Daniel Crosby Ph.D.

Daniel Crosby, Ph.D., is the chief behavioral officer at Orion Advisor Solutions. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. Crosby has more than 10 years of experience in the financial services industry and has published bestselling books that serve as guides to building stronger advisor-client engagement. Crosby was named one of the “12 Thinkers to Watch’’ by Monster.com, a “Financial Blogger You Should be Reading” by AARP and one of the “Top 40 Under 40” by InvestmentNews.