On today’s show we speak to Jason Barsema of Halo Investing about what they’re doing to bring the structured product market to the 21st century advisor. For more information visit HaloInvesting.com
On today’s show we discuss:
- Structured notes for the 21st century advisor
- How advisors can define their client’s risk
- Where these products fit in a portfolio, and much more
Listen here:
Charts:
Email us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
Follow us on Facebook, Instagram, and YouTube.
Check out our t-shirts, stickers, coffee mugs, and other swag here.
Subscribe here:
