers." ~ Andrew Rosenberger Links  Andrew Rosenberger on LinkedIn Misirlou by Dick Dale Brinker Capital Stephen Wolfram What Is ChatGPT Doing… and Why Does It Work? Orion Custom Indexing Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0739-OPS-3/14/2023

When it comes to investing, the stakes are high. One bad decision can mean a loss of money, time, or opportunity. While there are many products and strategies an advisor can access and implement, how can they find the best ones to ensure their clients avoid costly mistakes and maximize their returns?  In this episode, Rusty and Robyn talk with Christopher Hart, Head of Investment Due Diligence at Brinker Capital. In his role, Chris oversees all investment products that advisors can use within their client portfolios. These include interviewing managers and talking to analysts to make sure they're doing what they say they will. He is responsible for ensuring the quality of all investment products curated by Orion and Brinker.  With over a decade of experience in due diligence in the investment industry, Chris talks with Rusty and Robin about why due diligence is an important step in building an investment portfolio, how to choose a manager or a strategy, and how Orion's due diligence process is different from other firms. Key Takeaways [03:18] - Rusty's review of the market. [06:01] - Chris' professional background and what brought him to Brinker Capital. [08:01] - What it's like to be the head of investment due diligence. [09:02] - Why due diligence is important in building an investment portfolio. [10:53] - Chris and his team's due diligence process. [14:52] - The amount of work Chris and his team put into due diligence. [17:09] - The time it takes for a new strategy to become available to investors and advisors. [18:03] - The qualities Chris looks for in an investment manager. [21:38] - What a successful investment strategy looks like. [23:32] - What causes an investment strategy to be removed from the platform. [25:55] - How Chris' due diligence process differs from other investment firms. [28:22] - The five P's of due diligence. [30:41] - How due diligence has evolved over time. [33:22] - What investors and financial advisors look for in a due diligence manager. [35:13] - What Chris looks for in an analyst. [38:01] - The person who influenced Chris' investment philosophy. [39:33] - Chris' favorite investment strategy. [41:23] - How Chris maintains his physical and mental health to perform well. [43:02] - The people Chris is professionally grateful to. [45:14] - Chris' recommendations for content. Quotes [09:36] - "There are so many products out there for advisors to access, and they could spend all day looking at them, reading about them, and trying to figure out which is the best to use in portfolios for their clients. Our job is to filter that universe and bring that universe down to a manageable number." ~ Christopher Hart [10:15] - "Time is everyone's most precious commodity. Anything we can do to save advisors time and help them deliver better client outcomes is the central tenet of what we're trying to accomplish." ~ Christopher Hart [27:25] - "Many due diligence firms will pass along fact sheets, pitchbooks, and explainers of how a particular manager does what they do. What a lot of firms are lighter on is opinion around whether they think what those firms are doing is good or bad. And we make a conscious effort to weave that opinion in our guiding star reports." ~ Christopher Hart Links  Christopher Hart on LinkedIn Brinker Capital Sweet Child O' Mine by Guns N' Roses River Road Asset Management The London Company Jeremy Siegel Stocks for the Long Run The Future for Investors A Wealth of Common Sense Ben Carlson Mutual Fund Observer Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0482-OPS-2/15/2023

Today we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions, Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through a most-in-one advisor platform, Orion powers the success of growth-focused advisors, helping them compete more successfully. His role entails bringing behavioral tools, training, and technology to financial advisors and investors so that they can make better decisions with their money. Daniel holds a Ph.D. in Psychology from Brigham Young University and started his career as a consultant before joining Brinker Capital as Chief Behavioral Officer in 2018, which Orion Advisor Solutions then acquired.Daniel hosts the award-winning podcast, "Standard Deviations," in which he discusses with his guests everything from finance to retirement to wellness you can find it on all the major podcast platforms.To date, he's written five books on behavioral finance. His first book, 'Personal Benchmark: Integrating Behavioral Finance and Investment Management,' was a New York Times bestseller, and his second book, 'The Laws of Wealth,' was named the best investment book of 2017 by the Axiom Business Book Awards and been translated into seven languages! One of the many gifts you'll discover about Dr. Daniel Crosby in this episode is his gift for transforming research methodology data and financial terms into simple and easy-to-implement strategies in real-life. Within seven years, he's launched five books in which he has simplified behavioral finance concepts and looks at the psychology, physiology, and sociology of financial decision-making. Daniel's ideas have also appeared in the Huffington Post, Risk Management Magazine, WealthManagement.com, and Investment News. Daniel was named one of the "12 Thinkers to Watch" by Monster.com and a "Financial Blogger You Should Be Reading" by AARP. Without a doubt, Daniel's insights on how emotions can cloud our judgment and impact logical decisions can give us all food for thought.While today's episode is jam-packed with great insights into the evolution and future of financial behavior, we also get a glimpse into Daniel's personal life, his life as a husband, a father, and a FinTwit sensation, and his viral tweet with Elon Musk In The Suite!!! Resources Dr. Daniel Crosby Standard Deviations PodcastTina Powell's Episode on Standard Deviations PodcastDr. Daniel Crosby on Amazon Orion Advisor Solutions Orion Advisor Fuse Dr. Daniel Crosby on Twitter Daniel Crosby on Instagram Daniel Crosby on LinkedIn 

Rusty Vanneman is the Chief Investment Strategist of Orion Advisor Solutions. An industry veteran with over 30 years of experience, Rusty has managed multiple mutual funds and hedge funds throughout his career. Before joining Orion, Rusty served as the President and Chief Investment Officer of CLS Investments. He was also a senior analyst at Fidelity Management and Research and previously worked for Thomson Reuters and General Electric. Rusty received his Bachelor of Science degree in Management from Babson College in Wellesley, Massachusetts. In addition to his work at Orion, Rusty hosts The Weighing Machine podcast and is the author of the book, Higher Calling.   Dr. Daniel Crosby is the Chief Behavioral Officer of Orion Advisor Solutions. A psychologist and behavioral finance expert, Daniel specializes in helping organizations understand the intersection of minds and markets. Before joining Orion, Daniel served as the Chief Behavioral Officer of Brinker Capital. He was educated at Brigham Young University, where he completed his Bachelor's degree and Ph.D. in Psychology. He is also the author of the New York Times bestseller, Personal Benchmark, as well as The Laws of Wealth, which the Axiom Business Book Awards named the best investment book in 2017. His latest work, The Behavioral Investor, takes an in-depth look at how sociology, psychology, and neurology impact investment decision-making.   Rusty and Daniel join us today to discuss how financial advisors can connect with their clients and guide them through difficult economic conditions. They explain how they encourage their clients to continue on their investing path. They describe why it's important for advisors to highlight their services' features rather than their technical aspects. They also enumerate the five elements of wellness and underscore why the success of a financial advisor's business and career relies on self-care and wellbeing.   “We have to convey to our clients that we're partners in the journey, and our ability to get there is only as good as their ability to take the ride.” - Dr. Daniel Crosby   This week on The Model FA Podcast:   How financial advisors can communicate their value proposition to their clients The value of communicating technical aspects as features How financial advisors can encourage their clients amid challenging economic times The five elements of wellness and the role of self-care in a financial advisor's life The first thing financial advisors need to do when the markets take a downturn Why everyone should explore existentialism and stoicism   Resources Mentioned:   Book: A Guide to the Good Life: The Ancient Art of Stoic Joy by William Irvine Book: Man's Search for Meaning by Viktor Frankl Book: Think and Grow Rich by Napoleon Hill   Our Favorite Quotes:   “To have a thriving business and happy clients—whether the market is crushing it or crashing down—you need to be the best version of yourself mentally, physically, emotionally.” - David DeCelle “Whatever the normal person needs to do from a self-care perspective, the financial advisor needs to do even more because of all the bullets they take.” - David DeCelle “A confident advisor will create a confident investor.” - Rusty Vanneman   Connect with Orion:   Orion Portfolio Solutions Orion Practice Management Orion Advisor Tech on LinkedIn Orion Advisor Tech on Twitter   Connect with Rusty Vanneman:   Book: Higher Calling: A Guide to Helping Investors Achieve Their Goals Podcast: The Weighing Machine Rusty Vanneman on LinkedIn Rusty Vanneman on Twitter   Connect with Dr. Daniel Crosby:   Book: The Behavioral Investor Book: Personal Benchmark: Integrating Behavioral Finance and Investment Management Podcast: Standard Deviations Daniel Crosby on LinkedIn Daniel Crosby on Twitter   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Dr. Daniel Crosby, Chief Behavioral Officer at Brinker Capital, joins today's show. We discuss:His non-traditional route to the finance industryHow people are impacted by "gamification" of Robinhood and NetflixTool & Resources for behavioral finance that can be used by advisors and wholesalershttps://blog.brinkercapital.com/category/behavioral-finance/https://www.linkedin.com/in/danielcrosby/https://podcasts.apple.com/us/podcast/standard-deviations-with-dr-daniel-crosby/id1241946146

Firms and investment professionals must keep up. Tech innovations, demographic shifts, redefined client-advisor engagement—you name it. The future of the investment management industry is promising. But, how can the industry keep its vision to provide continuous better outcomes for clients? In this episode, Rusty and Robyn talk with Noreen Beaman, President at Orion Advisor Solutions.  Aside from oversight of the firm's operations, Noreen serves as a leader and a mentor to almost 1200 investment professionals at Orion. Her focus is mainly on the firm's investments and sales and marketing operations. Prior to that, Noreen was the Founding Partner and CEO at Brinker Capital where she offered her expertise for 29 years Noreen talks with Rusty and Robyn about the importance of behavioral finance, the strategies of being a successful professional, and the future of Orion and the entire investment industry. Key Takeaways [04:28] -  What is the secret to being a successful investment firm? [05:45] - Noreen's industry forecast. [07:37] - What Noreen is most excited about for Orion's future. [08:46] - Why mentors are so important. [11:40] - How to bridge the gender gap in finance. [13:47] - The effect of financial advising on Noreen's life. [15:03] - How a financial advisor can land a dream job in the advisory space. [16:21] - Noreen's tip for financial advisors: Listen. [17:32] - Noreen's fiction and non-fiction reading list. [20:23] - How to take the first step as an investment professional. [21:21] - Essential books on financial advising. [22:25] - Noreen's podcast recommendations. [23:21] - How the president of an investment firm stays on top of every aspect of her life. Quotes [06:13] - “The consumer today and the end investor is smarter than they've ever been because they have access to so much information. They're going to drive for continued personalization. And I'm a big believer in that. We need to be ahead of that curve, thinking about what they are going to want.” - @nbeaman [13:15] - “There are women in our organization that have had the opportunity to be successful. And now we need to continue to mentor and bring the next generation of young women into this industry.” - @nbeaman [15:40] - “This is not an easy business. I would say it's not for the faint of heart. So this is not an easy job to have. It's a lot of responsibility, but going after that with the right attitude and being resilient, and being able to weather those storms, when the markets go in a direction that you might not have expected them to—it's important to have an open mind.” - @nbeaman Links  Noreen Beaman on Twitter Noreen Beaman on LinkedIn Orion Advisor Solutions Born To Run by Bruce Springsteen Ernst and Young St. Peter's University Orion's 3D Risk Profile Chuck Widger Multipliers: How the Best Leaders Make Everyone Smarter by Liz Wiseman What Great Managers Do by Marcus Buckingham | Harvard Business Review Money Management Institute Harry Truman What Got You Here Won't Get You There: How Successful People Become Even More Successful by Marshall Goldsmith The Lincoln Highway by Amor Towles Charlotte's Web by E.B White Jane Eyre by Charlotte Bronte Man's Search For Meaning by Viktor E. Frankl The House of Gucci: A Sensational Story of Murder, Madness, Glamour, and Greed by Sara Gay Forden House of Gucci (2021) The Intelligent Investor by Benjamin Graham The Behavioral Investor by Daniel Crosby Storytelling For Financial Advisors: How Top Producers Sell by Scott West Standard Deviations with Dr. Daniel Crosby Podcast Eric Clarke Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0150-OPS-1/24/2022

