Overcoming Emotional Hurdles Before Solving Problems With Daniel Crosby

Clients carry a lot of emotional baggage that can hinder their financial progress. Many advisors’ initial reaction is to use facts or logic to get clients to move forward. But that reaction can actually make clients even more resistant to change. So says Dr. Daniel Crosby, behavioral finance expert and Reese’s guest on this episode of Elementality.

Daniel and Reese explore how to approach common behavioral tendencies that can keep clients from reaching their goals and improving their financial lives.