Understanding human behavior is key to financial success, both for advisors and their clients. In this episode, Daniel Crosby, a psychologist turned behavioral finance expert, dives deep into why traditional goal-setting often falls short and how to create meaningful, lasting change. If you’ve ever wondered why clients set arbitrary financial goals—or why sticking to your own habits is so hard—this conversation is for you!

What you’ll learn in this episode:

Why most financial goals are based on social influence, not personal values
How to help clients set goals that actually resonate with them
The science behind forming long-term habits and staying committed
Why rules and automation are more effective than willpower alone
How social accountability can dramatically improve financial decisions

So many advisors focus on the numbers, but real success comes from understanding the psychology behind money decisions. Tune in for actionable strategies that will transform how you and your clients approach financial planning! 🎧

Check out Daniel’s Book, The Soul of Wealth, HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby

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