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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession.

Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations.

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Jan 9, 2021

Marie Swift 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 the pandemic and social unrest made more visible by new 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 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.

More from Dr. Crosby can be found here: