OTA LEADERSHIP INDEX

Daniel Crosby

FEATURED ON

Masters in Business

ARCHETYPE

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.

IN THEIR WORDS, WHY CATALYST

“Soulful wealth encompasses far more than just numbers on a spreadsheet.”
defining true wealth holisticallyundated

“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.”
critiquing shallow financial planningundated

“Without that thing to look forward to, the pull of the here and now just becomes far too powerful.”
on purpose and delayed gratificationundated

MASTERS IN BUSINESS

Masters in Business: “At The Money: Our Complicated Relationship With Cash”

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Daniel’s full six-dimension Leadership Index profile is held pending their validation. The archetype shown is derived from their interview transcript, held pending validation by the subject. How we read a leader →

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