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June 2021 Chapter Meeting

  • 16 Jun 2021
  • 11:45 AM - 1:15 PM
  • Virtual

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VIRTUAL CHAPTER MEETING
June 16, 2021


11:45 a.m. 
Announcements


12:00-1:15 p.m. 
THE SCIENCE OF INFLUENCE:
SIX SIMPLE WAYS TO GET YOUR CLIENTS TO TAKE YOUR BEST ADVICE

DANIEL CROSBY, PHD

Chief Behavioral Officer, Orion

In disciplines as diverse as nutrition, medicine, and finance, there is a large gap between knowing what to do and actually acting on what we know. This chasm, known as the "knowing-doing gap" accounts for a host of unfavorable outcomes. In the US, research suggests that less than half of Americans receive financial advice, and among those that do, less than half actually follow through on the advice given. In this engaging presentation, Dr. Daniel Crosby will help participants close the knowing-doing gap with six proven techniques for giving advice that really sticks. 


CFP - 1.5 hour approved 

Kansas Insurance - 1 hour approved

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 7 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. 

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