Daniel Crosby, the chief behavioral officer at Orion, has led the development of tools, training and technology for financial advisors in a practical application of behavioral science.

Recently introduced, PulseCheck leverages research in behavioral finance to provide advisors with insights into their clients’ emotional and cognitive drivers, enabling more personalized financial planning. His first book, “Personal Benchmark: Integrating Behavioral Finance and Investment Management,” was a New York Times bestseller.

He also has written “The Laws of Wealth” and “The Behavioral Investor.” Crosby’s podcast, “Standard Deviations,” features interviews with an array of industry thought leaders.

It has garnered a loyal following, with thousands of downloads each month.