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Running an RIA · Podcast

Dr. Tyler Rosier - Wired for Wealth

The episode focuses on the gap between the financial life a client says they want and the one they lead, which is the terrain advisors work in when coaching client behavior. It also raises whether this work needs a financial therapist or can be handled through self-work and introspection, a question relevant to where an advisor's role ends.

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Summary

By the running an ria desk

Dr. Daniel Crosby interviews clinical neuropsychologist Dr. Tyler Rosier about what brain science adds to behavioral finance, framed around his "wired framework." The conversation covers why people know the right financial move and still fail to make it, where money scripts come from and why they persist even once someone is aware of them, and why high-achievers can still carry scarcity mindsets. It closes on practical ground: how to surface money scripts, when to pause before a decision, and what a financial environment designed to make good decisions easy might look like.

  1. Dr. Rosier draws on his clinical work to argue that how people handle money is partly a brain problem
  2. The discussion asks why money scripts keep their hold even when someone becomes consciously aware of them
  3. High-achievers are described as still vulnerable to scarcity mindsets that diverge from their present reality
  4. Practical threads include bringing money scripts into awareness, spotting signals to pause before deciding, and designing an environment that makes good decisions easy

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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