In this episode, DPL Founder and CEO, David Lau, talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. They discuss 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 proactive...

How Annuities Can Help Protect Principal in Retirement

DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.