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

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!

Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!)

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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