This week on "Real Money, Real Experts", Rachael and Mary sit down with psychologist and behavioral finance expert, Daniel Crosby. This conversation was a fun one, covering everything from epic failures to Chat GPT to the power of authenticity - which starts with doing the hard internal work on ourselves.Daniel reminds us that technology is our friend, shares some great book and podcast recommendations, and offers words of wisdom from his father that we can all benefit from remembering.Show Notes:1:25 Daniel's journey into this field3:45 How the transition into this space worked7:54 One failure Daniel has experienced 10:11 One success Daniel has experienced11:35 His journey as an author15:33 Advice for building engagement with clients17:39 How technology may affect or drive financial services in the future21:32 Top books Daniel recommends23:03 Daniel's final 2 cents24:27 How listeners can connect with himShow Note Links:Connect with Daniel on Linkedin or TwitterDaniel's books:The Behavioral InvestorThe Laws of WealthOrion Advisor TechnologyBrad Klontz, Ted Klontz, & Charles Chaffin - The Pyschology of Financial Planning for PractitionersRichard Shotton - The Choice FactoryStandard Deviations podcastJen Clinehens - Choice Hacking PodcastWant to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

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