In this episode, Rusty talks with Eric Clarke, CEO of Orion Advisor Services. Eric is a high-profile industry speaker and advocate, and has won numerous industry awards. As Orion's CEO, he's focused on creating a suite of technology that can fully transform every client-advisor journey for the better. Eric talks with Rusty about how tech integrations can help build meaningful and seamless client-investor connections, and what the coming months and years look like for Orion and the industry. Key Takeaways [03:46] - Fintech in 2022, according to Eric Clarke. [05:23] - Exploring new dimensions after the merger with Brinker Capital. [06:41] - Implementing tools to build better relationships between advisors and investors. [08:43] - Evolving value propositions in the fintech industry. [10:53] - How does a firm keep productivity high in a remote-working world? [13:41] - Orion's acquisition of Brinker Capital. [15:52] - Why is pays to stick with your long-term investing strategy. [19:35] - Eric's first investment story. [20:56] - Eric's insights on digital assets and cryptocurrency. [23:58] - A CEO's morning routine. [27:59] - What's in store for Orion Advisor Services in 2022? Quotes [07:18] - “The basis of all great relationships, at least I believe, are founded on trust. And being able to help the advisor understand the investor in at a more meaningful level is something that we think will set the relationship off to a good start and help the investor better respond to the coaching that they are receiving from all these great advisors that we work with.” - Eric Clarke [17:29] - “Obviously, as an investor, every time you can have that long-term perspective and not panic and stick with your strategy, you're rewarded for that. And I'm a believer that whether that's a strategic or tactical or even an alternative strategy, if you stick with it over the long-term, odds are you'll be rewarded for that and it'll be worth it.” - Eric Clarke [28:49] - “What we're focused on here in 2022 is all about connecting that experience through technology integrations, through seamless user experience, helping our advisors connect with their client in a more meaningful, seamless way and using technology to efficiently make that happen.” - Eric Clarke Links  Email Eric Eric on LinkedIn Orion Advisor Services Beautiful Day by U2 Standard Deviations with Dr. Daniel Crosby Podcast: Eric Clarke - Driving Better Investor Behavior Orion's 3D Risk Profile Workplace from Meta Noreen Beaman Marriott Ric Edelman's The Truth About Crypto Manish Khatta Netflix Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts

In today's episode, Rusty and Robyn talk with Frank Nickel, Head of Quantitative Strategies and Investments at Brinker Capital. Frank oversees the setup of the investment process that drives direct investing strategies and risk mitigation across various platforms at Brinker. Prior, Frank spent 27 years in various roles at Morgan Stanley—from asset allocation strategist to director of investment strategy to portfolio manager.   Frank talks with Rusty and Robyn about the ins and outs of direct investing, the concept of “searching for alpha”, and the impact of direct investing on the future of investing (especially with ETFs). “We have the ability to give investors a high price momentum, a version of our direct indexing strategies that allow them to have that ‘search for alpha'. I think the way traditional people think about the ‘search for alpha', it's at the individual security level. We are not going to really attempt to provide that. Our search for alpha is providing some type of factor exposures that investors believe can outperform.” ~ Frank Nickel Main Takeaways  With a direct indexing strategy, you may see bigger returns, compared to a traditional separately managed account. Direct indexing has been on the roll because of tech innovation. From high-net-worth individuals to the mainstream area, firms can manage to bring it to smaller accounts. Direct indexing won't kill ETFs. The only two viable reasons for ETFs to fail are if the government changes taxation, or if technological evolution can lower direct indexing's minimum. Fractional shares trading might be the future with how tech is evolving right now. This can also help to bring the account minimums down. Searching for the alpha involves investing in areas of the market that are projected to outperform. Right now, there's a growing interest in biotech and cybersecurity. Links Frank Nickel on LinkedIn Brinker Capital September by Earth, Wind, and Fire Morgan Stanley Wealth Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2742-OPS-10/27/2021

In today's episode, Rusty and Robyn talk to Grant Engelbart, Senior Portfolio Manager at Brinker Capital. Grant has been in the industry for more than a decade. His focus is on trading and managing assets, including ETF mutual funds and single securities. Before working as a portfolio manager, Grant was part of the trading and investment research team at Orion Advisor Solutions. Grant talks with Rusty and Robyn about ETF investment strategies, crypto as a new alternative asset class, and the non-financial skills needed in finance. "One of the biggest issues we have in the advisor and investor world today is income generation. With cryptocurrencies, if done the right way, you can create pretty substantial income streams and uncorrelated income streams off of these products." ~ Grant Engelbart Main Takeaways  When choosing an ETF, the first step is to know the exposure you'll gain from it. Other factors to consider are ETF concentration, maximum security weight, index ETF, and consistent growth. Crypto can be a new alternative asset class. The possibilities with crypto are endless, especially with the creation of crypto ETFs and the growth of decentralized finance (DeFi). Getting familiarized with programming languages, improving your writing, and maintaining positive client relationships are non-financial skills needed in finance. Be disciplined and recognize the power of staying in the market long-term. Having a consistent yet adaptable process that is aligned with the client's investment beliefs is important. Links Grant Engelbart on LinkedIn Sirius by The Alan Parsons Project Brinker Capital Brinker Capital on Twitter CLS Investments Chartered Alternative Investment Analyst Association (CAIA) Index Methodology Morningstar ETFs Davis ETFs JP Morgan US Value Funds Simplify ETFs Matt Hogan Dave Abner Python R Animal Spirits Podcast Corey Hoffstein's Liquidity Cascades: The Coordinated Risk of Uncoordinated Market Participants Flirting With Models Podcast Upside-Down Markets: Profits, Inflation, and Equity Valuation in Fiscal Policy Regimes By Jesse Livermore+ | O'Shaughnessy Asset Management Long Vol: It's Always Different by Dave Nadig ETF Trends - ETF Strategist Channel - Brinker Capital Nebraska Huskers Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2011-OAS-7/13/2021

