“The Ten Commandments of Investor Behavior”

with Dr. Daniel Crosby on March 18th.

“Daniel Crosby is the chief behavioral officer at Orion Advisor Solutions. 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. In 2018, Daniel released his fourth book, The Behavioral Investor, a comprehensive guide to psychological, biological, and neurological impediments to sound investment decision making. Daniel is at the forefront of behavioralizing finance.”