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October 07, 2024
Behavioral finance, or the intersection between money and psychology, is a topic of growing importance in the industry. How can financial professionals leverage this knowledge?
In this episode, host Eric Ludwig, PhD, CFP® talks with retirement planning experts Daniel Crosby, PhD, and Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® to examine the latest in behavioral finance knowledge and insights present in Crosby’s upcoming book, The Soul of Wealth. They discuss how to ensure your clients’ happiness and wellbeing in retirement, the power of psychology in financial planning, the importance of understanding clients’ money stories, and more.
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® is the chief executive officer of Bryn Mawr Capital Management. He has extensive wealth management experience, bringing innovative thinking, transformative leadership, and a strong reputation for fostering client relationships. He leads and grows Bryn Mawr Capital Management business and helps shape the thought leadership around planning in the profession. A Wall Street Journal bestselling author, educator, and executive speaker, Hopkins serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA. He is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.
Daniel Crosby, PhD is a psychologist and behavioral finance expert who helps organizations understand the intersection of minds and markets. His first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 10 languages. His latest work, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology, and psychology of sound financial decision-making. When he's not decoding market psychology, Crosby is a father of three, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
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