Risk Management Tools and the Future of Behavioral Finance with Daniel Crosby

In this episode, Jack talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions.

Daniel is a psychologist and a behavioral finance expert who helps advisors and investors understand the psychology of financial markets. He believes that through tools, such as the Irrationality Index and the new 3D Risk Profile from Orion, we’ll be able to assess emotional reactions to volatility.

Daniel and Jack discuss the benefits of risk management tools, the role of human behavior and psychology in investing, and the future of behavioral finance.