Hey Tony -

Understanding human behavior is key to financial success, both for advisors and their clients. In this episode, Daniel Crosby, a psychologist turned behavioral finance expert, dives deep into why traditional goal-setting often falls short and how to create meaningful, lasting change. If you’ve ever wondered why clients set arbitrary financial goals—or why sticking to your own habits is so hard—this conversation is for you!

What you’ll learn in this episode:

• Why most financial goals are based on social influence, not personal values
• How to help clients set goals that actually resonate with them
• The science behind forming long-term habits and staying committed
• Why rules and automation are more effective than willpower alone
• How social accountability can dramatically improve financial decisions

So many advisors focus on the numbers, but real success comes from understanding the psychology behind money decisions. Tune in for actionable strategies that will transform how you and your clients approach financial planning! 🎧

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🔗 Resources & Links: 

Check out Daniel’s Book, The Soul of Wealth, HERE!

📌 Grab the 37-point tax checklist Here!  

📌 Learn more about the RTS Summit Conference Here!   

Tune in and take action—your clients (and their CPAs) will thank you! 🎧

Register HERE for the Asset+Map Webinar!

Listen to this week's episode on iTunes.  

Happy listening,

P.S. I hang out on LinkedIn a lot and would love to connect with you there! 

P.P.S. I know I keep sharing about The Efficient Advisor Community on Facebook. But I do so only because I am committed to building a community of advisors so no one has to build a business alone! Join us for a place to ask questions, get feedback, and to learn from others!