Learn how to navigate and weather global Ag markets from Sal Gilbertie, CEO and Founder of Teucrium and Grant Engelbart, Senior Portfolio Manager at Brinker Capital. We thank Teucrium for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Tim Holland is the Chief Investment Officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to his current role, Tim was the Global Investment Strategist at Brinker Capital where he worked with senior members of the investment team to develop and deliver Brinker Capital’s macroeconomic and capital markets outlook, including the company’s investment views and portfolio positioning. Tim has over 20 years of investment experience. Prior to joining Brinker Capital, Tim was a Portfolio Manager at TAMRO Capital Partners, where he directed overall portfolio construction on two long-only, US equity strategies based on fundamental company and industry analysis and understanding the potential impact of economic, industry, and political trends on portfolio holdings.Tim received his Bachelor of Arts in political science from Drew University. He holds a FINRA Series 65 designation and is a CFA® charterholder. Tim’s investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily, and Financial Times. Tune in to hear: - Though market performance and the economy aren’t one in the same, and the market is forward looking in nature, it is still surprising how much it rallied in 2020 in spite of the year’s struggles. What sense can we make of this? - The Fed and The Federal Government’s response to the pandemic may account for why the market is in the position it is. What do you say to critics of the government’s enormous response? - What are Tim’s expectations of the market moving into 2021? - What is Tim’s take on emerging markets and international stocks in a post-covid world? - Bonds and fixed income used to act as a ballast in one’s portfolio. With their rates so low, and even negative at times, where can we look for a ballast in a portfolio now? - What is some behavioral advice for investors living through this taxing moment? What practical steps can they take to ensure they don’t sabotage their investments? Web: blog.brinkercapital.com Compliance code: 0691-OAS-02/26/2021

Welcome to Mistakes Were Made, a new podcast from Citywire that asks investors about their worst mistakes and what they learned from them. Hosted by Citywire's US editor Alex Steger and head of research Frank Talbot, each week we'll hear from an investor about their gravest errors and the lessons that came from them. All in an effort to help us make better investments. Over the coming weeks, our guests will include financial advisers, fund selectors, portfolios managers, and even a celebrity (look out for that one), from the US, UK, and Europe. The jobs and locations may differ, but the lessons learned are universal. Our guest for this first episode is Daniel Crosby, a New York Times bestselling author of books such as The Laws of Wealth and The Behavioral Investor. A trained psychologist, Daniel is chief behavioral officer at Brinker Capital, a wealth and asset management business based in Pennsylvania, USA.

Orion Advisor Services CEO, Eric Clarke, and I covered a lot of ground in this conversation. As one of the most innovative leaders in both FinTech and financial services, Eric has tremendous insight into how technology drove our industry in 2020 – “A year of Darwinian evolution…” – and how our landscape has been permanently changed as a result. The importance of leading by listening What Eric sees as the next phase in the evolution of our industry How Orion's merger with Brinker Capital led to a new mission: “Power The Advisor/Client Journey” How the American investor benefitted from the evolution of the financial services industry How close are we to “Alexa…” for financial services?

This week, my guest is Dr. Daniel Crosby, psychologist, behavioural finance expert and Chief Behavioural Officer at Brinker Capital. Daniel talks about financial sacrifice and the relationship between happiness and money (it might not be what you expect!). He also shares his ‘three Es’ when it comes to financial wellbeing: education, environment and encouragement. An episode absolutely jam-packed with great insights and priceless gems from a world expert on behavioural finance.

In this episode, we sit down with Daniel Crosby – the Chief Behavioral Office at Brinker Capital. Daniel is also a best-selling author and author of the Behavioral Investor, The Laws of Wealth and a few others. I'm incredible excited for this episode  - Daniel is someone who I have followed for a while and he was actually intro'ed to me by one of our clients and I'm glad he was. The episode is data-packed, we get into the mind of the investor and how you can shape your communication strategy around their daily behaviors. This is our conversation with Daniel Crosby.

Did you know that investors that work with advisors typically do two to three percent better per year than their no-advice peers? We talk about this and so much more on this episode of the Mitlin Money Mindset™ podcast with our guest, Dr. Daniel Crosby. Daniel is the Chief Behavioral Advisor at Brinker Capital. He is a psychology and behavioral finance expert who helps organizations understand the intersection of mind and markets. He has written several books on the psychology of investing and also constructed the Irrationality Index — a sentiment that measures and gauges greed and fear in the market from month to month.  You will want to hear this episode if you are interested in... The Role of a CBO within an organization. [3:02] Why finance and psychology go together like peanut butter and jelly. [5:05] How an investor’s mindset affects the financial decisions they make. [7:38] The effects of the pandemic on investors and their financial decisions. [12:16]  The three things great advisors do that help them pay for themselves. [19:08] Actions investors can take to prepare themselves for the non-financial aspects of retirement. [19:45] Resources & People Mentioned Brinker Capital Martin Zeligman’s PERMA Model Daniel’s Books: The Behavioral Investor The Laws of Wealth Connect with Dr. Daniel Crosby Educated at Brigham Young and Emory Universities, 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 5 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he is not consulting around market psychology, Daniel enjoys exploring the American South, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children. You can connect with Daniel on Twitter and LinkedIn. Connect With Mitlin Financial podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook   Subscribe to Mitlin Money Mindset on Apple Podcasts, Spotify, Google Podcasts  

In today's episode, we discuss the upcoming election and its impact on the market, what headwinds face advisors during this time, how to address them, and tips to encourage investors to stay the course. Guest: Tim Holland of Binker Capital Investments. 2601-OAS-10/13/2020

