Talk Your Book: Defined Outcome Strategies with Jason Barsema of Halo Investing

Today’s Talk Your Book is sponsored by Halo Investing:

Go to Halo Investing to learn more about how they work with advisors.

We discuss:

  • The size and scope of the structured products market
  • What’s wrong with the way structured products typically work?
  • Why the structured products marketplace is so inefficient
  • The pros and cons of using structured products
  • Why this space needs more transparency
  • Best use cases of Halo’s platform for advisors
  • How advisors use structured products
  • How to improve pricing and fees on structured products
  • How do clients think about structured products?

Listen here:

For more go to Halo Investing.

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