Summer Series #1: Dr. Daniel Crosby
Update: 2025-08-06
Description
In this special summer episode from Adviser 3.0 2025, psychologist and wealth expert Dr. Daniel Crosby returns to discuss how advisers can create deeper, more meaningful relationships with clients.
He explores why people often feel unfulfilled despite financial success, and how advisers can help reconnect their clients to purpose, gratitude and wellbeing.
This episode includes insights on:
- Why emotional connection matters more than technical skills
- How behavioural coaching adds long-term value
- The role of purpose and generosity in financial planning
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