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Stephen and Kevin Show Episode 35: Behavioral Finance with Dr. Daniel CrosbyStephen and Kevin Show Episode 35: Behavioral Finance with Dr. Daniel Crosby

Stephen Boswell, Kevin A. Nichols

August 4, 2016

Recent research has shown that financial advisors do more than portfolio construction and wealth management. The best advisors coach their clients and help them stick to a disciplined investment process. In Episode 35, Dr. Daniel Crosby, a behavioral finance expert, shares his laws of wealth and provides practice advice you can immediately implement with clients.

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Stephen Boswell and Kevin Nichols are coaches with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols www.oechsli.com

About the Authors

Stephen Boswell

Stephen Boswell

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Kevin A. Nichols

Kevin A. Nichols

Director of Coaching

https://www.oechsli.com/

Kevin Nichols is the author of The Indispensable LinkedIn Sales Guide for Financial Advisors and the Director of Coaching for The Oechsli Institute. He is a leading expert on Social Media marketing and delivers speeches and conducts workshops throughout the country. He has coached hundreds of financial advisors and numerous wealth management teams. He is also the co-author of the FastTrack for Growth newsletter for wealthmanagement.com. Follow him on twitter @KevinANichols.

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