Dr Daniel Crosby, author and Chief Behavioral Officer at Brinker Capital in the USA talks about psychology and why it can sometimes be a major impediment to successful investing. He describes how the rules for investing, similar to the rules for maintaining a healthy body weight, are very simple to understand but hard to stick to. Daniel highlights a few rules from his book The Laws of Wealth and reminds us how powerful our emotions are and how they drive our decision making much more strongly than data do. We discuss research that shows that forgetfulness makes exceptional investors. One of the most important things you can do when it comes to investing is to do nothing. This is hard to do since most of us have an action bias. We end with some tips on making good financial decisions, the three E's. As Nick Murray said, “Wealth isn't primarily determined by investment performance, but by investor behavior.”Join us on twitter for real conversations about family finances:@FamFinanceShow@DianaGranouxWebsite: www.familyfinanceshow.com

Our guest today is Dr. Daniel Crosby, Chief Behavioral Officer at Brinker Capital and a New York Times best-selling author of multiple books, including his most recent, The Behavioral Investor.  Daniel is a licensed psychologist who provides a unique lens into decision-making around money. In the episode we discuss why we're not wired to make sound financial decisions, how bear markets truly have a long lasting impact on us, why he believes automating financial decisions is optimal in almost every scenario, and why he believes it's beneficial to have a financial advisor. He also offers advice on how advisors can better coach their clients and even touches on how to encourage your children to learn sound money habits early on.  Our guest-host today is Frank Garcia, Co-Chief Investment Officer at Resource Consulting Group and Vice President of CFA Society of Orlando.    Follow Daniel on Twiter at @DanielCrosby or connect with him on LinkedIn here.   You can subscribe to Daniel's podcast and purchase his books here. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL  

On this episode, we dive into the fascinating world of behavioral finance and how you can apply its lessons to your business. Our guest is Dr. Daniel Crosby. He's a PhD in clinical psychology and a behavioral finance expert with Brinker Capital. Kurt and Steve ask him about his numerous books and TED talks and how behavioral finance is shaping how we think about investing and client relationships.

DoubleLine’s Jeffrey Sherman and Sam Lau welcome Daniel Crosby, a psychologist and behavioral finance expert, to “The Sherman Show” to discuss what roles education and experience play in investment decisions and how automation can counter an investor’s worst impulses. Mr. ... Read More

In this episode, we find some positivity in a sea of negative news. We also discuss balanced portfolios — and how we might want to change them — and what will the election mean for the markets? Plus, big news from Orion and Brinker Capital. 1778-CLS-07/14/2020

In this episode, Matt sits down with Tim Holland, Brinker's Global Investment Strategist to discuss the Fed's Response to the COVID-19 pandemic and how it is different that the responses in 2008 & 2009. CRN202207-267712

In this episode, Matt talks with Brinker Capital’s Chief Behavioral Officer Dr. Daniel Crosby. They discuss investor attitudes and how they can impact the ability to make decisions. CRD#202206-266757

In this 123rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dr. Daniel Crosby, Founder of Tulip, Chief Behavioral Officer at Brinker Capital, and Best-Selling Author. He is known for figuring out ways to take behavioral finance theory and implement in real life. Dr. Daniel Crosby speaks about his new platform, Tulip which puts that process into action. Episode Highlights: ● 00:16 – Jason Pereira introduces Dr. Daniel Crosby. ● 01:03 – Dr. Daniel Crosby explains what Tulip is. ● 01:53 – He shares his career history. ● 05:33 – Where did he start when tasked with this effort with Tulip? ● 09:01 – How does he account for the advisor buffer with Tulip? ● 11:01 – What are the three forms of risk? ● 15:48 – What does the Tulip user experience look like from start to finish? ● 25:42 – Is there any contextual change with Tulip based on dollar amount? ● 30:14 – How does Tulip deal with a differentiating context of risk? ● 33:22 – What does the output to the advisor look like? ● 37:34 – What would Dr. Daniel Crosby change in his business or industry? ● 38:17 – What have been the biggest challenges that Daniel has faced? ● 39:04 – What has kept Dr. Daniel Crosby excited about the work he is doing? 3 Key Points 1. One of the best predictors of future behavior is past behavior. 2. Tulip looks at past behavior, uses a gamified simulation of 30 years of market history that allows the client to sort of pre-experience what markets are like to try out different decisions within 5-6 minutes. 3. Some data points that Tulip looks at include frequency of inbound contact, how often do they log in, and the gamified simulation itself. Tweetable Quotes: ● “Tulip is a behavioral analytics platform for financial advisors. So, it all operates from the premise that the highest value that a financial advisor adds to her or his clients’ lives comes through behavioral coaching.” – Dr. Daniel Crosby ● “One of the first things you learn as a psychologist is that self-reported behavior is a horrible measure of actual behavior.” – Dr. Daniel Crosby ● “One of the critiques of other measures of risk-taking behavior is that they’ll ask questions in a vacuum, like, ‘if you lost $10,000, would that be a big deal or not?’ If you have $10 million, it is not a very big deal.” – Dr. Daniel Crosby Resources Mentioned: ● Facebook – Jason Pereira’s Facebook ● LinkedIn – Jason Pereira’s LinkedIn ● FintechImpact.co – Website for Fintech Impact ● JasonPereira.ca – Sign up for Jason Pereira’s newsletter ● Linkedin – Dr. Daniel Crosby’s Linkedin ● The Behavioral Investor by Dr. Daniel Crosby – Book by Dr. Daniel Crosby ● The Laws of Wealth by Dr. Daniel Crosby – Book by Dr. Daniel Crosby See acast.com/privacy for privacy and opt-out information.

Brought to you by Zurich and Onepath - two brands with one vision. Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, and Chief Behavioral Officer at Brinker Capital. Daniel Crosby Linkedin: https://www.linkedin.com/in/danielcrosby/ Brinker Capital Website: brinkercapital.com General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Daniel Crosby is the Chief Behavioral Officer at Brinker Capital. 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.Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management.He also constructed the “Irrationality Index,” a sentiment measure that gauges greed and fear in the marketplace from month to month. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News. Daniel was named one of the “12 Thinkers to Watch” by Monster.com and a “Financial Blogger You Should Be Reading” by AARP. When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and two children.

