Daniel Crosby
The Catalyst
Ideas with a spark, energy, range and the ability to start things.
Daniel Crosby operates as The Catalyst, turning behavioral science into a live spark for deeper client conversations. Orion's chief behavioral officer insists that good planning requires excavating personal values and a vision of the good life, pushing advisors beyond spreadsheet comfort zones. By framing future anticipation as the antidote to present-bias, he converts psychological insight into practice change, the defining move of a leader who ignites rather than instructs.
“Soulful wealth encompasses far more than just numbers on a spreadsheet.”
“Getting it right in a financial plan means going a lot deeper with someone on what they value and their vision of the good life.”
“Without that thing to look forward to, the pull of the here and now just becomes far too powerful.”
Masters in Business: “At The Money: Our Complicated Relationship With Cash”
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