Webinar replay signup

March 12, 2024

Join us on March 15th for two exclusive webinars designed to revolutionize your financial insights and strategies.

At 11:30 am et, we'll dive into the intersection of psychology and finance with renowned speaker Daniel Crosby. Gain actionable insights on how human behavior influences financial decisions and learn to interpret Daniel's 'Irrationality Index' for informed decision-making.

Click here to sign up for Daniel’s webinar.

Following that, at 1:00 pm et, Wired Planning founder, Brendan Frazier, will share his journey navigating the human side of money in financial advising. Discover practical strategies for connecting with clients, uncovering their values, and revolutionizing your advisory business.

Click here to sign up for Brendan's webinar.

Secure your spot for both webinars by signing up now, and we'll send you the exclusive LinkedIn event links on March 15th. Elevate your financial expertise with us!

Dr. Daniel Crosby is a distinguished psychologist and behavioral finance expert renowned for illuminating the intersection of mind and markets. As a New York Times bestselling author, his work includes "Personal Benchmark: Integrating Behavioral Finance and Investment Management," followed by "The Laws of Wealth," recognized as the best investment book of 2017 by the Axiom Business Book Awards and translated into multiple languages. His latest masterpiece, "The Behavioral Investor," delves deep into the impact of sociology, psychology, and neurology on investment decision-making, solidifying Daniel's standing as a thought leader in the finance industry.

Brendan Frazier, founder of Wired Planning, brings a wealth of experience from his seven years at Jackson National, where daily interactions with financial advisors fueled his expertise in business development and client service strategies. In 2017, a transformative meeting redirected Brendan's focus towards the intersection of technical knowledge and the human side of money, leading to the launch of Wired Planning in 2018. Dedicated to filling the void in training on connecting with clients and driving behavior change, Brendan distills insights from behavior change, psychology, communication, and negotiation to elevate client outcomes and reshape the trajectory of advisory businesses.

The best is ahead!

-Matt