In this week's episode we shift gears a little from our usual investing focus. We wanted to spend some time talking about the current COVID-19 crisis and its impact on all of us as people. To do that, we brought in an expert of human psychology and behavioral finance, Dr. Daniel Crosby. Daniel is the author of the Behavioral Investor and the Chief Behavioral Officer at Brinker Capital. In the interview, we discuss what we are going through as a society with the COVID-19 crisis, how we can all learn to better cope with the stress it brings, and the impact it will have on our behavior in the future. We also talk about its impact on us as investors and discuss Daniel's process to help investors avoid making bad decisions during times like these. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG http://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

In this podcast, Dr. Daniel Crosby, the chief behavioral officer at Brinker Capital, talks about the role emotions can play in investment decisions. Dr. Crosby's research focuses on how sociology, psychology and neurology impact investment decision-making, and he is known for his New York Times best-seller Personal Benchmark: Integrating Behavioral Finance and Investment Management. In this podcast, Dr. Crosby covers ideas of how personal and portfolio wellness come together in our lives, five ways to take care of yourself in stressful times every day, and three concepts to help you stay focused on your financial goals.

Today’s guest is Daniel Crosby. Daniel is the Chief Behavioral Officer at Brinker Capital, where he helps organizations better understand the intersection between minds and markets. 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. Daniel gets not just how markets work, but why people make decisions - both good and bad - as they invest and build financial plans.  In his book, The Behavioral Investor, he examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. All of these things make Daniel uniquely qualified to speak on today’s topic: COVID-19, also known as the coronavirus. With the markets down and fear and panic in the streets, Daniel lends his unique expertise to the financial challenges of this moment. We discuss the psychology of behavioral investing, why so many people make bad decisions during a downturn, and why we always act like we’ve never seen anything like this before - and what you should be doing with your money to best stay on track to live the retirement you want.    Show Notes: RetireWithPurpose.com/117 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Daniel Crosby is a New York Times Bestselling author with books like “Personal Benchmark”, “The Laws of wealth”, and “The behavioral investor”. He is also the Chief Behavioral Officer of Brinker Capital. He spoke at TEDx in Huntsville and hosts the podcast “Standard deviations”. Daniel holds a PhD in Psychology from Brigham Young University. We talk about his role as Chief Behavioural Officer, the insights of his several books and how to apply the learnings from behavioural finance in real life. We dive into the psychology of human beings, how investors can stick with their portfolio during difficult times and how to outsmart yourself and other investors. We touch on hedge funds like Long Term Capital Management and Renaissance Technologies and the merits of active and passive investing.

Do you know the biggest misconceptions about investing? New York Times best selling author Dr. Daniel Crosby joined Emily Binder to talk about the psychology of money. Many investors are mistaken that success in the markets is about being analytically minded, but it’s actually more about self control. So yes, C.R.E.A.M., but emotion rules cash. Daniel shares the three legs of effective investing and why education alone isn’t enough to save us from investing mistakes or weight gain. (Yes, the two are linked.)Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. A New York Times bestselling author, his most recent book is The Behavioral Investor. Dr. Crosby is Chief Behavioral Officer at Brinker Capital.View the show notes and timestamped topics. See acast.com/privacy for privacy and opt-out information.

On today’s show, I had the opportunity to meet with psychologist and behavioral finance expert Daniel Crosby. Daniel earned his Ph.D. in Psychology, is currently the Chief Behavioral Officer at Brinker Capital, and is a USA Today and New York Times bestselling author. IN THIS EPISODE YOU’LL LEARN:What behavioral finance isHow psychology plays a huge role in managing your moneyCommon financial advice to be cautious ofHow to overcome your biases about moneyAnd much, much more!HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! BOOKS AND RESOURCESDownload your free audiobook from AudibleDaniel Crosby’s book The Behavioral InvestorDaniel Crosby’s book The Laws of WealthRichard Thaler’s book NudgeDan Ariely’s book Predictably IrrationalCONNECT WITH DANIELTwitter | LinkedIn GET IN TOUCH WITH ROBERTInstagram | LinkedIn | Twitter | FacebookEmail: Robert@TheInvestorsPodcast.com

In this episode, Emily interviews Dr. Daniel Crosby, an author and expert in behavioral finance. Upon completing his PhD in clinical psychology, Daniel realized for the first time that an academic salary would not afford him the lifestyle he wanted. He instead pivoted to translating the academic research in behavioral finance for working financial advisors, and he currently serves as the Chief Behavioral Officer for Brinker Capital. Daniel shares how he's applied the principles of behavioral finance in his own life and specific career and financial advice for early-career PhDs, particularly those exiting PhD training.

“Emotion overrides cognition pretty dramatically” - Daniel Crosby (Tweet) Welcome to Top Traders Round Table, a podcast series on managed futures brought to you by CME Group. On today's episode, host Niels Kaastrup-Larsen continues his conversation with Dr. Daniel Crosby, Chief Behavior Officer of Brinker Capital, and the host of The Standard Deviation Podcast. Niels and Daniel discuss how emotion affects investment decision-making, the problem with financial media, and what investors can do to correct their bad investment behavior. Subscribe on: In This Episode, You'll Learn: The key points of dealing with emotion as an investor Why rules are better than goals Daniel’s Four “C”s of investing The importance of rule-following for investment managers What is the role of clarity in investing “More than anything, overcoming emotion is just about automating.” - Daniel Crosby (Tweet) Why an overabundance of data can be detrimental to decision-making The role of courageousness in investments Why process over outcome is important Why volatility is not the same as risk This episode was sponsored by:     Connect with our guests: Learn more about Daniel Crosby and Brinker Capital “There has never been a better time in the history of the world to be an investor.” - Daniel Crosby (Tweet)

