In this episode, DPL Founder and CEO, David Lau, talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. Daniel helps individuals and organizations thrive at the intersection of psychology and finance. As a New York Times bestselling author, psychologist, and behavioral finance expert, Daniel has dedicated his career to empowering others with actionable insights on money, meaning, and mindset.

David talks with Daniel about the psychological drivers behind investor behavior, common mental pitfalls that can lead to costly mistakes, and the practical framework advisors can use to build resilient client portfolios. From Orion's popular Protect, Live, Dream platform to the four meta-biases that influence people's decisions and actions, Daniel explains how advisors can proactively support clients through volatility and why financial advising is just as much about managing emotions as managing wealth.