About

Dr. Daniel Crosby - Psychologist and Behavioral Finance Expert | Chief Behavioral Officer at Orion | Speaker on Investor Behavior and Financial Decision-Making

Why Book Dr. Daniel Crosby?

Dr. Daniel Crosby helps audiences understand why knowing what to do with money does not always lead to doing it. A psychologist and behavioral finance expert, he explores how emotion, bias and social influences shape financial decisions—and how people can develop more consistent habits.

As Chief Behavioral Officer at Orion, Daniel develops tools, training and technology that help financial advisors apply behavioral science. The co-author of the New York Times bestseller Personal Benchmark and author of The Laws of Wealth and The Behavioral Investor, he connects research with the conversations and decisions advisors and investors face every day.

Why Is Dr. Daniel Crosby Right for Your Audience?

Daniel is a strong fit for financial advisor conferences, wealth management events, investment team meetings and client education programs. He is especially relevant when an organization wants to strengthen client relationships, address emotional reactions to markets or build more disciplined decision-making processes.

Book Daniel when your audience needs to:

• Understand the psychology behind financial decisions
• Recognize biases that can undermine sound judgment
• Help clients navigate uncertainty and market volatility
• Connect financial plans with personal goals
• Strengthen communication about money and risk
• Build processes that support consistent behavior

Audience Takeaways

Depending on the program selected, attendees will leave:

More aware of their own emotional and behavioral tendencies
Better able to recognize common investor mistakes
Equipped with ideas for improving financial conversations
Clearer on the value of goals and decision-making discipline
Ready to apply behavioral insights to client relationships and team processes

Keynote Programs

The Behavioral Investor
Daniel examines the social, neurological and psychological influences behind investment decisions. Ideal for investors, advisors and investment teams seeking greater self-awareness and a more structured approach to judgment.

The Laws of Wealth
Daniel translates behavioral finance into practical principles for managing investor behavior and the investing process. Ideal for financial professionals and client audiences who want to understand how discipline can support long-term goals.

The 5 Obsessions of Exceptional Investment Teams
Daniel explores courage, conviction, consistency, clarity and conservation as foundations for stronger investment team processes. Ideal for asset managers and investment professionals seeking to manage emotion, focus attention and improve how decisions are made.

Is Dr. Daniel Crosby Right for Your Event?

Tell us about your audience, the financial conversations it needs to improve and what you want attendees to do differently. We can help select Daniel’s most relevant program, discuss customization, and confirm his availability and fee.

Contact The Sweeney Agency 1-866-727-7555 or [email protected] for more information on this speaker.