Summer Series #1 - With Dr. Daniel Crosby
This summer, as Abraham and Kate take a well-earned break, Adviser 3.0 The Podcast is bringing you the standout moments from Adviser 3.0 2025. We begin with an unmissable talk from renowned behavioural finance expert Dr Daniel Crosby, who made his second appearance on the podcast to explore the human side of financial advice.
In a session that blends psychological research with practical application, Daniel challenges advisers to broaden their perspective beyond technical knowledge and focus on the emotional, behavioural, and relational aspects of client interactions.
Why This Talk Matters for Financial Advisers
Dr Crosby’s keynote is a powerful reminder that financial success alone does not guarantee fulfilment. His message encourages advisers to embrace their unique position as guides, not just for wealth accumulation but for helping clients find meaning and contentment in their financial lives.
Key Takeaways from the Session
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Why clients stay or leave: Daniel shares evidence on the deeper, often unspoken reasons clients choose to remain with or walk away from advisers.
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The disconnect between money and meaning: He highlights how modern wealth has become separated from purpose, and what advisers can do to restore that connection.
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What truly drives happiness: Research-backed insights into how gratitude, generosity, and strong relationships contribute more to contentment than investment returns alone.
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Applying behavioural finance in real life: Learn how to translate behavioural finance insights into everyday advisory practice, improving client engagement and decision-making.
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Making advice more human: Discover practical ways to bring empathy, purpose, and impact into your client conversations.
“We live in the richest time in history, yet many people feel more disconnected than ever. Advisers can be the bridge that brings meaning back into money.” — Dr Daniel Crosby
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