“If we can follow just a couple of simple rules, we can overcome the behavioral errors which are the plague of so many investors.” - Daniel Crosby (Tweet) Welcome to Top Traders Round Table, a podcast series on managed futures brought to you by CME Group. On today's episode, host Niels Kaastrup-Larsen speaks with Dr. Daniel Crosby, Chief Behavior Officer of Brinker Capital, and the host of The Standard Deviation Podcast. Dr. Crosby came to investment management through clinical psychology and therefore has a unique perspective on behavioral economics. The discussion ranges from how human behavior is evolutionarily ill-equipped for investment management, the importance of having rules for investing during turbulent times, and what investors can do to modify their behavior for success. Subscribe on: In This Episode, You'll Learn: What makes Daniel’s background rare in investment management How the eradication of Guinea Worm is relevant to investing behavior Why the evolution of human behavior is antithetical to investing How being a quantitative investor is beneficial to overcoming bad behavioral economics “Knowledge does very little to change human behavior.” - Daniel Crosby (Tweet) The correlation between activity and success in the markets What are the building blocks of behavioral finance Why “I don’t know” is the most under-appreciated phrase in investing The role of conservatism in behavioral economics This episode was sponsored by:     Connect with our guests: Learn more about Daniel Crosby and Brinker Capital “I never know what’s going to happen. But I am a market historian and I know what’s happened previously, and I feel I can tilt probability in my favor by operating within those parameters.” - Daniel Crosby (Tweet)

Daniel Crosby was working as a clinical psychologist when he decided to switch career paths to behavioral finance. Now, he uses those same skills to help people manage money more effectively. He has written two great books, The Laws of Wealth and The Behavioral Investor. He now works at Brinker Capital as the Chief Behavioral Officer. You can follow him on Twitter here: @danielcrosby Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Instagram: investing_city Or feel free to email us at service@investingcity.org If you would like $10 off/month on a Dynasty Membership, just email us with the keyword "Podcaster Elastimer" and we'll hook you up! (it had to be a strange yet memorable keyword right?!) Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Ritholtz Wealth Management's Blair duQuesnay caught up with Brinker Capital's Daniel Crosby to talk about how central behavioral investing has become to the financial advice proposition. It sits at the center of the value-add that advisors are bringing to the table in the modern era.Will every financial firm someday have a CBO - Chief Behavioral Officer?Read Blair each week at her blog, The Belle Curve!http://blairbellecurve.com/Follow Daniel Crosby on Twitter:https://twitter.com/danielcrosbyEnable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here:http://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/terms-and-conditions/ Subscribe to the mini podcast on iTunes or SpotifyEnable our Alexa skill here - "Alexa, play the Compound show!" See acast.com/privacy for privacy and opt-out information.

This week on Let’s Fix Work, I am joined by Dr. Daniel Crosby. Dan is an author, psychologist, and Chief Behavioral Officer at Brinker Capital. His primary focus is in behavioral economics and understanding how we make decisions around money. Dan and I met almost a decade ago, at a time when the economy wasn't doing very well. Since then he has published two books on the topic of wealth, money, and psychology. In this episode, we talk about behavioral economics in the workplace and why it all matters. If you are interested in the role behavioral economics plays in the market, the workplace, and how it affects our decisions, tune into this episode of Let’s Fix Work. In this episode, you’ll hear: Can we be doing better with our money? Willpower and why relationships and context matters Freewill, do we still have it? We answer the question, is the market consistently eroding what's in our best interests? Designing better employment experiences The role and responsibility of people in power On decision making: “Putting yourself in the right situations is a very big deal because we have limited willpower.  Surrounding yourself with good people and being in good places is more than half the battle.” Dr. Daniel Crosby Resources from this episode: Thank you to our sponsor: Ultimatesoftware.com/LFW Dan Crosby TW https://twitter.com/danielcrosby Dan Crosby LI https://www.linkedin.com/in/danielcrosby Dan Crosby Books: The Behavioral Investor https://amzn.to/2STAo7q The Laws of Wealth: Psychology and the secret to investing success  https://amzn.to/2VPVK7C Everyone You Love Will Die https://www.kickstarter.com/projects/458001451/everyone-you-love-will-die *** We're proud to be sponsored by Ultimate Software. They're a leading cloud provider of people management solutions with a commitment to continuing education for HR, talent, and payroll professionals. Ultimate Software is hosting dozens of free educational HR workshops around the country. Check out ultimatesoftware.com/LFW for more information on how to earn free HRCI, SHRM, and APA recertification credits.

On this show, we talked about behavioral psychology, finance and investing as well as the sociological, neurological and physiological impediments to investment decisions with Dr. Daniel Crosby Ph.D, Psychologist, behavioral finance expert and Chief Behavioral Officer at Brinker Capital.  Listen to learn how the four primary drivers for investor behavior and how to recognize them in yourself! For the Difference Making Tip, scan ahead to 18:01. You can learn more about Daniel at Twitter and LinkedIn. For a copy of The Behavioral Investor, click HERE Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at Contact@GeorgeGrombacher.com.

Noreen Beaman is living the American Dream. After starting at Brinker Capital three decades ago, and having worked in every vertical in the company, she is now the CEO of the multi-billion dollar asset management firm. In this episode, Noreen shares the lessons of leadership she learned along the way, including: How she defines leadership The steps she takes to ensure that Brinker's culture remains vibrant What she learned from her biggest professional mistake The place of failure and hardship in becoming a great leader

When Dr. Daniel Crosby was in his 20s, he had a fateful conversation with his father about what he should do for a living. Dr. Crosby’s father was a financial advisor, but young Daniel didn’t think finance was a good fit for his interests and skill set. “I remember saying to him, ‘Dad, but I'm a people person. I like to study human behavior and you just think about math,’ Dr. Crosby says. “He laughed and said, ‘Read these books and tell me if you don't think that emotion and human behavior plays into finance.’ And there was no turning back after that.” Today, Dr. Crosby is the chief behavioral officer at Brinker Capital. He's also a psychologist, a New York Times bestselling author, and a behavioral finance expert who really understands what's happening at the intersection of our minds and the financial markets. On today’s show, we talked to Dr. Crosby about his latest book, “The Behavioral Investor,” and the four psychological tendencies that he has seen prevent folks from building a bigger and better nest egg.

