Oct 18
Follow These 5 Steps to Minimize Client Anxiety: Orion's Daniel Crosby By Jane Wollman Rusoff - ThinkAdvisor
Clients focusing on what’s transpiring in the U.S. economy instead of their personal economy leads to “learned helplessness, [which] can induce burnout and a lack of desire to keep on investing,” psychologist Daniel Crosby, chief behavioral officer at Orion Advisor Solutions, argues in an interview with ThinkAdvisor.
Rather than worrying over “externalities that are out of [their] control,” clients should concentrate on their own “personal benchmark” to “make decisions that are both within their power and germane to their specific situation,” says Crosby, a 2022 ThinkAdvisor LUMINARIES award finalist for Thought Leadership & Education.
