Marie Swift of Impact Communications speaks with author / speaker / thought leader Daniel Crosby, Ph.D. The topic: How to cope with life's many challenges and uncertainties. After discussing the Big Five personality types and ways to better understand ourselves and other people, he offers tips on how advisors can influence clients and create positive outcomes in spite of endless concerns made more visible by news outlets and social media.
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.
As Chief Behavioral Officer at Orion Advisor Solutions, a personalized financial management continuum that provides best-in-class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science.
Marie Swift has worked as a marketing communications consultant and PR professional within the financial services industry for many years. She established Impact Communications in 1993. In her Swift Chat video conversations, she brings some of the best and brightest minds in the profession to share key thoughts and insights aimed at helping financial planners and investment advisors.