Dr. Daniel Crosby is one of the industry's top thought leaders on Behavioral Finance. He authored the New York Times bestseller 'The Laws of Wealth' and is the host of the popular Standard Deviations podcast. Daniel recently joined Brinker Capital as the Chief Behavioral Officer.  On this episode, we discuss how financial advisors can leverage his 'Third Way' of looking at investing through a behavioral lens. There are granular applications that you can implement in your practice today.      Also mentioned in this episode:   Jesse Felder's The Felder Report: https://thefelderreport.com   Here is a list of Dr. Crosby's top books on the subject of Behavioral Finance.  www.nocturnecapital.com/blog/2016/8/1/the-best-books-on-behavioral-finance-and-behavioral-economics   Connect With Daniel:   LinkedIn: https://www.linkedin.com/in/danielcrosby   Twitter: https://twitter.com/danielcrosby   Website: http://www.nocturnecapital.com     About Daniel: Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne's tactical strategy. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News.  Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational.

A prime example of commitment and dedication, Noreen Beaman has worked at Brinker Capital for 29 years, serving in various positions throughout her tenure. Her experiences in each position have allowed her to learn about every facet of Brinker Capital, building a strong overview of the company that ultimately set her up for success in her current role as CEO. As we walk through the defining moments and teachable experiences throughout Noreen's career arc, she shares valuable insights on enhancing the culture of a company as well as how to own your voice as a female in the financial services industry. Resources: Noreen Beaman: https://bit.ly/2vVrvk9 The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Brinker Capital, Inc., a Registered Investment Advisor.

Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, from DoubleLine’s Asset Allocation team welcome Noreen Beaman, CEO of Brinker Capital, to discuss Brinker Capital as a solutions based provider, empowering the financial advisor and the evolution of advisory business.

Welcome to the 39th CONKERS’ CORNER recorded on 14th December 2016. In this interview I have the pleasure of speaking with Dr. Daniel Crosby @danielcrosby, the New York Times awarding winning author, behavioural finance expert and sought after thought leader on market psychology. He is also the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne’s tactical strategy. His ideas have appeared in the Huffington Post, Think Advisor and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News “40 Under 40” and a “financial blogger you should be reading” by AARP. Daniel’s second book, “Personal Benchmark”, co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalised approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. Daniel grew up the son of a Financial Adviser and he was so immersed in that world he said that he “never had a chance”. He was steeped in best financial practices and his father would always be “talking about stocks and shares at the table”. His Dad was quite a gifted investor and adviser and therefore “in their house, debt was a four letter word”. Therefore, Daniel grew up with some sound principles with regards to money. Daniel went to College and set out to become an Investment Manager, however mid-way through College he dropped out. He chose instead to become a missionary for his Church and went to work in the Philippines for a few years. Teaching English, building schools, doing a little good in the world. It was at that point he became interested in a profession that would help others. He chose Psychology when he returned to his studies at Brigham Young University, with a renewed dedication and later became a Pre Doctoral Intern (PHD) at Emory University in Atlanta. In July 2008, he went onto become a Consultant at Sperduto and Associates, a firm of corporate psychologists and management consultants, based in Atlanta. When he started his first job, Daniel started investing straight away with Index Funds. He remained there until he moved in January 2010 to IncBlot Organizational Psychology which is a management consultancy, comprised of a team of organisational psychologists with expertise in helping business select exceptional people. In March 2016, Daniel founded Nocturne Capital, which is a behavioural asset management firm serving the needs of individuals and institutions committed to the research-based investment principles set forth in his book :The Laws of Wealth. Daniel is also the President of Nocturne Capital and an executive at the Brinker Capital Center for Outcomes, a financial adviser education initiative that helps advisors understand the powerful impact behavioural science can have on their practices. Daniel is a huge advocate of “know yourself” and one of his biggest lessons is ‘the boom of learning to embrace momentum’. However on a personal basis, he does not look at his own portfolio too often, choosing instead to be a rule-based investor. Daniel opens his award winning* book The Laws of Wealth: Psychology and the Secret to Investing Success, with “The investor’s chief problem, and even his worst enemy, is likely to be himself.” – Benjamin Graham. Daniel advocates that individuals should should seek Financial Advice because research confirms that individuals that do well over the long-term will attain better returns in the long-term. Listen now to gain insights into how Dr Daniel Crosby presents a route map for navigating the complex nature of behavioural psychology, behavioural finance and the laws/strategies of achieving long-term wealth. During a time when many investors are making poor decisions and trading rather than investing. Learn from the lessons in his successful, insightful global investing journey.

DO MY THOUGHTS AROUND MONEY AFFECT MY SPENDING HABITS? This week I had the chance to chat with Dr. Daniel Crosby, a behavioral finance expert. Dr. Daniel Crosby is a behavioral finance expert, a sought after thought leader on market psychology, and the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne's tactical strategy. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a financial blogger you should be reading by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. HERE'S WHAT YOU’LL LEARN FROM THIS EPISODE: What simple decisions are predictors of whether or not you reach your goals. Why people who work with an advisor do better with their finances than those who don’t. The number one thing people can do to streamline their investments. How your ego is impacting your financial picture. The impact establishing and following money rules can have in meeting your financial goals. Why we think that money needs to be sexy (when it really doesn’t). LINKS WE MENTIONED ON THE SHOW: The Laws of Wealth: Psychology and the Secret to Investing Success Nocture Capital Personal Benchmark

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Thomas Wilson, Senior Investment Manager and Managing Director of Wealth Advisory at Brinker Capital, on impact of election on markets, fixed income investment options, and strength of consumers.

Building wealth - that's what I want to talk with you about today. I know a lot of people are jaded with the whole process. Unscrupulous financial advisors, unnecessary fees, complex products, industry jargon, and a whole host of issues that keep you from building massive amounts of wealth in your life. My guest today, Dr. Daniel Crosby, is on a mission to help bring some of the clarity and control back into your life and finally help you start taking charge of your money! Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne's tactical strategy. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. He's got a new book, The Laws of Wealth, which is what he's here to talk with us about today! Please leave us a review at http://www.orderofman.com/itunes Shownotes: http://www.orderofman.com/069 Website: http://www.orderofman.com