This week, Ana Trujillo Limon talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, Julie Ragatz, Vice President, NextGen and Advisor Development Programs at Carson Group, and Erin Wood, Senior Vice President- Financial Planning at Carson Group. They talk about behavioral finance, how past experiences can influence financial decisions, and how they help clients change their mindset toward a more favorable financial outlook.You can find show notes and other information at CarsonGroup.com/Framework.
