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In our society, where financial comfort doesn’t always translate to true well-being, your clients need more than just a numbers person.
In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Dr. Daniel Crosby about his latest book, The Soul of Wealth, which is packed with 50 punchy essays that make complex ideas about wealth and happiness easy to digest. Inspired by Rick Rubin’s The Creative Act, Dr. Crosby digs into how advisors can play a role in helping their clients achieve not just financial goals, but life satisfaction.
Matt and Daniel discuss:
- The concept of true wealth beyond finances
- Behavioral finance in client relationships
- The role of advisors in addressing loneliness and life satisfaction
- Practical steps for advisors to incorporate behavioral finance
- And more
Related: How to Create a Lead Magnet That Attracts Ideal Clients with Hillary Gale
Connect With Dr. Daniel Crosby: