What’s Ahead:
- How Halo Investing is democratizing access to technology and structured products to the retail market.
- How financial advisors can use protective investing strategies to maintain existing client relationships and attract new clients.
- Why risk and evidence-based approaches to marketing can (and should) work together in 2023.
Joanna Kanakis of Halo Investing recently joined the On The Circuit podcast to share how Halo’s technology is helping financial advisors protect their clients’ portfolios and grow their businesses in times of uncertainty.
Joanna Kanakis’ background in investment banking ultimately led to a new career path as Head of Business Development at Halo Investing. At Halo, financial advisors are free to research, select, transact, and manage structured products and buffered ETFs – designing and delivering unique products to their clients.
“The firms that use Halo today use these protective investing strategies to solve both of maintaining their existing client book and organically growing new assets.”
In periods of uncertainty (like today’s volatile markets), this new tech opens the door to solutions previously only available in the wirehouse space.
Listen to the full episode:
Please see our Halo Disclosure Page for important disclosures.
